Starter CRM Plan – $10 / Month
Perfect for freelancers and small businesses starting to grow.
Take your client management to the next level without unnecessary complexity. The Starter Plan is the smart, affordable way to move beyond spreadsheets and manual processes.
Whether you’re a freelancer, consultant, or boutique agency, this plan gives you powerful tools to organize your work, deliver a better experience, and look more professional — all from one clean dashboard.
Intro Video
Watch how the Starter Plan helps you simplify your client work.
📹 Starter CRM Overview for Freelancers & Small Teams
What’s Included:
- Manage up to 50 Active Clients
A solid limit that gives you room to grow. Easily view client info, history, invoices, and orders — all in one place.
- Editable Automated Invoicing
Save time with recurring or one-click invoice templates. Modify payment terms, amounts, and client details on the fly.
- Step-by-Step Order Tracking
Update and track every stage of a customer order. Your clients will see where their service or product stands — increasing trust.
- Customizable Admin Dashboard
Use drag-and-drop widgets to shape your own workspace. View financials, task alerts, client activity, and more — at a glance.
- Basic Ticketing System
Let clients submit support tickets directly to your panel. You’ll manage requests by priority and respond quickly.
- Client Panel with Account Balance
Clients have access to their invoices, payments, and remaining balance. Clear transparency improves communication and reduces back-and-forth.
Why Choose the Starter Plan?
- Designed for individuals or small teams who want structure and simplicity
- All features you need — without the overwhelm of big enterprise tools
- Fully upgradeable — your data and settings are preserved if you grow
- Modular platform — add more features (e.g., reports, notifications) as you need them
- Multilingual, mobile-friendly, fast
Add More, When You’re Ready
You can enable additional plugins or modules anytime. All upgrades are seamless — no data loss and no need to migrate.
Perfect For:
Setup Time:
About 15–30 minutes
For full setup and onboarding.