How freelancers use a CRM: clients, proposals, follow-ups, and invoicing in one place without complexity.
Why freelancers need a CRM
Freelancers juggle multiple clients, proposals, and invoicing. A lightweight CRM keeps contacts (and optional companies) in one place, a pipeline for proposals and deals, tasks so you don't forget follow-ups, and invoicing so you get paid. You don't need a huge suite—just contacts, pipeline, tasks, and billing.
How Piraja fits
Piraja gives freelancers Individuals (and Organizations if you work with companies), Opportunities and Pipeline for proposals, Tasks for follow-ups and deadlines, and Finance with Stripe for invoices. Add Mailbox if you want email in the CRM. See CRM for Consultants and How to Get Paid Faster for workflows.
Best practices
One opportunity per proposal or project
Track each proposal as an Opportunity and move it through stages. When you win, create the invoice from Finance linked to the same contact.
Task for every follow-up
Don't rely on memory. Create a Task with a due date when you say "I'll follow up next week." Link it to the opportunity or contact. See How to Use Tasks with Your Pipeline.
Invoice as soon as work is done
Send the invoice right after delivery so the payment link is in the client's inbox quickly. See How to Create and Send Your First Invoice and How to Get Paid Faster.
Frequently asked questions
Do I need Organizations if I only work with individuals?
No. You can use Individuals only. Use Organizations when you sell to companies and want an account view.
Do I need Stripe to invoice?
Yes. Piraja uses Stripe for sending invoices and processing payments. Connect Stripe via Finance or integration settings. See How to Invoice Customers with Stripe.
Who can I contact for help?
Contact support at support@piraja.io.
Conclusion
Freelancers need a simple CRM: contacts, pipeline for proposals, tasks for follow-up, and invoicing. Piraja provides that. See First Day in Piraja CRM and How to Create and Send Your First Invoice to get started.