One client, one record
Details, projects, proposals, invoices, files and conversation history sit on the same client - not spread across a phone, a drive and an inbox you have to search.
Client management CRM software for freelancers and agencies
One record per client - with the proposal, the contract, the invoice, the meetings and the whole conversation attached. Built for people who do the work themselves, not for sales teams with a pipeline to feed.
What is client management CRM software?
Client management CRM software is a system that keeps one record per client and attaches everything about that relationship to it: contact details, projects, proposals, signed documents, invoices, meetings and messages. Instead of a client existing as a contact in your phone, a folder on your drive, a thread in your inbox and a row in a spreadsheet, they exist once - and every piece of work you do for them hangs off that single record.
Traditional CRMs were built for sales teams: pipelines, lead stages, forecasts and quotas. A freelancer or a five-person agency has a different problem. You are not moving a hundred leads through seven stages - you are running a handful of real engagements, and the things that decide whether you get paid are the proposal, the signature, the invoice and the follow-up.
TechoStop keeps the useful half of a CRM - one home per client, with the full history attached - and adds the paperwork you actually bill with. The same client record carries their proposals, e-signed documents, invoices, projects, milestones, meetings and chat, and your client gets a login of their own.
Why freelancers and small agencies need a CRM built for client work
Hours back every week
No re-typing client details into a new proposal, no rebuilding an invoice from scratch, no hunting for the version of the contract they actually signed.
Know exactly who owes you what
Every invoice records what was billed, what was paid and what is still outstanding, with partial payments tracked and each currency kept separate.
Approvals you can prove
Proposals capture an explicit accept or decline and e-signed documents keep a signed copy, so a scope disagreement is settled by a record rather than by memory.
Fewer resend requests
Clients open their own portal to find documents, invoices and files whenever they need them, instead of waiting on you to dig through email.
Room to become an agency
Start solo. Add employees, task assignment, attendance and payroll later without migrating your client history to a different product.
How to set up your client CRM in TechoStop
- Add your first client. Open Clients and add a client with their name and email. That record becomes the home for everything you do with them from this point on.
- Invite them to their portal. Send the invitation. Once accepted, they log into a portal branded to your business and see only their own projects, documents, invoices and meetings.
- Set up the work as a project. Create a project under the client and break it into milestones with amounts and due dates, so both sides can see what is done and what comes next.
- Send the proposal and get it signed. Build a proposal from your saved details, share it for an explicit accept or decline, and send the agreement for e-signature - all attached to the same client.
- Invoice and track what is paid. Raise the invoice against a milestone or on a recurring schedule for retainer work, then record payments so the client record always shows the true balance.
What comes with TechoStop client management
Client records and portal access
A profile per client, an emailed invitation, and a secure portal branded to your business that shows them only their own data.
Proposals with accept or decline
Build and share proposals that record an explicit decision, so you know exactly when a job was approved and on what terms.
E-signatures on agreements
Send contracts and letters for signature and keep the signed copy attached to the client.
Invoices, GST and part payments
Issue invoices with tax handled, record full or partial payments, and see outstanding balances per client at a glance.
Recurring invoices for retainers
Describe a monthly or quarterly bill once and let it generate itself on schedule, so maintenance work never goes unbilled.
Projects, milestones and tasks
Break each engagement into milestones with amounts and dates, and assign tasks across your team.
Meeting booking on your calendar
Clients book from a public calendar inside your real availability, with Google Calendar and Meet connected if you use them.
Documents and file sharing
Share files per client or per project, with Dropbox connected if that is where your work already lives.
Chat attached to the work
Conversations happen against the project they belong to, so a decision made in passing is still findable months later.
Frequently Asked Questions
What is the difference between a CRM and client management software?
A traditional CRM is built to win new business: it tracks leads through pipeline stages towards a sale. Client management software is built to run the work after the deal - projects, documents, invoices and communication for clients you already have. TechoStop is client management with the useful part of a CRM: one record per client holding the entire relationship, plus the proposals, contracts and invoices you bill with.
Is TechoStop a good CRM for freelancers?
Yes. It is designed for people who do the work themselves rather than for sales teams. A freelancer gets one place for every client, proposals and e-signatures for winning work, invoices and part-payment tracking for getting paid, meeting booking so clients stop emailing about times, and a client portal that makes a one-person business look established.
Can a small agency use it with a team?
Yes. You can add employees, assign tasks and projects to them, track attendance and run payroll, while each client only ever sees their own portal. Agencies typically run several client portals side by side from one dashboard.
How much does TechoStop client management CRM cost?
TechoStop is a paid product with monthly plans starting at a regular price of ₹299 per month, and a launch offer often runs below that. Creating your account and setting up your business costs nothing; you choose a plan to activate the dashboard, and you can cancel anytime.
Do my clients need to pay or install anything?
No. Clients are invited by email and log into their portal in a browser at no cost to them. There is nothing to install, and they see only their own projects, documents, invoices and meetings.
Can I use it for retainer clients I bill every month?
Yes. Recurring invoices let you describe a monthly or quarterly bill once - the line items, the tax, the client - and TechoStop generates and emails it on schedule, so retainer work is never forgotten or billed late.
Does it replace my invoicing tool and e-signature tool?
For most freelancers and small agencies, yes. Invoicing with GST and part payments, proposals with an explicit accept or decline, and e-signatures on agreements are all included and attached to the client record.
Is each client's information kept private from other clients?
Yes. Access is role-based and enforced per record: a client signs in and sees only their own portal and their own data. You control who is connected to your business and what each team member can reach.
Can I move my existing clients in?
Yes. You add clients manually with their name and email and invite them to their portal, then attach existing projects, documents and invoices to those records as you go.
What happens to my data if I stop paying?
Nothing is deleted. If a subscription lapses the workspace locks and the dashboard asks for a plan, with every client, document and invoice preserved exactly as it was. Subscribing again unlocks it immediately.