Being a freelancer can feel a lot like you are at a ping-pong match – only you are playing at both ends of the table! From proposals to scope of work templates and pitches, contract template drafts to deadlines, there is so much track and manage. It’s no wonder that many successful developers, designers, writers, and creators depend on at least one project management tool to keep everything sorted.
Even if you consider yourself perfectly organized, it’s professional practice to have a project management system to help you document your work and see where your time is going. It’s easy to solve client issues when you have everything neatly displayed in one place! With so many options out there, how can you choose? Start by reviewing our list of favorites – in no particular order.
You didn’t think we’d forget to mention it, did you?
This favorite among developers, marketers, and designers features one of the cleanest dashboards.
Bonsai easily replaces several stand-alone freelancer tools to create one powerful – and affordable -- project management solution.
Check out the main Bonsai dashboard below and familiarize yourself with the clean UI loved by 100,000+ freelancers worldwide.
Freelancers can see all their templates in one place, generate one from another (proposal from contract for example), and easily send them to clients:
You can easily explore every feature and start creating your own templates by signing up to your free trial.
Cost: Free trial for 14 days. Unlimited plan starts at $16/month.
We’ve already shared how Trello makes a fantastic editorial calendar tool. You don’t need to be in content creation to make this work for you, however. If you’re frequently doing the same tasks, or you have a core group of clients that you work with often, Trello can be set up to track any number of tasks from conception to invoicing. It’s also a great way to keep track of every detail of a project, including supporting documentation, photo files, outbound links, and marketing copy. In fact, its index-card-inspired interface is an easy one for any freelancer to grasp quickly and master within weeks. It’s a favorite among creatives, marketer, and designers.
Cost: Free for basic accounts, up to $20.83 per user for enterprise accounts
Perhaps one of the most popular project management tools out there, Asana has been around long enough to suffer through growing pains and come out even better than before. It features a simple user experience that needs no training to use competently. Teams can schedule, assign, and comment on any number of projects and tasks without a lot of complicated back and forth. The ability to highlight items by color is perfect for those who want to access tasks quickly from their mobile devices! Asana’s reminders to email are also a very popular feature for those who need an extra nudge to complete tasks on time. When tracking tasks in Asana, Tmetric is a great tool.
This article on BeeWits is a great review of Asana vs Wrike, another tool we mention below, so you can read and learn more about both of these tools and how they compare to each other.
Cost: Free for basic accounts with up to 15 team members, $9.99 per member for additional features
Both small and large businesses run on Google these days, and the solo freelancer can benefit from the large suite of services offered. While it’s not exactly an “all-in-one” solution, there are enough tools here to cover most every project management need. From spreadsheets for time tracking and shared documents for invoicing to forms for collecting data, there’s something for everyone with full integration into all of Google’s owned properties. It’s especially useful for freelancers with Gmail accounts, Google calendars, and Android-based mobile operating systems. Need help? There are many free templates online to browse and copy for your own project organization inspiration.
Cost: Free for most basic services, then $5 – 25 a month for multiple users and extra storage
Procrastinators adore this project management tool, which tracks your performance to give you a report of how you’re handling projects overall. Are you chronically late? Do you tend to get things done with time to spare? Red Booth will tell you and even track you down to send desktop notifications when you’ve missed a deadline! A very simplistic dashboard shows you how you’re doing.
Cost: Free for single users, up to $15 per month for 50GB storage and unlimited workspaces
This task management platform is similar to Trello, in that you can create drag-and-drop fields to fill a project timeline. The ability to share that timeline, including time spent on each task, with anyone – even those outside of the organization – is pretty slick. It’s easy to collaborate with any number of team members, since it integrates with Google, Microsoft, Adobe® Creative Cloud®, Box, GitHub, JIRA, and more. Real-time reports show at a glance how many tasks are in each section of your project pipeline.
Cost: Free for up to 5 users, up to $35 a month for creative teams
This project management software (formerly known as Project Bubble) combines a very detailed dashboard with the ability utilize cloud storage apps such as Dropbox and Box. It’s especially popular among Zapier fans, since there is the possibility of connecting its 100’s of integrated apps, as well. A handy progress bar always shows how far along you are on any given project.
Cost: $10/mo starting price for 10 projects and unlimited users
Formerly called “Solo”, this eye-catching app makes beautiful work of managing projects and analyzing data. In addition to tracking projects, time, and invoicing, it stores all of your client data into a contact list that’s more user-friendly than most stand-alone CRM’s. See at a glance who your best customers are (as well as many other useful stats) via one of the more elegant dashboards available.
Cost: Unlimited project plans start at $19 a month.
If you’re looking for a project management tool that also works as a customer communication channel, Pipefy may be for you. With the ability to solicit feedback from clients at any point in the process, it’s an effective way to incorporate edits and scope changes directly into the timeline of any project. The system also makes clever use of templates, offering a wide selection of pre-written emails to address common steps in the project pipeline.
Cost: Up to 5 projects (or pipes) is free, then $9-18 a month for more advanced features
Owned by Citrix, Podio is a fan favorite among larger corporations, but it has some features solo entrepreneurs will like, too. The ability to replicate similar projects for repeat clients is a definite time saver and one of the most talked-about features. The freelancer plan allows for basic task management, without the ability to customize integrated apps or invite others to join the team. The enterprise plans, however, boast contact syncing, filing sharing, and contract signing features.
Cost: $9/month for freelancer plans, up to $25+ each month for full features
Don’t let the process of searching for the perfect solution scare you. The point of a good project management tool is to help you feel more in control and efficient. Don’t rush the decision to commit to a tool until you fully understand your business needs and the likelihood of using certain features.
While there are many factors that go into choosing the right platform, pricing should probably be the least important. Try out your top choice with a free trial, get a feel for how it will be used in your freelance day-to-day, and be sure to utilize the customer service team at the company to ask questions and test their support. Finally, if you’re part of a collaborative team, be sure to include them in the decision; it will affect them, too!
What freelance goals are you hoping to achieve? Will having more time get you there? Are you looking for more of the best apps for freelancers to help along the away? Regardless of how long you’ve been in business, time and task management will only become more important as you grow. Choosing the right project management tool early on could be the answer you’ve been looking for to scale your business in a healthy manner.
Bonsai is here to help if you're looking for a all-in-one solution for all your freelance needs. Submit your proposals, manage your invoices and contracts, track your time, and monitor your projects with a free Bonsai trial.
A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?