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For freelancers and consultants

A CRM for Freelancers That Gives You Your Evenings Back

When you are the salesperson, the project manager and the accountant, admin eats the hours you could bill. ItNirman CRM puts leads, quotes, invoices, reminders and reports in one place inside WordPress, set up for one person in one click.

Questions? Chat with us on WhatsApp

  • One-click Freelancer setup
  • Clients accept quotes and pay online
  • Reminders that chase for you
In short

What should a freelancer CRM do?

A freelancer CRM should remove admin, not add it. It needs to remember every lead and follow-up, turn a quote into an invoice without retyping, accept the ways your clients pay, and make monthly reporting quick.

ItNirman CRM's Freelancer setup switches on exactly that and hides the agency-only modules, so the dashboard stays simple.

Setup
One click: Freelancer
Selling
Pipeline, quotes, price list
Getting paid
Stripe, SSLCommerz, bKash, Nagad, Rocket, Upay, bank
Staying on top
Daily reminder email and follow-ups
Reporting
Monthly client reports with PDF
Language
English or Bangla
Less admin

The Admin, Mostly Done for You

Never drop a lead

Every enquiry has a next step

Put your intake form or live chat on your portfolio site and every enquiry lands on the pipeline. Log a call or a message and a follow-up is created automatically.

  • Quick Contact by call, SMS, email or WhatsApp
  • Follow-ups created from what you log
  • Revisit list for leads that went quiet
Get paid faster

Quote, accept, invoice, paid

Send a quote from your price list; when the client accepts it in their portal, the invoice is ready. Clients pay by card through Stripe or SSLCommerz, or by bKash, Nagad, Rocket, Upay or bank with a transaction ID you confirm.

  • Partial payments and overdue flags
  • Payment reminders by email and WhatsApp
  • Print and PDF invoices
Look established

A client portal that makes you look like a studio

Every client gets a private portal with their reports, invoices, quotes and files. It looks professional, and it ends the “can you resend that invoice?” emails.

  • No client logins
  • Requests tracked to done
  • Shared files in one place
FAQ

Freelancer Questions

Not sure it is worth it yet?

Tell us how many clients you handle and we will tell you honestly.

Is ItNirman CRM too big for one person?

The Freelancer setup switches off the team, plans, subscriptions and email-marketing modules, so you see only what one person needs. You can switch any module back on later.

Do I need a separate website for the CRM?

No. It runs inside the WordPress site you already have, such as your portfolio site.

Which licence should a freelancer buy?

Single, for one site, is enough for most freelancers. If you also want ItNirman SEO on your own site, the bundle gives you both plugins in one order.

For freelancers

Spend Your Time on Work You Can Bill

Set up the Freelancer workflow in minutes and let the CRM remember the rest.