SoloBoss is a freelance client management platform that tracks client profitability, invoicing, and projects in one place. It connects to Stripe to automatically sync revenue (or accepts manual entry) and calculates each client's effective hourly rate, assigning a health score of Healthy, At Risk, or Draining. It combines a CRM, time tracking, task/project management, recurring invoicing, and a client portal into one tool aimed at solo freelancers and independent developers.
What it's for
Features 18
- Branded invoices with sequential numbering and PDF export
- Client health diagnosis (Healthy/At Risk/Draining)
- Client pipeline with Kanban stages
- Client portal with two-way messaging
- Client profitability tracking
- CSV/Excel import
- Dashboard analytics
- Effective hourly rate calculation
- Ghost detector
- Markdown notes and file attachments per client
- Monthly summary PDF
- Priority support
- Recurring invoices
- Revenue forecasting (3- and 6-month trailing averages)
- Stripe revenue sync
- Task calendar
- Tasks & projects with Kanban boards and subtasks
- Time tracking (live timers and manual entries)
Pricing
One plan, Full access, is $15/month with a 14-day free trial. A Free plan ($0/mo, up to 5 clients) and a paid plan called Operator Pro are also offered — plan structures vary.
Stated on the developers page; not mentioned on the main pricing page, which describes only one paid plan.
Up to 5 clients
Includes a 14-day free trial; also referred to as 'Operator Pro' on the developers page; annual billing offers -20%.
Unlimited clients
Annual billing toggle shows -20% off the monthly price
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