Hi Peter, I’m a freelancer who’s been looking around for CRM solutions and nothing quite worked for…
Darel Seow
11

Darel,

I'm not using Trello for that. I just use my good old hard drive (and backups!) with a copy of the work that I did for that client. Aside from that, I also have a separate folder for all my invoices because I like to keep all my accounting together. The Trello solution described here is purely for prospecting, but you're right that there's a lot more organisation to freelancing than that!

Peter.

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