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Sales and CRM · 6 min read

The best CRM apps for freelancers in 2026

For one-person businesses who need to remember every client, chase every quote and stop living in their inbox.

By Working Wikily Newsroom Updated Prices checked on each maker's site

This list covers nine customer relationship apps (CRMs) for freelancers and one-person businesses who need to remember every client, chase every quote and stop living in their inbox. It is for freelancers who want to know what each app does and what it costs.

We built it from the makers' own published pages. For each app we read the product and pricing pages on October 2, 2026, and every price and claim below was found on those pages. An app whose page could not be read, or did not support a claim, was dropped. The entries summarize what the makers publish; they are not hands-on reviews.

Each entry shows who the app is best for, the lowest paid price in US dollars as the maker prints it, any free plan or trial, and its good and bad points. The table near the top puts all nine side by side.

The quick list

  1. Bonsai for freelancers with occasional projects
  2. Dubsado for creative businesses, copywriters, coaches, virtual assistants
  3. folk for sales work
  4. Flowlu for freelancers and small teams managing client work
  5. Plutio for solo freelancers, consultants, and coaches who work independently
  6. Agiled for solo client work
  7. HoneyBook for creatives, consultants, marketers, event professionals, and more
  8. Notion for individuals, small teams and professionals
  9. Close for founders and solo reps who need a CRM

At a glance

AppBest forPrice fromFree to startSite
Bonsai freelancers with occasional projects From $9/user/month, billed annually (Basic plan) Free trial, 7 days Visit
Dubsado creative businesses, copywriters, coaches, virtual assistants $35 (Starter plan) Not listed Visit
folk sales work $24 /member/month, $288 billed yearly (Standard plan) Free trial, 2 weeks Visit
Flowlu freelancers and small teams managing client work From $9 per user / month billed yearly (Essential plan) Free plan Visit
Plutio solo freelancers, consultants, and coaches who work independently From $19/month (Core plan) Not listed Visit
Agiled solo client work From $24 per month, billed annually (Starter plan) Free trial, 14 days Visit
HoneyBook creatives, consultants, marketers, event professionals, and more $29/month (billed yearly) (Starter plan) Free trial, 30 days Visit
Notion individuals, small teams and professionals $10 per member / month (Plus plan) Free plan Visit
Close founders and solo reps who need a CRM From $9 per user / month (Solo plan) Free trial, 14 days Visit

How we check

  • Every price is read on the maker's own pricing page on the day we update.
  • Each tool's screenshot is taken from its public site.
  • Every price and claim in an entry is checked against the maker's own page, saved on the day of writing. An entry that fails the check is dropped.

1. Best for freelancers with occasional projects

Bonsai (iOS, Android, MacOS, Chrome)

The Bonsai home page, saved 2026-10-02
Screenshot: Bonsai
Price from
From $9/user/month, billed annually (Basic plan), checked Oct 2
Free trial
7 days
Best for
freelancers with occasional projects
Works on
iOS, Android, MacOS, Chrome
What we like+ Basic includes time tracking, task management, unlimited projects, CRM, service library, iOS & Android app, and unlimited clients.+ Essentials includes invoices & payments, proposals & contracts, forms & questionnaires, scheduling, client portal, expense tracking, and income tracking.+ Premium includes a deals pipeline and integrations with QuickBooks, Xero, Zapier, Calendly, and Google.+ The plan comparison lists Gmail integration.
What we don't− The 7-day trial ends with a prompt to choose a plan and enter credit card details to continue.− Invoices & payments, proposals & contracts, scheduling, and client portal start with Essentials at $19/user/month.− Deals pipeline and integrations start with Premium at $29/user/month.

Bonsai combines CRM, client management, projects, time tracking, invoicing, and payments. Basic is for freelancers with occasional projects. Essentials adds proposals and contracts, invoices and payments, scheduling, and a client portal. The free trial provides full, unlimited access for 7 days.

2. Best for creative businesses, copywriters, coaches, virtual assistants

Dubsado

The Dubsado home page, saved 2026-10-02
Screenshot: Dubsado
Price from
$35 (Starter plan), checked Oct 2
Best for
creative businesses, copywriters, coaches, virtual assistants
What we like+ Manage unlimited number of clients and projects.+ Create and manage invoices and payment schedules.+ Connect all your email communications in one place.+ A client portal gives each client access to their project.
What we don't− Active lead capture forms: 1 on Starter; Unlimited on Premier.− Scheduling, automated workflows, public proposals, and Zapier integration are on Premier, $55.− Bookkeeping integration: ✗ on Starter; ✓ on Premier.

Dubsado is a business management platform for managing clients and projects, invoices, payment schedules, forms, and email communications. It suits creative businesses, including copywriters, coaches, and virtual assistants.

3. Best for sales work

folk (Chrome)

The folk home page, saved 2026-10-02
Screenshot: folk
Price from
$24 /member/month, $288 billed yearly (Standard plan), checked Oct 2
Free trial
2 weeks
Best for
sales work
Works on
Chrome
What we like+ Standard includes Pipeline management, Email campaigns, Contact enrichment, AI Assistants, and Magic fields (AI).+ Standard includes LinkedIn extension and Email, calendar & WhatsApp sync.+ The pricing page lists Import/Export CSV, Auto-merge contacts, and Reminders.+ Premium includes Custom objects & Deals and Email sequences.
What we don't− After the 2 week trial, the account is blocked if you do not upgrade; you can request to extend the trial for another week.− Custom objects & Deals and Email sequences are on Premium: $48 /member/month, $576 billed yearly.− Standard includes 500/month Find emails (enrichment); Premium includes 1,000/month.

folk is a CRM for sales with AI assistants. Standard includes pipeline management, email campaigns, contact enrichment, and email, calendar & WhatsApp sync. The pricing page describes it as CRM for sales.

4. Best for freelancers and small teams managing client work

Flowlu (iOS, Android)

The Flowlu home page, saved 2026-10-02
Screenshot: Flowlu
Price from
From $9 per user / month billed yearly (Essential plan), checked Oct 2
Free plan
A simple, two-user workspace with 100 contacts, 1 pipeline, lead capture forms, invoices & estimates
Best for
freelancers and small teams managing client work
Works on
iOS, Android
What we like+ The Free plan includes 100 contacts, 1 pipeline, lead capture forms, invoices and estimates.+ CRM can manage opportunities and sales funnels, track customer interactions and store email communication.+ Essential includes email sync, email templates, multiple sales pipelines and CRM reports.+ The mobile app is available for both iOS and Android.
What we don't− The Free plan is limited to two users, 100 contacts and 1 pipeline.− Email sync and email templates require Essential at $9 per user / month billed yearly.− Sales automations, email tracking and a client portal require Advanced at $17 per user / month billed yearly.

Flowlu combines CRM, project management, invoicing and estimating in one system. Its Free plan is aimed at freelancers and small teams, with contact and pipeline limits. Essential adds email sync, templates and multiple sales pipelines.

5. Best for solo freelancers, consultants, and coaches who work independently

Plutio (iPhone & iPad, Android, Mac & Windows)

The Plutio home page, saved 2026-10-02
Screenshot: Plutio
Price from
From $19/month (Core plan), checked Oct 2
Best for
solo freelancers, consultants, and coaches who work independently
Works on
iPhone & iPad, Android, Mac & Windows
What we like+ Unlimited proposals: Build interactive proposals that clients sign electronically.+ Unlimited invoices: Send invoices with your branding. Accept payments via Stripe, PayPal, or Square.+ Scheduling: Let clients book meetings on your calendar.+ Client portal: Give clients their own login to view projects, invoices, files, and messages.
What we don't− Core costs $19/month and includes 9 active clients.− No additional contributors on the Core plan.− Upgrade to Pro or Max to invite contributors.

Plutio combines contacts, proposals, contracts, invoices, projects, scheduling, forms, and an inbox in one app. The Core plan is designed for solo freelancers, including designers, writers, developers, consultants, and coaches who work independently.

6. Best for solo client work

Agiled

The Agiled home page, saved 2026-10-02
Screenshot: Agiled
Price from
From $24 per month, billed annually (Starter plan), checked Oct 2
Free trial
14 days
Best for
solo client work
What we like+ Starter includes 500 contacts, 250 accounts, 1 deal pipeline, 5 forms, and 10 projects.+ The CRM includes a visual pipeline, a contact timeline, automated follow-ups, and task assignments.+ Create proposals and contracts from templates, add signature fields, and track views and signatures.+ Google Calendar sync is available for booking links, confirmations, and contact-linked meetings.
What we don't− Starter is limited to 500 contacts, 250 accounts, 10 projects, 100 invoices, and 25 docs.− Unlimited contacts, projects, docs, and invoices are listed on the $59 Pro plan.− Workflows, API access, email, tickets, and reports are listed on the $59 Pro plan.

Agiled helps service businesses run sales, projects, documents, and payments from one shared workspace. Its CRM puts every inquiry, follow-up, and meeting on one timeline. The Starter plan is for solo client work and costs $24 per month, billed annually.

7. Best for creatives, consultants, marketers, event professionals, and more

HoneyBook

The HoneyBook home page, saved 2026-10-02
Screenshot: HoneyBook
Price from
$29/month (billed yearly) (Starter plan), checked Oct 2
Free trial
30 days
Best for
creatives, consultants, marketers, event professionals, and more
What we like+ Unlimited clients and projects on every plan.+ Starter includes invoices and payments, proposals and contracts, a calendar, and a client portal.+ Use your email in HoneyBook to communicate with clients.+ HoneyBook AI includes email drafts and follow-up suggestions.
What we don't− Starter includes up to 2 live lead forms.− Scheduler and automations start with Essentials at $49/month (billed yearly).− Card processing fees start at 2.7% + 10¢; bank transfer fees are 1.5%.

HoneyBook is client relationship software for creatives, consultants, marketers, event professionals, and more. It lets users send interactive files, track leads, clients, and projects in one place, and accept online client payments. The Starter plan includes unlimited clients and projects, with a 30-day free trial available.

8. Best for individuals, small teams and professionals

Notion

The Notion home page, saved 2026-10-02
Screenshot: Notion
Price from
$10 per member / month (Plus plan), checked Oct 2
Free plan
A Free plan workspace for one person, with as many pages and blocks as needed.
Best for
individuals, small teams and professionals
What we like+ Databases including subtasks, dependencies, custom properties and more.+ Basic forms.+ Publish a Notion page to the web.+ Connect multiple Calendars to manage work and time together.
What we don't− On the Free plan, uploaded images, videos and file attachments are limited to 5MB each.− The Free plan has 7 days of page history.− Custom forms are on Plus, $10 per member / month.

Notion is an AI workspace. The Free plan is for individuals to organize personal projects and life, while Plus is for small teams and professionals to work together. It includes databases, basic forms, web publishing, and Notion Calendar.

9. Best for founders and solo reps who need a CRM

Close

The Close home page, saved 2026-10-02
Screenshot: Close
Price from
From $9 per user / month (Solo plan), checked Oct 2
Free trial
14 days
Best for
founders and solo reps who need a CRM
What we like+ Solo includes 500 AI credits per user/month.+ Solo includes calling, email, and SMS built in.+ Essentials includes built-in forms, email, calling & SMS.+ Essentials includes a centralized inbox & task list.
What we don't− Solo is limited to 1 user.− Solo is limited to 10k leads.− Workflows are not included in Solo.

Close is a sales CRM for calling, emailing, texting, automation, and lead and pipeline management. Its Solo plan is for solo operators and includes calling, email, and SMS. Essentials adds unlimited contacts and leads, built-in forms, and a centralized inbox and task list.

Sources

  1. Bonsai, home page, read Oct 2
  2. Bonsai, pricing page, read Oct 2
  3. Dubsado, home page, read Oct 2
  4. Dubsado, pricing page, read Oct 2
  5. folk, home page, read Oct 2
  6. folk, pricing page, read Oct 2
  7. Flowlu, home page, read Oct 2
  8. Flowlu, pricing page, read Oct 2
  9. Plutio, home page, read Oct 2
  10. Plutio, pricing page, read Oct 2
  11. Agiled, home page, read Oct 2
  12. Agiled, pricing page, read Oct 2
  13. HoneyBook, home page, read Oct 2
  14. HoneyBook, pricing page, read Oct 2
  15. Notion, page, read Oct 2
  16. Notion, pricing page, read Oct 2
  17. Close, home page, read Oct 2
  18. Close, pricing page, read Oct 2

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