Freelancers are the new norm. According to a report by Edelman Intelligence, the number of freelancers in the United States is expected to grow to 90.1 million by 2028 — and that’s just in America.
Whether you’re a full-time freelancer or dabbling in the gig economy, you will need a way to manage your clients and projects. You need a tool that informs you about appointments, notes, client insights, and communication history. A client management software does exactly that.
Why Use Client Management Software As A Freelancer
1. Manage Communication
If you’re working with clients remotely, you’ll need a way to keep them updated on your progress without having to call or email them every time something changes. Client management software allows you to create customized messages and send them out automatically when certain events occur (such as when a project is completed). You can also track all your communications from past conversations and ensure you are always in the loop.
2. Keep Track Of Deadlines
Freelancers often receive multiple requests, so keeping track of all due dates can be tricky. A good client management system will allow you to set up reminders for yourself based on date ranges and task categories so that you don’t forget about any important deadlines.
3. Manage Your Contacts
Freelancers have many clients, including clients they work with regularly or occasionally, clients they would like to work with again in the future, and contacts they’ve made through networking events or conferences. A good client management system should help you keep track of all these contacts so that you can reach out when a new opportunity arises without spending hours digging through your inbox looking for contact information.
4. Track Project Status
Good client management software lets you easily track how many hours each project takes and how long it takes from beginning to end. This makes it easier for freelancers charging by the hour or by the project to calculate their rate based on actual time spent working on each piece instead of guessing how much time they think each piece of work will take them.
5. Send Invoices
Invoicing can sometimes be a tedious task for freelancers, but with client management software, it’s easier than ever before. The software makes it easy to create invoices that can be sent out quickly and easily, so you don’t spend hours re-entering information from your time tracker into another system every week or month.
6. Streamline the Data Entry Process
Client management software makes it easy to manage data. The application allows you to acquire and save information about clients who contact you by chat, email, or web forms, as well as import and export data from other tools. Automating key business processes with intelligent workflows reduces manual dependency.
Conclusion
Client management software is an instrumental tool for freelancers. It helps you manage many clients, keep track of individual projects, and organize your time. As a freelancer, your time should be spent wholly on the work. Don’t waste time trying to remember what you need to do next: create tasks, keep track of due dates and updates, and manage your client relationships effectively so that you can stay focused on what matters–your work.