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Independent CRMs · From initial contact to payment

Un Independent CRMs
to stay on course, even when everything is happening one after the other

When you're self-employed, the real risk isn't running out of work. It's losing track. A forgotten message, a follow-up never sent, a quote left "pending," an invoice that lingers... and it's your cash flow that suffers. Djaboo centralizes your business in one place: contacts, exchanges, leads, quote, billing and follow-up. You move faster, with fewer oversights, and a clear view of what needs to be done today.

Simple, everyday customer tracking
Quote → invoice → payment
Automated reminders (quotes & unpaid invoices)
Quick Start Data hosted securely Data export
your-activity.djaboo.app — Dashboard

Today — not to be missed

Reminders to send
3
1 quote · 2 invoices pending
One click to restart, and it's traced.
Latest exchanges
ouverts
AL
A. Leroy
“Can you send me the quote again?”
Revival
MS
Mr. Simon
Invoice sent · Payment link
To be collected
In progress
Quote
Sent
Invoices
Today
priorities
All laid out
no tracking lost
A sight
on your next actions
We’ve Got Their Trust
Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency Tcheel Florine Kap Success SCULD Cyber ​​vulnerability Vox Smartidoo 3D Emergency Dom.com GDBM Lucile Paye Airexbook Nesterapie Calyans Yippee Domini The Agency
For freelancers, the problem isn't work.

It's the Exemplary (and the mental load)

The daily life of a freelancer is a mix of sales, production, administration, and customer service. Tools multiply, information becomes scattered, and you end up managing by feel. A useful CRM for freelancers is one that prevents micro-losses: oversights, late follow-ups, missing documents, and untracked payments. Djaboo is designed for this: to give you a simple method, in a clear interface, without forcing you to become a "project manager" of your own business.

A customer file that actually works
A single place to find your history: messages, documents, tasks, quotes, invoices. You no longer have to search for "where you left off".
Clear tracking, even between missions
Note down what matters, plan the next action, and keep the context in mind. Perfect when you're juggling multiple clients and emergencies.
Frictionless quotes and invoices
You produce clean documents, sent on time, and linked to the client. Fewer "gaps" in your process.
Managed payment collection and follow-up
You can track what's been paid and what isn't, and follow up without spending your whole evening on it. It's practical: it protects your cash flow.
Fewer tools, fewer oversights
CRM, sales, invoicing, tracking: everything communicates. You avoid double entries and information lost between two applications.
secure data
Your data remains accessible and protected, and you retain control (export). An independent CRM must inspire trust.
Simple routines, visible results
A good habit: “open Djaboo in the morning.” You know who to contact, what to send, and what's causing the problem. No need for a complicated method.
A tool that grows with you
Alone today, perhaps a team tomorrow. Djaboo remains simple, yet robust enough to structure your growth.
Independent CRMs

What you gain concretely

A CRM for freelancers doesn't need a thousand features. It should save you time where it counts and help you avoid costly mistakes. The difference lies in the details: clean tracking, documents sent at the right time, stress-free follow-ups, and transparent cash flow. Here's how Djaboo integrates seamlessly into a freelancer's day, without adding any extra workload.

Customer base & organization

All your customers and prospects in one place
without a spreadsheet

If you're a freelancer, your "CRM" often looks like a jumble of emails, phone notes, LinkedIn messages, and a spreadsheet "when you have time." The problem isn't that you're not organized. The problem is that your organization relies on your memory. And when you're making deliveries, traveling, or just tired, memory becomes unreliable.

Djaboo gives you a real starting point: a crm Simple, with clean entries and a clear history. You can structure your contacts (clients, partners, influencers) and know exactly where you stand. And most importantly: you don't have to "fill everything in." You just enter the essentials, and the CRM becomes useful right away.

  • Contact and company profiles with useful fields
  • Centralized history: what was said, sent, promised
  • Quick search: you can find a file in seconds
  • A clean database that avoids duplicates and omissions

When your foundation is clear, you stop wasting time on details. You gain peace of mind: even if you take on a client again after three weeks, you immediately grasp the context. That's precisely the role of an independent CRM: to give you back control, without complicating your life.

Contacts · List
Active contacts
Latest exchanges
JD
J. Dubois
Request for quote · Showcase website
To be restarted
CM
C. Martin
Client · Monthly Maintenance
Client
SB
St. Bernard
Partner · Introducer
Contact Us
Next action
Revive J. Dubois
Today
Add a note and send the quote.
Customer care

What was said, promised, sent
remains visible

In a freelance business, many sales hinge on trust. And trust breaks quickly when you forget a simple piece of information: "you were supposed to call me back," "you were supposed to send me the proposal again," "you had approved this option." It's not a question of competence. It's simply that you have too many things on your mind.

With Djaboo, every exchange becomes a trace that's easy to find via notes & activitiesA note after a call, a task for the next action, an attached document, and you're all set. The day a client returns after two months, you can resume the conversation stress-free.

  • Appeal notes, reports, decisions
  • History by customer: you see the complete thread
  • Next action visible (and not “in your head”)
  • Better service quality, without any extra effort

That's often the difference between "being acted upon" and "being in control." An effective independent CRM doesn't add work. It removes uncertainty.

Activities · J. Dubois
Final note
Call · 9 min
Need: website + appointment booking
Key points: tight deadlines, wants a quote within 24 hours, already has a logo. Decision-maker: OK.
Quote Urgent Good fit
Next action
Send the quote
with options + deadlines
Today
Create & send
Add note
Sales

Sending a quote is good.
Getting him to sign it is better

A quote that sits idle represents "potential" revenue. And in real life, potential doesn't pay the bills. What makes the difference isn't your talent: it's your ability to follow up at the right time, without wasting time or seeming pushy.

Djaboo helps you structure your sales process: you can track the status of the quote, when it was sent, and when a follow-up is needed. And when you want to automate, you can trigger... quote follow-ups clean, who maintain a healthy relationship.

  • Clear quote, linked to the client (and found in 2 seconds)
  • Simple statuses: sent, seen, accepted, refused
  • Restarting at the right time, without "thinking about it"
  • Proper tracking: you know what's going to happen

This is a key point for independent CRM: sales should not depend on your energy level at the moment. They must be structured, even when you are 100% focused on production.

Quote · Follow-up
Quote in progress
This week
DEV-012 · Showcase website
J. Dubois · Sent yesterday
Follow-up day 2
1 800€
CONS-008 · Audit
C. Martin · Seen today
Vu
900€
Revive
New quote
cashing

Invoices sent, payments tracked
and clean follow-ups

Administrative tasks aren't "the work," but they're what protects your business. A freelancer can deliver excellent work and still find themselves in trouble if payments aren't tracked properly. The problem is that invoicing is often done "in passing," and reminders are put off because it's unpleasant.

Djaboo connects sales and payment collection: you easily move from quote to invoice, you track the Paymentsand you maintain a clear vision of your TreasuryIn case of delay, you trigger unpaid invoice reminders which remain professional, without requiring you to write the same email ten times.

  • Invoice created as a continuation of the quote
  • Clear status: sent, paid, late
  • Automatic or manual restart, depending on your style
  • Visibility on what goes in (and what gets blocked)

And if you're starting from scratch: you can also rely on invoice templates To get started quickly, without having to ask yourself "is my document OK?". The goal is for the administrative tasks to move forward on their own, so you can spend your time on what creates value.

Invoices · Payments
Invoices in progress
This month
FA-0142 · C. Martin
Sent · Due date: 30 days later
680€
Payment link
FA-0141 · A. Leroy
Expired · D+5
1 200€
Revival
Treasury · Key figures
To be collected: open invoices
Priority
Revive
Cash out
Documents

Contracts, quotes, invoices:
everything in the right place

Freelancers face a paradox: you have to be meticulous, but you don't have the time to implement complex processes. Yet, a misplaced document, a lost version, or a contract that's impossible to find at the wrong time can turn into unnecessary stress.

Djaboo centralizes your documents in the client feed. You don't have to "rewrite history" every time. And if you're looking to standardize without starting from scratch, you can also rely on... contract templatesThe idea is simple: start with a clean base, then adapt.

  • Documents attached to the correct client, to the correct project
  • Historical background: we know what was sent, and when
  • Less risk: fewer "holes" in the relationship
  • A professional framework, without any extra tools

And if you want to take structuring your system further (without adding unnecessary complexity), having a single system eliminates the need to constantly switch between Drive folders, email inboxes, and signature tools. You save time, but more importantly, you gain reliability.

Documents · Client
Customer file
Everything centralized
Service contract
Final version · sent
OK
Quote DEV-012
Accepted
Sign
Invoice FA-0141
Waiting for payment
Revival
New document
Overview
An independent CRM, but not only that

The goal: a simple routine that lasts over time

Many CRM tools fail for freelancers for one simple reason: they require too much effort before becoming useful. Djaboo does the opposite: you start with your day-to-day operations. A clear client profile. A next action. A quote sent. An invoice tracked. Then you add what you need, when you need it.

In practical terms, here's a simple way to use Djaboo when you're a freelancer: in the morning, you open your dashboard and see the three priorities: who to follow up with, what to send, and what's pending. Then, you get to work. And when you finish a task, you leave a record: a note, a file, or a next action. The result: you're no longer solely reliant on your own judgment to manage client relationships.

On the sales side, you have a clear overview: incoming requests, sent quotes, and what needs following up. The same goes for administrative tasks: pending invoices, received payments, and reminders to send. You no longer struggle at the end of the month. And if you want to go further, you can structure your pipeline, your projects, your tasks… but only if it's useful to you.

The idea isn't to turn your business into a "process factory." The idea is to make your daily operations more reliable: fewer oversights, less stress, and greater visibility into what generates revenue. That's what a good independent CRM is all about.

Prices

A simple price,
without bad surprise

Start for free and upgrade to the paid plan only if it suits you. No annual contract required.

Starter

Free

Try it out without obligation

To structure your customer base, track your prospects, and start your business without friction.

  • Up to 500 contacts
  • Basic sales tracking
  • 5 quotes and 5 invoices per month
  • Simple projects
  • Mobile app included
Start for free

No bank card

Recommended

Pro

29€

/ month · per user

To connect everything: CRM, quotes, projects, time, invoicing, payments, reporting and support.

  • Unlimited contacts and opportunities
  • Unlimited quotes and invoicing
  • Projects + tasks + time
  • Reporting
  • Support
14-day free trial

No bank card

Company

Quote only

Teams, multiple entities, specific processes

For companies that want a more advanced organization: roles, deployment and support.

  • The entire Pro plan
  • Team organization
  • Dedicated onboarding
  • Priority support
Speak to an advisor
Free to start No bank card Secure hosting Guaranteed data export

The key test: does your team know what to do each day, without constantly chasing after information? If so, your enterprise CRM becomes a real asset. If not, it's not a motivation problem: it's a system problem.

Move from "memory-based" tracking to reliable tracking.

Take back control with Djaboo

A freelance CRM is useful when it saves you time from the very first week. Get started for free, import your contacts if needed, and keep a clear overview of your quotes, invoices, and follow-ups.

Simple setup Secure hosting Data export
5 / 5 - (562 votes)