For Freelancers

Business Management Software Built for Freelancers

Freelance business management software that brings your pipeline, projects, and finances into one place. Track leads from every channel, manage projects without the chaos, and send invoices in minutes — not hours.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Client Pipeline

BoardTableForecast

Inquiry

2
BC

Website redesign

Bloom Coffee

$4,2002d
NY

Brand identity

Northside Yoga

$3,8001d

Proposal

3
TA

Content strategy

TrueForm Athletics

$2,4005d
RD

SEO audit

Riverside Dental

$1,2003d
RD

SEO audit

Riverside Dental

$1,2003d

Active

2
GL

Landing page + copy

GreenLeaf Organics

$2,8008d
SF

Logo & brand kit

Summit Fitness

$3,2004d

Complete

1
BC

Website + CMS

Bloom Coffee

$4,2000d

Solo task management

You're the project manager, the doer, and the reviewer all at once.

One place for every task. Backlog, in progress, client feedback, done—so you always know what's next and what's blocking.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Northside Yoga — Brand Identity

BoardListCalendar
Backlog2

Brand guidelines document

Medium
Apr 5
0/4
0
ME

Social templates

Low
Apr 12
0/3
0
ME
In Progress3

Logo concepts (round 2)

High
Mar 25
2/5
4
ME

Color palette & typography

High
Mar 28
1/3
2
ME

Logo concepts (round 1)

High
Mar 22
3/3
6
ME
Client Feedback1

Logo concepts (round 1)

High
Mar 22
3/3
6
ME
Done1

Discovery & creative brief

High
Mar 15
2/2
3
ME

Invoicing overhead

You spent 3 hours last weekend just sending invoices.

Create project-based and retainer invoices in seconds. Track what's paid, what's pending, and what's overdue—so you get paid without the admin.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-201Bloom Coffee$4,200paidMar 10
INV-2024-202TrueForm Athletics$800pendingMar 18
INV-2024-203GreenLeaf Organics$1,400overdueMar 8
INV-2024-204Northside Yoga$1,900pendingMar 25
INV-2024-205Riverside Dental$1,200draftMar 28
INV-2024-200Summit Fitness$1,600paidMar 5

Estimates & proposals

Scoping projects in email threads leads to misaligned expectations and unpaid work.

Build professional proposals with clear deliverables and pricing. Send for approval and convert accepted proposals into projects and invoices with one click.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
EST-2024-019
draft
Send
Account
TechStart Inc
Contact
Sarah Chen
Issued
Mar 1, 2024
Expires
Mar 31, 2024
DescriptionQtyRateAmount
Brand Strategy & Discovery1$4,500.00$4,500.00
Logo & Identity Design1$6,200.00$6,200.00
Website Design (8 pages)8$850.00$6,800.00
Frontend Development40$175.00$7,000.00

Client portal

Clients email asking for project updates, file links, and invoice status — multiple times a week.

Give every client a portal to view project progress, download deliverables, leave feedback, and pay invoices — without a single status-update email.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

Discovery calls & scheduling

Booking discovery calls and review meetings over email wastes half a day just to pick a time.

Share your booking page and let clients self-schedule discovery calls, kickoffs, and review sessions. Syncs with your calendar so there's zero back-and-forth.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Project Kickoff

45 min Zoom
March 2026
Mo
Tu
We
Th
Fr
Sa
Su
1
2
3
4
5
6
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14
15
16
17
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Thursday, Mar 12

9 slots available

Contracts & agreements

Contracts and SOWs get signed via email attachments — finding the signed copy later is a scavenger hunt.

Send contracts and scope-of-work documents for digital signature. Signed copies are stored alongside the project record automatically.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Service Agreement — Acme Corp
contractSigned2/2 signedMar 8
Q1 Growth Proposal
proposalSent0/3 signedMar 5
SaaS License Agreement
contractViewed1/2 signedMar 3
Consulting Engagement Letter
proposalSigned1/1 signedFeb 28
NDA — Global Systems
contractSent0/2 signedFeb 25
Website Redesign Proposal
proposalDraftFeb 22
Annual Retainer Contract
contractDraftFeb 20

How it works

How freelancers use Agiled

From first inquiry to final payment, these workflows keep you organized and your clients happy.

1

Inquiry

Lead arrives from referral, cold email, or DM.

2

Proposal & estimate

Send a scoped proposal with clear deliverables and pricing.

3

Contract signed

Get SOW or contract e-signed and stored with the project.

4

Deposit collected

Send invoice for deposit; client pays via portal or Stripe.

5

Project created

Convert to project with tasks and timeline—one click.

Done

Built for freelancers

Everything you need to run your practice

From first inquiry to final payment, Agiled keeps you organized so you can focus on the work.

Lead pipeline

Track inquiries from referrals, cold emails, DMs, and anywhere else. One place so nothing falls through.

Solo project boards

Backlog, in progress, client feedback, done. See what you're working on and what's waiting—without juggling sticky notes.

Project & retainer invoicing

Create invoices for fixed projects or recurring retainers. Send in seconds, not hours.

Time tracking

Log hours against projects and clients. Bill accurately and see where your time actually goes.

Client portal

Give clients a place to view projects, leave feedback, and pay invoices. Fewer emails, faster approvals.

Estimates & proposals

Scope work with clear deliverables and pricing. Turn proposals into projects and invoices with one click.

Contracts & e-signatures

Send contracts and SOWs for digital signature. Keep signed copies linked to the project record.

Scheduling & booking

Let clients book discovery calls, kickoffs, and review sessions directly from your live availability.

Testimonials

Trusted by freelancers who value their time.

I used to forget to start timers and would guess my hours at invoicing time. I was leaving thousands on the table every year. Now my invoices match exactly what I worked, and I don't have to think about it.
SC

Sarah Chen

UX Designer

Before Agiled I'd create estimates in Google Docs, send them over email, then manually copy everything into a project. Now when a client signs, I hit one button and the project is ready. Saves me at least an hour per new client.
MW

Marcus Webb

Brand Strategist

Time tracking that actually connects to invoicing changed everything. I used to spend my Sunday nights building invoices from scribbled notes. Now I just review the logged hours and hit send.
ET

Elena Torres

Content Writer

Integrations

Works with your favorite tools

Connect your calendar, email, payments, and accounting in one place.

StripeGoogle CalendarGmailQuickBooksZapierZoomGoogle DriveSlack+100 more

FAQ

Common questions about Agiled for Freelancers

Yes. Agiled is built for freelancers across disciplines—designers, writers, developers, strategists, consultants. The CRM, projects, and finance modules work together whether you do websites, brand identity, content strategy, SEO, or something else.

Agiled supports both. Create one-off invoices for fixed-scope projects, or set up recurring invoices for monthly retainers. Use time tracking to bill hourly or to reconcile scope against retainer hours.

No. Agiled is designed to scale from solo freelancers to small teams. The pipeline, task boards, and invoicing are simple enough for one person—and powerful enough to grow with you.

Yes. Agiled includes a client portal where clients can view project progress, leave feedback, and pay invoices. You control what they see and when.

Agiled supports integrations with popular tools for email, calendars, accounting, and time tracking. Check our integrations page for the full list.

Your pipeline is one place for every lead—whether it came from a referral, cold email, DM, or form. Add notes on the source, track follow-ups, and never lose a potential client to a forgotten thread.

Ready to stop losing leads and invoicing all weekend?

Agiled brings your pipeline, projects, and finances into one place. Start free.

No credit card requiredFree 14-day trialCancel anytime

Resources

Related Guides

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