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5 Tools to Automate Freelance Client Management

5 Tools to Automate Freelance Client Management

Being a freelancer comes with several perks—including flexibility in the schedule, charging desired rates, and the freedom to work from anywhere in the world. But, it’s nothing less than managing a business. 

As a freelancer—you’re in charge of pitching clients, drafting contracts and proposals, client onboarding, managing deadlines, sending invoices, handling a team, keeping track of payments, and not forgetting, tax and compliances

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No matter how organized you are—managing all these things can be overwhelming. Long gone are the days when freelancers relied on spreadsheets to manage these tasks—which is not only time-consuming but highly inefficient. 

The solution? Automated client management tools, which help organize tasks, streamline projects, enhance productivity, and build better relationships with your remote team and clients. 

This article shares five such tools that can help you keep track of freelance clients and projects with no hassle. 

Automate your freelance client management using these five excellent tools 

Fortunately, client management doesn’t need to be manual anymore. Using Customer Relationship Management (CRM) software, you can easily automate managing multiple clients and deadlines and get a comprehensive picture of your project timelines. 

Grand View Research’s report suggests that the global CRM market size is expanding each year—and anticipates it to rise at a Compound Annual Growth Rate (CAGR) of 10.6% by 2028.

This statistic clearly shows the increasing popularity of these automation tools worldwide. So, if you want to ease your freelance administrative work and focus more on revenue-generating activities, here are the top five freelance client management tools you can use.

1. Notion 

Notion is a highly intuitive freelance client management tool that provides a common workspace to manage your clients and teams. It’s ideal for freelancers, startups, small businesses, and large enterprises. 

This tool is highly customizable, and you can create a custom dashboard with various table views using a simple drag-and-drop feature. For instance, you can use it as a task management software, time tracking software, writing repository, a database, or even a content calendar.

What’s best about this tool is that you can find relevant information like CEO contacts, learn more about company goals, or the best social media marketing tips in a central location using its Wikis feature. 

Overall, it’s a perfect tool to get a better project overview, create a streamlined workflow, and increase productivity. 


Best use for: Creating clients project master sheets, managing deadlines, and keeping track of monthly projects, personal projects, and finances. 

Pricing: Free, but the paid plan starts at $4/month (billed annually). 

2. Monday 

Monday is an excellent fit for freelance project managers—courtesy of a wide range of features for efficient team collaboration and client management. Using its flexible task management tools, you can easily handle multiple projects simultaneously and stay in the loop with your clients via real-time notifications and intuitive automation. 

You can choose a suitable template of your choice and manage clients or team members with a tailored board. For instance, the Sales & CRM Work OS—Monday provides sales CRM, sales assets, and partner management templates for your sales team. 


Best use for: Team collaboration and automating your project workflow to manage deadlines. 

Pricing: The free plan offers 2 seats and is best suited for individual freelancers who are just starting their business. The paid plan starts at $8/month per user and increases depending on the number of seats. 

3. Zapier 

Zapier is one of the most popular freelance client management tools.

It works by connecting multiple web applications like Slack, Dropbox, and Gmail to help you automate your daily workflow and repetitive tasks to build faster and more efficient processes. 

All you need to do is create a Zap (automated workflows that connect apps), select the apps you use, and Zapier connects them all so you can manage everything from a single workspace.

Suppose you’re an event manager and need to update your spreadsheet with the new user registrations. Instead of doing this mundane task manually—Zapier will connect the registration app with Google Sheets to automatically update all the user information.

Each Zap includes a trigger and one or multiple actions. In our case—the trigger can be “submit a user registration entry to Typeform,” and actions can be “Update on the Google Sheets”  and “Email registration confirmation to the user.” 

Thus, used by over 3 million customers—Zapier seamlessly takes care of your tedious tasks and offers a time-consuming and automated solution for your workflows to improve productivity. 


Best use for: Automating redundant tasks like sending an automatic email based on a Slack message or reminding you to follow up with an email you received a few days back.

Pricing: Free, but the paid plans start at $19.99/month (billed annually). 

4. Trello 

Trello offers an interactive way to manage client, solo, or team projects. Its simple Kanban-style interface makes it a breeze to manage projects with less complexity and eases the difficulty of handling multiple clients.  

The best feature of this management tool is that you don’t necessarily have to use it for work. Instead, you can also use it to manage side projects or even keep track of your monthly to-dos. 

Here’s a simple breakthrough of how it works: 

Thus, it’s as simple as any freelance client management tool can get. 


Best use for: Managing multiple teams of 4-5 members, different client projects, meeting deadlines, keeping track of monthly projects. 

Pricing: Free, but the paid plans start at $5/month per user (billed annually)

5. Wrike 

Whether you’re a freelancer, small business owner, or work at a large enterprise—Wrike is an ideal and highly versatile client and project management tool for everyone. 

You can create multiple projects, and for each project—create a board to organize tasks into lists. In addition, you can easily customize the dashboard to streamline the workflow. Moreover, you can view the progress status of the tasks, assign tasks to team members, and add notes for their reference, 

You can also choose from the number of project templates, and whenever you’re assigned a task or receive a new message—it sends instant notifications from your inbox. 

Overall, Wrike makes it accessible and easier to view the bigger picture of your projects with its 360-degree visibility and enables better sharing of files, tasks, and reports with the team. 


Best use for: Team collaboration across large enterprises, enhance overall productivity, time tracking projects, and streamline invoices. 

Pricing: Free, but the paid plan starts at $9.80/user/month. 


Client management tools are essential for freelancers—whether you wish to manage work solo or collaborate with other freelancers and clients. The right tool will allow you to complete work before deadlines, manage finances, and overall track your projects seamlessly—without getting overwhelmed. 

While all of these client management tools are quite feature-packed, identify your core requirements and choose the tool that matches your needs in the best way.

Alex Garcia is a content editor and writer at Writers Per Hour. She enjoys writing (and reading) about small business marketing, entrepreneurship, and design. When she’s not writing, she’s probably learning a new skill.

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