Boisterous Labs Marketing Sales Ops Sidekicks Logo Word White
Snag Your CRM Now - $19.99
For Freelancers Solopreneurs

Stop Juggling Clients in Spreadsheets & Sticky Notes

The simple mobile-responsive CRM built for freelancers and solopreneurs who want to stay organized without the complexity (or cost) of enterprise software. Built on Coda's free plan—no monthly fees, ever.
Get Instant Acess for $19.99
See It In Action Yourself
  • One-time payment
  • Works on Coda.io's FREE plan
  • Set up in minutes
Watch The Full Video Walk Through
Join the Freelancers and Solopreneurs who are ditching complex and expensive CRMs

Sound Familiar?

Lost in Email Chaos

Client conversations scattered across email threads, DMs, and phone notes. You forget to follow up and opportunities slip away.

Paying Too Much for Too Little

HubSpot, Salesforce, Pipedrive—they're built for larger sales teams, not solopreneurs. You're paying $30-100/month for features you'll never use.

No Time to Learn Complex Software

You need to manage clients today, not spend weeks learning enterprise CRM systems with 17-page setup guides.

Meet Your No-B.S. Coda.io CRM

Everything you need to manage clients and grow your business. Nothing you don't.
Coda.io crm by boisterous labs
Designed specifically for independent professionals who need to stay organized without breaking the bank or their brains. This isn't a scaled-down version of a corporate CRM—it's purpose-built for how YOU actually work. Best part is you can customize it without coding.
Explore & Experience The CRM Right Now
Coda.io crm by boisterous labs pipeline view
See Every Lead at a Glance
Track where each lead is in your process—from first contact to closed deal. Drag and drop cards between stages. Know exactly who needs your attention today.
Perfect for: Consultants, coaches, designers, developers, writers, photographers—anyone who needs to move clients through stages.
Everything About Every Client in One Place
No more searching through email. Every conversation, project detail, contract status, and note lives in one central location. Click a client and see their entire history instantly.
Never forget a detail again. Never lose track of a conversation. Never look unprofessional because you asked the same question twice.
Coda.io crm by boisterous labs clients view
Coda.io crm by boisterous labs activites view
Never Miss a Follow-Up Again
Easily find your daily follow-ups, meetings, and deadlines. Filter by client, priority, or date. Start your day knowing exactly what needs your attention.
Stop relying on memory. Stop dropping balls. Start looking like the organized professional you are.
Track Revenue Without Spreadsheet Headaches
See which clients are most profitable. Track proposals, invoices, and payments. Understand your business at a glance with automatic calculations.
Because knowing your numbers shouldn't require an accounting degree.
Coda.io crm by boisterous labs dashboard view
Coda.io crm by boisterous labs accounts database editing
Make It Work YOUR Way
Add custom fields for industry-specific info. Create views that match your workflow. Change anything without calling support or hiring a developer.
This is YOUR business. Your CRM should work for you, not the other way around.
Free Forever
Zero Monthly Fees. Seriously.
Built to work entirely with Coda.io's free tier. No forced upgrades. No surprise charges. No credit card required to use Coda.io. You pay once for the template ($19.99) and use it forever.

From Chaos to Organized in Minutes

1

Purchase

Get instant access to your Coda CRM template via email. One-time payment, lifetime access.
2

Copy Doc to Your Coda Account

Click one button to copy the template to your free Coda workspace. Watch the 5-minute setup video.
3

Add Your Clients & Go

Import your contacts or add them manually. Customize fields to match your business. You're done.
Start Getting Organized Today → $19.99

Why This CRM is Different

Built BY Freelancers, FOR Freelancers
We're a 2-person agency. We built this because we were tired of overpaying for bloated CRMs designed for large teams. Here's what makes this CRM different:
Traditional CRMs
  • Click through 5+ tabs to see client info
  • Starting $15-50+/month ($180-600+/year forever)
  • Built for sales teams of 10-50+ people
  • 50+ features you'll never use
  • Need training courses or hiring an admin to set up
  • Vendor lock-in (hard to export data)
  • Forced upgrades for basic features
Boisterous Labs CRM
  • See everything on ONE page - no clicking around
  • $19.99 once (save $160-580 every year)
  • Built for freelancers & small teams
  • Only features you'll actually use
  • Set up in minutes, use immediately
  • Export your data anytime
  • Works on Coda's FREE plan forever

Everything You Need. Nothing You Don't.

Simple, powerful features built specifically for freelancers

One-Page View

See clients, contacts, deals, and invoices in 1 click. No more tab-hopping to piece together client history.

Visual Pipeline

Drag-and-drop deals through stages. See your entire sales funnel at a glance. Grouped by team member.

Automatic Analytics

Revenue, sales cycle, and performance metrics calculated automatically. Your dashboard updates in real-time.

Easy Data Import

Upload existing spreadsheets or start fresh. Import your client data and map the fields in minutes.

Export Anytime

Your data is yours. Download as CSV whenever you want. Switch to another CRM with zero hassle. No lock-in.

Fully Customizable

Add fields, change picklists, modify anything with a few clicks. No code required. Make it work YOUR way.

Never Miss a Follow-Up

Auto days-since-last-contact counter. Set next check-in dates. See which leads need attention today.

Invoice Tracking

Track what you've invoiced, what's been paid, what's past due. Automatic calculations per client and total.

Works on Coda.io's FREE Plan

Runs on Coda.io's free tier. No monthly fees. No credit card required. No forced upgrades. Ever.
Get Instant Acess for $19.99

From Chaos to Control

See how every frustration transforms into your competitive advantage
Before (The Pain) After (This CRM) Time/Money Saved
Leads lost in email chaos Visual pipeline with reminders +20-30% more deals closed
Paying $50-100/month for CRM Pay once: $19.99 Save $600–$1,200/year
Clicking 10 screens for client info One-page view Save counless minutes per lookup
Manual calculations and reporting Automatic metrics Already set up and ready for you
Locked into standard functions 100% customizable Customize everything to fit YOU
Can't afford monthly/yearly license Works on Coda.io's FREE plan Save hundreds every year
CRM for sales teams of 50 Built by freelancers for freelancers Zero enterprise bloat and complexity
Before
Leads lost in email chaos
After
Visual pipeline with reminders
Impact
+20-30% more deals closed
Before
Paying $50-100/month for CRM
After
Pay once: $19.99
Impact
Save $600-1,200/year

Stop Clicking Around. See Everything.

Most CRMs make you click through 5+ tabs just to see basic client information. We put it all on ONE page.
Hover to scroll. Click to view.
  • Account details - company info, owner, budget, services
  • All opportunities - deal values, stages, days open
  • Complete activity log - meetings, calls, emails, notes
  • Every contact - with decision-maker flags
  • All invoices - with automatic totals (paid, unpaid, past due)
  • Revenue calculations - total invoiced, outstanding, comp values
One click. One page. Everything you need.
No more: "Let me find that..." or "Give me a sec to pull up their info..." Everything is right there. Update a deal, log an activity, check an invoice—all without leaving the page.
Explore Coda.io's Pack Gallery >

Works with Everything You Already Use

Same tools as enterprise CRMs. None of the bloat.
All the intergrations you expect without forcing you into something else.
Email
Calendars
Meetings
Payments
Ecommerce
AI/Automation
Email
Calendars
Meetings
Payments
Ecommerce
AI/Automation
Google Calendar
Gmail
Google Drive
Outlook
One Drive
Mailgun
Zoom
Calendly
WooCommerce
Gumroad
Amazon Shopping
Shopify
Stripe
QuickBooks
Preplexity
Claude AI
YouTube
Vimeo
Unsplash
Pexels
Zapier
Rest API
Webhooks
Slack
Discord
Google Forms
JotForm
TallyForms
Typeform
Google Calendar
Gmail
Google Drive
Outlook
One Drive
Mailgun
Zoom
Calendly
WooCommerce
Gumroad
Amazon Shopping
Shopify
Stripe
QuickBooks
Preplexity
Claude AI
YouTube
Vimeo
Unsplash
Pexels
Zapier
Rest API
Webhooks
Slack
Discord
Google Forms
JotForm
TallyForms
Typeform
Google Calendar
Gmail
Google Drive
Outlook
One Drive
Mailgun
Zoom
Calendly
WooCommerce
Gumroad
Amazon Shopping
Shopify
Stripe
QuickBooks
Preplexity
Claude AI
YouTube
Vimeo
Unsplash
Pexels
Zapier
Rest API
Webhooks
Slack
Discord
Google Forms
JotForm
TallyForms
Typeform
Google Calendar
Gmail
Google Drive
Outlook
One Drive
Mailgun
Zoom
Calendly
WooCommerce
Gumroad
Amazon Shopping
Shopify
Stripe
QuickBooks
Preplexity
Claude AI
YouTube
Vimeo
Unsplash
Pexels
Zapier
Rest API
Webhooks
Slack
Discord
Google Forms
JotForm
TallyForms
Typeform
Start Getting Operating Better Today → $19.99

Perfect for Independent Professionals Who Want a Simple & Affordable CRM

Freelance Writers

Track pitches, assignments, editor contacts, and invoice status

Web Developers

Manage client projects, track hours, store login credentials securely

Designers & Creatives

Keep design feedback, revision rounds, and client approvals organized

Consultants & Coaches

Schedule sessions, track client progress, manage ongoing engagements

Photographers

Manage bookings, track deposits, store shot lists and client preferences

Marketing Freelancers

Track campaigns, measure results, manage multiple client accounts

How Much Are You Overpaying?

Feature Boisterous CRM HubSpot Starter Pipedrive Salesforce
Price $19.99 once $15/mo ($180/yr) $14.90/mo ($179/yr) $25/mo ($300/yr)
Setup Time Minutes Hours Hours Hours
Built for Solopreneurs
Fully Customizable
⚠️ Limited ⚠️ Limited ⚠️ Requires admin
Works on Free Platform
Learning Curve Gentle Moderate Moderate Steep
The Real Cost
Other CRMs = $180-300/year
Boisterous CRM = $19.99 ONCE
You save $160-280 in year 1 alone

Testimonials

Everything You Need to Hit the Ground Running

Complete Coda CRM Template

Ready-to-use pipeline, client database, task manager, and financial tracker

Video Walkthrough

Video walkthrough where I show you how to set up and customize your CRM

Quick Start Guide (PDF)

Step-by-step instructions for getting your first clients into the system

Customization Cheat Sheet

How to add custom fields, create views, and make it work for your specific business

Email Support

Stuck? Questions? We respond within 48 business hours (usually same day)

Free Lifetime Updates

Get all improvements and new features I add—forever
Value: Easily worth $99+

Your Price Today: $19.99

Get Instant Acess for $19.99

Questions? We've Got Answers.

Nope! This CRM is built entirely on Coda.io's free plan. You'll never need to upgrade to use the CRM. Just create a free Coda account and you're good to go.

Absolutely. If you can use Microsoft Excel, Google Sheets, or Notion, you can use this. Plus, I include a video walkthrough that shows you exactly what to do. Most users are up and running in under 10 minutes.

Yes! That's the whole point. Add custom fields, change colors, create new views—whatever you need. The Customization Cheat Sheet shows you how.

Email me directly. I respond within 48 business hours (usually much faster) and will help you get unstuck.

We do not offer a refund, but we're happy to connect to help you with your CRM if you're having any trouble.

Coda.io combines the best of both. It's as user-friendly as Notion but has the database power of Airtable—plus automations that make your CRM smarter. 

Yep! Once you buy it, it's yours. Use it for as many businesses as you want.

Yes! Coda has mobile apps (iOS and Android) and the CRM is fully responsive in a mobile and tablet browser. Manage clients from anywhere on any device.

You'll get a shareable Coda.io link after you purchase that you duplicate into your own workspace with one click.

No. While you are free to duplicate the template for your own internal business use, you cannot resell, share, publish, clone, or distribute this Coda doc or any of its components to others without written permission.

Read full Terms & Conditions for digital products here>

Zero-Risk 30-Day Guarantee

Try the Boisterous Labs Coda CRM for 30 days. If it doesn't make your client management simpler, faster, and more organized—just email for for a full refund.
We built this because we needed it. We're confident you will too.

Ready to Stop Losing Track of Clients?

Join the Freelancers and Solopreneurs who chose simple over complicated
Get Your CRM Now - $19.99
  • Instant access via email
  • Works on Coda.io's FREE plan
  • Set up in minutes
Secure Payment
•
Stripe
•
Satisfaction Guaranteed
Boisterous Labs Marketing Sales Ops Sidekicks Logo Word White
Made with ❤️ for freelancers and solopreneurs
Quick Links
Marketing Services FAQ Refund Policy Privacy Policy Terms + Conditions
© 2026 Boisterous Labs. All rights reserved.
Free Templates
$0/mo CRM
$500 Website