Simple CRM for freelancers and service businesses
Run your client work from one simple, organized workspace.
Manage clients, projects, quotations, proposals, invoices, payments, public links, and professional document delivery without juggling disconnected tools.
No credit card required. Upgrade only when recurring business automation is needed.
See your business at a glance
Everything you need to manage your freelance business, organized in one clean dashboard.
What CRM Gem covers
The essentials for client work, documents, and payments.
CRM Gem groups the daily tools freelancers and service businesses need into one focused workspace.
Client Management
Keep client names, emails, projects, documents, and payment history easy to find.
Projects
Organize client work before it turns into a proposal, quotation, or invoice.
Proposals
Share polished proposals with client approval and revision workflows.
Quotations
Send clear pricing documents clients can review and approve online.
Invoices
Create professional invoices with balances, payment visibility, and PDF downloads.
Payments
Track paid, unpaid, partial, and overdue invoice states without a spreadsheet.
PDF Documents
Generate professional invoice, quotation, and proposal PDFs for clients and records.
Public Document Links
Share focused public links so clients can review documents without accessing your workspace.
Professional Email Delivery
Send invoices, quotations, and proposals through the app with PDFs and additional attachments.
How it works
From client request to paid invoice.
A simple flow for the work freelancers repeat every week.
Step 1
Add your client
Save the client details you need for proposals, quotations, invoices, and follow-up.
Step 2
Create a proposal, quotation, or invoice
Build a polished client document from your workspace without starting from scratch.
Step 3
Share, get approved, and track payment
Send client-facing links, keep PDF copies available, and monitor payment status.
Client-ready by default
Send documents that feel trustworthy before the client opens them.
CRM Gem is built around the documents your clients actually see: proposals, quotations, invoices, PDFs, payment status, and straightforward online review.
Polished client-facing links
Share invoices, quotations, and proposals without sending clients into your internal workspace.
PDF downloads
Give clients clear PDF copies for records, approvals, and payment workflows.
Secure public sharing
Use document links designed for client review while keeping your CRM workspace private.
Online approvals
Let clients review and respond to quotations and proposals from a focused public page.
Pricing
Simple pricing that grows with your business.
Start free, then choose Pro with secure USD subscription billing through PayPal.
Pro renews automatically until cancelled. Cancellation stops future renewal, and Pro access continues through the current paid billing period. Subscription charges are generally non-refundable, subject to the Refund, Cancellation & Subscription Renewal Policy and applicable law.
Use of CRM Gem is subject to the Terms of Service.
Free
No credit card required
Designed for freelancers and businesses starting with CRM.
- 2 clients
- 2 projects
- 15 combined invoices, quotations, and proposals per calendar month
- 25 MB storage
- Client and project management
- Invoices, quotations, and proposals
- Invoice, quotation, and proposal email sending through the app.
- PDFs and additional email attachments
- Public document links
- Payment recording and customer PayPal payments in supported currencies
- Multi-currency documents and reports
- Brand colour, document numbering, and custom footer
Pro Monthly
Designed for businesses that need recurring workflow automation.
- Everything in Free
- Unlimited clients
- Unlimited projects
- Unlimited documents
- 1 GB storage
- Recurring invoices
- Recurring invoice generation
- Automatic recurring invoice delivery
- Automated payment reminders
- Smart reminders
- Client Portal
Pro Annual
Annual billing saves two months.
Designed for businesses that need recurring workflow automation.
- Everything in Free
- Unlimited clients
- Unlimited projects
- Unlimited documents
- 1 GB storage
- Recurring invoices
- Recurring invoice generation
- Automatic recurring invoice delivery
- Automated payment reminders
- Smart reminders
- Client Portal
Professional Setup
Need help configuring CRM Gem?
Professional Setup is available as a separate one-time service.
View Setup ServiceQuestions
A few things to know.
Can I start for free?
Yes. Free includes up to 2 clients, 2 projects, 15 combined documents per calendar month, and 25 MB of attachment storage.
Do clients need an account?
No. Clients can review shared invoices, quotations, and proposals without creating a CRM Gem account.
Can I send invoices with PayPal?
CRM Gem supports customer PayPal invoice payments when payment settings are enabled and the invoice uses a PayPal-supported currency.
Can I use my own branding?
Yes. Brand colour and document footer settings are included in both Free and Pro.
Is CRM Gem for freelancers?
Yes. CRM Gem is designed for freelancers and service businesses that need clients, projects, documents, and payments in one calm workspace.
Ready to manage client work with less tool switching?
Start free and build a calmer workflow for clients, documents, and payments.