SoloTrader CRM

One system for the business side of freelancing: leads, projects, team shares and invoices.

The problem

Running freelance software work meant leads in email, proposals in documents, project status in chat, team profit splits in a spreadsheet and invoices in yet another tool. Nothing talked to anything else, and every handoff between those tools leaked time.

I built SoloTrader for my own freelance practice first, then shaped it for other independent developers with the same problem.

How it works

1. 1

   Lead pipeline

   Leads move through stages with proposals generated along the way.

2. 2

   Client conversion

   Won leads become clients with projects attached.

3. 3

   Project phases

   Work is tracked on a kanban across project phases.

4. 4

   Team shares

   Team members and revenue shares are managed per project.

5. 5

   Invoicing

   Invoices and payments close the loop, feeding dashboard analytics.

What I built

• Lead management with proposal generation and client conversion.
• Project management with phase-based kanban boards.
• Team coordination with per-project revenue shares.
• Invoicing and payment tracking with dashboard analytics on recharts.
• Secure document and credential storage per client.
• A Bun and Turborepo monorepo where the Prisma schema, Zod validation and UI components are shared packages.

Outcome

The whole client lifecycle runs in one place, from first contact to paid invoice. It manages my own freelance practice day to day.