Freelancer CRM

Proposals out. Deposits in. Projects delivered.

Tango's Freelancer workspace brings inquiries, proposals, client projects, deadlines, deposits, expenses, and payments into one organized pipeline.

Qualify leads, follow up on open proposals, track active work, and always know what is unpaid—and what each project actually earned.

Sound familiar?

  • Proposals are sent without a clear follow-up plan.
  • Work starts before the deposit is received.
  • Project deadlines, client notes, and payment status live in different tools.
  • You cannot clearly see which clients and services are actually profitable.
Your workspace

A pipeline built for client work

One universal pipeline every income type shares—from first inquiry to agreement, delivery, and payment. Deliverable statuses track each milestone separately.

Pipeline stages
1New Inquiry
2Discovery
3Proposal / Negotiation
4Deal Confirmed
5Client Onboarding
6Project in Progress
7Work Delivered
8Payment Pending
9Paid
Deal Lost — secondary outcome

Deliverable statuses — Draft, Submitted, Revision Requested, Approved, Scheduled, Live — track the work inside each opportunity.

What Tango tracks
  • Client and contact details
  • Service, scope, and project type
  • Project value and payment terms
  • Proposal date and follow-up date
  • Deposit amount and payment status
  • Milestones, deliverables, and deadlines
  • Related expenses and estimated profit
  • Client history, notes, and outreach
All four Tango workspaces are included in one subscription. Switch between Freelancer/Consultant, Creator, Podcaster, and Coach without paying extra.

Projects and delivery

Active work, deadlines, and payment status sit next to the opportunity that created each project.

Brand site redesign
Northwind Studio · Due Mar 21
80% deliveredDeposit paid
Q2 content retainer
Alo · Ongoing · Monthly
45% deliveredInvoice sent
Product launch consulting
Harbor Labs · Due Apr 4
20% deliveredAwaiting deposit

Everything behind your client business

Proposal pipeline

Track every inquiry, discovery call, proposal, negotiation, agreement, and follow-up in one clear workflow.

Projects and delivery

Connect active projects to the opportunities that created them, including milestones, deliverables, revisions, and deadlines.

Deposits and payments

Track deposits, partial payments, final balances, payment deadlines, and overdue invoices.

Client relationships

Keep contacts, billing terms, notes, outreach history, meetings, and linked projects together.

Revenue and profitability

See pipeline value, contracted revenue, collected payments, expenses, project profit, average project size, and win rate.

Tia · Your AI Business Partner

Surface stale proposals, overdue follow-ups, approaching deadlines, unpaid invoices, and projects with weak margins.

Meet Tia

Your Creator Business Partner

A proactive AI partner—not another chatbot.

Tia keeps an eye on what’s happening across your business and surfaces what needs attention before a follow-up goes cold, a deadline gets missed, or a payment becomes overdue.

6
Follow-ups due
3
Silent 5+ days
4
Upcoming deadlines
$3,400
Pending payments
2
Renewal opportunities
1
Usage rights expiring
Follow up: Alo campaign

Five days without a reply. Deal value: $6,800.

Ad read approved: Shopify

Your 60-second mid-roll is ready to record.

Renewal opportunity: Glossier

The last campaign ended 90 days ago.

Deliverable due soon

Instagram Reel due within 48 hours.

Revenue intelligence

Know what you earned—and what you actually kept

See what’s in your pipeline, what’s contracted, what’s been collected, what you spent, and what you actually kept.

Pipeline Value
$48,200
Contracted Revenue
$21,900
Collected Revenue
$18,500
Recorded Expenses
$4,200
Estimated Profit
$14,300
Outstanding Payments
$3,400
Explore Tango Finances →
Revenue over time
Last six months · $43,900 · +38%
+38%
$12k
$9k
$6k
$3k
$0k
$3.8k
$5.7k
$5.0k
$8.2k
$9.8k
$11.4k
Jul
Aug
Sep
Oct
Nov
Dec

Questions

Does Tango work for consultants and small agencies?

Yes. The Freelancer workspace supports solo freelancers, consultants, retainers, one-time projects, and multi-phase client engagements.

Can I track deposits and partial payments?

Yes. Record deposit requirements, partial payments, final balances, due dates, and outstanding amounts for every project.

Can I invoice clients from Tango?

Yes. Send invoices and payment links, track payment status, and connect every payment to the related client and project.

Can I track project expenses and profit?

Yes. Attach expenses to each project to see revenue, costs, outstanding payments, estimated profit, and margin.

Do I get the other Tango workspaces?

Yes. Tango Pro includes Freelancer/Consultant, Creator, Podcaster, and Coach workspaces at no additional cost.

Other Tango workspaces

Your next client opportunity should not disappear after the proposal.

Manage leads, proposals, projects, deadlines, deposits, expenses, invoices, and payments in one freelancer-focused workspace.

7-day free trial · $0 today · Cancel anytime

Create like a creator. Operate like a business.