The CRM for freelancers who want to stop forgetting follow-ups
VODOO CRM helps a freelancer or independent track leads without a spreadsheet: every inquiry becomes a contact record, every opportunity moves through a visual pipeline, and a workflow sends a follow-up a few days after your proposal. Leads book a call on your booking page, and at the end of each project a review request goes out on its own. The Basic plan, at $29 per month, already includes the pipeline, booking and 5 active workflows.
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What you can do
- A pipeline to track each opportunity, from first contact to signed deal.
- One record per client with the history of emails and SMS exchanged.
- A booking page for discovery calls, synced with Google Calendar.
- Automatic follow-ups scheduled after each key stage.
- Tasks so nothing slips: call back, send a proposal, invoice.
- A review request at the end of each project.
From first message to signed deal
The standard pipeline has seven stages: new lead, qualified, appointment booked, proposal sent, negotiation, won, lost. You rename them your way. Each card shows how many days it has been in its stage, and every Monday at 9 am, a notification flags the deals that haven’t moved in 7 days.
When a deal is won, the win date is stored for your dashboard. On the Standard plan, “Create an order” from the deal gives you a Stripe payment link to send to your client.
A follow-up that only goes out when it helps
A freelancer’s typical workflow: a “Pipeline stage” trigger on “Proposal Sent”, a four-day wait, then a condition on the pipeline stage. If the deal hasn’t moved, a follow-up email goes out with the contact’s first name and a “call” task is created for you. If it has moved on, nothing is sent.
The “Test” button runs the workflow on a contact you choose, and the workflow page details each run, step by step.
Use cases
Illustrative scenarios, not customer testimonials.
A web developer getting inquiries through her site
She puts her booking page link on her site for discovery calls. Each booking creates the contact and starts the “Appointment booked” workflow, which adds a “lead” tag and creates a preparation task for her. After the call, she creates the deal in her pipeline and moves it to the proposal stage, where the automatic follow-up takes over.
A translator juggling deadlines
Each project becomes a task with its due date, priority and linked client: the reminder arrives at 8 am on the day, and the “Overdue” filter shows what slipped. Client replies all land in Conversations, where he answers with quick replies and attaches his translated files.
A wedding photographer on the Basic plan
She uses three of her five workflows: a confirmation after each booking, a follow-up after sending the quote, and a Google review request once the photos are delivered, started from the couple’s record. Her contacts carry a tag per season, which she filters to find the year’s couples.
Get started in three steps
- 1
Import your contacts from a CSV file.
- 2
Create your pipeline stages: lead, call, proposal, won.
- 3
Turn on a workflow: when an opportunity moves to "Proposal", wait a few days, then send a follow-up.
Plans
Pipeline, booking, reviews and 5 active workflows from Basic ($29/month, $23 billed annually), with 500 contacts and up to 3 users. Standard ($69/month) adds email campaigns and funnels. See pricing
Frequently asked questions
Does VODOO CRM handle my quotes and invoices?
No. VODOO CRM tracks your leads, meetings and follow-ups, and can take payments through Stripe, but it does not produce quotes or invoices. Keep your usual invoicing tool.
Is it too much for one person?
You only turn on what you need. Many independents start with the pipeline, booking and one or two automatic follow-ups.
Can I try it before paying?
Yes, with no credit card. You can export your contacts as CSV at any time.
Is the interface available in French?
Yes. The VODOO CRM interface works fully in French or English, as you choose.