Question: Is there a platform that helps freelancers manage client information and send personalized payment reminders?

For freelancers who want to keep client information on hand and send automated payment reminders, Billfy is a good choice. It centralizes client information, automates recurring payments, and lets you customize email templates and reminders. The service also offers payment links, an income and business activity dashboard, and support for multiple payment providers. Billfy offers a 14-day free trial and two pricing tiers, so you can test it before you commit.

Another option is oto, which combines financial management with client relationship management. OTO automates proposal, contract and invoice generation and integrates with Stripe and PayPal for payment processing. It also offers tools for expense tracking and client relationship management, including customizable email responses and weekly work reports. With different plans, including a free option, oto can accommodate a variety of freelance business needs.

If you want to streamline your proposal process, workifAI could be helpful. It can generate smart proposals based on interactions with clients and estimate project duration to help you plan your timeline. The tool also can send AI-generated emails to manage clients, designed to optimize the proposal process to save you time and boost productivity. WorkifAI offers a free plan to get started, so freelancers at any stage can try it.