Freelancer CRM Template

A lightweight, editable CRM template for freelancers to track leads, clients, projects, proposals, follow-ups, invoices, and relationship history.

Drafts save privately in this browser.

Name the record before using the checklist.

ClientPrimary contactRelationship stageNext action dateRelationship owner

Move the checklist beyond a first draft.

0 of 5 context fields completed0 of 12 checks completedReviewer and review date not recorded

Working status

Reviewer or accountable ownerReview dateVersion

A high score means more of the working record is filled in. It does not create client approval, legal authority, or professional sign-off.

Relationship record

Record the organization or client, people, source, service interest, relationship owner, and communication preferenceKeep material meetings, decisions, agreements, and relationship notes in one timelineName the current relationship stage and next action

Notes and exceptions

Opportunity and promise

Capture the need, outcome, fit, value, timing, budget signal, and decision processLink the proposal, version, price, scope, assumptions, expiry, and responseConvert accepted terms into a project and billing plan without retyping them

Notes and exceptions

Delivery and client action

Connect active projects, requests, files, approvals, decisions, and deadlinesKeep private notes separate from client-visible informationRecord waiting states and who must act next

Notes and exceptions

Finance and retention

Connect invoices, due dates, balances, disputes, payments, and project contextSchedule the next relationship action when work closesReview fit, profitability, referral permission, and future opportunity honestly

Notes and exceptions

Treat this as a starting point, not automatic authority.

Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.

Want to keep this connected to the client and project?

Continue in Stelaah with the people, decisions, files, work, and finance beside the checklist.

Continue in Stelaah

Freelancer CRM Template

Name the record before using the checklist.

Move the checklist beyond a first draft.

Relationship record

Opportunity and promise

Delivery and client action

Finance and retention

Treat this as a starting point, not automatic authority.

Continue with the connected workflow

Want to keep this connected to the client and project?