Project 09 · John Dev

Freelancer CRM

One record for every client, job, quote and invoice, built for a freelancer who does it all.

Web appOwn productLive
Office · Dashboard

Office · Dashboard

01 / The problem

Freelance work lives in chats, notes and spreadsheets.

Enquiries, quotes, jobs and payments scatter across apps. Follow-ups slip and invoices go out late.

02 / How it helps

Everything about a client, in one place.

One client record

Chats, files, jobs and payments together.

Quote to invoice

Turn an accepted quote into a job and an invoice.

Reminders that work

Follow-ups and payments are never forgotten.

Files from clients

Customers send files straight into the system.

03 / All screens

Every screen

ClickTap a screen to view it large. Desktop and phone frames, in the order a person meets them.

04 / How it works

A job, start to finish

  1. 01

    Enquiry arrives

    Captured as a lead with the client details.

  2. 02

    Quote sent

    Priced, sent and tracked.

  3. 03

    Job delivered

    Milestones and files in one view.

  4. 04

    Paid and closed

    Invoice, payment and reminders handled.

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