Clients

ClickUp

All-in-one project management: tasks, timelines, docs and team

Asana

Organize multiple client projects without losing track

Loom

Record screen videos to explain tasks faster than writing emails

Trello

Organize tasks visually on boards that teams understand

Folk

CRM built for freelancers with LinkedIn capture, AI enrichment

CloudTalk

Cloud phone system with local numbers in 160+ countries and CRM

Slack

Team chat platform with 90-day message history on free plan

Zoho CRM

CRM for freelancers and small teams with automation

HubSpot

Free CRM with pipeline, email marketing and 1,000 contacts for two users

Things 3

GTD app for Mac and iPhone with one-time purchase

HoneyBook

Inquiries, contracts, invoices and payments in one platform

Monday.com

Organize projects and deadlines in one visual workspace

Airtable

Spreadsheet-database hybrid with grid, kanban, calendar

awork

Track time and manage team capacity in one German PM platform

Bonsai

Manage contracts, invoices, and projects without juggling

Akiflow

Consolidate tasks from Notion, Asana, and Gmail

Sunsama

Sync your calendar and tasks to plan focused work days

Todoist

Organize tasks by priority, set recurring reminders

TickTick

Combine tasks, calendar, and focus timer to manage projects

MOCO

Project management with quoting, invoicing and time tracking

Basecamp

Lean PM with to-dos, chat, schedules and flat pricing

Pipedrive

Visual sales CRM with a pipeline view for deals and contacts

Dubsado

Automate contracts, invoices, and client workflows to save hours

Linear

Issue tracking and project management built for developer speed

Smartsheet

Spreadsheet-style project management — strongest for mid-size teams

Wrike

Gantt charts and time tracking keep growing teams organized

Pumble

Free team chat with unlimited message history and unlimited users

Zoho One

45+ integrated business apps (CRM, accounting, projects, mail)

Attio

Customizable CRM that adapts to your client and deal workflows

Content Snare

Gather client content through guided forms instead of chasing

Superlist

Minimalist task manager with smart lists and team collaboration

Motion

AI calendar that automatically schedules your tasks and meetings

Vida

AI agents answer your calls and book appointments — 24/7

Plaky

Boards, kanban and table views for unlimited users, free forever

Nutshell

Simple CRM for small sales teams with pipelines and built-in email marketing

Tradify

Schedule jobs, track materials, and invoice clients in one place

Any.do

Task and calendar app with reminders and workspace sharing

Bitrix24

Manage clients, projects, and team chat in one unified workspace

Capsule CRM

Lightweight CRM for contacts, pipeline and tasks without bloat

Copper

CRM built into Gmail and Google Calendar for Workspace teams

Microsoft Dynamics 365 Sales

Enterprise CRM with Outlook/Teams integration — overkill for most solos

Freshworks

CRM with sales, support and chat tools built for growing teams

Nimble

LinkedIn-connected CRM with browser plugin for contact capture

Salesforce

Enterprise CRM for sales and service — worth it once your team grows

Zendesk Sell

Sales CRM with pipeline management and email automation

Zenkit

Manage projects across multiple views with a built-in database

Breeze

Kanban and time tracking for small agencies and freelance teams

ClientJoy

Manage clients, projects, and invoices in one dashboard

Discord

Build real-time teams with voice, video, and organized channels

Full Scope

Project management, CRM, invoicing and time tracking

Gmail

Free email with 15GB storage, labels and advanced search tools

Google Meet

Free video conferencing in your browser with Gmail integration

HEY

Email inbox with built-in screening to block spam

Mailbox.org

Privacy-focused email with encryption and calendar from Germany

Moxie

Manage clients, projects, and invoices in one platform

Proton for Business

Encrypted email, calendar and cloud storage for freelancers

Superhuman

AI email client with keyboard shortcuts and smart automations

Whereby

Browser-based video meetings let guests join instantly via link

Zoom

Hold client calls without paying—40-minute limit works for most

BigBlueButton

Host live classes and webinars with screen sharing

Jitsi

Video conferencing with no signup, time limits or account needed

Microsoft Teams

Video calls, chat and file storage integrated with Microsoft 365

Riverside.fm

Remote podcast and video recording with studio-quality audio

Tella

Screen recording software with built-in editing for client demos

Airmeet

Virtual event platform from $167/month – for regular webinar hosts, not one-off calls

KrispCall

Cloud business phone from $12/user — calls, SMS and voicemail in one inbox

MegaMeeting

Browser-based video meetings and webinars for freelancers

tl;dv

AI captures and summarizes your video calls automatically

Goodlance

Accounting, invoicing, time tracking and project management

Chanty

Team chat with video calls, file sharing and task management

How to do Effective SMS Marketing with Textmagic as a Freelancer

Send SMS campaigns with 98% open rates to reach clients directly

Cushion

Track income, expenses, and workload in one dashboard

PDware ResourceFirst

Portfolio and resource management with real-time dashboards

AT&T Business Marketplace

Business apps and AT&T connectivity, bundled on one account — US only

Clean Email

Cleans up crowded inboxes and unsubscribes from newsletters in one click

ClearCRM

All-in-one CRM with projects, quotes and invoices for teams of 1 to 50

Aircall

Cloud phone system with IVR, call recording and CRM integrations for teams

Apollo.io

B2B contact data, email sequences and calling tools for outbound sales

Close

Sales CRM with built-in calling, email sequences and SMS in one tool

Inflowave

Agency CRM: every client account in one inbox, from $149

Krisp

AI noise cancellation for calls — background noise out, your voice clear

Riibase

AI CRM with lead scoring, pipeline automation and forecasting

SparrowDesk

AI helpdesk with a free tier: resolves support tickets automatically

PounceWorthy

Scans prospect websites and turns real issues into evidence-led pitches

tremigos

AI interpreting, translation, transcription & captions in one browser workspace

Retainr

Client portal, invoicing, projects and helpdesk in one platform