Top 5 Web-Based Tools To Manage Your Freelance Design Business Successfully

Author: | Posted in Business, Reviews, Software 18 Comments

This is a guest post by Steven Smith. If you wish to write one, kindly check out the guidelines to write a guest post.

Being pre-planned is not somewhat, creative types are necessarily known for. However, in the management of the freelance design business, it is a necessity. In fact, with the exemption of one or two flourishing freelancers I know have this thing in common: the management.

Of course there are many ways to organize projects, clients, opportunities, contacts, invoices, etc. And none of them is perfect “the right way.” However, I have founded top 5 tools which can do much to make the process much easier and even enjoyable.

So, lets take a look at top 5 tools which can be useful to manage freelance design business efficiently:

1. Invoicing Tool- Invoicera

Invoicera is a self-proclaimed painless way to do billing. Invoicera makes it incredibly easy to track your time, create and send invoices and receive customized branded online payments, it is not surprising that this service is the choice for millions. If you are a freelancer and works regularly for a few companies, Invoice will be the time and effort saving tool for billing, you have been looking for.

2. Customer Relationship- Zoho CRM

This application is used to track and can even take notes on the research of new themes and projects, current and former customers, prospects, opportunities, projects, sales you have closed, sales that are working on the fence, and of course , tasks to be performed. The main advantage of using Zoho CRM is that it is a place that gives an eagle’s eye view of where you are at with all your clients, the capability to effortlessly track how much money your marketing hard work are bringing in.

3. File Management Service- Syncplicity

Syncplicity is an automatic synchronization, backup, file management and collaboration service, commanding enough for the freelancer to manage their business and easy enough for beginners. It is secure and files can be accessed anywhere. Syncplicity’s allocation is a little safer with no easy and guessable public link to your files.

4. Project Management- ActiveCollab

ActiveCollab gives you full command over your files and communications, with unlimited users, unlimited projects, and unlimited storage space – it raises with your company, with no monthly fees. ActiveCollab offers a platform for scheduling, evolution tracking and communication. You can describe what is important, allocate tasks and converse with your team and clients until projects are completed.

5. Personal To-Do List- Things

There are plethoras of ‘to-do list’ apps being available over the internet, as you can flawlessly pick the suitable one. This will enhance your work among your colleagues. Its astonishing interface and features can track composite-pictures, for example, setting restrictions for multiple projects, reminders to switch with new business leads, etc. you can also take an absolute surveillance of your tasks performance.

You can also check our review on Banckle which is a Business Collaboration suite free for the first year and obviously would be helpful for your business.

  • I am using Invoicera only.. its a good service.. will try others specially syncplicity..

  • I am using Syncplicity for a long time and i can tell you that this is one of the best file management tool to make your life easy.I will try the “things” from this list as i keep forgetting the to do things.

  • One of these Sites already will definitely change your style of work. Great collection.

  • Hi everyone I would to recommend you one website called Workforcetrack.com suited me the most, for it has lots of tools such as CRM, Project Management, Accounting and Finance, HRMS and many others. If you have a look there around you will find many other interesting things. One of the best parts re price which is affordable and has lots of discounts and supporting team which is just brilliant.

  • Just saw the “business” category in the topic and was thinking how would a tech blogger write about business

    but this is good 🙂

    • It is a guest article Sahl. I haven’t written it

  • Those all awesome tools for service to the users,those are manageing the freelance design business,thanks for sharing this blog.

  • Above top 5 tools are awesome and great using for me,thanks for great sharing of this creator of this blog

  • I never use Syncplicity for a long time and i can’t tell you that this is one of the best file management tool to make your life easy.

  • I have no programming skills but can make very good website’s using serif webplus x2. Is it possible to start a business using serif webplus x2?? what problems am i likely to face with no knowledege of programming?? would using serif webplus x2 be classed as a cms site?.

  • I thinks you have a look there around you will find many other interesting things. One of the best parts re price which is affordable and has lots of discounts and supporting team

  • I’m using Invoicera for almost a year now and it never fails to deliver.
    Great service and even greater customer service.

    For those who are undecided, give Invoicera a try.

    Mary

  • I would recommend basecamp or Zoho for project management and a time tracking tool too.

  • Jennifer Mark

    Being a freelancer I always look out to have the work done up in a easy manner. So as to get the betterment of the freelance business I have opted for the best industry solutions and the financial part is the one such option that has to be taken care with more efficiency. To make it better the tool that I have been using for the financial approach in my business is the cloud based expense reporting software from Replicon – http://www.replicon.com/olp/expense-reports.aspx

  • George Cook

    I would add http://www.proofhub.com . Simple, intuitive and powerful tool with proofing feature for designers.

  • Mark

    If you are looking for an online invoicing software with
    beautiful invoice templates, you should give Clouodbooks a shot. Once you set
    it up, it’ll automatically send the payment reminders and recurring invoices.
    You can send personalized notifications to your customers and even receive
    online payments. Sign up for free and check out if it fits your needs – https://www.clouodbooksapp.com Plans starts from $2 per month. Give it a
    Try!

  • MilenaS

    Fanurio http://www.fanuriotimetracking.com can export invoices to HTML, PDF, Microsoft Word 2007, OpenOffice OpenDocument and other formats so they can be printed or e-mailed. Invoice templates can be created manually, with a visual editor (Adobe Dreamweaver, Microsoft Word or OpenOffice) or with the built-in template editor.