The freelance CRM that starts when a client says yes.
CloveDesk keeps every client’s quotes, contracts, files, invoices and costs in one record, and shows you what each client has opened and paid.
No credit card for the trial. From $4.99 a month after that.
Your dashboard on the left, one client’s record on the right, as your client opens and approves what you sent.
- One record per client
- See what each client opened
- Revenue and net per client
- Clients need no account
What a freelance CRM needs to do, and how CloveDesk does it.
Each client gets a workspace with their contact details and every project, quote, invoice, document, file and expense.
A returning client gets a new project in the same workspace, so their history stays in one place.
Your dashboard counts open quotes and outstanding invoices, and lists what clients have just opened.
See when each quote and invoice was first and last opened, and when the client last visited their portal. A reminder takes one click.
Estimated and actual revenue, expenses and net for every client and project. More on profit tracking.
Every quote version stays in its revision history, and signed documents keep their audit trail. Paid plans add an activity log with your own notes.
How CloveDesk works, from both sides. You send it from your dashboard. Your client acts on it in their portal.
CloveDesk isn’t a sales CRM, and that’s on purpose.
Sales CRMs chase leads. CloveDesk starts once the client has said yes, with the quote. Plenty of freelancers don’t need the first part at all.
Use a sales CRM for…
- A lead pipeline with deal stages.
- Inquiry forms and questionnaires.
- Booking calls and scheduling.
- Email inbox syncing and messaging.
- A team sharing one account.
Use CloveDesk for…
- Quotes your client signs to approve.
- Contracts with a signed PDF and audit trail.
- Files shared only when they’re ready.
- Invoices with your own Pay links.
- Knowing what each client is worth.
Priced by how many clients you run, not by seat.
Free trial
Try it with a real client.
- 1 client workspace
- 10 quotes and 3 invoices
- Engagement tracking
Basic
Founding-member price.
- 5 client workspaces
- 100 quotes and 100 invoices
- Activity log and your branding
Pro
Founding-member price.
- 100 client workspaces
- Unlimited quotes and invoices
- Auto-chase and your own stages
Prices in US dollars. Full details on the pricing page.
Freelance CRM questions
Comparing all-in-one tools? See the HoneyBook, Dubsado and Bonsai comparisons.
Is CloveDesk a CRM?+
It’s a client CRM rather than a sales CRM. It keeps a record of every client and everything you’ve sent them, from quote to paid invoice. It has no lead pipeline, inquiry forms or scheduling.
Can I track leads in CloveDesk?+
Not as a pipeline. Most freelancers add a client once they’re ready to send a quote. If you need deal stages and inquiry forms, pair CloveDesk with a sales CRM.
How many clients can I manage?+
Each client is a workspace. The trial includes 1, Basic includes 5 and Pro includes 100, and each workspace can hold several projects.
Can I see what a client has opened?+
Yes. You see when each quote and invoice was first and last opened and when the client last visited their portal, and your dashboard lists what clients have just opened.
Can I see how much each client is worth?+
Yes. Every client and project shows estimated revenue, actual revenue from paid invoices, expenses and net.
Does CloveDesk sync with my email?+
No. Conversations stay in your email. CloveDesk sends quotes, documents and invoices to your client by email, and comments sit on files.
Do my clients need an account?+
No. They open a private link from your email. No password and no sign-up.
Can my team use CloveDesk?+
Not today. CloveDesk works with one person managing the account, so it suits freelancers and small businesses where one person handles the client side.
Put every client in one place.
Start free for 30 days. Add your first client, send a quote, and watch their record fill in.