Going from idea to exit in six months—A simple CRM for freelancers

Overview

Betterlance was the first CRM built specifically for freelancers, designed to simplify client management and automate follow-ups. Unlike traditional CRMs that cater to large sales teams, Betterlance focused on the unique needs of independent professionals, offering a lightweight yet powerful tool to help freelancers stay engaged with clients, nurture relationships, and generate more business opportunities.

The platform provided an intuitive way to organize contacts, send personalized follow-ups, and automate reminders—all without the complexity of enterprise CRM systems. With seamless integrations and a freelancer-friendly approach, Betterlance enabled users to maintain consistent communication, reduce administrative overhead, and maximize their earning potential.

Outcomes

• Launched a Minimum Viable Product (MVP) in under two months, demonstrating rapid execution and lean product development.
• Achieved over 1,000 user signups at launch, validating the demand for a freelancer-focused CRM solution.
• Successfully acquired by Invoice2go in 2021, further proving the market value of a lightweight, automation-driven CRM for solo professionals.

Notable Features

• Secure Google Authentication – Enabled quick, hassle-free login for seamless access.
• Contact Management & Tagging – Allowed freelancers to categorize and organize clients for easy follow-ups and segmentation.
• Built-In Email Sending – Provided direct communication capabilities without needing external email tools.
• Customizable Email Templates – Helped freelancers maintain a professional, consistent tone with pre-built follow-up messages.
• Contact Importing via CSV – Simplified data migration, allowing users to onboard quickly by importing existing client lists.
• Subscription Billing via Stripe – Enabled frictionless payments and recurring subscriptions, ensuring a sustainable revenue model.

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