From the blog

Thoughts on freelancing, productivity, and building a business that works for you.

Why Freelancers Don’t Need Big CRMs (and What to Use Instead)

A few months ago, I found myself staring at yet another overcomplicated CRM dashboard. Charts, reports, pipelines, automations — all designed for big sales teams. Meanwhile, all I wanted to do was keep track of a few clients, remember who to follow up with, and send invoices on time.

How Freelancers Can Replace Spreadsheets with a CRM

If you’ve been freelancing for a while, chances are you’ve built at least one massive spreadsheet to keep track of clients, projects, and invoices. It starts out simple, a few columns for names, emails, and due dates, and before long, it’s a maze of color-coded cells, filters, and formulas.