Anyone who deals with more than one client, or who is actively looking for more, should be using Customer Relationship Management (CRM) software to keep track of their efforts.

Though every business (and even every department) uses this software in their own unique way, a common application is salespeople who use freelancer crm software to understand what deal stages they’re currently at with each prospect.

Any good salesperson knows that there’s a big difference between giving a presentation and getting a verbal (or preferably, signed) agreement.

As a freelancer who is managing many clients and who is constantly pitching for new business, you are the salesperson for your services. So adapt the tools of organization available to you by using a CRM to make sure you never miss out on, or completely botch, an excellent freelance opportunity.