how to organize clients in a web design business

choclitocreativo

New member

Oct 9, 2018

8

1

3

• Dec 13, 2022

• #1

I am a freelance and I make web pages for clients, I am interested in knowing how you organize your business since I am a disaster, I never find the quotes, the invoices, I forget when to update the hosting and many other things

 

MrSam_1

Well-known member

Administrative

Trusted Seller

Dec 1, 2018

23,617

26,962

120

• Dec 13, 2022

• #2

It's a paid service but check out Atarim - https://atarim.io/

 

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Reactions: choclitocreativo

F

frodobaggins

New member

Jun 13, 2022

1

0

1

• Dec 19, 2022

• #3

dubsado.com/

 

tuton012

Strive for progress, not perfection

Babiato Lover

Trusted Uploader

May 23, 2019

1,607

2,060

120

Near You

• Dec 19, 2022

• #4

RISE - Ultimate Project Manager & CRM works great

 

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Reactions: choclitocreativo, Zer01ne and RTFM

Canabiz

New member

May 25, 2021

11

11

3

• Jan 3, 2023

• #5

clickup.com

Free and amazing tool fro managing projects

 

• 

Reactions: Jim Ross and Rrrazy

Zer01ne

Well-known member

Mar 21, 2020

1,373

3,428

120

• Jan 3, 2023

• #6

I use RISE - Ultimate Project Manager & CRM

 

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Reactions: choclitocreativo

golden_girl

New member

May 15, 2020

20

4

3

• Jan 29, 2023

• #7

One Page CRM is pretty good. It isn't free but you can send quotes, emails, check if the emails were read, follow up the whole process from it.

 

Jim Ross

Member

Feb 24, 2020

65

23

8

• Jan 30, 2023

• #8

Canabiz said:

clickup.com

Free and amazing tool fro managing projects

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