Bigin by Zoho CRM
Most of the time, the hardest part of freelancing isn’t the actual work, but rather the activities and tasks involved in successfully running the day-to-day operations of a business. As a freelancer, you wear multiple hats and juggle between various tasks: managing projects, meeting deadlines, following up with prospects, keeping your communication afloat, and retaining clients. Being a freelancer isn’t easy!
And phew! There can indeed be a lot on one’s plate, but it doesn’t have to be overwhelmingly difficult.
Fortunately, there’s a solution—and we don’t mean a tool that tackles only a few pain- points, but a comprehensive solution that facilitates easier client management, communication, and collaboration.
Freelancers, meet your ally: customer relationship management (CRM) software!
True to its name, a CRM can help you acquire and retain customers by nurturing everlasting customer relationships. It handles everything that occurs between your key business stages, allowing you to focus on your ultimate goal. Let us show you how!
Embracing simplicity with a CRM solution
As a freelancer, time and clients are your most valuable assets, and managing them efficiently can make all the difference. This is where a CRM comes into play to revolutionize your freelancing journey.
CRM = more clients = business success
Once you implement a CRM in your business, the rest naturally follows. Nurturing leads is easier, and keeping in touch with clients is seamless. An effective CRM tool enhances client management in the following ways:
- Streamlines all customer-oriented communications.
- Facilitates effective lead management by helping you track and analyze potential clients to convert them into paying customers.
- Provides detailed client information that enables you to foster meaningful connections.
It’s easy to underestimate the power of managing all of your client information in a CRM, but as a freelancer, it’s your ticket to a thriving business.
Boosting productivity with automation
One of the most difficult aspects of working as a freelancer involves handling several tasks all at once—most of them repetitive and time-consuming. You can use a CRM to automate such activities with ease. Let’s walk through a few common business scenarios that you can automate:
- Use workflows to automate tasks like sending necessary documents, welcome emails, and other relevant information.
- Automate tasks like sending follow-up emails, setting reminders for calls, or updating project timelines to ensure you don’t miss any critical steps.
- Set up automatic reminders for invoice due dates and follow-ups for pending payments to streamline your financial processes.
- Send regular updates to clients via email or WhatsApp.
- Automate feedback and review requests after a project completion can help you gather testimonials for your portfolio and enhance your business’s credibility.
By automating day-to-day tasks, you free up a lot of time that you can use to prioritize your business’s primary objectives.
Enhancing team collaboration
Though freelancers like you are often perceived as lone wolves in your business journey, you frequently find yourself engaged in projects that demand seamless teamwork! A CRM can serve as a unified platform to collaborate effectively, bridging the communication gap that’s inherent to freelancing.
Therefore, deploying the power of a CRM solution for your business not only enables you to attract new clients, but also fosters long-term relationships which lay a stronger foundation for business success and growth.
Choosing the right CRM
Now that it’s clear how important CRMs can be, you might be wondering which one is the right fit for your freelancing business. We’re happy to discuss it.
The perfect CRM consists of features and customization options that ensure it’s flexible enough to cater to the needs of your business, and a CRM like Bigin is designed to help any business.
Among 600+ CRM options on the market, Bigin is tailor-made for freelancers like you! Because each and every feature is solely curated, ensuring it aligns with the needs and challenges faced by freelancers. It’s also incredibly easy to use, easy on your pocket, and easy to adopt on any platform, whether it’s web or mobile.
You might play one or all of these roles in your freelancing business: a client retainer, a prospect chaser, a project manager, or a deadline keeper. A well-designed CRM enables you to switch between these different business roles seamlessly.
Explore the success tales of two freelancers who’ve streamlined their client operations, experienced efficiency and boosted their business, all at a very affordable price with Bigin.
Meet Adam Whittaker, a solopreneur and music engineer of Mixed by Adam. His freelancing journey took a transformative turn when he chose Bigin for his business. In search of a CRM that would meet his needs as a solopreneur, he tried Pipedrive, Close and a bunch of other CRMs, only to realize the expense associated with these CRM didn’t justify the results nor did their complex features. The free tiers of other products simply lacked the features he needed to boost his business.
But he found his perfect fit in Bigin— a game changer that seamlessly addressed his business requirements without breaking the bank! Adam, who now manages his entire business through Bigin, has not only experienced easier client management but also efficiency and boosted productivity!
For a Solopreneur like me Bigin was a dream come true.
Adam Whittaker | Mixed By Adam
Here’s what Krista Guerrero, a freelance graphic designer, thinks of Bigin and how she uses it to manage many roles in her business seamlessly.
I’m self-employed and I wear all the hats when it comes to my business. I have been looking for a simple CRM for the last 3 years. When I started using Bigin, I love how easy it is to use, and it has a clean and organized interface. One of the best things is they made it affordable!
Krista Guerrero | Kreative Design/Marketing | Graphic Designer – USA
These words aren’t from us, but directly from fellow freelancers who’ve adapted a CRM and experienced the power of Bigin. Are you ready to turn your freelancing business into a success story?
Read on to learn how Bigin can work for your business. Or, if you’d like a demo, sign up here.
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Svitlana Popovska
