Business management software for freelancers is a must-have as freelancing is one of the most growing business models of this year. So, if you have decided to be your own boss, that’s great! Doing what you truly love and making money out of it is probably one of the best feelings in life.
You are reading this article, which means you have already ventured into a freelance business or want to set your feet into this amazing world. So, first, kudos to you for making a brave choice in your life. (Especially if you are a full-time freelancer)
While there’s no denying that you have an excellent portfolio of a writer, developer, designer, or any other professional field. But being a solopreneur, you need to manage everything from time, productivity, finance, and client communication, to your household chores.
I have been there, and trust me; I know what it feels like! That is why I have compiled this list of top business management software for freelancers and do scroll to the end, as I’ve listed out how this software can be helpful.
Top Business Management Software for Freelancers (2024)
Try the following platforms that offer pretty much everything to run your freelancing business the right way.
ClickUp
Manage your docs, tasks, goals, chats, and more in a single place with ClickUp. It allows you to create simple to complex tasks for anything and build a perfect project using the feature customization option.
Create beautiful wikis, knowledge bases, and docs from anywhere using ClickUp. In addition, use the ‘/slash’ command to share docs with anyone. You can also view the tasks in the embedded google sheets or a table and Airtable Base directly to collaborate and edit without leaving the app.
Send and receive emails, create tasks from emails, automate them, and collaborate with your teams through emails using ClickUp. Also, use ClickUp timelines, Gantt charts, and calendars to schedule your teams for the tasks. You can sort the tasks to manage them easily, track the real-time progress, and set goals accordingly.
Integrate with your favorite tool to add estimates, build reports, track time, or do it directly in ClickUp. Additionally, record videos and capture images of the desktop right in the browser. You can also manage the work and workload capacity for the perfect process planning through better communication with your team.
Import necessary data from other apps instantly and bring your team together. Choose your preferred view from options like list view, board view, box view, calendar view, Gantt view, embed view, form view, chat, mind maps, and many more.
Get limited storage but unlimited members and tasks along with two-factor authentication entirely free. If you opt for unlimited storage and other benefits, go with $5/member/month.
Bonsai
Concentrate on your work instead of time-killing paperwork. Use Bonsai, an all-in-one suite having smart automation, to boost your productivity.
The automated and integrated design of Bonsai helps you streamline your business, right from sending proposals to managing invoices and taxes. Thus, you can finish work faster and take up more work without affecting the quality.
Bonsai lets you create structured proposals using custom packages, send and track them online to improve acceptance rates. They offer flexible and professional-looking templates, showcasing your offerings and brand.
Client CRM, contract, and time-tracking: Managing your clients, projects, leads, documents, and payments becomes easy with Bonsai. Make a fool-proof contract with e-signature to protect your freelance business, track working time, and generate automatic time-sheets.
Create customized invoices, set payment reminders, and update. Add tasks and stay productive by managing tasks efficiently.
Manage finances with expense tracking, income reports, tax estimates, and reminders.
Create forms with intuitive questionnaires for client intakes, project-completion surveys, etc.. Integrate these forms with your projects to measure your success rates.
Bonsai has a global presence, including the US, UK, Australia, Canada, and more, while supporting 180 currencies. The pricing starts at $19/month with two months of a free trial.
Thryv
Thryv is an all-in-one business management platform that could be a perfect choice for managing your freelance business from a single dashboard. It helps you stay organized with your tasks and get paid faster while establishing yourself as a brand at the same time.
Using its CRM, you can manage your daily business activities, such as contacting customers or clients, scheduling meetings, and making packages suitable for your clients. It is also useful for creating payment plans, sending invoices, scanning cards, and accepting ACH payments.
Thryv is also ideal for establishing an online presence. Log in to this platform and get your business info synced with 40+ listing websites. You can also use it to send review requests to your clients. It is compatible with any device, as you can use Android or iOS apps for mobile devices.
Thryv has different custom plans according to business size. Before purchasing a plan, you can also schedule a demo to take a look at the software functionality.
vcita
A multi-faceted platform for small business management, vcita makes it easy to manage client relationships, schedule appointments, send texts and emails and receive payments.
Accept bookings for your services with a click of a button from your site, Google My Business presence, or Facebook page. With automated reminders through SMSs, you can schedule and maintain your calendar for effective workflows and team collaboration.
Build stronger business relationships using CRM, which helps make sure you never miss an opportunity, the name of a client, or face. You can segment contacts here using powerful parameters to send relevant follow-up messages and offers that keep people engaged.
The invoicing and billing tools on vcita are likewise versatile and powerful. You can set up a gated client portal environment, so your customers can access their full transaction histories just like you can.
Upsell and engage your leads and clients with promotions and bundled “packages.” Integrated reminders let people know when they owe you money. There’s also a “pay by mobile” feature, for contactless payments.
The pricing for vcita starts at just $19/month when you bill annually, and it also includes a 14-day free trial.
GoSite
GoSite touts itself as an all-in-platform to run business. It assists in getting reviews, online booking, invoicing, payments, and a built-in messenger.
With GoSite, you can send customers a feedback request via text message or email. Alternatively, you can configure the tool to send such requests automatically.
Besides, you can create chatbots to engage customers for standard queries. In addition, the GoSite messaging supports texting with customers on various social channels from a single dashboard.
The booking snippet can be put on your website and other applications like Facebook, which syncs with your Google and Outlook calendar.
Likewise, you can request payments through multiple gateways and send invoices and reminders with a few clicks.
You can also check the complete interaction history with each client, including messages, payments, etc., on the GoSite Contact Hub.
Lastly, you can try everything hands-on with the GoSite free trial.
Systeme
Launch your online business smoothly and grow it with Systeme which provides you with a lot of useful features to run your entire online business under the same umbrella and helps you to generate more revenue every month.
You can build your sales funnels in 30 seconds with just three clicks. They also let you reap the benefits of email marketing, where you can send unlimited emails, and newsletters and can also set up effective email campaigns using a single account.
Connect your PayPal and/or Stripe accounts to receive payments for your products and services. You can add order bumps, upsells, and downsells to the sales funnels to give your customers more reasons to buy from you and grow your online business faster.
Systeme offers a bunch of more useful features like:
- Online courses: You can build your online course and then launch it.
- Dropshipping: Create high-converting sales funnels to start selling physical products.
- Blog: Build your super informative and value-adding blog that people would love to read with Systeme and attract more organic traffic.
- Webinars: Schedule webinars to change your business game by establishing your brand, building email lists, informing your audience about your products/services, and making more sales.
- Affiliate program: Create your affiliate account to add an extra stream of revenue to your online business every month.
- Automation: Automate your internet-powered business to save your time and dedicate it to creating better growth strategies.
Start your free trial soon to check how Systeme can help you. You can also choose either a free plan or paid plans starting from $27/month.
Bill.com
Do you want to simplify your payments?
Use Bill.com to manage your payments from a single place. It is used by millions and is built in such a way to help you conduct your business smartly. It lets you save 50% of your time spent paying vendors electronically that may be local or international.
Sending invoices to others is easy, and it also enables automatic reminders to make 2x faster payments. You can view your past invoices, supportive documents, and proof of payments without any confusion.
Bill.com helps you manage everything on the go using the mobile application. You can review, accept and pay no matter where you are and what you are doing. It uses IVA (Intelligent Virtual Assistant) that automatically updates your information for review.
They support various payment methods such as international wires, ACH payments, Vendor direct virtual card payments, or checks. In the Bill.com dashboard, you can find all status; whether it’s about sending an invoice or receiving payments, you call track all your payment details through this. Bill.com sync your data automatically with the accounting software you use for effective bookkeeping.
The price starts at $39 user/month that includes essential features and a custom plan based on how you want to use the software to use and pay for it.
Invoice Ninja
Managing payments is one of the trickiest aspects of freelancing business.
But no more, if you have Invoice Ninja!
In addition to invoicing clients and collecting payments, Invoice Ninja lets you create proposals, track expenses and time, and a lot more than that.
Save your time by auto-billing long-term clients where you have to create recurring invoices.
Leverage this workflow visualization and project management tool to accurately track work progress and plan more tasks effectively.
Invoice Ninja lets you send PDF versions of invoices so your clients can process them for payment with ease.
Integrate your application and use Zapier automation to transfer data from popular apps like Gmail, Slack, Google Sheets, MailChimp, and more.
Make your personal brand stand out in the crowd and let your clients see the difference by customizing invoice design. You can add your logo, change colors, adjust fonts, and so on.
Navigate through Invoice Ninja’s admin panel through voice commands. It supports 20 languages and 50 currencies.
Apart from these, you can create tasks, track time, convert quotes into invoices, receive payment reminders, enable invoice approvals, create reports, and many more.
Try its free or paid version, which starts at just $10/month.
AND.CO
Start sailing smoothly in your freelancing journey by choosing AND.CO. Getting on the boat eliminates hassles as it requires no credit cards for you to sign up.
Smart proposals – create exquisite proposals reflecting your brand and setting your offerings apart from other freelancers.
Invoicing – it offers smart invoicing that helps you generate prompt and seamless invoices, saving you from the manual struggle. Get paid directly into your bank account in any currency you like.
Contracts – AND.CO’s partnership with the Freelancers Union has resulted in the creation of an advanced freelance contract that you can use to protect your business and build secure and fair client relationships.
Time tracking automation – It offers dedicated apps that are easy-to-use on Mac as well as browsers for tracking time.
Efficient bookkeeping – Let the platform handle all the paperwork related to managing your expenses, taxes, reports, and more.
Intuitive reports – Generate reports to measure your productivity and use it to measure your business performance over a specified time like yearly, half-yearly, or quarterly.
Integration – it supports bank account integration, credit cards, PayPal, and ACH alongside multiple currencies.
Try AND.CO for free or paid version starting at $18/month with a 30-day money-back guarantee.
Plutio
Plutio is a wide-ranging platform with almost every tool you require to run your freelancing business in the top gear.
Managing projects and tasks – create your tasks and let Plutio help organize them to boost your focus. You can customize fields, manage recurring tasks, use templates, and more.
Comprehensive time-tracking – track time wherever you are and visualize time entries in the time-sheet. It works on any device you use.
Professional-looking invoices – you can send invoices quickly and track when your clients open them. Add payment methods like Stripe and PayPal, and it also supports multiple currencies.
Eye-catching proposals and contracts – use the drag-and-drop editor to create stunning proposals and legally-binding contracts. Track them on getting signed and opened.
Real-time communication – Interact with your clients through emails, messaging, shared inbox, live chat, and canned response.
Robust CRM – Build meaningful business relationships by collaborating in real-time and inviting people through powerful CRM.
Plutio also provides advanced filters and search options to help you with what you are looking for. It emphasizes on security by encrypting data transmission between your browser and their servers. Receive digest emails daily with a task summary, which helps you gauge your productivity.
The pricing starts at $15/month, including a 14-day free trial.
HoneyBook
Take better control of your business by tracking your projects right from start to finish with the help of HoneyBook.
You get a bunch of branded templates to simplify client communication. Its superbly designed app provides seamless working experience even from your smartphone.
Invoicing made easy – Create professional invoices, schedule payments, and reminders to stay updated with payment status. It facilitates an easy and secure digital transaction. You don’t have to save your bank time and again because it saves each item automatically.
Flexible proposals – HoneyBook provides beautiful templates to create proposals and send smart notifications. It increases the flexibility of making any changes or updates along with signatures.
Legit contracts – send ready-to-go and legit contracts with online signatures. It comes with a smart bar highlighting the place to sign and provides instant notifications the moment your client signs.
Integrations – it integrates with different tools like Zapier, QuickBooks, Gmail, Google Calendar, and more.
Automation for productivity – Create custom workflows step-by-step, automate tasks and emails, and save your time and efforts.
The whole bunch of goodness is priced, starting at $34/month, billed annually.
Moxie
Moxie takes a holistic approach to assist you in managing your freelancing workflow. It makes your freelance business management easier with the following features:
Getting New Clients: You can use the drag-and-drop interface of Moxie to create customized proposals for your prospects. It also supports collaboration and communication right in your proposals and contracts.
Project Management: You can break down your freelance projects into tasks, deliverables, and due dates. Also, the tasks can be filtered and sorted for quick views.
Communication: On this platform, you can even manage communication with your clients through emails, text messages, and support tickets.
Payment: Moxie supports payments through PayPal, Stripe, ACH, etc., while being compatible with accounting tools like Quickbooks and Xero.
Time Tracking: It lets you track your time for all the tasks in simple clicks. You can also include the tracked time in your invoice.
Productivity and Insights: You can get an overview of one client from one place. All activities are updated here in real-time.
| Pros | Cons |
|---|---|
| ✅ Manage client relationships from one place | ❌ Supports integration with a limited number of business tools |
| ✅ Mobile app to work on-the-go | ❌ Interface might look overwhelming to some users |
| ✅ Fully branded and customizable client portal | |
| ✅ Meeting scheduler with calendar sync |
Moxie offers all-inclusive plans for freelancers. Solo freelancers can opt for the Pro plan at $16/month for one license. Small agencies or freelancers working as a team can get a Teams plan that will cost them $26/month for five licenses.
Fiverr Workspace
With the help of Fiverr Workspace, you can automate and organize your freelance business tasks. It helps you with the following aspects of your business:
Proposals: It lets you create customizable branded proposals in a few seconds. You can add your brand logo, images, and custom slides to it.
Contracts: You can embed the Standard Freelance Contract from the Freelancers Union in one click for a secure and mutual relationship. All parties can sign the contract online and customize the contract by adding notes and turning clauses on/off.
Time Tracking: The process of time tracking and invoicing are automated on this platform so you can focus on your work instead of the clock. It automatically generates invoices from your tracked time. Moreover, you can edit specific time-frames or activities according to your convenience.
Payments: From Fiverr Workspace, you can even send personalized invoices in one click. You can accept payments made by credit card and ACH from your invoice.
| Pros | Cons |
|---|---|
| ✅ Supports attachments, milestones, and automatic reminders | ❌ Only users from the US and Canada can connect their bank accounts for expense tracking. |
| ✅ Recurring payments on a pre-defined schedule | ❌ Does not support duplicating invoice |
| ✅ Expense tracking with receipts | |
| ✅ Detailed reports on income, expense, and time | |
| ✅ Manage tasks, projects, and deadlines |
Fiverr Workspace offers a free plan with features like Fiverr Seller Integrations and ready-to-use contracts. However, if you want to get advanced features like custom-branded documents, complete business analytics, and priority support, you can subscribe to its Unlimited plan at $18/month.
Holvi
Holvi allows you to take care of your business finances from a single platform. Invoice, bookkeeping, and banking with smart payment cards of this solution make your life easier.
Accounting: You can scan and upload your receipts to your Holvi account. It also stores them for use in tax time. The software also calculates the VAT and categorizes the transactions.
Invoice: It facilitates online invoicing by letting you create and send beautiful invoices. You can customize terms, schedule payday, duplicate existing invoices, and auto-sync the payments with your income reports.
Cards: Holvi lets you create an online business account that supports 500 free SEPA transfers/month. It also supports downloading account statements and offers smart debit, credit, and virtual cards.
| Pros | Cons |
|---|---|
| ✅ Supports Apple Pay and Google Pay in Germany and Finland | ❌ Little to no explanation during account freezing for policy violations |
| ✅ Use Dropbox to share bookkeeping data | |
| ✅ Mastercard Identity Check for secure online transactions |
Holvi has two subscription plans, starting at €9 /month + VAT. You can choose any depending on your needs.
Dubsado
Dubsado helps you automate your freelance project workflows to seamlessly manage your clients from one place. Its range of flexible features benefits freelancers across industries. The top features of this platform include:
Forms and Templates: Customizable templates are available for contracts, lead-capturing forms, questionnaires, and proposals.
Invoicing and Reporting: You can quickly create invoices, set up personalized payment plans, and have automatic reminders for your clients.
Automation: Its appointment scheduler and workflows enable you to automate routine tasks you need to perform every day.
Client Portals: You can create interactive client portals using Dubsado, where your clients can view project details and pay invoices.
Scheduling: The solution comes with a built-in scheduler that lets your clients book calls, sessions, and appointments from your website.
| Pros | Cons |
|---|---|
| ✅ Option to connect with Stripe, Square, or PayPal account | ❌ Comes with a steep learning curve |
| ✅ Monthly finance reports with profit breakdown | |
| ✅ Tags and status for project categorization | |
| ✅ Create and share task boards with clients |
Dubsado has two subscription plans, starting at $200/year. You can even opt for the free trial for unlimited time that will let you manage up to three clients.
Well, that’s it for the software, now let’s consider how this software can be beneficial while running a freelance business.
Benefits of Management Software for Freelancers
Here are some of the benefits of management software for freelancers.
Time-management
I think time management is the biggest challenge for freelancers. With only 24 hours in hands, you have to do everything; and how you utilize those hours really makes the difference.
You need to give time to your projects, clients, look for prospects, follow-ups, payments, and not to mention, your household activities.
The difference in time zones increases your difficulty level as decision-making can be delayed this way.
Work management
You are the boss here, and there’s nobody to remind you of your lined-up projects. You delay the work, you fail to meet deadlines, your client gets unsatisfied, and your earning is influenced.
In the quest to manage your work effectively, you may have to work late nights, which ultimately starts taking a toll on your physical and mental health.
It seems scary, isn’t it?
Communication
Communication is the first thing that comes in when you step into freelancing. It all starts by interacting with your prospects through social media, cold emailing, or any other lead generation mechanism you follow.
The way you communicate with them is the first impression of you on your clients. Many freelancers find difficulty in this.
Different clients have different communication preferences, like phone calls, video conferencing, or messaging. You must be flexible to meet their requirements and must be ready for different types of tools. (You never know when opportunity knocks at your door!)
Finance
The reason why most people start their freelancing business is to be financially independent. (Yeah, me included)
When you work in a firm, you don’t have to worry about the payment as it comes monthly, and you don’t need to manage it, all thanks to HR.
However, freelancing requires you to take ownership of every payment activity right from raising invoices and managing them to keeping a record of advance and payment settlement. And this is not that easy.
Productivity
The way you manage your work in 24-hours of time is the basis of productivity. If you can manage it well without being fussy, then only you can hit your daily, weekly, or monthly goal of some $$$$ income.
There are so many things that come in the path of your productivity, such as balancing your personal and professional life at home. You can easily get distracted and leave your work to rush into your kitchen or talk with your family members for an indefinite time.
You need to balance between the two to stay productive the entire working hours—otherwise, your productivity compromises.
But don’t worry, there’s a solution.
We live in the 21st century, where almost everything has a solution coming straight in your palms; in other words, smartphones!
Modern advancements have blessed us with awesome tools that help you manage every activity. I personally use some tools to keep me sane in my freelancing business.
However, here’s the catch;
While you have the option to use individual tools based on different requirements, managing all of them could be time and resource consuming. And you already know time is money, especially when you are the solo player, conserving every second.
Conclusion
In my experience, the journey of a freelancer is not easy-breezy, given you are the solo player in your business. You have to walk the extra mile to get organized and stay productive the entire day so you can make a healthy work-life balance.
But, it does not have to be intimidating if you use the right tools to manage your freelance business, like the ones I mentioned above.
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