Freelance Wiz
The all-in-one platform that helps freelancers organize clients, track projects, manage tasks, handle documents, create AI-powered invoices and proposals, and grow their business. Simple, powerful, and designed for freelancers who want to focus on their work, not administrative overhead.
Tech Stack
Key Features
Lead Management: Track potential clients through the sales pipeline from contact to conversion. Monitor status, send proposals, and never miss follow-ups.
Client Management: Comprehensive client profiles with contact info, preferences, and interaction history. Seamlessly convert leads to active clients.
Project Tracking: Organize projects with customizable statuses, timelines, budgets, and deliverables. Link to clients and track milestones.
Task Management: Break down projects into tasks with priorities and due dates. Organize and track through multiple statuses from backlog to completion.
Rich Notes System: Apple Notes-like rich text editing with formatting, tables, code blocks, and attachments. Search, tag, and share with secure links.
Document Management: Upload and organize files with Cloudflare R2 cloud storage. Access documents anywhere, anytime.
Activity Logging: Track all client interactions - meetings, calls, emails. Set reminders and maintain complete audit trails.
Interactive Dashboard & Analytics: Visual charts for project status, client distribution, tasks, and lead pipeline. Real-time insights for data-driven decisions.
Guided Onboarding: Structured onboarding flow with interactive steps to create your first lead, client, project, and task.
Advanced Search & Filters: Find any project, client, task, or document instantly with powerful search and keyboard shortcuts.
AI-Powered Invoicing & Proposals: Generate professional documents with AI in seconds. Completely white-labeled - no third-party branding, just your professional brand.
Project Outcomes & Impact
All-in-one platform consolidating leads, clients, projects, tasks, and documents. Generate AI-powered invoices and proposals with your brand - no third-party watermarks. Save hours weekly, track business health with analytics, and never miss deadlines. Scale confidently while maintaining professionalism.