Client Management Software for Freelancers

As a freelancer, you’re the creative talent and the administrative staff. Managing both can be a lot less stressful with client management software for freelancers like Practice – we take care of all the manual, repetitive admin tasks.

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Why

Freelancers

use Practice

Organized records

Every interaction, detail, and document with your clients are organized in dedicated client records.

Scheduling

Sync across multiple Google Calendars, customize availabilities, and automate reminders.

Payments

Create packages, invoices, payment plans, subscriptions and coupons. Integrates with Stripe.

Client portal

A central hub for your client, with the ability to chat and leave voice memos. On iOS, Android and Web.

File storage

Unlimited file storage for any file up to 100 mbs. See exactly who it's been shared with, and when.

Form & contracts

Create and send well-designed forms and contracts. Get started with a dozen pre-existing templates.

Trusted by thousands of small business owners, like...

Everything flows through Practice: payment, communication, notes, tasks. Smooth operation so I can focus on working with the client!

Mike Vardy

Productivity Coach

Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Cam Charbonneau

Mental Performance Consultant

I appreciate that Practice is intuitive, simple to use and has a great app.

Stephanie Bogue Kerr

Psychotherapist & Social Worker

I love how Practice streamlines my client communication and billing process!

Dorman Baltazar

Personal/Business Development Consultant

So much less stress on the structure side of my business.

Ixchel Flannery

Relationship Coach

It's all streamlined with Practice. Centralized dashboards where all my client details and notes can be easily found.

Tim Hanway

High Performance Coach

I'm loving using Practice as I grow my coaching business. It's a great help for scheduling, keeping track of my contacts and invoicing.

Lauren Jane Heller

Executive Leadership Coach

I had a separate calendar, payment system, notes, email, and forms before Practice. Now it's all integrated and works together.

John Rice

Coach Mentor Consultant

I am loving my experience of Practice, the software itself is great but the customer onboarding, ease of use, and responsiveness of their team is exceptional.

Amanda Johnson

Award Winning Virtual Assistant Coach

I don't have enough time to say everything I love about Practice... it's SOOOO user-friendly. I've used Hubspot, Infusionsoft, Dubsado, and MORE... and this by FAR has the greatest and most intuitive UX.

Marcy Pusey

Story Coach and Publishing Consultant

It's just simple, it doesn't need to be explained to clients and it helps so that you can focus on your interactions with clients instead of worrying where's this link, those notes.

Sian Lenegan

Strategist and Business Coach

It helps me stay in touch with my clients, without getting lost between systems.

David Kellerman

Entrepreneur and Startup Coach

Prior to Practice, I was using a patchwork of numerous softwares to manage my business. Practice has been my best business investment so far!

Jane Pak

Life Coach

I keep all my client's details in one place, including client calls, important information, program progress, and more!

Lahaina Daudt

Confidence & Freedom Coach

Practice is the only platform focused on coaching with a mobile app, and the only CRM I could find at this solopreneur-friendly price point.

Kyle Inselman

Career Coach

It seems the people behind Practice thought of everything, and it works like a charm.

Dr. Matthias Hombauer

Transformation Coach

From the interconnectivity with other platforms to the valuable app they provide, you can go from struggle to rock star in a flash!

Mitzi Schawo

Career Coach

Practice is the perfect size for my business. Just enough, but not too much!

Jacqueline Stilling

Psychotherapist

Practice provides robust automation to simplify onboarding and furnishing start-up forms such as legal and contact details.

Mark House

Leadership Coach

Consolidate your tools

Get scheduling, client portal, forms, file storage and more — all in one place (and for one price), so you’re not paying for multiple subscriptions.

Give your clients a central home

Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.

Give your clients a central home

Your clients get one place to chat, exchange voice memos, and see their documentation (invoices, forms, files, links, etc). Available on iOS, Android, and web.

Automate your workflows

For all the repetitive tasks in your business like sending reminders or follow up forms — set it and forget it with Practice’s smart actions.

Work in a team of

Freelancers

?

Team to-dos

Organize and delegate work across your org. Assign tasks and set due dates to ensure nothing gets missed and eliminate duplicate work.

Group Chat

When working with clients via your Practice client portal, multiple users in your organization can engage in chat.

Shared clients

Collaborate with other members of the organization to co-deliver services for your clients.

Book a demo Learn more

Rated best for small businesses

Out of thousands of software applications, Practice earned 5 top awards from G2 — all related to small businesses and support.
‍
That’s right, when you contact us, a real human will respond quickly. 🧡

Streamline and simplify your business

Get everything you need in one place for you and your clients

Try for free Watch a demo

Client Management Software for Freelancers

As a freelancer, you’re the creative talent and the administrative staff. Managing both can be a lot less stressful with client management software for freelancers like Practice – we take care of all the manual, repetitive admin tasks.

Get started

Some of what you (and your clients) get:

Private client portal with messaging and organized folders
Flexible payments – scheduled invoices, packages, subscriptions.
Form templates and contract signing
5-minute landing page
Unlimited file storage
Organized and detailed client management
Dedicated mobile apps for you and your clients

Testimonials

You're in good company

Freedom! Practice gives me the organization that I need.

Evan Silver
Leadership Coach

Before Practice, it was all over the place. Now, I feel more organized which helps me disconnect from work a lot easier.

Cam Charbonneau
Mental Performance Consultant

I used to rely Google for emails but Practice now integrates with Gmail too, so I use Practice for everything.

Yiorgos Boudouris
Career Coach

So much less stress on the structure side of my business.

Ixchel Flannery
Relationship Coach

EASY SCHEDULING

When scheduling meetings requires a chain of emails, and rescheduling is a nightmare.

Sync as many calendars as you want, schedule without any back and forth, and never worry about double booking again.

Full control of your schedule

Connect as many Google Calendars as you want.
Create different availabilities for different appointment types.
Fine tune your schedulers with daily and weekly appointment limits, buffers and time blocking.

SMS and email reminders

Decrease last minute cancellations and no-shows with automated reminders.
Customize send times and create as many reminders as you like.

Easy automations to save you time

Attach a form to the scheduling flow so you can capture client information smoothly.
Attach payment to the scheduling flow so you get paid before someone gets on your calendar.
Schedule a form to go out before an appointment starts, or after an appointment ends.

CLIENT MANAGEMENT FOR FREELANCERS

When documents are going missing and things are falling between the cracks.

Your entire client relationship in one place

See every appointment, event, file, form, invoice, link, note and email thread in one neat place with our client records.
Remember important details with our custom fields – things like birthdays, who they were referred by, etc.
Light project management using our shared to-do list.

A single place for your client communication

Private client portal available on iOS, Android and Web.
Chat and voice memos functionality.
See all shared resources and past appointment history.

Manage groups and events as well

Easily create and manage events – from sign up, to payment, to feedback forms.
Manage any groups alongside your individual clients.

PAYMENT AND INVOICING

When you need flexible ways to get paid, and easy invoicing tools to make you look professional.

Whether you sell your services through packages, retainers and/or one-off projects – we’ll help get you paid and stay organized.

Multiple payment options

Give clients flexibility by using payment plans.
Create and schedule invoices.
Offer packages, subscriptions and one-off products.

Coupons and promo codes

Create and manage discounts.
Choose between one-time or recurring options.

Save time with Practice

Get started

FAQs

Does Practice charge by client or project like other client management software?

Nope! Practice is a flat rate of $35/month or $300/year regardless of how many clients you have.

What should I look for in good client management software for freelancers?

Most freelancers need something powerful but simple to use. You want to be able to connect different pieces together (payments, forms, contact records) without needing to hire an engineer to help you implement it. Look for solutions that have an intuitive “all-in-one” system for both you and your clients.

Can I add my own branding to forms and contracts?

You're able to customize colors across not only your forms, but your schedulers and public profile page as well so your clients get a seamless experience of your brand.

Can I invoice my clients through Practice?

Yes! You can easily create invoices within Practice, schedule invoices to send in the future, and see when they were paid. All without needing another piece of software.

Can you give me examples of things I can automate?

Definitely. Here are a few: