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CRM pipeline · included in every SoloWOS plan

CRM for freelancers

See who's a lead, who has a proposal and who has paid, without updating a spreadsheet.

Every form response, booking and proposal adds or updates a contact. The pipeline board has five stages (Lead, In conversation, Proposal sent, Won, Lost), and with automatic stages on, contacts move by themselves: a booking moves a lead to In conversation, a sent proposal to Proposal sent, an accepted proposal or a paid invoice to Won.

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14 days free, no card needed · Then Basic for $2/month

IN SHORT

SoloWOS includes a CRM for freelancers: shared contacts and a pipeline board with five stages (Lead, In conversation, Proposal sent, Won, Lost). Contacts come from forms, bookings and the API, and move between stages on their own when they book, get a proposal, accept or pay. Each card shows open proposals and unpaid invoices. Every plan includes it: Basic costs $2/month after a 14-day free trial, Solo $15/month for one user and Team $35/month for up to 3.

Prices and limits as of .

How it works

  1. 1

    Share a form or booking page

  2. 2

    Contacts appear as leads

  3. 3

    Send a proposal and watch them move

  4. 4

    Win, invoice and get paid

What you get

Contacts fill themselves in

Forms, bookings, link page signups and proposals create or update contacts by email, so the same person never shows up twice.

A board with five stages

Lead, In conversation, Proposal sent, Won, Lost. Drag a card to another column, or let the built-in rules do it.

Automatic stages

Bookings, proposals, acceptances, declines and payments move contacts forward. Rules never move someone backward, except to Lost after a declined proposal.

Open value per client

Each card adds up the proposals still waiting for an answer and the invoices still unpaid, per currency.

Stage history

Every move is logged with when it happened and why: by you, by a rule or by an automation.

Automations on stage changes

When a contact reaches a stage, an automation can email them, add a task or notify you.

Works with these tools

  • FormsNew responses become leads.
  • SchedulingA booked call moves a lead to In conversation.
  • ProposalsSending, accepting or declining moves the contact.
  • InvoicingA paid invoice marks the client as Won.
  • AutomationsStage changes can start an automation.

What it doesn't do

  • Custom stages or several pipelines
  • Email inbox or calendar sync
  • Lead scoring
  • Deals separate from contacts

Questions

Can I rename the stages or add my own?
No. The five stages are fixed so the automatic rules always know where to move someone. Most freelancers find they cover the whole path from lead to paid.
Can I turn off the automatic moves?
Yes. Switch off automatic stages and contacts only move when you drag them.
Does it sync my email inbox?
No. SoloWOS doesn't read your email. Contacts come from your forms, bookings, proposals, invoices and the API.
Can other apps update the pipeline?
Yes, on paid plans. The API can create contacts and change their stage, and the contact.stage_changed webhook tells other apps when someone moves.
Does it cost extra?
No. It's part of SoloWOS, along with 13 tools, for $15/month on Solo. There are no add-ons.

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All 13 tools, for $15/month

14 days free, no card needed · Then Basic for $2/month.

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