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How Freelancers Can Use CRM Data to Win Bigger Projects

How Freelancers Can Use CRM Data to Win Bigger Projects

As a UK freelancer or sole trader, winning bigger projects means higher income, more stability, and the opportunity to grow your business. But landing those projects isn’t just about skill—it’s about strategy, organisation, and insight....

3 min read
SoloCRM Team
The Beginner’s Guide to Using a CRM for Freelance Accounting

The Beginner’s Guide to Using a CRM for Freelance Accounting

Managing finances is one of the most challenging aspects of freelancing. UK freelancers and sole traders often juggle invoices, expenses, and client payments, which can become overwhelming without the right system....

3 min read
SoloCRM Team
5 Ways a CRM Can Help UK Freelancers Get More Repeat Clients

5 Ways a CRM Can Help UK Freelancers Get More Repeat Clients

For UK freelancers and sole traders, repeat clients are the backbone of a sustainable business. Winning new clients is important, but retaining existing ones is often more profitable—and much easier—than constantly chasing new leads....

3 min read
SoloCRM Team
Freelancer CRM vs Spreadsheet: Why You Need to Upgrade Now

Freelancer CRM vs Spreadsheet: Why You Need to Upgrade Now

Many UK freelancers and sole traders start out using spreadsheets to manage clients, projects, and invoices. It seems simple, cheap, and familiar. But as your business grows, spreadsheets quickly become a burden—and you risk missed deadlines, lost client data, and wasted hours....

2 min read
SoloCRM Team
Top 10 Time-Saving Tools for UK Freelancers (CRM Included)

Top 10 Time-Saving Tools for UK Freelancers (CRM Included)

Freelancers and sole traders in the UK wear many hats—project manager, accountant, marketer, and client liaison—all at once. Without the right tools, it’s easy to spend more time on admin than actual billable work....

3 min read
SoloCRM Team
How to Keep Client Data Secure as a UK Freelancer

How to Keep Client Data Secure as a UK Freelancer

If you’re a freelancer or sole trader in the UK, managing client data safely isn’t just a “nice-to-have”—it’s a legal requirement. With GDPR (General Data Protection Regulation) in effect, mishandling personal data can put you at risk of fines, lost clients, and reputational damage....

3 min read
SoloCRM Team
The Ultimate Freelancer CRM Checklist for 2025

The Ultimate Freelancer CRM Checklist for 2025

As a freelancer or sole trader in the UK, choosing the right CRM (Customer Relationship Management system) can feel overwhelming. With so many options, features, and pricing tiers, it’s hard to know where to start. That’s why we’ve put together the ultimate freelancer CRM checklist for 2025. This guide will help you evaluate CRM options, focus on what really matters, and make a choice that saves time, keeps clients happy, and grows your business....

3 min read
SoloCRM Team
Top 5 Reasons UK Freelancers Should Switch to a CRM Today

Top 5 Reasons UK Freelancers Should Switch to a CRM Today

Freelancers and sole traders in the UK often juggle multiple clients, invoices, emails, and projects at once. It can feel chaotic—especially when you’re relying on spreadsheets, email chains, or sticky notes to manage everything....

3 min read
SoloCRM Team
How a CRM Can Save UK Freelancers 5+ Hours a Week

How a CRM Can Save UK Freelancers 5+ Hours a Week

If you’re a UK freelancer or sole trader, you know how precious time is. Between client work, admin, invoicing, and marketing, it often feels like there aren’t enough hours in the day....

3 min read
SoloCRM Team
GDPR and CRM: What UK Freelancers Need to Know

GDPR and CRM: What UK Freelancers Need to Know

If you’re a freelancer or sole trader in the UK, chances are you’ve heard of GDPR (General Data Protection Regulation). But many self-employed professionals still see it as something only “big companies” need to worry about....

3 min read
SoloCRM Team
7 Client Management Mistakes UK Freelancers Make (And How to Avoid Them)

7 Client Management Mistakes UK Freelancers Make (And How to Avoid Them)

As a freelancer or sole trader in the UK, your clients are your business. Managing those relationships well is the difference between one-off projects and long-term, reliable income....

3 min read
SoloCRM Team
UK Small Business CRMs Compared: Why SoloCRM Stands Out for Solopreneurs

UK Small Business CRMs Compared: Why SoloCRM Stands Out for Solopreneurs

When you search for a CRM (Customer Relationship Management system), you’re immediately hit with big names: HubSpot, Zoho, Pipedrive, Freshsales. These are powerful tools, no doubt—but they’re not necessarily designed for UK freelancers, sole traders, or very small businesses....

3 min read
SoloCRM Team
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