The problem

If you sell through intros, calls, and coffee chats, the painful part is not storing a contact. It is sending the next message — and knowing whether they saw it — without hunting Gmail drafts, LinkedIn DMs, and a notes app.

Prospectiz is a freelance CRM that stores the person, then lets you template, preview, send, and track the email on that contact.

Who it’s for

• Freelancers and independent consultants who live on follow-ups

• Designers, developers, and makers who hate enterprise CRM theatre

• Small studios that need one pipeline (and later, team seats)

No HubSpot-sized pipeline. Just the people you met, the people who are warm, and the people you already bill.

How it helps

1. Capture the name after the meeting (phone or web).

2. Move them Prospect → Lead → Client.

3. Send the follow-up from the card, not from a draft you’ll lose by Thursday.

4. When they become a client, hand them to Invoiciz without retyping.

What’s inside

• Pipeline — prospects, leads, and clients in one contacts hub

• Projects — color-coded workstreams so outreach stays attached to a real job

• Email from the card — templates with {{firstName}} / {{enterprise}}, live preview, send, opens, replies on that person

• Follow-up reminders — later today, tomorrow, next week — with a push when it’s time

• Meetings — schedule the call on the lead, not in a separate calendar note

• CSV import — drop a list onto a project

• Chrome scanner — grab emails from a page and add them as prospects

• Web + iOS + Android — write the template at the desk, send from the train

Honest limits

Try it free with 25 contacts (prospects + leads + clients). Unlimited records and team seats are paid — Prospectiz solo or a Freelanzi bundle.

Prospectiz is part of Freelanzi, the freelance business OS (CRM, invoices, projects, contracts). Use it alone, or keep the same contacts next to billing and timelines.

Links

• Web: freelanzi.com/app/prospectiz

• iOS / Android: search Prospectiz

Would love feedback from other freelancers: what made you abandon the last CRM?