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Finding clients is only half the work. Keeping track of them while you deliver projects is where things usually slip.
Use as much or as little as you need. Most freelancers start with contacts, a short pipeline and reminders, then add more later.
Add leads as they arrive and note where each one came from, so you learn which sources bring your best work. Each contact keeps a record of your emails, meetings and notes.
Set a reminder when you send a quote and SalesPeep tells you when to check back. For prospects who need a few nudges, an email sequence sends them for you and stops as soon as they reply.
A Kanban board shows which proposals are out, which jobs are confirmed and which are finished. Your calendar and task list keep upcoming deadlines in front of you.
You do not need a complicated system. You need a reliable place to see who to contact next and what is due this week, and SalesPeep gives you exactly that.
SalesPeep helps freelancers manage their work more effectively so they can spend less time on admin and more time on billable work.
No. You can ignore the team features and use only contacts, a simple pipeline and reminders. It works well as a CRM for freelancers who want structure without overhead.
No, SalesPeep does not include invoicing or time tracking. It focuses on clients, proposals, follow-ups and the conversations that lead to work.
You write a short series of follow-up emails once. SalesPeep sends them on the schedule you choose and stops automatically when the person replies.
It helps you stay in touch. Set reminders to check in with past clients, and keep notes on each project so you can pick up the conversation easily.
Yes, SalesPeep works with Gmail and Outlook, and there is a Gmail Chrome extension. For anything else, let us know what you use and we can talk it through.
Your data sits in its own separate, isolated workspace. If you add someone later, role-based permissions let you decide what they can see or change.
Not really. Add a few contacts, name your pipeline stages and you can start using it the same day. You can adjust things as you learn what you need.
Yes. There is a 14-day free trial with full access, and you do not need a credit card to sign up.npm
