Leads from your AI assistant
Connect an MCP assistant and ask it to add a lead, log a call or schedule the follow-up from your notes. It asks before deleting anything.
Leads and follow-ups
A CRM for freelancers that ends at a signed proposal.
Keep every lead in one list, know who to follow up today, and send the proposal without copying details into another tool. Proposa moves each lead forward when you draft, send and win.
7 days free. No card required.
- Follow-up dates with today and overdue lists
- Call, WhatsApp or email from the lead
- Stages that follow your proposals
The problem
Most freelance work is lost to a missed follow-up.
Leads arrive by phone, email, WhatsApp and referrals. Without one list, the next step lives in your head or in a chat you forget to reopen. A big CRM is too much setup for a one-person business, and a spreadsheet never tells you who to call today.
- 1
You see every lead and its stage in one list.
- 2
Each lead has a next follow-up date and a short note on what to do.
- 3
Sending or winning a proposal updates the lead without retyping.
Features
What the leads pipeline does
Built for freelancers and small studios: the parts of a CRM that win work, without a sales team's setup.
One record per lead
Business, person, phone, email, city, category, website and notes in one place, with a timeline of calls, visits, emails, messages and meetings.
Stages that follow the work
New, contacted, interested, proposal to send, proposal sent, won or lost. Automatic moves only go forward, so your manual choice is never undone.
Private to your workspace
Your clients never see your leads, stages or notes. They only see the proposal you share with them.
Call or message in one tap
Open a phone call, a WhatsApp chat, an email or the website straight from the lead, then log the outcome.
Follow-up reminders
Pick tomorrow, three days, next week or a date. Proposa lists who to follow up today, who is overdue and who still has no next step.
Three steps
From first contact to signed proposal
No import project or pipeline design. Start with the next person you talk to.
- 01
Add the lead
Save the business and the person, log the first call or message, and choose when to follow up.
- 02
Follow up on time
Each day, open the due list, call or message from the lead and record what happened and the next date.
- 03
Send the proposal
Create the proposal from the lead. Sending moves it to proposal sent, and the client's acceptance marks it as won.
A CRM sized for one person
Proposa is not a sales suite. It covers the steps between the first conversation and the signed proposal.
Spreadsheet or notes app
- Next steps live in your head
- No list of who to call today
- Proposals tracked somewhere else
- Stages updated by hand, or never
With Proposa leads
- Every lead has a next follow-up date
- Due and overdue lists every morning
- Proposals linked to the lead
- Stages move when you send or win
FAQ
Questions about the freelance CRM
Is Proposa a full CRM?
It is a light CRM for freelancers and small studios: leads, stages, priorities, an activity timeline and follow-up dates, connected to your proposals. It has no email campaigns, sales forecasting or deal automation.
How do follow-up reminders work?
Each lead can have a next follow-up date and a short note. The leads page lists who is due today, who is overdue and who has no next step. Logging an outcome can schedule the next follow-up in the same step.
What happens to a lead when I send a proposal?
When a proposal is linked to a lead, a draft moves it to proposal to send, sending moves it to proposal sent, and acceptance moves it to won. Automatic moves only go forward.
Is the CRM included in the trial and the price?
Yes. Leads are part of every Proposa plan and of the seven-day trial, which needs no card and never charges automatically.
Turn the lead into a proposal
See how proposals are written and tracked, or read how to follow up without sounding pushy.
Follow up every lead until you get an answer.
Add your next lead, set the follow-up date and send the proposal from the same place.