FreeRM
The Only CRM Built Specifically For Freelancers
FreeRM runs on Google Sheets and Appscript with an HTML front end. It syncs and organises your diary into colour coded events to see whats coming up with a quick glance. The calendar sync uses custom logic to track all your bookings, tasks, meetings, as well as block out well earned personal time. All you have to do is turn up and do what you love, FreeRm does the rest. It keeps track of your events, handles conflicts, projects income, generates invoices, calculates expenses and even provides a simple project planner to keep all your tasks on track - not only that, the project planner is based on explicit teaching strategies; chunking and sequencing, ensuring even the biggest task is completed on time… that’s why i used it to build FreeRM.
Streamline Your Bookings with an Automated Calendar
Empower your clients to book your services with unparalleled ease using our fully automated booking form. Integrated directly into your workflow, this feature presents your clients with a live, real-time calendar showcasing your exact availability. Say goodbye to back-and-forth emails and phone calls; your customers can now find a time that works for them and secure their appointment in seconds, creating a seamless and professional experience that saves everyone time.
The system is powered by a custom form that you design, allowing you to capture all the essential information you need for each booking upfront. As soon as a client submits a request, your calendar is instantly updated, eliminating the risk of double bookings and ensuring your schedule is always accurate. This powerful automation not only simplifies the process for your clients but also frees you from manual scheduling, giving you more time to focus on delivering exceptional work.
Dashboard
Projection
$5,000
Next 30 days
Billed
$3,200
This month
Outstanding
$1,500
Total
Overdue
$500
Immediate action
Upcoming Events
This Week
8
Next Week
12
Next 30 Days
25
Bookings
Upcoming
5
(Next 7 Days)
Unconfirmed
2
Action needed
Unconfirmed Bookings
- Client A - Jul 5, 2025
- Client B - Jul 10, 2025
Sales
Active Leads
12
Total opportunities
New Leads
3
This week
Recent Activity
- Follow-up email to Lead C (2 days ago)
- Call with Lead D (yesterday)
Projects
Active Projects
7
Overdue Tasks
2
Client Website 65%
E-commerce Platform 40%
Your Business Command Center
The FreeRM Dashboard is your central command center, designed to give you an immediate and powerful snapshot of your entire operation. From the moment you log in, you can instantly track your financial health with real-time data on projections, billed revenue, and outstanding payments. Proactively manage your cash flow by keeping a close eye on overdue accounts, all from one clear and concise view. This at-a-glance financial overview empowers you to make smarter, data-driven decisions without ever leaving the main screen.
Beyond the numbers, the dashboard brings all your critical operations into focus. Stay ahead of your schedule with a summary of upcoming events and unconfirmed bookings that need your attention. Monitor your sales pipeline with insights into active and new leads, and keep your projects on track with a high-level overview of progress and overdue tasks. By consolidating these key areas, the dashboard eliminates the need to jump between different tools, providing a unified view that saves you time and ensures no opportunity or deadline is ever missed.
Master Your Revenue with the Bookings Dashboard
Gain complete control over your business's financial health with our intuitive Bookings dashboard. At a single glance, you can see your projected revenue, track total billed amounts, and identify uninvoiced work, ensuring you never leave money on the table. The dashboard also highlights any overdue bookings that require immediate action, helping you maintain a healthy cash flow and keep your finances in order. This powerful, top-level view gives you the real-time financial awareness you need to make informed decisions and drive your business forward with confidence.
Dive deeper into your booking data for unparalleled insights into your business performance. The integrated charts visualize your revenue streams, breaking down income by client and tracking trends over time, so you can easily identify your most valuable customers and spot growth opportunities. Below the charts, a detailed booking list provides a comprehensive log of all your appointments, complete with their status—from confirmed to completed or cancelled. This allows for meticulous record-keeping and effortless management of your day-to-day operations, ensuring every booking is accounted for and managed to perfection.
Take Control with Advanced Project Management
Navigate your projects with clarity and precision using our all-in-one Project Management dashboard. From the outset, get a high-level overview of your entire portfolio with Key Performance Indicators that track active projects, overdue tasks, and budget health in real-time. Visualize your entire project schedule with the interactive Gantt chart, allowing you to see task dependencies, timelines, and a "Today" marker that keeps you anchored. Switch seamlessly between the timeline and a Kanban board to manage your workflow in the way that suits you best.
Drill down into the details for ultimate control. The integrated Milestones table gives you a clear, phase-by-phase view of your project's progress, allowing you to track the status of major deliverables at a glance. Complementing this is a dynamic Task Status chart that breaks down your team's workload into "Not Started," "Underway," and "Complete," giving you instant insight into resource allocation and potential bottlenecks. Finally, stay ahead of potential problems with a dedicated Risk & Issue Log, ensuring you can proactively manage challenges before they impact your timeline. This comprehensive suite of tools provides everything you need to deliver projects on time and on budget.
A Smarter Inbox, Purpose-Built for Your Workflow
Transform your communications with a smart inbox designed to bring order and efficiency to your daily tasks. Our intuitive three-panel layout provides a seamless experience, allowing you to view your conversation list, read messages, and see relevant contact details all in one place. We’ve moved beyond the traditional, cluttered inbox by automatically sorting your communications into logical sections, so you can stop searching and start doing.
This isn't just an inbox; it's a productivity hub. A dedicated Invoices section isolates all billing-related drafts, allowing you to review and approve payments without them getting lost in the noise. Supercharge your sales efforts with the Sales Outreach panel, which puts powerful tools like email templates and follow-up sequences right at your fingertips. By intelligently organizing your messages based on their purpose, our smart inbox ensures you can focus on what matters most, whether it's closing a new deal or getting paid on time.