Top 5 Software for Project Management for Freelancers

Freelancing is an exciting profession that allows people to choose the type of work they want to do and at what time. Freelancers like business agencies must still prepare their workflow, from attending to contracts, client onboarding, and servicing to invoicing.

The need for project management software on the part of freelancers must be balanced. In this article, I will consider the nine best project management software for freelancers.

What is software for project management for freelancers?

Software for project management for freelancers is a tool that enables freelancers and creative workers, including individuals or small teams, to manage their various business processes efficiently. 

These software solutions provide a centralized platform for organizing project-related data such as to-do lists, timelines, deadlines, and team communication.

Why do freelancers need project management software?

1. Organization: Freelancers typically work on multiple projects simultaneously, which can quickly become overwhelming without proper organization. Project management software allows freelancers to keep track and stay on top of all their projects in one place, including task lists, deadlines, and project-related information, which helps them stay organized and on top of their work.

2. Time management: Freelancers must manage their time effectively to complete projects on time and avoid missing deadlines. Project management software assists freelancers in prioritizing tasks, tracking time, and setting reminders, allowing them to manage their time better and increase their productivity.

3. Collaboration: Freelancers frequently work on projects with other team members or clients, and effective communication is essential to ensure everyone is on the same page. Freelances can use project management software to communicate with team members, share files and updates, and receive feedback, improving collaboration and streamlining project workflow.

4. Professionalism: Project management software can assist freelancers in projecting a professional image to their clients. Freelancers can demonstrate their organization and commitment to delivering high-quality work by using a centralized platform to manage their projects.

Best project management tools for freelancers

1. ClientVenue

The comprehensive design of ClientVenue makes it an excellent choice for freelancers. Freelancers can manage all aspects of their business, including project management, client management, invoicing, and time tracking, all from a single platform. 

This feature saves time and streamlines the workflow, allowing freelancers to focus on their work and deliver high-quality results.

ClientVenue also offers automated invoicing and payment processing, a significant advantage for freelancers. It saves you time and eliminates the need for manual invoicing, making getting paid quickly and efficiently easy.

Features

• Resource Management
• Task Management
• Reporting
• Streamlined client onboarding
• Billing and Invoicing
• Scheduling
• Dedicated Client Portal

Pros

• ClientVenue's features, such as task allocation, real-time messaging, and file sharing, help to streamline teamwork and facilitate efficient communication.
• ClientVenue's extensive customization options allow users to tailor their projects to their needs.
• ClientVenue includes tools for automating repetitive tasks, and users can keep track of the amount of time spent on specific tasks and projects.

Cons

• The extensive array of available ClientVenue features may require significant time and effort to comprehend.

Pricing

ClientVenue has two pricing models that come with a full featured 14 days trial period.

Professional

• Unlimited Projects
• 10 GB Storage Drive
• Timesheets and Resource Management
• Client Invoicing and Payments
• Branded White Label Portal
• People Performance Reports
• Integrations
• Priority support

Enterprise

+ Everything in the Professional Plan, plus

• Client Accounts
• 100 GB Storage Drive
• Dedicated Services Selling Page
• Dedicated Accounts Manager
• Custom Development
• 1 on 1 custom onboarding and coaching
• Daily Standups

2. Monday

Monday is an online web-based software with a wide range of capabilities, such as invoicing, task lists, time tracking, and project management. It is an excellent project management tool for freelancers.

It offers custom fields tailored to fit specific business needs, such as creating checklists or tagging clients/projects with colors, making organization more manageable.

Monday provides visual hierarchies that can be organized through drag and drop, enabling you to break down tasks into smaller milestones. You can also create templates for recurring projects or use the calendar view to keep track of deadlines.

Features

• Collaboration Tools
• Personalized dashboard
• Powerful Integration
• Customizable templates
• Time tracking
• Invoicing and billing

Pros

• Monday.com enables its users to automate repetitive tasks.
• Monday.com provides conversation threads, a Gantt view, and customizable dashboards for real-time collaboration.
• It has an easy-to-use interface with built-in messaging and commenting features.
• It includes pre-built templates for various use cases that can be customized to meet a user's specific requirements.

Cons

• The customization is limited.
• The nature of its pricing may not always favor small businesses.

Pricing

Monday.com offers five pricing plans to suit different needs.

Individual: The Individual plan is completely free. It supports up to three boards, 200+ templates, and more than 20 column types, among other things.

Basic: The Basic plan costs $8 per seat per month. It includes everything in the Individual plan, as well as unlimited items and 5 GB of file storage.

Standard: The Standard plan costs $10 per seat per month. It includes all of the Basic features, such as timeline and Gantt views, guest access, and automation.

Pro: The Pro plan costs $16 per seat per month. It includes all Standard features, such as private boards and documents, time tracking, and more.

Enterprise: Monday.com provides a tailored plan for Enterprise-scale businesses that includes, among other things, tailored onboarding, advanced reporting, multi-level permissions, and support.

3. Hello Bonsai

Hello Bonsai is a flexible piece of software that offers small enterprises and freelancers workflow management options. It helps with the automation of paperwork and a number of freelancing work-related processes.

It contains attributes including contracts, invoice and payment administration, expense monitoring, client and lead management, project management, and time tracking for independent contractor proposals.

Features

• Project Management
• Time Tracking
• CRM System
• Customer Support
• Finances Management

Pros

• The software allows users to customize the language to their country.
• It has a user-friendly interface.
• Time tracking feature is available.
• The dashboard provides valuable insights for informed decision-making.

Cons

• The contract creation tool has limitations.
• There is limited evidence of work available.
• The software has limited language options.

Pricing

Hello Bonsai offers a 7-day free trial and three pricing plans.

Starter: For a monthly fee of $24 (or $17 per month with annual billing), the Starter plan is ideal for freelancers and contractors just starting. It includes unlimited clients and projects, invoicing and payment processing, proposal and contract creation, scheduling, task and time tracking, client CRM, forms and questionnaires, and expense tracking.

Professional: The $39/month Professional plan includes all the features of the Starter plan, as well as custom branding, workflow automation, a client portal, unlimited scheduling events, QuickBooks integration, Calendly integration, Zapier integration, and up to 15 project collaborators. It also has a $39/month monthly fee (or $32/month with annual billing).

Business: The Business plan offers everything in the Professional plan for $79 per month (or $52 per month with annual billing), plus extras like subcontractor management, hiring agreement templates for 1099 contractors, subcontractor onboarding, a talent pool, three team seats (with additional seats available for $9/month), accountant access, the ability to connect multiple bank accounts, unlimited subcontractors, and project collaboration.

4. Honeybook

HoneyBook is another versatile software whose designs are not only compatible but also highly beneficial to creative businesses and freelancers. It provides a range of features to help businesses manage their projects, workflows, and billing processes more efficiently.

HoneyBook simplifies creating and sending professional-looking proposals and contracts while helping users stay on top of client tasks with automated alerts and notifications. 

It is a popular choice among creative professionals due to its stunning dashboards, which give users an overview of their proposals, ongoing projects, invoices, and time tracking in a single place, making it easier to manage their workload.

Features

• Customizable templates
• Integration
• Project management
• Streamlined client management
• Lead capture
• Invoicing and billing

Pros

• HoneyBook is a comprehensive software
• It provides users with extensive customization options.
• It ensures that transactions are secure.
• It offers innovative features.

Cons

• Some areas of the software have few options for customization.
• When first using the software, new users may face a steep learning curve.

Pricing

Starter: This plan costs $9.5 per month when billed monthly or $8 per month when billed annually. It supports unlimited clients and projects, invoices and payments, proposals and contracts, a calendar, professional templates, a client portal, and basic reports.

Essentials: The Essentials plan is $19.5 per month billed monthly or $16 per month billed annually. Everything from the Starter plan and a scheduler, automation, QuickBooks Online integration, and standard reports are included.

Premium: The Premium plan costs $33 per month on annual billing or $39.5 per month on monthly billing, and it includes all of the Essentials plan's features as well as advanced analytics, automation, and a dedicated account manager.

5. Trello

Trello is a widely used project management software that is popular among freelancers due to its ease of use and flexibility. It features a user-friendly interface based on the concepts of "boards" and "cards," making it easy to organize tasks and collaborate with others.

Trello boards give excellent visualization, which is relevant to freelancers managing their project workflows.

Trello also enables users to customize their project management process, making it easier to adapt Trello to their specific needs.

Features

• Add-ons for extended functionality
• Kanban boards, timelines, and calendars for project visualization
• Task automation
• Comments and attachments
• Extensive app integration

Pros

• Trello simplifies collaboration.
• It has a very friendly user interface.
• It is highly customizable.
• It supports a wide range of integrations.

Cons

• It has a limited reporting capability.
• There is a learning curve for some users.

Pricing

Trello offers four pricing plans. The four plans have different features and capabilities and include:

Free Plan: The free plan includes unlimited cards, up to 10 workspace boards, unlimited power-ups per board, unlimited storage (10MB/file), 250 workspace command runs per month, and custom backgrounds.

Standard Plan: The Standard Plan is $5 per user per month and includes unlimited boards, advanced checklists, custom fields, unlimited storage (250MB/file), 1,000 workspace command runs per month, single board guests, and saved searches.

Premium Plan: The Premium Plan, which costs $10 per user per month, is ideal for tracking and visualizing multiple projects in various ways. It includes all of the Standard Plan's features, plus views like calendar, timeline, table, dashboard, and map, workspace views (table and calendar), unlimited workspace command runs, admin, and security features.

Enterprise Plan: The Enterprise Plan is intended for businesses that require greater security and control over their operations. It begins at $17.50 monthly and includes all of the Premium Plan's features. It also has advanced features such as unlimited workspaces, organization-wide permissions, visible boards, and public board management.

Also Read: Top 5 Project Management Software for Creative Agencies Worth Trying

Best software for project management for freelancers: ClientVenue

ClientVenue provides collaboration tools, allowing freelancers and clients to collaborate on projects and share progress updates. This enables a smooth flow of projects, ensuring they are completed on time and within budget.

ClientVenue also has robust billing capabilities, allowing freelancers and creative agencies to easily create and send invoices, track payments, and manage expenses. It also integrates with accounting software, making keeping track of financial transactions simple.

ClientVenue has excellent project management capabilities that allow users to manage tasks, deadlines, and resources and create and manage projects from start to finish.

Top Features of ClientVenue

Time Tracking

ClientVenue allows you to easily track the time spent by your team on each task or project. This helps you measure the progress of your projects and keep track of employee productivity.

Customizable Branding

With ClientVenue, you can easily customize the look and feel of your project timelines with your own branding. You can also set up custom logos and color schemes to create an even more professional look and feel.

Project Management

ClientVenue helps your team stay organized and on track by managing tasks and timelines. You can assign tasks to members of your team, track their progress, and quickly see how much time each task is taking.

Collaboration Tools

ClientVenue makes it easy for your team to collaborate on projects in real-time. With its built-in chat, file sharing, and comment functions, you can easily communicate with each other and get the job done faster.

Automated Workflows

ClientVenue allows you to automate some of your workflows with its built-in automation tools. It also helps you automate tasks such as sending notifications, reminders, and documents.

Analytics and Reporting

ClientVenue helps you easily monitor the performance of your team with its analytics and reporting tools. You can quickly view progress, completion times, and task performance over time.

Client Management

ClientVenue helps you manage your client relationships more effectively with its client management tools. It gives your business a single platform to manage their clients, helping to build relationships and create better customer experiences. 

Conclusion

ClientVenue is an all-in-one project management solution with features that help you manage your projects, teams, and clients on one centralized platform.

ClientVenue is an excellent platform for businesses that need help managing their projects and resources. With these powerful features, businesses can work smarter and more efficiently, helping them increase productivity and profitability.

ClientVenue is a must-have software for freelancers.