Freelancer CRM
The lightweight CRM built for freelancers.
Portlo gives you everything you need to manage clients, deliver work, and get paid — without the complexity of enterprise CRM tools. One link per client. All your delivery in one place.
Everything a freelancer needs from a CRM
Portlo covers the full client lifecycle — from first file delivery to final payment — without the bloat.
Client management
Keep every client's files, invoices, contracts, and activity in one place. No more hunting through email threads.
Invoicing & payments
Send an invoice and collect payment without bouncing clients to a separate tool. Everything happens inside the portal.
File delivery
Share deliverables, drafts, and assets from a clean portal page. Clients download what they need — no login, no friction.
E-signatures & contracts
Send contracts for signature alongside the project portal. Clients sign in the same place they review the work.
Activity tracking
See exactly when clients open the portal, view files, and pay the invoice — without chasing for confirmation emails.
Branded experience
Every portal uses your logo and brand colors. Clients see your business, not a generic platform.
Why freelancers choose Portlo over full CRM platforms
Most CRM tools are built for sales teams — pipelines, leads, deals. Portlo is built for delivery: getting work to clients and getting paid for it.
- No client account or login required
- Setup in under 10 minutes
- Free plan — 3 portals at no cost
- One link covers files, invoice, contract, and updates
- Works for freelancers worldwide
- Lightweight — no pipeline, no bloat
Pricing
Start free. Upgrade when your workflow grows.
Free
$0 / mo
3 active portals
Basic invoicing
File sharing
Client uploads
Pro
$9 / mo
Unlimited portals
Custom branding
E-signatures
20 GB storage
3 team seats
Agency
$19 / mo
White-label
100 GB storage
10 team seats
Unlimited templates
Priority support
Frequently asked questions
Is Portlo really a CRM?
Yes — Portlo is a CRM focused on client delivery rather than sales pipelines. It tracks every client's files, invoices, contracts, and portal activity in one place.
Do my clients need to sign up?
No. You share one private link per client. They open it instantly — no account, no password, no friction.
Can I use Portlo for free?
Yes. The free plan covers 3 active portals with invoicing and file sharing included. No credit card required.
Does Portlo replace my invoicing tool?
For most freelancers, yes. Portlo handles invoices, payment collection, and file delivery in the same portal your client already has open.
Start managing clients the simple way.
Portlo's free plan is built for freelancers — 3 client portals, invoicing included, no credit card needed.