Sound familiar?
- Proposals sent into the void with no follow-up plan.
- Starting work before the deposit actually cleared.
- Delivery dates tracked in three different project tools.
- Unpaid invoices you only notice when the bank balance dips.
- No sense of which services or clients are actually worth the hours.
- Feast-or-famine months because nothing was ever forecast.
A pipeline built for how you actually work.
Every stage is named for your world — not a generic sales funnel. Drag cards forward as things progress.
What Tango tracks
- Client and contact details
- Service or scope being sold
- Project value
- Proposal date
- Deposit amount
- Delivery date
- Payment status (unpaid, deposit paid, partially paid, paid)
Everything in one workspace
Qualified, Proposal Sent and Agreement Pending stages so you can see exactly how much revenue is waiting on a signature.
A dedicated Projects section for active work, so delivery status sits next to the deal that created it.
Deposit and payment status on every project, with unpaid work surfaced in the Action Center before it becomes a problem.
Industry and billing terms on every contact card, plus outreach history synced from all linked projects.
Revenue by month, pipeline value, average project size and win rate — the numbers you need to raise your rates with confidence.
Daily Briefings on overdue follow-ups and unpaid invoices, Review with AI for pipeline health, and Ask Tango for proposal and pricing help.
Inside your workspace
Project KPIs, Daily Briefing and Action Center.
Inquiry-to-agreement stages for client work.
Active engagements and delivery status.
Delivery dates, client calls and payment deadlines.
Clients, referrers and subcontractors.
Revenue, win rate and average project value.
Project retros and client-relationship notes.
Revenue, project-count and rate targets.
Questions
Yes. The Freelancer workspace covers solo freelancers and consultants alike — track retainers, one-off projects and multi-phase engagements the same way.
Tango tracks project value, deposits and payment status so you always know what's outstanding. Keep invoicing in your existing tool and record the status here.
Yes — Tango Pro includes all four workspaces, which is handy if you freelance and take brand deals or coaching clients on the side.
Other Tango workspaces
One CRM. Every niche.
Full access to Tango CRM — all 4 workspaces, unlimited contacts, deals, calendar, journals, analytics, and Daily Briefings. 7-day free trial. Cancel anytime.
- All 4 niche workspaces (Creator, Podcaster, Coach, Freelancer)
- Unlimited contacts, deals & pipelines
- AI daily briefings & analytics
- Calendar, journals & goal tracking
Create like a creator. Operate like a business.