Business & CRM

CRM for Freelancers

Build a personal CRM with contacts, deal pipeline, tasks, and automated follow-up reminders.

Build a CRM designed for freelancers and solo professionals:

Contact management:
- Add contacts with name, email, phone, company, and custom fields
- Tag contacts (client, prospect, partner, vendor)
- Notes and interaction history per contact
- Import contacts from CSV

Deal pipeline:
- Visual pipeline with customizable stages (lead, proposal, negotiation, won, lost)
- Drag-and-drop deals between stages
- Deal value, expected close date, and probability
- Pipeline value summary and forecasting

Tasks and reminders:
- Create tasks linked to contacts or deals
- Automated follow-up reminders based on last interaction date
- Weekly email digest of upcoming tasks and overdue items
- Calendar view of all scheduled activities

Dashboard:
- Revenue overview: won deals this month/quarter/year
- Pipeline health metrics
- Activity stats: calls, emails, meetings logged
- Top contacts by deal value

The app should have user authentication for private, per-user data.

Visual style:
- Color palette: clean white background with indigo (#4F46E5) primary and soft gray accents
- Card-based layout with pipeline board view and contact detail panels
- Modern, professional sans-serif typography
- Polished SaaS aesthetic — subtle shadows, smooth transitions, like a lightweight Salesforce

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