Features
Everything in SoloPipeline for freelance sales
A focused CRM for freelancers—not a bloated enterprise suite. See how leads, proposals, and follow-ups connect in one workspace.
Product preview
The same workspace you will use after sign-up
Use the side arrows to move through each view and see how leads, KPIs, and profit analytics stay in one minimal shell—no clutter, no enterprise cruft.
Pipeline
Track every lead across clear stages with next actions and reminders, so the commercial process stays visible and nothing slips.
Real UI from SoloPipeline — light and dark themes supported in the app.
Inside the product
What SoloPipeline includes
Scoped to the freelancer workflow: leads, proposals, follow-ups, and reusable commercial knowledge—the same modules you saw in the preview above.
Built as a CRM for freelancers—not agencies: every module supports faster lead decisions, faster proposal drafting, and cleaner follow-through on Upwork and direct client work.
Lead capture and management
One place for opportunities, sources, status, and notes—so you are not hunting through old messages.
Lead evaluation
Summaries, requirements, and a simple view of fit so you spend time on the right deals.
AI proposal generation
Draft proposals and supporting text you can edit—built to reduce repetitive writing, not replace judgment.
Pipeline and follow-up
Stages, next actions, and reminders that keep the commercial process visible.
Commercial library
Reusable services, proof points, and answers so drafts stay consistent and faster over time.
Profit
Track projected and closed revenue so margin, pricing, and commercial performance stay visible.
How it works
A straight line from lead to proposal
SoloPipeline is intentionally small: it supports the freelancer commercial loop, not every department in a company.
- 01
Capture the lead
Record the basics, source, and notes so the opportunity is not floating in a thread somewhere.
- 02
Evaluate fit
Summarize requirements and add a simple read on whether the work is worth pursuing.
- 03
Draft with assistance
Generate a structured proposal draft and refine it in your voice—faster than starting from zero.
- 04
Run the pipeline
Track stages, next actions, and follow-ups so nothing important quietly expires.
From the blog
Guides for freelance sales
Learn how to organize leads, write better proposals, and close more clients—with workflows built for solo operators.
- Guides
Best CRM for Freelancers in 2026: A Practical Buyer's Guide
Compare the best CRM for freelancers in 2026—spreadsheets, enterprise tools, and lightweight options built for solo operators who sell proposals online.
Read article - Guides
The Freelance Sales Pipeline: From Lead to Closed Client
Build a freelance sales pipeline that turns scattered leads into closed deals. Stages, metrics, and a practical workflow for solo service sellers.
Read article - Guides
How to Write Freelance Proposals That Win (With Templates)
Learn how to write freelance proposals that win clients: structure, templates, pricing presentation, and AI-assisted drafting without sounding generic.
Read article