Freelancer CRM
Manage clients, deals, and follow-ups with AI assistance
Overview
A lightweight CRM built for freelancers and consultants. AI agents draft follow-up emails, flag clients you haven't contacted in 30 days, and update your pipeline after meetings. Stop losing deals to forgotten follow-ups.
Agent Setup
- AI agent with MCP access to clients.csv for pipeline updates
- Scheduled agent flags dormant clients (no contact in 30 days)
- Agent drafts follow-up emails using client-notes.md context
- e.g. Claude Code, Cursor, Windsurf, or any MCP-compatible agent
Included Files
This use case includes 3 example files. Click to preview.
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