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
CODEBLOCK0
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
CODEBLOCK1
⚠️ 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
| |
|---|
| 🐛 Bug Reports | TheShadowyRose@proton.me |
| ☕ Ko-fi |
ko-fi.com/theshadowrose |
| 🛒
Gumroad |
shadowyrose.gumroad.com |
| 🐦
Twitter |
@TheShadowyRose |
| 🐙
GitHub |
github.com/TheShadowRose |
| 🧠
PromptBase |
promptbase.com/profile/shadowrose |
Built with OpenClaw — thank you for making this possible.
🛠️
Need something custom? Custom OpenClaw agents & skills starting at $500. If you can describe it, I can build it. →
Hire me on Fiverr
ClientTracker Freelancer CRM
面向自由职业者的简易CRM。通过智能对话管理联系人、项目、发票、跟进记录及沟通历史。
通过对话追踪客户、项目和资金流向。
使用方法
你:新客户:Acme公司,联系人Sarah,邮箱sarah@acme.com,
网站改版项目,预算5000美元
智能助手:已添加Acme公司。项目:网站改版($5,000)。
联系人:Sarah。已设置3天后跟进提醒。
功能特性
- - 联系人管理 — 姓名、邮箱、公司、备注
- 项目追踪 — 状态、预算、截止日期、交付物
- 发票管理 — 已发送、已付款、逾期提醒
- 跟进系统 — 提醒我下周联系Sarah
- 沟通日志 — 按客户记录的邮件、电话、会议
- 管道视图 — 潜在客户 → 提案 → 洽谈中 → 进行中 → 已完成
- 收入仪表盘 — 月收入、未结款项、收入预测
业务管道
潜在客户 → 提案已发送 → 洽谈中 → 进行中 → 已完成 → 后续跟进
⚠️ 免责声明
本软件按原样提供,不附带任何明示或暗示的担保。
使用风险自负。
- - 作者对因使用或滥用本软件而产生的任何损害、损失或后果概不负责——包括但不限于经济损失、数据丢失、安全漏洞、业务中断或任何间接/附带损害。
- 本软件不构成财务、法律、交易或专业建议。
- 用户全权负责评估本软件是否适合其使用场景、环境及风险承受能力。
- 不保证其准确性、可靠性、完整性或适用于任何特定目的。
- 作者不对第三方购买后使用、修改或分发本软件的行为负责。
下载、安装或使用本软件即表示您已阅读本免责声明,并同意完全自担风险使用本软件。
数据免责声明: 本软件在本地系统上处理并存储数据。作者不对因软件漏洞、系统故障或用户错误导致的数据丢失、损坏或未经授权访问负责。请始终对重要数据进行独立备份。除非用户明确配置,本软件不会将数据外部传输。
支持与链接
| |
|---|
| 🐛 提交Bug | TheShadowyRose@proton.me |
| ☕ Ko-fi |
ko-fi.com/theshadowrose |
| 🛒
Gumroad |
shadowyrose.gumroad.com |
| 🐦
Twitter |
@TheShadowyRose |
| 🐙
GitHub |
github.com/TheShadowRose |
| 🧠
PromptBase |
promptbase.com/profile/shadowrose |
基于 OpenClaw 构建 — 感谢让这一切成为可能。
🛠️
需要定制服务? 定制OpenClaw智能体及技能,起价$500。只要您能描述需求,我就能实现。 →
在Fiverr上雇佣我