CRM for freelancers - manage clients, hours, and invoices in one place
Freelancers? Stop running your business on spreadsheets and sticky notes. A Hebrew system that centralizes clients, projects, time tracking, and invoices - start free
The challenges every freelancer faces
Wasting time on admin
Instead of working on paying projects, you spend hours searching through emails, updating spreadsheets, and setting manual reminders
Forgotten work hours
Without organized time tracking, work hours are forgotten and never billed. Every hour you didn't log is money down the drain
Information scattered everywhere
Clients in WhatsApp, projects in a spreadsheet, invoices in a different system. Without one single source of truth, things fall through the cracks
How BaseCRM solves it
Smart customer management
All the client's information in one place - contact details, project history, quotes, invoices, and communication. Quick access from any device
Work-hours tracking
A built-in timer for every project and client. Log hours in real time, and at the end of the month issue an accurate invoice with a single click
Projects and work stages
The projects list shows each project's status, stage, priority, due date and responsible contact. You always know the status of every project and what needs to be done next
Invoices and quotes
Issue tax invoices, receipts, and professional quotes in Hebrew. With up-to-date VAT, allocation numbers, and custom design
Leads board
Track leads from the moment they get in touch until they become customers: each lead is a card on the board by its stage, and you drag it onward. When the lead closes, one click turns it into a customer
Tasks and follow-ups
A task list with priority, status and due date, which can be linked to a customer. Filter by open, today or overdue, so you don't forget to get back to a customer, collect a payment or send a quote
Everything a freelancer needs - in one system
Automatic receipt scanning New
Snap a photo of a receipt — and the system automatically fills in the amount, date, vendor, and description. Saves you typing.
Landing page for your business New
A built-in landing page builder — a short link to share on WhatsApp, a lead form, and a gallery. Included at no extra charge.
AI summaries and insights New
AI that analyzes your activity and delivers weekly insights on revenue, time utilization, and clients.
Saved service catalog New
A fixed services list (consulting hour, project, package) — quick selection when issuing an invoice instead of retyping every time.
Invoice and receipt in English New
For customers abroad — an English copy of the invoice and receipt with the same number, and you can also issue the document in dollars or euros at the Bank of Israel's representative rate.
Connection to monday.com New
Import your client list from an existing monday board once, and from then on the system updates the board by itself whenever a client changes or a document is issued to them — a one-way connection.
Client cards
A full profile for every client with history, documents, and notes
Time tracking for projects New
A live timer in the top bar from any screen, hours per project against an hours budget, and pricing by hourly rate.
Tax invoices
Quick issuance with up-to-date VAT and an allocation number
Business reports
Revenue, expenses, profit and loss, and a VAT report
Task management
Tasks, deadlines, and reminders for every project
Appointment calendar
Scheduling appointments with clients and calendar sync
Sending documents
Sending invoices and quotes directly from the system
Accessible from mobile
Works perfectly from any device, anywhere
Integrations & API
Connect to external tools and automations with Webhooks
Quotes
Create, send, and convert to an invoice in one click
Every tool for freelancers — in one plan
No credit card, no commitment, no surprises
One plan for the whole business
- All features in one plan
- Projects & tasks
- Work-hours tracking
- Issuing tax invoices
- Professional quotes
- Business reports
- Full Hebrew interface
How do you get started?
Sign up free
Sign up for a free account in a minute, no credit card
Adding clients
Import existing clients from a spreadsheet or add them manually
Creating projects
Open a project for each client, set up tasks, and start tracking hours
Issuing invoices
At the end of the month, issue an accurate invoice based on the hours logged
Why are freelancers switching to a CRM system?
A comparison of the common methods for running a freelance business
| Feature | BaseCRM | Excel / Google Sheets | WhatsApp + notes |
|---|---|---|---|
| Managing clients and contact details | Complete and centralized | Manual and partial | Scattered |
| Work-hours tracking | Built-in timer | Manual | Doesn't exist |
| Projects & tasks | Full board with deadlines | Basic | Doesn't exist |
| Issuing tax invoices | Automatic with VAT | Doesn't exist | Doesn't exist |
| Professional quotes | Ready-made templates | Manual | Doesn't exist |
| Sales pipeline | Visual and complete | Manual | Doesn't exist |
| Reminders and follow-up | Automatic | Manual | Forgotten |
| Reports and revenue | Automatic | Complicated | Doesn't exist |
| Integrations & API | Webhooks + Make / Zapier | Doesn't exist | Doesn't exist |
| Hebrew interface | Full | Partial | Not relevant |
Frequently asked questions
Guides for freelancers and self-employed professionals
Professional content to help you run your business better
A client meeting recorded and transcribed — to know exactly what was agreed
Record a full meeting, up to 90 minutes, and get a transcript attached to the appointment — the requirements, the changes and the deadlines, without taking notes during the conversation.
- A kick-off meeting for a new project
- A conversation about requirements and changes
- A wrap-up meeting before submission
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Consent before anything else
Before recording, the participants confirm the meeting is being recorded. Without that confirmation, recording does not start.
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Record up to 90 minutes
On the appointment, choose “Record the meeting + transcript”, from the phone or the computer. The recording uploads in parts during the meeting.
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The transcript arrives on the appointment
Usually within a few minutes of the end, with a notification. Copy it or add it to the appointment description with one click.
- The recording is transcribed on BaseCRM’s transcription server. It is not sent to external AI services.
- The audio is deleted right after transcription. The transcript is stored encrypted, and everyone authorised to see the appointment can read it.
- The transcription engine was trained on spoken Hebrew.
The transcript usually appears within a few minutes after the recording ends, and a notification is sent when it is ready. If the transcription server is offline at that time, the recording waits for it; a recording not transcribed within 7 days is deleted.
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