CRM & Business Organization

The Challenge

Managing multiple freelance clients, projects, invoices, and tracked time across scattered tools (spreadsheets, notes, separate apps) created constant friction and blind spots.

There was no single place to see the full picture: which clients were at which stage, which invoices were overdue, how many hours were spent on each project.

The Solution

I designed and built a custom web app tailored to my exact freelance workflow, replacing every scattered spreadsheet and sticky note with one clean, always-on dashboard:

• CRM & Lead Pipeline: Every prospect tracked from first contact to signed deal. Full profiles, interaction history, and automatic handoff to the project module the moment a deal closes. Zero manual transfer.
• Project Management: A clear view of every active project: status, progress, deadlines, and time per phase. Know instantly what needs attention today, without digging through emails or notes.
• Invoice Tracking: From draft to paid, every invoice is tracked automatically. Overdue alerts appear before you have to chase. Generate a professional PDF in one click.
• Time Tracking: Know exactly where your hours go, per project and per phase. Quote smarter, bill accurately, and stop undervaluing your work.
• Dashboard: Your entire business in one screen. Revenue this month, unpaid invoices, active projects, hours logged. Everything you need to make decisions, nothing you don't.

The Impact

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