SoloGestion
CRM

Your leads, clients and projects, linked to your invoices.

A CRM that does not require a sales team: a pipeline of opportunities, a card per client with what they owe, projects with their tasks and profitability.

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Freelance CRM

The problem

The freelancer handles everything, so nothing is filed

Leads are in WhatsApp, clients in the phone, projects in your head, invoices in a folder. The link between the four lives in memory.

  1. 01

    Opportunities get forgotten

    A quote sent three weeks ago with no answer is often a follow-up that never happened.

  2. 02

    You do not know what a client brings

    How much invoiced, collected, still due: five documents to open to answer.

  3. 03

    Projects drift silently

    Without a budget or time tracking, a 25,000 MAD project can cost 30,000 in hours.

What SoloGestion does

SoloGestion’s CRM, designed for one person

Everything is linked: a lead becomes a client, a quote becomes a project, a project produces invoices.

  • A pipeline of opportunities

    New, contacted, proposal, won, lost. Drag the cards, see the amount in progress and the next action.

  • A complete client card

    Contact details, ICE, documents, payments, projects, history. And at the top: invoiced, collected, balance due.

  • Projects, tasks and time

    Budget, kanban tasks, a timer per task, attached expenses. The project margin reads without a calculator.

In figures

5 stages
in the pipeline, from first contact to won quote
Balance due
shown on every client card, deposits deducted
Kanban
tasks with a timer and time spent per project
CSV
import your clients from Excel or your previous tool

Frequently asked

Freelance CRM

A CRM is not reserved for teams. For a freelancer it is where you find who said what, who owes how much and what the next action is. SoloGestion keeps it deliberately simple.

Yes, from a CSV exported from Excel, Google Sheets or your previous software. A template file is provided and duplicates are skipped.

Yes. You create an invoice from a project and it stays attached. The project shows invoiced, collected, expenses and margin.

Yes, with read-only access to documents, payments, expenses, taxes and exports. They do not see your leads or tasks.

Keep reading

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