Project
Freelance CRM
A simple CRM I built for my own consulting work — clients, leads, opportunities, tasks, time, and invoices in one place, without fighting Salesforce-scale software.
→ Private beta · built for real consulting ops
Starting point
Needed a CRM for solo consulting that tracked clients and money without Salesforce-scale complexity.
What I built
Built Freelance CRM — leads, pipeline, tasks, time, invoices, and a daily “what’s due” view on Next.js + Supabase.
What changed
Private beta live; the tool I use to run my own client work.
The person who scoped this is the person who built it. Same person on the handoff — that's the trade you make hiring one consultant instead of an agency.
Starting point
Where things stood
Most CRMs are built for teams with admins. As a freelancer, I still need clients, leads, a pipeline, tasks, time tracking, invoices, notes, and a clear picture of what is due today — without a six-month implementation project.
Approach
The path we chose
Freelance CRM is a lightweight CRM I built for myself as a solo consultant. The goal was simple: track the work without renting an enterprise tool I would spend more time configuring than using.
Build
How I built it
- Mapped the freelance lifecycle first — lead → opportunity → client → tasks → time → invoice — then built only what that loop needs.
- Built a daily command center so the home screen answers “what’s due?” instead of dumping every module at once.
- Used Supabase auth, Postgres, and row-level security so each user’s data stays isolated without a custom backend from scratch.
- Added waitlist / private beta so the product can grow carefully while I keep using it for real client work.
The honest part
What made it tricky
The parts that didn't go to plan — and how I worked around them.
- Resisting feature bloat — every CRM wants fifty objects; freelancers need a short list they will actually open every day.
- Balancing a clean marketing story with a full ops tool behind the login.
After launch
What changed
- A CRM shaped around how solo consultants actually work — not a stripped-down enterprise clone.
- Private beta live with a waitlist for early access.
- Proof that I design CRM around the job, not the other way around.
Capabilities
What it does
Stack
Tools used
Services
Related services
This project is an example of these lanes — most real work touches more than one.
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