CRM Tips for Freelance Copywriters in the UK

Freelance copywriters in the UK juggle multiple clients, projects, and deadlines. Between writing, editing, sending proposals, and managing invoices, it’s easy to feel overwhelmed. A CRM (Customer Relationship Management system) can help streamline your workflow, keep client information organised, and reduce admin time.

In this post, we’ll share essential CRM tips for freelance copywriters to manage clients and projects efficiently.

1. Centralise Client Information

A CRM keeps all client details in one place:

• Contact information, project briefs, and deadlines

• Notes on style preferences or previous revisions

• Email history and document attachments

Benefit: Quickly access client information without searching through emails or files.

2. Track Projects and Deadlines

Managing multiple writing projects simultaneously can be challenging. A CRM allows you to:

• Break projects into tasks such as drafting, editing, and final delivery

• Set deadlines and reminders for each task

• Track progress using pipelines or task boards

Benefit: Stay on top of multiple projects and meet every client deadline.

3. Automate Client Follow-Ups

Following up on proposals or feedback is critical for converting leads:

• Schedule automated follow-up emails

• Send reminders for client approvals or revisions

• Track responses and interactions in one place

Benefit: Save time and ensure no opportunities are missed.

4. Manage Invoices and Payments

Copywriters often struggle with tracking invoices for multiple clients. A CRM can:

• Generate and send invoices directly to clients

• Track which invoices are paid or overdue

• Send automated payment reminders

Benefit: Reduce financial admin and improve cash flow.

5. Use Templates for Repetitive Tasks

Copywriting often involves recurring emails, proposals, or reports. A CRM allows you to:

• Create email templates for proposals, follow-ups, and updates

• Reuse templates to save time without losing personalisation

• Automate sending at the right stage of a project

Benefit: Streamlines communication and keeps it professional.

6. Monitor Client and Project Insights

A CRM can provide insights into your business:

• Identify which clients or project types are most profitable

• Track workload and efficiency across projects

• Plan future projects and pricing strategies based on data

Benefit: Make informed decisions to grow your freelance copywriting business.

Why SoloCRM Works for Freelance Copywriters

SoloCRM is designed with UK freelancers in mind:

• Centralised client and project management – all information in one place

• Automated follow-ups and reminders – reduce admin time

• Invoice and payment tracking – stay on top of finances

• Templates for repetitive tasks – streamline communication

• GDPR-compliant security – protect client data

With SoloCRM, freelance copywriters can focus on writing while managing clients and projects efficiently.

Conclusion: Focus on Writing, Not Admin

A CRM helps UK freelance copywriters streamline workflows, automate communication, and track projects and payments. By implementing these tips, you can save time, stay organised, and grow your business.

Next Step: Try SoloCRM free today and manage your freelance copywriting business effortlessly.