Name: A great CRM for an owner\u002Dled business or freelancer
Item: Indy
Rating: 4
Author: creatorintech

Group

Operations

Project Management

Sub category

Product tag

Deal type

Software

Best for

Freelancers

Small businesses

Solopreneurs

Alternative to

Dubsado

Honeybook

Integrations

Google Calendar

PayPal

Plaid

Stripe

Zapier

Operating system

Windows

macOS

Linux

Browser-based

ChromeOS

Features

White label

Allows Existing Accounts

If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates

You must redeem your code within 60 days of purchase

Only for new Indy users who do not have existing accounts

Second round of funding to scale operations

Indy Terms & Conditions

Blog

Help center

LinkedIn

Capterra revies

crozdesk reviews

GetApp reviews

Instagram

Facebook

YouTube

First post from the founder

Company and product FAQs

<h4 class=""><b>Indy is an all-in-one platform that lets freelancers manage projects, proposals, contracts, invoices, time tracking, and client messaging.</b></h4> 
<p><div id="pdp-story-inline-video" class="story-inline-video"><iframe
  id="indy-vid"
  width="560"
  height="315"
  src="https://www.youtube.com/embed/MMhTU9CO0KU?si=aV9h8RWpNtvL5lw1&amp;rel=0"
  frameborder="0"
  allow="accelerometer; autoplay; encrypted-media; gyroscope; picture-in-picture"
  allowfullscreen
  loadonscroll
></iframe>
</div></p>
<h4 class=""><b>Get paid on time</b></h4> 

<p>Indy makes it easy to invoice clients, so you can <b>minimize paperwork and scale your freelance business</b>.</p> 

  
  
<ul><li><b>Create branded invoices in seconds</b> with customizable templates</li><li><b>Set up recurring invoices for ongoing clients</b> and accept payments via PayPal, Stripe, or direct deposit</li><li><b>Track invoice status in real time</b> so you know when it’s sent, viewed, and paid</li></ul> 
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="indy-1"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-1.jpg?optimizer=gif"
                alt="Invoices"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-1.jpg?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-1.jpg?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-1.jpg?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
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    </p>





<h5 class="" style="text-align: center; "><i>Customize and send branded invoices in minutes to get paid on time.</i></h5><h4 class=""><b>Create high-quality proposals</b></h4> 

<p>In just a few clicks, you’ll be able to <b>whip up branded proposals tailored to each client’s unique project</b>.</p>  


 
 
<ul><li><b>Choose from Indy’s proposal templates </b>or design your own using a simple drag-and-drop builder</li><li><b>Keep tabs on the proposal status</b> so you know when it’s been viewed and approved</li><li><b>Automatically transition accepted proposals into contracts and invoices</b></li></ul> 
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="indy-2"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-2.jpg?optimizer=gif"
                alt="Client proposals"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-2.jpg?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-2.jpg?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-2.jpg?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
                <path
                  fill="currentColor""
                  d="M304 192v32c0 6.6-5.4 12-12 12h-56v56c0 6.6-5.4 12-12 12h-32c-6.6                   0-12-5.4-12-12v-56h-56c-6.6 0-12-5.4-12-12v-32c0-6.6 5.4-12 12-12h56v-56c0-6.6 5.4-12                   12-12h32c6.6 0 12 5.4 12 12v56h56c6.6 0 12 5.4 12 12zm201 284.7L476.7 505c-9.4 9.4-24.6                   9.4-33.9 0L343 405.3c-4.5-4.5-7-10.6-7-17V372c-35.3 27.6-79.7 44-128 44C93.1 416 0 322.9 0                   208S93.1 0 208 0s208 93.1 208 208c0 48.3-16.4 92.7-44 128h16.3c6.4 0 12.5 2.5 17 7l99.7                   99.7c9.3 9.4 9.3 24.6 0 34zM344 208c0-75.2-60.8-136-136-136S72 132.8 72 208s60.8 136 136 136                   136-60.8 136-136z"
                />
           </svg>
        </div>
    </p>


<h5 class="" style="text-align: center; "><i>Design your client proposals using Indy’s drag-and-drop builder.</i></h5><h4 class=""><b>Get contracts signed in a snap</b></h4>  

<p>Best of all, Indy helps you <b>manage every step of the contract signing process</b>—from contract creation to signature collection.</p>  

  
  
<ul><li><b>Customize legally vetted contact templates</b> to fit your needs without sacrificing professionalism</li><li><b>Let clients sign electronically</b>—no need to create a new account!</li><li><b>Get real-time updates when contracts are viewed or signed</b>, so you know when to resend or revise</li></ul>  
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="indy-3"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-3.jpg?optimizer=gif"
                alt="Contracts"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-3.jpg?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-3.jpg?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-3.jpg?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
              role="img"
              xmlns="http://www.w3.org/2000/svg"
              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
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                />
           </svg>
        </div>
    </p>


<h5 class="" style="text-align: center; "><i>Send legally-sound contracts that clients can easily sign—no need to make a new account!</i></h5><h4 class=""><b>Bring all your clients into one workspace</b></h4>  

<p>And because Indy comes with a powerful workspace where you can <b>collaborate with all your clients in real time</b>, it’s a cinch to stay organized.</p>  

 
 
<ul><li><b>Share files, chat, and manage tasks</b>—all in one place</li><li><b>Use customizable access settings to control what clients see</b></li><li><b>Monitor project timelines with visual aids</b> like task lists and kanban boards</li></ul> 
<p>
        <div
          class="story-img-container open-carousel-modal-on-click"
          data-story-image-id="indy-4"
        >
            <img
                class="story-inline-image z-depth-2"
                src="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-4.jpg?optimizer=gif"
                alt="Workspace"
                srcset="https://appsumo2-cdn.appsumo.com/media/stories/images/indy-4.jpg?width=495&optimizer=gif 450w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-4.jpg?width=654&optimizer=gif 595w,
                         https://appsumo2-cdn.appsumo.com/media/stories/images/indy-4.jpg?width=935&optimizer=gif 850w"
                sizes="(min-width: 950px) 1045px, 100vw"
                width="850" height="500"
                loading="lazy"
            />
            <svg
              aria-hidden="true"
              focusable="false"
              data-prefix="fas"
              data-icon="search-plus"
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              viewBox="0 0 512 512"
              class="hover-mag-glass svg-inline--fa fa-search-plus fa-w-16"
            >
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                  fill="currentColor""
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                />
           </svg>
        </div>
    </p>



<h5 class="" style="text-align: center; "><i>Use one shared workspace to keep all your clients in the loop.</i></h5><p>From customizable proposals to contracts and invoicing, Indy allows you to focus on scaling your freelance business.</p>  

<p>Offload your freelance admin.</p> 

<p><b>Get lifetime access to Indy today!</b></p>

Send proposals, sign contracts, track billable hours, create invoices, and receive payments in one place

All-in-one freelancer platform

A great CRM for owner-lead businesses and freelancers

Solid proposal and invoice

An absolute gem of a deal

Tested and it works

Everything Freelancers Need in One Place: My Indy Experience

Indy

Contracts are a MUST as a virtual assistant. I don't care if you're working with your mom, your best friend, or a stranger. You need to have a contract in place that spells out your services, what your clients expects of you, your payment details, etc. 

This video is an update of the original Indy platform walkthrough: https://www.youtube.com/watch?v=iZ3e_q_WhB4

🪩 INDY: https://weareindy.com/r/erin-booth

__________________________________________________________________________________________
🚀 Ready to supercharge your business and learn from an industry expert? Dive into my exclusive 12-week course, VA Business Blueprint! 🌟 Get ready for game-changing business development and skill enhancement. 📈 You'll unlock a treasure chest of resources: weekly fresh videos, invaluable templates, powerful scripts, downloadable tools, and so much more!

🔥 Don't miss out. Explore the Business Blueprint @ $199: https://erin-booth.teachable.com/courses/category/business-development

💎 Searching for targeted, in-depth COURSES to elevate your Virtual Assistant business? Look no further! Unleash your potential with my standalone courses, each tailored to empower your business growth. 📚 Gain lifetime access to a wealth of knowledge and expertise.

📦 Ready to level up? Discover the Courses @ $12.99: https://erin-booth.teachable.com/courses/category/tools 

💵 Tight on funds? No problem! Join my membership and enjoy a lifetime access to ALL OF MY CURRENT & FUTURE COURSES. 

💡 Join the Membership @ $9.99: https://erin-booth.teachable.com/p/erin-booth-membership

#VirtualAssistant #VirtualAssistantTraining #VirtualAssistantCoach

How to Create a Virtual Assistant Contract | Indy Tutorial

Here's how to quickly get setup in Indy to save time on invoicing, documents creation, and more!

Sign up to Indy to get started for free!
https://weareindy.com/app/sign-up?signup=force&utm_inner_browser=Chrome-116.0.0.0&utm_inner_campaign=main-page&utm_inner_os=Mac-OS-10.15.7&utm_inner_term=header&returnUrl=%2Fworkspace

How to Get Started with Indy

Indy has officially become my number 1 most favorite freelancing tool. You can send airtight contracts, proposals, and invoices right from the site. You can track tasks, set timers, and sync to-do's with your calendar. You can even share files and chat with teammates from the dashboard. 

🪩 INDY: https://weareindy.com/r/erin-booth

Indy's platform is perfect everyone, from solo-freelancers to people with teams or subcontractors. This is hands down the easiest and most collaborative tool I've used yet. 

Did I mention it's only $6.75/month (price as of August 2022)? Which also makes it one of the cheapest tools around. https://weareindy.com/

Skip to: 
0:00 Introduction 
1:05 Dashboard 
1:30 Contracts 
6:00 Tasks
6:20 Timers 
6:40 File Sharing
8:08 Forms (Onboarding)
9:20 Outro

__________________________________________________________________________________________
🚀 Ready to supercharge your business and learn from an industry expert? Dive into my exclusive 12-week course, VA Business Blueprint! 🌟 Get ready for game-changing business development and skill enhancement. 📈 You'll unlock a treasure chest of resources: weekly fresh videos, invaluable templates, powerful scripts, downloadable tools, and so much more!

🔥 Don't miss out. Explore the Business Blueprint @ $199: https://erin-booth.teachable.com/courses/category/business-development

💎 Searching for targeted, in-depth COURSES to elevate your Virtual Assistant business? Look no further! Unleash your potential with my standalone courses, each tailored to empower your business growth. 📚 Gain lifetime access to a wealth of knowledge and expertise.

📦 Ready to level up? Discover the Courses @ $12.99: https://erin-booth.teachable.com/courses/category/tools 

💵 Tight on funds? No problem! Join my membership and enjoy a lifetime access to ALL OF MY CURRENT & FUTURE COURSES. 

💡 Join the Membership @ $9.99: https://erin-booth.teachable.com/p/erin-booth-membership

#VirtualAssistant #VirtualAssistantTraining #VirtualAssistantCoach

Indy Freelance Platform Walkthrough

A great CRM for an owner-led business or freelancer

Indy

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