CRM Business Hub A CRM for freelancers that gets you from enquiry to paid invoice
Proposals your clients sign online, hours that land on the invoice, retainers that bill themselves and reminders you no longer have to write. One price for your workspace, not per seat.
- Cancel anytime
- No long-term contract
- 14 days free
What it looks like in practice
Three enquiries before lunch
A website form, a referral, an old client with a new idea. Each one becomes a lead with a next step and a due date, so the follow-up happens on Thursday and not three weeks later.
The proposal that waits for a yes
You send the scope, your day rate and two optional extras. The client opens it on their phone, signs with a finger and accepts. You see how often they looked at it before they said yes.
Hours that used to disappear
Calls, small changes, one more round of edits. With a timer on each task, the time is recorded while you work, and the project invoice is built from the hours instead of from memory.
The client who pays late
Day 31 passes and nothing arrives. A friendly reminder goes out by itself, the client pays by card from the invoice page, and the payment books itself against the right invoice.
A CRM for freelancers has one job: get you from "can you send me a quote?" to money on your account with as little admin as possible. CRM Business Hub keeps that whole path on one client record. A lead comes in through your website form, you send a proposal with your rate and optional extras, and the client accepts it online with name and signature. The invoice can be created the moment they accept, with a deposit first if you agreed one. See how proposals with online acceptance work.
Freelance work is billed in many shapes: a fixed fee, hours on a project, a monthly retainer. Track time with a timer on each task and bill the project from its hours, or set up a recurring invoice that goes out every month. Clients pay online with Stripe, PayPal or Bankart from the invoice page, or by bank transfer, and reminders go out when a payment is late. Each client can get documents in their own language and currency. Before you set your rate, try the hourly rate calculator, and for the awkward part read what happens when invoices go unpaid.
What you get
Proposals clients sign online
Every proposal gets its own page with a PDF download. The client accepts with name, email, signature and consent, or declines with a reason. A view counter tells you whether they have opened it yet.
Time tracking that ends up on the invoice
Start and stop a timer on a task, or add hours afterwards. Bill a project as a fixed fee, by project hours or by task hours at your rate, and the invoice is drafted from the entries that are still open.
Retainers that bill themselves
Set a recurring invoice with an interval and a number of cycles, and a new invoice is created on time every month. Deposit invoices work the same way: a percentage of the proposal before the work starts.
Paid online or by transfer
Clients pay by card, PayPal or Bankart on the invoice page. Import your bank statement or connect Wise, and the app suggests which incoming payment belongs to which invoice.
Expenses you can pass on
Photograph a receipt and the AI reads the amounts. Mark the expense as billable to a client or project, and one click turns it into a draft invoice, so stock photos and travel do not stay on your side.
A CRM for freelancers with clients abroad
Set currency and document language per client. Your Paris client gets French, your client in Munich German, and the PDF, the email and the payment page follow, in sixteen languages.
Send your next proposal from CRM Business Hub
Add the app to a free workspace, enter your business details once and send the proposal you were going to write anyway. If the client signs within the fourteen-day trial, the deposit invoice is already waiting.
How to get started
Open your own workspace
Sign up with your business email. The workspace is yours alone until you invite a collaborator, and every app you add later uses the same login.
Add CRM Business Hub and run the setup
The assistant asks five things: your company, language and region, currency and VAT, quote and invoice basics, and your branding with logo and colors.
Add a client and write a proposal
Create the client, pick items from your catalog or type them freely, mark extras as optional and send the proposal by email with its link.
Track the work and get paid
Time the project tasks, invoice when you are done or on schedule, and let the reminders and online payment do the chasing.
Pricing
CRM Business Hub starts at a fixed monthly price (see pricing). You pay for the workspace, not per seat, so the price stays the same when you bring in a collaborator for a big project and stays the same again when the project ends.
Card and PayPal payment on your invoice page cost nothing extra from KIMISUITE on any plan; only your payment provider's own fee applies, and the app records it with the payment. The full list of what the app does is on the CRM Business Hub page.
Is it the right fit?
A good fit if
- Designers, developers, copywriters, translators and photographers who quote and invoice themselves
- Freelancers who bill by project, by hour or by monthly retainer
- Solo professionals with clients in other countries, languages and currencies
- Freelancers who want leads, proposals, contracts, time and invoices in one place instead of four tools
Not the right fit if
- Freelancers who want clients to log in to a portal with all their files: each proposal and invoice opens from its own link instead
- Anyone who bills a retainer by charging the client's card automatically: recurring invoices are sent, and the client pays each one
- Freelancers who expect their Gmail or Outlook inbox and calendar to sync into the CRM
- Freelancers who want the tax return done in the same tool: CRM Business Hub hands over invoices and expenses, the bookkeeping stays with you or your accountant
Frequently asked questions
What should a CRM for freelancers do?
Can I use it before I am VAT-registered?
How do I bill a monthly retainer?
Can a client pay a deposit before I start?
Will I know when a client has opened my proposal?
I work alone. Do I pay for seats?
Can I bring my existing clients across?
Read next
- Related solutionsA CRM for agencies that follows every client from pitch to retainer invoiceLeads with their campaign attached, proposals clients sign online, projects that know their budget and hours that end up on the invoice. Account managers and project leads finally look at the same numbers.
- Related solutionsA CRM for IT service providers that links contracts, tickets, hours and invoicesClient emails become tickets with SLA clocks, extra work becomes billable hours, and the maintenance fee goes out as a recurring invoice. You see on one client record whether the agreement still pays.
- Related solutionsReceive e-invoices in Germany and turn each one into a bill without typingDrop an XRechnung or ZUGFeRD file into the inbox or let it arrive by email. CRM Business Hub reads every field and line, creates the supplier bill and hands the month to your tax adviser as a DATEV export.
- From the blogWhat Happens When an Invoice Goes Unpaid, and What It Costs YouAn unpaid invoice ties up cash, eats staff time and, if it is written off, has to be replaced by many times its amount in new sales. A worke...
- From the blogPayment Terms Explained: Net 30, Net 60 and 2/10 Net 30Net 30 means the full amount is due 30 days after the invoice date. A table of common terms, worked examples with real dates, what 2/10 net...
- From the blogFrom Quote to Invoice: Where Small Businesses Lose MoneyExpired quotes, unbilled extras, retyped lines and invoices sent two weeks late. Seven leaks between quote and payment, what they add up to...
Ready when you are
Set it up in your own workspace and see how it works with your data.
- Cancel anytime
- No long-term contract
- 14 days free
