What SOLOCRM helps you run

The core workflow solo service businesses actually need.

SOLOCRM is built around a simple commercial loop: capture the lead, remember the next step, move the opportunity forward, and get paid without juggling disconnected systems.

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Built for
Solo service businesses

Consultants, coaches, freelancers, solo agencies, tradespeople and owner-led service operators.

Primary outcome
Less lead leakage

Make follow-ups, deal status, and payment flow easier to keep under control.

Tool philosophy
Keep it light

Use the tools you already rely on and organize the commercial workflow around them.

Core product areas

The features that support the day-to-day job.

The point is not to have the longest feature list. The point is to cover the work that matters most for solo operators.

Lead and contact management

Keep names, notes, status, referral source, and follow-up context in a spreadsheet-style lead surface that stays easy to maintain.

  • Fast list updates
  • Context attached to the record
  • Built for owner-led follow-up

Simple pipeline visibility

See what is new, what is active, what has been proposed, and what is already closed without overbuilding your process.

  • Clear stages
  • Less deal drift
  • Next step stays visible

Invoicing and proposals

Keep the commercial workflow moving from conversation to estimate, proposal, invoice, and payment without switching systems constantly.

  • Invoices
  • Contracts
  • Payment flow

Communications

Support calling and messaging workflows without burying the commercial record in disconnected tools.

  • Calling
  • Messaging
  • Client communication context

Integrations

Use SOLOCRM with the tools solo businesses already rely on instead of rebuilding everything from scratch.

  • Google Calendar
  • Calendly
  • Email providers
  • Stripe

Referrals and follow-up reminders

Keep referral sources visible and make sure warm opportunities do not disappear into busy weeks.

  • Reminder visibility
  • Referral context
  • Cleaner weekly review
Integrations that support the workflow

Keep your tools connected in one CRM system.

SOLOCRM is strongest when it reduces tool sprawl without pretending every part of the business has to live in one platform.

Calendar

Google Calendar and Calendly

Keep scheduling in familiar tools while organizing the lead and client workflow around them.

See docs
Email

Gmail, Outlook, and Zoho Mail

Use the inbox tools you already trust and keep CRM context closer to the conversation.

See docs
Payments

Stripe and invoicing workflows

Move from deal to invoice and track payment status without switching mental context.

See pricing
Move from scattered follow-ups to one clear system

See the feature set in the context of a real solo-business workflow.

If the main problem is keeping up with leads and follow-ups, SOLOCRM gives you a simpler way to stay organized from first contact to paid client.

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