Freelancers and Solopreneurs — Do You Even Need a CRM?
I started losing track of client convos buried in my Gmail. I tried a few tools, and some felt way too complicated for one person. I found this list of options at https://nethunt.com/blog/top-copper-crm-alternatives/ it helped me find something lightweight that works right inside Gmail. I just needed a simple system to remind me who to follow up with, not a full corporate setup. Total lifesaver.
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I’ve seen a few friends switch from spreadsheets to simple CRM tools, and most say it saves them time once they get the hang of it. The trick seems to be finding one that fits your workflow instead of trying to adapt to the software. Some people thrive on automation; others just want something clean to keep things from slipping through the cracks.
I’ve been freelancing for a few years now, mostly juggling design clients, and I keep hearing people say I should get a CRM. Honestly, I’ve just been using Google Sheets and my inbox to track projects and payments. It works fine for me, but I’m starting to feel like I’m missing something when I forget to follow up or lose track of leads. Do solo freelancers really need a CRM, or is that more for bigger teams and agencies?