Ask HN: Which CRM for a solo-freelancer in 2014?

#1

Post by KhalPanda » Fri, Mar 14, 2014, 10:27 AM UTC

There are one million choices when it comes to CRM's and from using Google and HN Search, I haven't found any decent threads on this for a while.

What CRM are all the freelancers out there using? I'm about to go solo and am not sure what to go for (Salesforce, Zoho, Highrise (though I'm put off a bit by 37 Signals' Basecamp direction) all seem 'up there'). Too many choices, could really use some HN advice.

I was planning on using Wave for accounts, and still undecided on project management, but I guess any integration possible would be desirable!

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#2

Post by gadders » Fri, Mar 14, 2014, 10:41 AM UTC

I always recommend Capsule CRM: http://capsulecrm.com/

You get a reasonably generous free allowance if you try it with Google Apps for your Domain.

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#3

Post by KhalPanda » Fri, Mar 14, 2014, 10:59 AM UTC

gadders wrote: post #2

I always recommend Capsule CRM: http://capsulecrm.com/ You get a reasonably generous free allowance if you try it with Google Apps for your Domain.

Looks promising!

I've actually found a truck load more tools on their add-ons/integrations page that will probably be of use to me too:

http://capsulecrm.com/features#/addons

Thanks!

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#4

Post by digitalengineer » Fri, Mar 14, 2014, 11:00 AM UTC

Good question, I'm looking for one as well. Preferably a pay-once and not a pay-monthly. Or something I can install on my own domain.

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#5

Post by josephby » Fri, Mar 14, 2014, 11:03 AM UTC

I've been using Pipedrive (http://bit.ly/1kpPlYZ - my referral link) for over a year now. Nice integration with Google Calendar and great mobile Apps.

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#6

Post by wj » Fri, Mar 14, 2014, 11:11 AM UTC

I asked the same question a month or so ago. I also was hesitant to get started with Highrise. Right now I'm testing Nimbly and Pipeline Deals. Nimbly seems to be more about generating leads through social media. Both have a nice interface.

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#7

Post by Battochon » Fri, Mar 14, 2014, 11:14 AM UTC

Make your own dude. That's a good way to show your skills! That's what I did for me at http://marques.io

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#8

Post by cmadan » Fri, Mar 14, 2014, 11:14 AM UTC

Hey there, ClinchPad (https://www.clinchpad.com) has a large number of freelancers using it. It is a CRM targeted at small teams and focused on the process of moving prospects towards a deal (something that freelancers do often as they look for clients).

We're always improving the application and welcome any feedback on it. Feel free to reply to this comment or email me at cheenu@clinchpad.com.

Disclosure: I'm the Founder of ClinchPad.

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#9

Post by dschiptsov » Fri, Mar 14, 2014, 11:15 AM UTC

github?)

Re: Ask HN: Which CRM for a solo-freelancer in 2014?

#10

Post by Battochon » Fri, Mar 14, 2014, 11:19 AM UTC

Battochon wrote: post #7

Make your own dude. That's a good way to show your skills! That's what I did for me at http://marques.io

Took me about 3 weeks (working after work and week-ends) so anyone could (and should do it also).