Clients & sales
Put a name on the list, note the contact and the next follow-up date, and continue yourself to a client, a quote or won work.
Start free, no credit card needed.
Leads is a list of potential customers for one freelancer. Each lead has a name and a fixed status: New, Contacted, Won or Lost. You can add a company, email, phone, source, note, estimated value and a follow-up date. A lead may exist without a client. You link a client, a quote and a project yourself. Winning does not create a client or a project. A quote status does not change the lead status.
For freelancers who want to organise interested people before there is a client card or a quote. It is a short list next to client management, quotes and projects, not a separate sales system.
A name in a note or a mailbox does not say whether you have already been in touch, whether the work was won, or which quote belongs with it. The lead shows that status and, when you link them yourself, the client, the current quote and the project.
Name, company, contact, source, note and estimated value sit on the same lead.
Start for freeYou can enter a next date and filter the list on it. No message is sent.
Start for freeFrom a lead with a client you open the existing quote. Won work with a client can continue into the existing project.
Start for freeA name is enough. The status starts as New. A client is not required yet.
Add company, email, phone, source, note, estimated value and a follow-up date when you have them.
Link an existing client, or fill the normal client form. The client exists only when you save that form.
With a linked client you can open the existing quote. You start a project yourself, and only when the lead is Won and has a client.
A lead can later become a client in client management. With that client you use quotes. Won work can continue into projects. The client portal is a separate link for an existing client and does not show this list.
The name is required. Company, email and phone are optional.
The source is referral, website, phone or other. The value is an estimate, not revenue.
For display and filtering only. No reminder, no email and no notification.
One current quote and one project. The quote belongs to the same client. So does the project.
You choose New, Contacted, Won or Lost yourself. A quote status does not do that.
No. You can save a lead with only a name. You link or create a client later, through the normal client form.
New, Contacted, Won and Lost. You cannot add other stages.
No. You start a project yourself, and only when the lead is Won and has a client. You also open the quote yourself, and only when a real client is linked.
No. The date is visible and you can filter the list on it. SmartWerk does not send a reminder, email or notification for it.
Create a free account and start with one client. Upgrading can wait until you really need a feature.