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The AI CRM for independent professionals

The CRM that remembers what you promised.

Turn client conversations into clear next steps. Catch forgotten commitments, spot requests outside your scope, and find the right moment to follow up.

Find what I missed

Built for marketers, consultants, fractional specialists, and writers.

Interactive example

Sample conversation

You

I’ll send the revised proposal by Tuesday.

Client

Perfect — looking forward to it.

Client

Any update on next steps for the campaign?

Your move. Their move. Instantly clear.

Know who owes what, across every client. As conversations move forward, your next steps move with them.

Product example

Sample workspace — not your real account

  • Send revised proposal

    Acme Studio

    Tue 14 Oct

  • Send revised budget

    Northwind Co

    Overdue · 7 Oct

Try the handoff: you still owe Acme a proposal.

That “quick favor” has a scope.

Compare a client request with what you already agreed. Decide whether to absorb it, estimate it, or push back — with a draft ready when you need one.

Product example

Client message

“Could we also do three more landing pages while we’re at it?”

Agreed scope

1 landing page · 2 revision rounds

Finding

Worth checking before you say yes.

This request adds three pages beyond the agreed scope.

Compare the request with the original agreement, then decide how to respond.

Your next project might already know you.

Remember the “let’s revisit this” conversations. Spot renewals, follow-on projects, and good reasons to reconnect with past clients.

Product example

  • Revisit signup conversion

    Past client discussed reviewing signup conversion after their website launch.

    “Once the new site is live, let’s revisit the signup conversion — I suspect the form is still the leak.” — Mira Chen, 12 Aug

  • Retainer ending next month

    An existing client’s retainer ends next month.

    “Let’s keep the monthly retainer through November, then decide if we extend.” — Eliot Park, 3 Sep

Pick up where you left off.

Client briefing

Walk into the call caught up.

  • DoneRevised budget sent.
  • OpenAnalytics access still missing.
  • OpenRetainer extension discussed but unconfirmed.

Question to askWho needs to approve the extension?

Follow-up draft

Skip the thread archaeology.

Hi Ada—checking whether analytics access is ready after the finance meeting. Once I have it, I can get started on the audit.

You review it. You decide when to send.

How it works

  1. 1

    Bring the conversation.

    Start with a client thread or meeting notes.

  2. 2

    See what needs attention.

    Find open commitments, changed plans, and opportunities—with the source attached.

  3. 3

    Make your next move.

    Confirm a commitment, follow up, or start a new conversation.

Questions

Yes. Freelancer CRM is designed for independent marketers, consultants, fractional specialists, and writers who manage client relationships themselves.

What did you promise someone this week?

Start with one conversation. Find the next step you missed.

Find what I missed