AsFreelance, Freelancer or Solopreneur, you often have to juggle prospecting, customer follow-up, quotes, invoices and reminders. As a result, information is lost, and some opportunities are missed.
Exactly to avoid this that a CRM (Customer Relationship Management) becomes useful. But faced with the multitude of tools available, how to choose the right one, and especially how to set it up without drowning in it?

Why does a freelancer need a CRM?

Even if you're not a big company, a CRM can transform the way you work:

• 📇 Centralize your contacts : prospects, customers, partners, everything is grouped together in a single database.
• 🔄 Track your sales pipeline : know where each prospect is (first contact, quote sent, in negotiation, win/lost).
• 🧾 Automate certain tasks : sending follow-up emails, generating quotes, automatic reminders.
• 📊 Analyze your results : how many leads converted? What is the average value per customer?
• ⏱ Save time : no more scattered spreadsheets or post-its that accumulate.

👉 A CRM, even simple, is a Lever for professionalization for any self-employed person.

How to choose a CRM when you are self-employed?

1. Identify your real needs

Before comparing software, clarify what you want:

• Manage contacts only?
• Follow a sales cycle?
• Automating your marketing?
• Manage invoices and payments in addition?

2. Focus on simplicity

A CRM that is too complex is counterproductive. For a self-employed person, a solution is better intuitive and lightweight than an oversized tool like Salesforce.

3. Verify integrations

Your CRM should easily connect to your other tools: emails, calendar, Stripe, Notion, Zapier, etc.

4. Choose a model adapted to your budget

Some CRMs are free (HubSpot Free, Zoho CRM Free), others cost a few dozen euros per month (Pipedrive, Monday.com, Capsule CRM). The important thing: a Positive ROI from the first few months.

5. Test before adopting

Most CRMs offer a free trial. Take the opportunity to check if the tool really corresponds to your use.

How to set up your CRM without getting lost?

Step 1: Import your existing contacts

Start by grouping all your current data (emails, spreadsheets, notes) and importing it into your CRM.

Step 2: Create your sales pipeline

Define the steps through which a prospect goes (e.g.: contacted → quote sent → signed).

Step 3: Automate small tasks

Schedule automatic reminders to follow up with your prospects, or connect your CRM to your billing tool.

Step 4: Monitor your indicators regularly

Block 30 minutes per week to analyze your KPIs (conversion rate, new customers, generated sales).

And Klark in all of this?

A CRM helps you manage your customers and opportunities. But to manage the rest — cash, invoices, invoices, quotes, quotes, contracts, payments — you need a center cockpit.
👉 That's exactly what's on offer Klark :

• Bank aggregation and cash flow monitoring,
• Integrated invoicing and quotations,
• Administrative tools (contracts, reminders),
• Exclusive perks to access SaaS like HubSpot, Pipedrive, or Notion at a discounted price.

By combining CRM + Klark, you gain a clear vision of your business On the customer side and On the financial side.

Conclusion
‍

For a freelancer, setting up a CRM is not a luxury, but a key step for structure your business and gain efficiency.
The important thing is not to choose the most complete tool, but the one that corresponds to your real needs and that you will actually use.
And by combining it with a cockpit like Klark, you go from artisanal management to management professional and centralized.

‍