Freelance CRM
About this template
The Freelance CRM is a one-stop shop for freelancers to record their client pipeline, business finances, and lead generation efforts.
Pages Views:
• Traffic Sources Page: Document where you interact with clients and determine where you get the most leads.
• Services Page: Document the services you offer and monitor where you get the most inflow.
• Companies Page: Document and monitor the types of companies who do business with you so you can make informed decisions about the tilt of your business.
• Income Statement:
