INDUSTRY GUIDE

A simple CRM for freelancers who sell on WhatsApp and phone

Designers, developers, video editors, writers, photographers, tutors and consultants lose clients when follow-ups slip. Tovezo keeps every enquiry, reminds you to call back, sends a professional quotation and collects the advance before you start.

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Quick answer: A freelancer CRM should save client enquiries from WhatsApp, Instagram, calls and your website, remind you to follow up, send a professional quotation with an advance, collect payment by UPI and keep your pipeline in one place. Tovezo does all of this on your phone, in Hindi and English, free for 4 months for one user.

Problems Tovezo solves for freelancers

Enquiries scattered across apps

Save every client from WhatsApp, Instagram, calls and your website form in one list.

Forgetting to follow up

Tovezo sets the next follow-up after every call and shows today’s call list.

Working without an advance

Send a quotation with a 20–50% advance or your own amount, with a UPI QR and an “I have paid” button.

Looking professional

Quotations with your logo, signature and 4 designs, opened on the client’s phone; you get an alert when they read it.

Scope and price talks

Sales Coach replies for “show me your previous work”, “why trust a freelancer?” and “so much money for this?”.

Ready replies for freelancers calls

“Pehle ka kaam dikhao”

“Zaroor ji. Aapke kaam jaisa mera pichhla kaam aur client ka review abhi WhatsApp karti hoon. Chahein toh ek chhota sample bhi bana kar dikha sakti hoon.”

“Freelancer pe bharosa kaise karein?”

“Main likhit quotation, delivery date aur milestone payment rakhti hoon: thoda advance, baaki kaam dekh kar. Aap seedha mujhse baat karte hain, beech mein koi nahi.”

“Itne kaam ke itne paise?”

“Main poora breakup bhejti hoon: kya-kya banega, kitne din lagenge aur kitne changes shaamil hain. Chahein toh chhote package se shuru kar sakte hain.”

Tip: always agree the scope, number of revisions and delivery date in the quotation before you start. Clear terms protect you and your client.

Frequently asked questions

What is the best CRM for freelancers in India?

One that saves client enquiries from WhatsApp, calls and Instagram, reminds you to follow up, sends quotations with an advance and collects UPI payments, all on your phone. Tovezo does this in Hindi and English and is free for 4 months for one user.

Can freelancers take an advance with Tovezo?

Yes. Set a 20–50% advance or your own amount. The client sees the advance, a UPI QR and an “I have paid” button on the quotation, and you confirm when it arrives.

Is Tovezo useful for designers, developers and video editors?

Yes. Add your services with prices once, then make a quotation in a minute, track every client and see who opened your quotation.

Try Tovezo free for 4 months
No card needed. Android app and web. Hindi and English.
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Last updated 2026-10-23. Written by the Tovezo team with sales trainer Ravi Prakash.