I am living in a country where the dollar conversion is really huge. I used HelloBonsai before but I cannot keep up with its pricing. When I found Indy, I can say that this is the most affordable CRM I found. Also, it has the robust features that I love the most and looked for a CRM - creating proposals and contracts, adding contact, creating projects, time tracking, task tracking and file management. They also have a chat feature which I never used but can be an edge to any other CRM out there. For a freelancer/one-person agency, Indy saved my time from client management and organized everything for me.

I can see that Indy is fairly new in the market. There are things that needs to be improved on such as currency localization. Right now, they only accept USD as currency for invoices. I hope they can globalize in the future. Also, I want to point out about automation. I hope we can add few more automations in the system.

Overall the experience has been good, and I look forward to more improved features.

Easy to use, responsive customer service. The cost is very reasonable, and the team is regularly making improvements to the platform.

The time tracking features are not intuitive or robust. I use an external tool to track time. I would like to be able to export timesheets, the ability to see reports for projects and clients, an automatic calculation of hours on a daily weekly and monthly basis, as well as calculating a total amount for the invoice instead of being individual line items. I would like to be able to modify the built in contract templates beyond just the essential info.

I like it, wouldn't recommend it till bugs get sorted out...I want FULL branding...and nothing that says Indy.

I like that I can easily manage all my projects and not have to click twenty times to find the status of a project

I want FULL custom branding. I'm tried of my emails coming from Indy....I don't want my clients to know I use Indy

I needed a simple interface for contracts and proposals and light contact management. I love that I can host forms, proposals, and contracts all in one place. You also cannot beat the price point for the value!

It's a newer program so there are some additional features I'd like to see down the road. But the price point is so good and the program itself is so easy to use that I'm willing to wait out for some additional features, like linking forms to contacts.

I loved their forms and their project proposals. I hit a wall with their integrations and the chat platform. They're US-centric at the moment but they told me they're rolling out international currency support in a few weeks.

Very friendly to use, very easy to integrate forms with my Squarespace website with a block of code

Integrations. Very few integrations (as yet). You would use a lot of this INSTEAD OF Google Workspace.

I needed a simple service to do invoicing, possibly create standard documents to use for new clients, and at some point expand the business.

The Indy service has made the invoicing process easier, and provides a variety of ways to get paid. The UI is extremely intuitive, and its priced just right for getting started with a small business.

All the features are great, even the ones I don't use regularly look appealing. Wish there was a tax recording/filing feature included as well.

I'll use Indy over Bonsai and the other competitors because there is a free model that suits my needs for now, along with room to grow into paid models when I pick up more work.

Many logistical aspects of preparing proposals and contracts are difficult for freelance workers to learn on the go. Indy makes it easy for people like me to take care of these necessary professional aspects without the steep learning curve of learning to draft contracts.

There are a number of aspects in the proposal drafting that lack flexibility. When including an estimate, sometimes it is helpful to have a line item with quantity zero (0) to present the client with optional add-ons. Additionally, a "discount" line item appear and cannot be removed; it's a bad optic to show a client "hey, some people get a discount but not YOU. Discount is ZERO DOLLARS."

Very happy with the software. It's always a win when you find software that actually works at a pricepoint that makes sense.

I absolutely love the contract builder that Indy has. It's easy and intuitive to navigate. Coming from honey book for the past three years, I'm so happy I found Indy, Invoices look great and are easy to generate. the desktop and mobile app are seamless. Very happy with the functinality.

I wish there was a way to send the contract and invoice together in one email. Maybe there is a way. haven't found it out yet.

I'm able to spend less time on invoicing and billing, literally 5 minutes to create an invoice.

First, best value for your money. Super easy to use, you're able to duplicate invoices, integrate Stripe just for certain invoices and keep track of payments all very convenient and easy.

I guess if you could import data for tax purposes that would be useful.

I'm obsessed. It's been helping me keep track of which clients haven't paid me (and more importantly how long it's been since they paid me) and how long it takes for my invoices to get paid in general.

Indy helps keep track of EVERYTHING. I can login every morning and know what I have to do throughout the day. I have reminders in my email about important tasks and meetings, as well as due dates that are coming up, so I know I'm staying on top of things. I'm just starting out with my business so it's very important to me to be able to deliver for my clients, and Indy has been doing a great job of making sure I don't drop the ball.

Anything I don't like has been minimal, and is usually something I can take care of on my own. For instance the client management, when sending invoices, forces you to initially address it to a specific client rather than the business that the client/contact works for. It's something I can go in and edit easily though, but it would be nice to be able to put the organization as the client and simply name contacts there without having them become the only point of contact for the organization.

I have absolutely loved streamlining all of my processes into one platform. Being able to do project management, time tracking, tasks, contracts and invoices in one place has been a dream!

I would love to see clearer information on what using Indy is like from a client's perspective, and be able to customize that experience for more collaborative work.

Overall Indy as been a great experience.

Im defiantly someone who overthinks and gets easily overwhelmed with "wordy" CRM platforms that requires me to spend too much time figuring how to use them. With Indy I very at ease and comfortable. Everything is minimal and straight to the point.

I would love to see more templates for emails and automations for things to flow easily. I would like to be able to schedule 1:1 meetings with clients. I also would love to see a Kanban board for task progress. Also a client portal would be awesome !!!!

I have been using Indy and have not looked back. I haven't had the need to search for other software, and I love how I can manage my invoicing and contracts all in one stop. I am thinking of using the intake forms as well!

I found the software quite robust at a price point I could easily afford. This was critical for me, as I shopped around for a lot of different software. I find it very easy to use and it supplies so many things I have yet to fully utilize.

When I was designing my proposals, and I had a title, it had a big white box around it. If I tried to put the header into my image, my proposal had no title. Just a design thing, but it made it a challenge to make it look the way I wanted. BUT, the ability to embed my book calendar right into the proposal = perfect!

Amazing!! Its now a huge part of my workflow as a freelancer.

Features are great. Interface is easy to use. Pricing is affordable. Contracts, invoicing and proposals are vital to my business.

Honestly, I love the product as is and can’t wait to see how much it grows!

This application makes it super easy for my small business to setup contracts, create invoices, send invoices and receive payments. It's actually helped create more credibility for my very small business - making it look bigger and more professional. But most impressive is how inexpensive Indy is.

Templates for creating contracts Easy invoicing Easy client management

Still can't seem to send a contract to two clients at once. Maybe it's just me, but that's the only thing that didn't seem to work when I tried it.

As a platform Indy is very complete but the thing I like the most about the platform is their Client Support. Whenever you have a question or a problem, they help you right away in the most way.

The most impactful feature from Indy is the time tracking and invoicing. In my case I started to do freelance as a Virtual Assistant out of nowhere so I needed a platform to help me gain confidence with my client and make me look like a total professional. The contract proposal, time tracking and invoicing features help me quite a lot to be a better professional.

The only thing missing with Indy is the mobile app, it really would improve my work. Hopefully they will get it out soon

I love Indy! I've tried numerous other contract management softwares and Indy checks all my boxes!

Daily task management; unlimited projects; invoicing

Ability to archive projects that are complete. Filtering through completed projects to locate active is cumbersome. Would also like to see a visual counter of active projects, pending projects and completed projects.

I found the software easy to get used to and now it’s very simple to generate invoices.

Ease of setup. Payment methods are great and the fact that payments are recorded makes the workflow so easy.

I does not have a Mac desktop timekeeping app.

Since I first discovered Indy, it was called Tispr, and I loved everything about it. The convenience of having all of these features in one software, the price, the ease of using the software, and all of the resources that Indy offers. Plus, we are able to have our profiles featured on their platform!

What I like most about Indy is the ability to create custom proposals and contracts and get an electronic signature. This saves me so much time, money, it's super easy to use, and it makes me look so professional.

What I like least about Indy is the tasks manager. I do not use the tasks feature much, but it does not necessarily mean that I don't like it; I just don't use it. I am a little old school, and I enjoy writing my tasks down on paper.

I feel connect to this product after using it, and it has helped me grow my small business. It’s affordable, and the support staff is kind and proactive.

The product is incredibly user friendly and easy to use, and I can customize different areas (like my time tracking, invoices, and contracts) to be populated with my information.

So far, I use and enjoy all of the features Indy offers. They work great.

Indy is incredibly easy to use, I find it most helpful for drafting and customizing contracts. I have a need for a lot of contracts in my fashion design businesses, contracts with clients, contracts with independent contractors, contracts for referrals within my industry, etc. Its been an amazing resource and so much easier and cheaper than having a lawyer draft all of my contracts!

Sometimes I wish there were more areas I could customize or tweak the fine print to fit my needs.

This software is amazing for how inexpensive the pricing is. The 7-day trial gives you the Pro version but even the free version is amazing. The company seems like they are constantly making changes and would recommend this for new freelancers.

There should be a teams for creating contacts option for this software. A lot of the main functions should have little nuisances changed or improved.

What i loved most is how easy it is to keep my clients in the loop on everything that is going on with their projects. They are just involved in the process as I am. It really is a one stop shop where I can invoice them, send proposals and include them on any project documents

What i dislike about this platform is that the app for the phone is not as intuitive and does not have the same capabilities as you do on desktop. It really hinders my productivity as ai am on mobile half of the time.

Indy is super easy to use and manage. As a freelancer with multiple clients and points of contact, I love having everything I need on one platform.

I do not have any cons related to Indy.

Upon searching for a product to use for invoicing, Indy came up and I've been totally satisfied. I always find the product that offers me easy use without frustration and Indy has done that for me.

The ease in the use of this product. I'm not tech savvy, and I'm able to use this product with ease.

I'm completely satisfied and there are no cons where I'm concerned.