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Rodok for freelancers

CRM for freelancers: track leads, proposals and repeat clients

Rodok keeps every lead, proposal and past client in one pipeline with the next step on each, and finds companies hiring for work you do.

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From $29 a month for 3 seats.

Your contacts, with their company, deal stage and last activity. Example data.

Rodok keeps every lead, proposal and past client in one pipeline with the next step on each, and finds companies hiring for work you do. Built around how freelancers actually sell, so you start from your own stages instead of a blank page.

Your pipeline, in your stages

Deals move through the stages freelancers actually use. Drag a deal, and its forecast and reports follow.

Example data.

The whole CRM, not just the pipeline. Contacts, companies, tasks, email, automations, chat and the lead finder, in one app.

01Find

People from one sentence

Describe who you sell to. Rodok finds them by role, company size and city, with their work email, and sets apart the ones already in your CRM.

Every feature, and which plan has it

Pro includes everything in Starter.

  • Companies and peopleStarterEvery email, meeting, note and file on the record.
  • Deals and the pipeline boardStarterYour own stages, amounts, close dates and owners.
  • Tasks and remindersStarterA next step on every record and one list for the day.
  • Gmail and OutlookStarterEmail syncs onto the right contact, and you send from your own mailbox.
  • Calendar and booking linksStarterYour free times on a page; a booking files the contact and lands in both calendars.
  • Reports and forecastingStarterForecast against quota, pipeline by stage and win rates, per rep.
  • Team chatStarterChannels, direct messages and a thread on every deal, with @mentions.
  • ImportStarterBring contacts and companies in from Excel or CSV.
  • LinkedIn signalsProDescribe a signal in a sentence; trackers find the posts, job changes and hiring that match.
  • Lead finderProFind people by title, seniority, company size, industry and market, usually with a work email.
  • EnrichmentProFill in the company, website and LinkedIn page for the people you add.
  • SequencesProEmail steps from your own mailbox and LinkedIn steps as tasks for the rep.
  • Replies inboxProReplies sorted by intent, so the ones that matter come first.
  • AutomationsProSay what should happen; it runs from a signal, a deal moving, a schedule or a webhook.
  • AI assistantProAsk in plain words; it finds people, writes emails and fills the CRM, and asks before it sends or spends.
  • Teams and custom rolesProDecide who sees what, down to a field, and check it with View as.

And the rest. Integrations, booking, reports, chat, roles and an audit log, already connected.

Works with the tools you already use

Gmail, Outlook or any mailbox, Google Calendar, LinkedIn, Slack, webhooks, and imports from Excel or CSV. AI is built in, with nothing to set up.

Booking links

Your own page with your free times. A booking files the contact and lands in both calendars.

Reports and forecasting

Forecast against quota, pipeline by stage, win rates and the sequence-to-deal funnel, per rep.

Team chat on every record

Channels, direct messages and a thread on every deal, with @mentions of teammates and records.

AI that knows your business

Give it your website. It writes your profile, who you sell to and how, and every message starts from there.

Roles, teams and permissions

Decide who sees what, down to a single field. Scope deals to their owner or team, and check it with “View as”.

An audit log of everything

Every action by every person and automation, searchable and exportable.

What Rodok does for freelancers

A clear line between what is in the product and what is not, so you can decide in a minute.

Covered

  • Leads, proposals and past clients in one pipeline
  • Email and calendar next to the record
  • Follow-up reminders
  • Win rate and income forecast

Not what Rodok is for

  • Invoicing
  • Time tracking
  • Contract signing
  • Project delivery

Pricing

Seats are included, and credits cover signals, lead lists and AI.

Starter$29a month

3 seats, $9 per extra seat. The CRM: pipeline, contacts, Gmail and Outlook, calendar, booking links and reports.

Start with Starter
Pro$79a month

3 seats, $19 per extra seat. Everything in Starter plus LinkedIn signals, the lead database, sequences and AI agents to find new clients.

Start with Pro

A CRM for freelancers is a simple record of everyone who might hire you: where each lead came from, what you proposed, when to follow up and who has hired you before. It is not an invoicing app or a project manager. Its job is to keep the next client from slipping because you were busy with this one. The same applies to CRM for solopreneurs and independent consultants.

How selling works for a freelancer

You are the salesperson and the person who delivers. Work tends to arrive in waves: you win a project, disappear into it, finish, and then look up to find an empty pipeline. Lead sources are mostly referrals, past clients, your network, content you published and the occasional inbound message. The buyer is usually a founder, a manager or a marketing lead, and the sale is a proposal for a project or a retainer.

The stages most freelancers use are short:

StageWhat it meansNext step to log
LeadSomeone who might need youReply and ask for a call
Intro callYou talked and learned the scopeSend a proposal within a day
ProposalPrice and scope sentFollow up in 3 to 4 days
AgreedThey said yesSend the contract and deposit request
KickoffWork beginsAdd a note to ask for a testimonial at the end

Past clients are the best lead source you have, so keep them in the same pipeline with a task such as "check in three months after delivery". For the arithmetic of how many proposals you need, see the lead conversion rate calculator.

What to look for in a CRM

  • It takes ten minutes to set up. A freelancer will not maintain a heavy system.
  • Email attached to the person. Proposals and questions happen in the inbox.
  • Reminders. The follow-up is where freelancers lose work.
  • Past clients visible. One filter that lists everyone you have worked with and when you last spoke.
  • Pricing that does not assume a team. Check the seat minimums before you commit. Rodok Starter is $29 a month and includes 3 seats, so a solo freelancer pays for a team plan. It makes sense if you want a calendar, booking link, email sync and reports. If you only need a list, a spreadsheet is a fair choice.

Signals worth watching

Public events that often come before a company hires a freelancer. Each tracker is a sentence you type into Rodok Pro, which sees LinkedIn posts, job changes, hiring and company news.

  • A company hires for work you do. Tracker: "companies hiring a (your role, such as content marketer or product designer) in (your market)". A job post often means the need exists and a hire is slow. See hiring for your job.
  • A new leader in your buyer's seat. Tracker: "(your buyer's title) who started a new role in the last 90 days at companies with 10 to 200 employees". See champion job change.
  • A product launch. Tracker: "companies launching a new product in (your market)". See product launch.
  • A rebrand. Tracker: "companies announcing a rebrand or a new website". See rebrand.
  • A request for a recommendation. Tracker: "posts asking for a (your skill) freelancer or consultant recommendation". See recommendation request.

A first message example

An example, with made-up names:

Hi Jordan, I saw that Linden Labs is hiring a content marketer. While you look for the right person, I can take over the blog for a month or two so the schedule does not slip. I have done this for a few B2B software teams. If useful, I can send two sample outlines this week, and you can decide after that.

For more, see the cold email template.

A weekly check in 15 minutes

  1. List every proposal sent more than 3 days ago with no reply and nudge each one.
  2. Message two past clients with something useful, not a request.
  3. Open the new signals and write to the two best.

Where Rodok fits and where it does not

Rodok Starter is $29 a month for 3 seats: the CRM with Gmail and Outlook on every record, a calendar, booking links and reports. Pro is $79 a month for 3 seats and adds signals, a lead database and sequences.

It does not send invoices, track time, sign contracts or manage projects. In a sequence, email steps send from your own Gmail or Outlook and LinkedIn steps are tasks for you.

Frequently asked questions

Do freelancers need a CRM?

Once you have more than a few leads and past clients, yes. The CRM does one job well: it tells you who to contact today.

Can a spreadsheet replace a CRM for a freelancer?

For a handful of leads, yes. It stops working when you want email attached to people, reminders and a view of which sources actually pay.

How do freelancers find clients without cold outreach to strangers?

Start with past clients and referrals, then watch for events at companies that need your skill, such as a job post for your role or a new marketing head. A message that names the event is easier to answer.

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