ClientTracker Freelancer CRM

Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.

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Install skill "ClientTracker Freelancer CRM" with this command: npx skills add theshadowrose/client-tracker

ClientTracker Freelancer CRM

Simple CRM for freelancers. Track contacts, projects, invoices, follow-ups, communication history. All through conversation with your agent.


Track clients, projects, and money through conversation.

Usage

You: "New client: Acme Corp, contact Sarah at sarah@acme.com, 
      website redesign, budget $5000"
Agent: "Added Acme Corp. Project: website redesign ($5,000). 
        Contact: Sarah. Follow-up reminder set for 3 days."

Features

  • Contact management — names, emails, companies, notes
  • Project tracking — status, budget, deadlines, deliverables
  • Invoice tracking — sent, paid, overdue with reminders
  • Follow-up system — "remind me to check in with Sarah next week"
  • Communication log — emails, calls, meetings per client
  • Pipeline view — leads → proposals → active → completed
  • Revenue dashboard — monthly income, outstanding, projections

Pipeline

Lead → Proposal Sent → Negotiating → Active → Completed → Follow-up

⚠️ Disclaimer

This software is provided "AS IS", without warranty of any kind, express or implied.

USE AT YOUR OWN RISK.

  • The author(s) are NOT liable for any damages, losses, or consequences arising from the use or misuse of this software — including but not limited to financial loss, data loss, security breaches, business interruption, or any indirect/consequential damages.
  • This software does NOT constitute financial, legal, trading, or professional advice.
  • Users are solely responsible for evaluating whether this software is suitable for their use case, environment, and risk tolerance.
  • No guarantee is made regarding accuracy, reliability, completeness, or fitness for any particular purpose.
  • The author(s) are not responsible for how third parties use, modify, or distribute this software after purchase.

By downloading, installing, or using this software, you acknowledge that you have read this disclaimer and agree to use the software entirely at your own risk.

DATA DISCLAIMER: This software processes and stores data locally on your system. The author(s) are not responsible for data loss, corruption, or unauthorized access resulting from software bugs, system failures, or user error. Always maintain independent backups of important data. This software does not transmit data externally unless explicitly configured by the user.


Support & Links

Built with OpenClaw — thank you for making this possible.


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