Simple CRM + documents + payments for freelancers
Manage clients, proposals, invoices, and payments in one calm workspace.
CRM Gem helps freelancers organize client work, send polished documents, and track payments without switching tools.
Free plan available. No credit card required.
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.
Recurring Invoices
Prepare repeat billing workflows for ongoing client work and retainers.
Client Portal
Give clients one secure workspace for shared documents, payments, and updates.
PDF Downloads
Let clients download invoice, quotation, and proposal PDFs when they need a copy.
Multi-currency
Create client documents in the currency that fits each relationship.
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 a simple portal experience.
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.
Client portal
Bring shared documents, payments, project updates, and activity into one client workspace.
Pricing
Start small, upgrade when the workspace is worth it.
Free plan available. No credit card required.
Free
For trying CRM Gem with a focused starter workspace.
- 2 clients
- 2 projects
- 15 documents per month
- Invoices, quotations, and proposals
- Email support
Pro
For freelancers who want fewer limits and more client-ready workflows.
- Unlimited clients
- Unlimited projects
- Unlimited documents
- Recurring invoices
- Reminders
- Attachments
- Custom branding
- Multi-currency
- Client portal
Questions
A few things to know.
Is there a free plan?
Yes. CRM Gem has a free plan for getting started with a small client workspace and limited monthly documents.
Do clients need an account?
No. Clients can review public document links and portal links without creating a CRM Gem account.
Can I send invoices with PayPal?
CRM Gem supports PayPal configuration for invoice payment workflows where payment settings are enabled.
Can I use my own branding?
Yes. You can configure your business name, brand color, support email, and document footer settings.
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 with the free plan and build a calmer workflow for clients, documents, and payments.