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Freelancer CRM

Production-grade CRM taking freelancers from lead to payment — live as LancerFlow

Next.jsTypeScriptExpressMongoDBTurborepopnpm
Live Demo
Freelancer CRM main screenshot

The Problem

Freelancers and small agencies juggle leads, quotes, projects, invoices, and payments across five different tools — deals slip through the cracks and getting paid means manual follow-up.

The Solution

A single CRM covering the full freelance workflow: leads → quotes → projects → invoices → payments. Designed as a real SaaS product with an 18-phase spec, multi-tenant workspaces, and role-based access from day one.

Key Features

  • Lead and client pipeline with stage tracking
  • Versioned quotes and invoices — sent documents are immutable
  • Integer-based money math (paise) to eliminate rounding bugs
  • Multi-tenant workspaces with owner/admin/member roles
  • One declarative RBAC permission matrix shared across the stack
  • Consistent API envelope with typed error codes

How to Use

  1. 1.Open the live app (LancerFlow) and create your account, then sign in
  2. 2.Set up your workspace and invite teammates with owner, admin, or member roles
  3. 3.Add leads as enquiries come in and move them through the pipeline stages
  4. 4.Convert a won lead into a client, then create a quote with line items
  5. 5.Turn accepted quotes into projects and invoices, and record payments as they arrive

Where to Use It

  • Freelancers who want leads, quotes, invoices, and payments in one tool instead of five
  • Small agencies and studios managing multiple clients and projects at once
  • Independent consultants who need versioned, immutable quotes and invoices for their records
  • Any solo business tired of chasing payments through spreadsheets and email threads

Architecture

Turborepo monorepo: Express + TypeScript REST API, Next.js frontend, and a shared package holding enums, the RBAC matrix, and money utilities as a single source of truth. Every business query flows through a base repository scoped by workspace ID; MongoDB transactions guard multi-document writes.

Results

Foundations milestone shipped with full test coverage of the shared domain layer; auth, workspaces, and the leads pipeline in active development against approved phase specs.

Timeline

Ongoing — 18-phase roadmap with phase-gate approvals

Lessons Learned

  • · Writing the spec before the code — every phase is an approved design doc, which kills scope drift.
  • · Putting enums, permissions, and money math in one shared package prevents the frontend and API from ever disagreeing.

Future Improvements

  • · PDF generation and email delivery for quotes and invoices
  • · Dashboard with revenue analytics and payment reminders

Next project

Focus Ring