For Freelancers
Freelancers use Custlio to manage clients from inquiry to invoice.
Handle every client interaction from one workspace. No more juggling tabs, spreadsheets, and payment reminders.
From inquiry to invoice
Five steps that replace five different tools.
01
A lead fills out your inquiry form
A potential client submits your contact form. Custlio creates the contact, notifies you, and starts the clock.
02
You have the conversation
Reply via WhatsApp, email, or portal — all from one inbox. The entire thread lives on the contact timeline.
03
You send a quote
Create a quote from the conversation. The client reviews it on a hosted page and approves with one click.
04
Quote becomes invoice, payment lands
Convert the approved quote to an invoice. The client pays online. You get notified instantly.
05
Follow-up runs itself
A flow sends a thank-you message after payment and schedules a check-in reminder 30 days later.
Modules that matter most
Three modules that cover the entire freelancer workflow.