u/ojelims

I’ve been freelancing for a bit and I’m trying to figure out how people actually manage client follow-ups and keeping track of everything.

Right now my system is kind of a mess:

• messages in email / WhatsApp
• some notes in Notion
• random reminders I forget to check
• and sometimes just… memory

The main issues I keep running into are:

• forgetting to follow up with clients
• losing track of who replied and who didn’t
• not knowing who owes what at any given time
• switching between too many tools just to get a clear picture

I’ve tried Notion setups and simple CRMs before, but they either:

• take too much effort to maintain
• or end up becoming another thing I ignore

So I’m curious how others are handling this in practice.

Do you actually have a system that works consistently?
Or is it more like juggling tools + memory like I am?

Would love to hear how you’re managing it day to day.