A lightweight CRM designed for freelancers and solo consultants. Track clients, active projects, sent invoices, and follow-up tasks in a single Taskade workspace.
What's Included
- Client Database: Contact details, project history, and communication log
- Project Tracker: Active and completed projects linked to clients
- Invoice Log: Sent invoices with payment status tracking
- Follow-Up Tasks: Automated reminders for client check-ins
- AI Agent: Drafts follow-up emails and identifies clients due for outreach
How To Use
- Clone this template into your workspace
- Add your clients with contact details and project history
- Track active projects in Board view
- Use the AI agent to draft follow-up emails
- Set up automation triggers for payment reminders
Browse more freelancer tools in the Community Gallery.