Best software · Sales
10 Best CRM for Freelancers of 2026
This list is for freelancers, consultants and solo service providers who need one place for new leads, follow-up reminders and client details. We compared documented features and published prices for 10 tools, from freelance business suites that add proposals and invoicing to sales CRMs that focus on the pipeline. Scores weigh features at 40%, ease of use at 30% and value at 30%. Prices are the vendors' own US dollar figures where the pricing page showed them to us; one vendor did not and is marked as pending.
By the Mojolin research desk · Updated November 10, 2026 · 10 tools compared · Prices checked on vendor pages, latest November 10, 2026
Questions or corrections: editorial@mojolin.com
Mojolin is self-funded How we score
HoneyBook is our top pick for freelancers in the US, Canada, the UK and Australia because a lead form, pipeline, proposal, contract and invoice all sit on the same client record. Moxie is the value choice at $10 per month billed annually with the sales pipeline included, and Bigin by Zoho is free for one user if you only need a pipeline. HubSpot CRM and Capsule have free plans for two users, Dubsado suits freelancers who want heavy workflow automation, and Bonsai fits hourly work. Pipedrive and folk are strong sales CRMs for freelancers with a busy lead flow, and Less Annoying CRM is the simple flat-price option.
Top picks
Best overall
HoneyBook
8.6 / 10
Freelancers in the US, Canada, UK or Australia who want lead capture, proposals, contracts and payments tied to each client record.
Read the review →Runner-up
Moxie
8.5 / 10
Solo freelancers who want a sales pipeline and client records plus billing at a low monthly price.
Read the review →Also great
Bigin by Zoho
8.4 / 10
Freelancers who want a real sales pipeline for free and an inexpensive upgrade path.
Read the review →Comparison table
| # | Tool | Pricing | Score | |
|---|---|---|---|---|
| 1 | Freelancers in the US, Canada, UK or Australia who want lead capture, proposals, contracts and payments tied to each client record. | Starter from $29 per month billed annually ($36 monthly); Essentials $49; Premium $109 | 8.6 | |
| 2 | Solo freelancers who want a sales pipeline and client records plus billing at a low monthly price. | Starter from $10 per month billed annually ($12 monthly); Pro $20; Teams $32 | 8.5 | |
| 3 | Freelancers who want a real sales pipeline for free and an inexpensive upgrade path. | Free single-user plan; Express from $7 per user per month billed yearly ($9 monthly); Premier $12; Bigin 360 $18 | 8.4 | |
| 4 | Freelancers who want a free contact and deal database with email tracking, and room to grow. | Free plan for 2 users and 1,000 contacts; Starter normally $20 per seat per month, with a limited-time discount for new customers | 8.3 | |
| 5 | Freelancers and creative service providers who want automated client workflows from first inquiry to final invoice. | Starter $335 per year (about $28 per month); Premier $525 per year; prices in USD | 8.2 | |
| 6 | Freelancers who track hours and want CRM, contracts and invoices in the same tool. | Basic from $9 per user per month billed annually ($15 monthly); Essentials $19; Premium $29 adds the deals pipeline; Elite $49 | 8.0 | |
| 7 | Freelancers who want a clean contact and pipeline CRM with a free plan and email templates. | Free plan for 2 users and 250 contacts; Starter $18 per user per month billed annually ($22 monthly); Growth $36; Advanced $54; Ultimate $72 | 7.9 | |
| 8 | Freelancers whose income depends on an active sales process with many leads and calls. | See vendor pricing (USD check pending) | 7.8 | |
| 9 | Freelancers who find clients through LinkedIn and their network and want contacts enriched automatically. | Standard from $24 per member per month billed yearly ($30 monthly); Premium $48; Enterprise from $80 | 7.7 | |
| 10 | Freelancers who want an easy contact and pipeline tracker at one flat price with phone support. | $15 per user per month, everything included; 30-day free trial | 7.6 |
Scoring weights
Every tool gets three editorial scores out of 10, from vendor documentation, product pages and the published price. The overall score is the weighted average below, the same method on every list. Full method
The full ranking

Rank 1 · Best overall
HoneyBook
A client management platform for independent service businesses that tracks leads in a pipeline and turns them into signed, paid projects.
honeybook.com8.6
out of 10
Best for: Freelancers in the US, Canada, UK or Australia who want lead capture, proposals, contracts and payments tied to each client record.
HoneyBook ranks first because it treats the client record as the center of a freelance business. A lead arrives through a HoneyBook lead form, lands in a customizable pipeline, and then moves through proposal, contract and invoice without leaving that record. Proposals let a client pick services, sign and pay in one file, which shortens the gap between an inquiry and a deposit. Custom fields and tags keep client details searchable, and pipeline automations push projects to the next stage when triggers fire. Payments support cards, ACH, payment plans, autopay and late fees, with card fees starting at 2.9% plus 25 cents. The limits matter for solo users: Starter at $29 per month billed annually allows only two live lead forms, and automations plus the scheduler sit on Essentials at $49. HoneyBook is also only open to businesses in the US, Canada, the UK and Australia, so freelancers elsewhere need another tool.
Standout feature
Clients can book, sign and pay from a single proposal file.
Use cases
Wedding photographers
Capture inquiries with a lead form and send a booking proposal
Outcome: Signed contract and deposit from one file
Freelance consultants
Track each prospect through a custom pipeline
Outcome: A clear view of which leads need a follow-up
Coaches
Bill clients on recurring invoices with autopay
Outcome: Fewer late payments to chase
Key features
- Customizable pipeline with pipeline automations that move projects between stages
- Lead forms that capture and book leads, with custom fields and tags on every client
- Proposals that let clients book, sign and pay from a single file
- Invoices on one-time, recurring or custom schedules with autopay and payment reminders
- Client portal plus email and calendar sync, Zapier, QuickBooks, Calendly and Mailchimp integrations
Pros
- Every plan includes unlimited clients and projects
- Lead, contract and payment history sit on the same client record
- Hundreds of professionally designed file templates in the gallery
Cons
- Only available to businesses in the US, Canada, UK and Australia
- Starter allows just 2 live lead forms and one scheduler session type
- Automations, the scheduler and QuickBooks sync start on Essentials at $49 per month billed annually

Rank 2 · Runner-up
Moxie
An all-in-one workspace for freelancers that combines client management, a sales pipeline, proposals, invoicing and time tracking.
withmoxie.com8.5
out of 10
Best for: Solo freelancers who want a sales pipeline and client records plus billing at a low monthly price.
Moxie is the closest rival to HoneyBook and the stronger choice for freelancers who watch costs. Its Starter plan is $10 per month billed annually, or $12 monthly, and it already includes client management, a sales pipeline, proposals, quotes, contracts, invoicing, time tracking, basic accounting, a custom form builder and meeting schedulers. That covers the full path from a new lead to a paid invoice for one person. A universal calendar and inbox keeps client messages and meetings in one view, and the Moxie AI assistant is on every plan. Pro at $20 billed annually adds a white-label client portal, support ticketing, workflow automations, a Communicator phone line and integrations through Zapier, Make, webhooks and a public API. Moxie says freelancers do not have to pay annually, which suits uneven income. The trade-offs are automations locked to Pro and a Teams plan that tops out at five members.
Standout feature
A sales pipeline, proposals and invoicing for $10 per month billed annually.
Use cases
Freelance designers
Move inquiries through the sales pipeline to a signed contract
Outcome: Every lead tracked without a separate CRM
Web developers
Track time and invoice from the same client record
Outcome: Billable hours turned into invoices quickly
Virtual assistants
Book discovery calls with a meeting scheduler
Outcome: Fewer emails to agree on a time
Key features
- Client management and a sales pipeline on every plan
- Proposals, quotes and contracts plus invoicing and payment tools
- Custom form builder and meeting schedulers to collect new leads
- Universal calendar and inbox with the Moxie AI assistant
- Pro adds a white-label client portal, workflow automations and Zapier, Make and API integrations
Pros
- Starter includes the sales pipeline, so lead tracking is not an upsell
- No annual contract required; monthly billing is offered
- Pro adds unlimited project collaborators for freelancers who subcontract
Cons
- Workflow automations need Pro at $20 per month billed annually
- The Communicator phone line covers only the US, Canada and the UK
- Teams caps the workspace at five team members

Rank 3 · Also great
Bigin by Zoho
A pipeline-centric CRM from Zoho built for small businesses, with a free single-user edition.
bigin.com8.4
out of 10
Best for: Freelancers who want a real sales pipeline for free and an inexpensive upgrade path.
Bigin by Zoho is the best pick for freelancers who want a proper sales CRM without paying for one. The free edition gives a single user one pipeline with customizable stages, 500 records, contact and activity management, three automations, a dashboard, a booking page, web forms for capturing leads and a business card scanner. A built-in phone lets you make, receive and record calls from the CRM. When the free plan gets tight, Express costs $7 per user per month billed yearly, or $9 monthly, and raises the limits to three pipelines, 50,000 records and 30 automations while adding Gmail, Outlook and WhatsApp Business integration and mass emails with insights. Bigin is a CRM first, so it has no native proposals, contracts or invoicing; freelancers who bill through Bigin usually pair it with another Zoho app. For keeping leads, follow-ups and client details organized, though, it does the job at the lowest price on this list.
Standout feature
A free single-user pipeline CRM with a booking page and web forms.
Use cases
Freelance copywriters
Track pitches in a free pipeline
Outcome: A clear list of open leads at no cost
Photographers
Collect inquiries with a Bigin web form
Outcome: New leads logged automatically
Consultants
Log calls with the built-in phone
Outcome: Call history on each contact
Key features
- Pipelines with customizable stages for any customer-facing process
- Contacts, companies, products and activities such as calls, tasks and events
- Built-in phone with call recording plus 100+ telephony integrations
- Booking page, no-code web forms and a business card scanner
- Apps for iOS, iPadOS, Android and macOS, plus MCP support for AI tools
Pros
- The free edition includes a pipeline, 3 automations and a booking page
- Express adds Gmail, Outlook and WhatsApp Business integration for $7 billed yearly
- Mobile and macOS apps for updating leads on the go
Cons
- The free plan is for a single user and stops at 500 records
- No built-in proposals, contracts or invoicing like freelance suites
- Email integration is not on the free plan

Rank 4
HubSpot CRM
A free CRM for up to two users that upgrades to Starter seats with more fields, permissions and automation.
hubspot.com8.3
out of 10
Best for: Freelancers who want a free contact and deal database with email tracking, and room to grow.
HubSpot CRM is a strong free option for a freelancer whose main need is remembering every lead and following up on time. The free plan covers two users and 1,000 contacts with deal pipelines, a reporting dashboard and email tools, so you can log a prospect, track an opportunity and see which conversations went quiet. Starter is normally $20 per seat per month, and HubSpot was offering new customers up to 65% off when we checked, with the lowest rate tied to upfront annual payment. Starter replaces the basic CRM with the full version, including up to 1,000 custom properties, more organization and expanded reporting. HubSpot is built for sales and marketing teams, so it lacks the proposals, contracts and invoicing that HoneyBook, Moxie and Dubsado include. The free plan also limits you to 10 custom properties, which can feel tight if you track project details on each client.
Standout feature
A free CRM with no expiration date for up to two users.
Use cases
Freelance marketers
Log prospects and deals on the free plan
Outcome: A follow-up list without paying for software
Consultants
Track email opens on proposals sent from Gmail
Outcome: Better timing on follow-up messages
Two-person studios
Share one CRM across both partners
Outcome: Shared client history at no cost
Key features
- Free CRM with contacts, deal pipelines and a reporting dashboard
- Email tracking and templates for timely follow-ups
- Breeze AI assistance inside the CRM
- HubSpot Marketplace apps to connect other tools
- Starter unlocks the full CRM with 1,000 custom properties and seats purchased per user
Pros
- Free plan has no expiration date
- Free and paid tiers share one account, so upgrading needs no migration
- New customers can get Starter for up to 65% off for a limited time
Cons
- Free plan stops at 2 users, 1,000 contacts and 10 custom properties
- No built-in proposals or contracts for freelance work
- Higher tiers get expensive if you later want advanced automation

Rank 5
Dubsado
A business management platform for service providers covering lead capture, contracts, invoices, scheduling and workflows.
dubsado.com8.2
out of 10
Best for: Freelancers and creative service providers who want automated client workflows from first inquiry to final invoice.
Dubsado earns its place for freelancers who repeat the same client process over and over. Both plans include email integration, unlimited projects and clients, invoicing with payment plans, form and email templates, client portals, a calendar connection and a mobile app. Starter costs $335 per year and includes one active lead capture form, so a new inquiry lands in Dubsado with its details already filled in. Premier at $525 per year adds unlimited lead forms, scheduling, public proposals, bookkeeping and Zapier integration, and automated workflows that can send forms, contracts and reminders at each step. Dubsado includes three additional users free and charges $10 per month for each extra brand, which helps freelancers who run two businesses. The cost of all this flexibility is setup time: building workflows takes more effort than adding a deal to a pipeline, and the most useful automation sits on Premier.
Standout feature
Automated workflows that send forms, contracts and reminders at each project step.
Use cases
Brand designers
Send a lead form, proposal and contract in sequence
Outcome: Consistent onboarding for every client
Event planners
Automate reminders and payment plans with workflows
Outcome: Fewer manual follow-ups
Freelancers with two businesses
Run each under a separate brand
Outcome: Clean records for both
Key features
- Lead capture forms that create new leads in your account
- Legally binding contracts, proposals and invoices with payment plans
- Client portals for each client's project files and details
- Automated workflows and scheduling on Premier
- Separate brands for each business at $10 per month per additional brand
Pros
- Unlimited projects and clients on both plans
- 21-day trial with full Premier access and no credit card
- Three additional users included at no extra cost
Cons
- Starter allows only one active lead capture form
- Automated workflows, scheduling and Zapier need Premier at $525 per year
- More setup work than simpler CRMs before automations pay off

Rank 6
Bonsai
A client and project management platform for freelancers, consultancies and agencies with CRM, proposals, contracts, invoicing and time tracking.
hellobonsai.com8.0
out of 10
Best for: Freelancers who track hours and want CRM, contracts and invoices in the same tool.
Bonsai suits freelancers whose work is billed by the hour or by project and who want client records next to timesheets and invoices. Basic is $9 per user per month billed annually, or $15 monthly, and includes time tracking, task management, unlimited projects, a CRM with unlimited clients, a service library and mobile apps. Essentials at $19 adds the pieces most freelancers need to win and bill work: proposals, contracts, all templates, forms and questionnaires, scheduling, a client portal, invoices and payments, and expense and income tracking. The catch for lead management is that Bonsai's deals pipeline and custom client fields sit on Premium at $29 per user billed annually, along with integrations for QuickBooks, Xero, Zapier, Calendly and Google. A freelancer who only needs a client list can start cheaply, but one who wants to track open opportunities by stage pays more here than with Moxie or Bigin.
Standout feature
Client records, time tracking and invoicing in one place from $9 per user billed annually.
Use cases
Hourly consultants
Track time against each client and invoice it
Outcome: Accurate bills without spreadsheets
Freelance writers
Send a proposal and contract from templates
Outcome: Faster sign-off on new projects
Growing freelancers
Track opportunities in the Premium deals pipeline
Outcome: A view of upcoming work
Key features
- CRM with unlimited clients and a service library on every plan
- Proposals, contracts, forms and questionnaires on Essentials
- Invoices and payments plus expense and income tracking
- Deals pipeline and custom client fields on Premium
- QuickBooks, Xero, Zapier, Calendly and Google integrations on Premium
Pros
- Basic at $9 billed annually already includes CRM and unlimited clients
- Time tracking and invoicing in one place for hourly freelancers
- iOS and Android apps on every plan
Cons
- The deals pipeline for tracking leads needs Premium at $29 billed annually
- Proposals, contracts and invoicing start on Essentials at $19
- Pricing is per user, so adding help raises the bill quickly

Rank 7
Capsule CRM
A straightforward CRM for small businesses and solopreneurs with contacts, a sales pipeline, tasks and projects.
capsulecrm.com7.9
out of 10
Best for: Freelancers who want a clean contact and pipeline CRM with a free plan and email templates.
Capsule CRM is a tidy contact-first CRM that works well for a freelancer who mainly needs to remember people and next steps. The free plan covers up to two users, 250 contacts, five custom fields and one sales pipeline with custom milestones, plus tasks with custom categories. That is enough for a small client roster. Starter costs $18 per user per month billed annually, or $22 monthly, and raises the limit to 30,000 contacts while adding email templates, a shared mailbox, premium integrations such as Xero, and an AI pipeline generator. Capsule also has project boards, which helps when a won deal turns into delivery work. For follow-ups, the important upgrade is Growth at $36: it adds workflow automations, advanced reporting and automatic email sync from Gmail and Outlook. Capsule has no proposals, contracts or invoicing, so most freelancers will pair it with a billing tool.
Standout feature
A free plan for two users with a custom sales pipeline.
Use cases
Freelance accountants
Keep client contacts and tasks in one record
Outcome: Nothing slips between busy periods
Solo consultants
Track prospects through a custom pipeline
Outcome: Clear next steps for each lead
Small partnerships
Answer inquiries from a shared mailbox
Outcome: One inbox for new business
Key features
- Contact management with custom fields and a sales pipeline with custom milestones
- Tasks and calendar with custom task categories
- Email templates and a shared mailbox on Starter
- AI pipeline generator to build a pipeline for your process
- Growth adds workflow automations, Gmail and Outlook email sync and project boards
Pros
- Free plan for up to 2 users
- Starter jumps to 30,000 contacts
- No setup or onboarding fees, and every paid plan has a 14-day trial with no card
Cons
- Free plan stops at 250 contacts and 5 custom fields
- Automatic email logging needs Growth at $36 billed annually
- No invoicing or contracts built in

Rank 8
Pipedrive
A pipeline-first sales CRM with automation, email tools, AI features and add-ons for lead generation and documents.
pipedrive.com7.8
out of 10
Best for: Freelancers whose income depends on an active sales process with many leads and calls.
Pipedrive is the strongest pure sales CRM here, and it makes sense for freelancers who treat new business like a sales job, such as consultants running many discovery calls. Its pipeline view shows every deal by stage, and activity tracking and goals make it obvious which lead needs a follow-up next. Pipedrive says Nova, its meeting intelligence feature, is included in all plans: it pulls deal history into a pre-call brief, records and transcribes calls, and drafts CRM updates afterward. AI tools write and summarize emails and generate reports from prompts. Lead generation through LeadBooster, web visitor tracking and Smart Docs for trackable documents are add-ons, which raises the real cost. Pipedrive has no permanent free plan and no invoicing or contracts for client work, and its pricing page did not show us US dollar prices, so check the current rate before you buy.
Standout feature
Nova meeting intelligence records calls and drafts CRM updates on every plan.
Use cases
Freelance consultants
Run discovery calls with Nova recording and recaps
Outcome: CRM notes written without manual entry
Independent recruiters
Track candidates and clients through stages
Outcome: A clear pipeline of placements
Freelance developers
Automate follow-up tasks after each proposal
Outcome: Fewer leads forgotten
Key features
- Visual sales pipeline with customizable stages, goals and activity tracking
- Task automation, webhooks and an open API
- Nova meeting intelligence that records, transcribes and recaps calls, included in all plans
- AI sales assistant, AI email writer and summarizer, and AI reporting
- Add-ons such as LeadBooster for lead generation and Smart Docs for trackable documents
Pros
- Pipeline view makes the next action on every deal obvious
- Nova call recaps draft CRM updates you approve in one click
- Free trial with full access and no credit card
Cons
- Built for sales teams, so freelance billing tools are absent
- Lead generation, web visitor tracking and documents are paid add-ons
- No permanent free plan

Rank 9
folk
A relationship CRM that syncs email, calendar, LinkedIn and WhatsApp and uses AI assistants for enrichment and follow-ups.
folk.app7.7
out of 10
Best for: Freelancers who find clients through LinkedIn and their network and want contacts enriched automatically.
folk is built around relationships rather than projects, which fits freelancers whose leads come from LinkedIn, referrals and their network. The LinkedIn Chrome extension saves a prospect to folk in a click, and email, calendar and WhatsApp sync keep conversations attached to each contact. On Standard, AI features include magic fields, a research assistant, a follow-up assistant and a recap assistant, plus 500 email lookups per month for enrichment. Pipeline management with groups and views is included, and email campaigns let you send personalized messages to a segment. Standard costs $24 per member per month billed yearly, or $30 monthly, after a two-week free trial with no card. The downsides for freelancers are price and structure: deals and custom objects sit on Premium at $48, and many AI features draw on monthly credits. folk also has no invoicing or contracts, so it covers the lead side of the business only.
Standout feature
A LinkedIn extension and AI follow-up assistant built into the CRM.
Use cases
Freelance marketers
Save LinkedIn prospects with the Chrome extension
Outcome: A growing lead list without copy and paste
Consultants
Get nudges from the Follow-up Assistant
Outcome: Fewer warm contacts going cold
Fractional executives
Sync email and calendar history to each contact
Outcome: Full context before every call
Key features
- Pipeline management with groups and views
- LinkedIn Chrome extension to save prospects in one click
- Email, calendar and WhatsApp sync
- Contact enrichment, magic fields and a Follow-up Assistant
- Email campaigns plus 5,000+ integrations through Zapier and Make
Pros
- Strong for network-based lead sourcing from LinkedIn
- Two-week free trial with no credit card
- Unlimited members on every plan
Cons
- Deals and custom objects need Premium at $48 billed yearly
- Enrichment and AI fields run on monthly credits
- Most expensive entry price among the CRMs on this list

Rank 10
Less Annoying CRM
A simple CRM for small businesses with one price that includes every feature.
lessannoyingcrm.com7.6
out of 10
Best for: Freelancers who want an easy contact and pipeline tracker at one flat price with phone support.
Less Annoying CRM is the plainest tool on this list, and that is the point. It costs $15 per user per month with no tiers and no contracts, and that price includes unlimited contacts and companies, unlimited pipelines, unlimited custom fields, task management, email logging, user permissions, mobile access and 25GB of file storage per user. For a freelancer, that means every lead, follow-up task and client note can live in one place without hitting a plan limit, and there is no upsell to learn about later. The company offers free email and phone support to everyone, including people still on the 30-day trial, which needs no credit card. Less Annoying CRM is also HIPAA-compliant, which helps freelancers serving healthcare clients. It does not try to run the rest of the business: there are no proposals, contracts, invoices or advanced automation, and its feature set is lighter than the alternatives.
Standout feature
One $15 price with every feature included and free phone support.
Use cases
Freelance bookkeepers
Track client details and recurring tasks
Outcome: Nothing forgotten between monthly closes
Health and wellness freelancers
Store client notes in a HIPAA-compliant CRM
Outcome: Compliance without a custom setup
Solo tradespeople
Log leads and follow-ups from a phone
Outcome: A simple daily to-do list
Key features
- Unlimited contacts and companies
- Unlimited pipelines and unlimited custom fields
- Task management and email logging
- Mobile access from any device
- 25GB file storage per user
Pros
- One price with no tiers or features locked behind upgrades
- Free email and phone support, even during the trial
- 30-day free trial with no credit card
Cons
- No proposals, contracts or invoicing
- No permanent free plan
- Fewer automation and AI features than other CRMs on the list
Frequently asked questions
+What is the best CRM for freelancers?
HoneyBook is our top pick because lead forms, a custom pipeline, proposals, contracts and invoices share one client record, from $29 per month billed annually. Moxie is the best value all-in-one at $10 per month billed annually, and Bigin by Zoho is the best free pipeline CRM.
+Is there a free CRM for freelancers?
Yes. Bigin by Zoho has a free plan for a single user with one pipeline and 500 records. HubSpot CRM is free for 2 users and 1,000 contacts, and Capsule CRM is free for 2 users and 250 contacts.
+Do freelancers need a CRM or an all-in-one business tool?
If you mainly lose track of leads and follow-ups, a CRM such as Bigin, HubSpot or Capsule is enough. If you also want proposals, contracts and invoices tied to each client, HoneyBook, Moxie, Dubsado or Bonsai cover the full path from inquiry to payment.
+Which freelance CRM automates follow-ups?
HoneyBook Essentials at $49 per month billed annually adds automations, Moxie Pro at $20 adds workflow automations and Dubsado Premier at $525 per year adds automated workflows. Bigin includes 3 automations on its free plan and 30 on Express.
+What is the cheapest paid CRM for a freelancer?
Bigin by Zoho Express costs $7 per user per month billed yearly. Bonsai Basic is $9 per user billed annually and Moxie Starter is $10 per month billed annually, and Moxie includes a sales pipeline at that price.
About this list
Updated November 10, 2026 by the Mojolin research desk. Mojolin is self-funded
Questions or corrections: editorial@mojolin.com
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