Whelm
First of all I would like to offer an apology to the founder Chipper. As he pointed out after my oversight on the percentage of his charges for each tier. These charges were already including the stripe charges and all they were saying was hey we would like to make at least 1% ourselves.
Okay, now back to the Whelm tool. (I can never get over these tool names) but I digress. I took the tool out for a test drive and found it to be better than I expected. It was sturdy and appeared to have some thought behind it. It does exactly what it says it does. Helps freelancers out in a major way. I would image a freelancer now having things stored in a google drive with folders. Sure, a freelancer may have a portal of some sort to house clients, but I can assure you that portal does not have both invoicing and the ability to sign a contract in it. I have to admit I have a tool similar to this tool where it even gives me a pipeline of activity to include a phone app that notifies me when a contract is signed. Unfortunately that tool does not give me the contract and agreement range that Whelm does. I was very impressed. This is a solid tool and I put it together with a few other tools to make a nice Agency solution out of it. You can find that here
https://youtu.be/4i-sNrkeUJo?si=pQoinCnziTI4QOik
+Pros
+ has a nice onboarding process
+Contracts, agreements, and the ability to edit them is down right fire!
+The ability to edit working projects is a very nice touch.
+Library of resources was a welcomed addition as well.
-Cons
- I would like to see the ability for the client to send over assets for me to start working on or looking over
- I would like to see more payment gateways
- I would like to see the ability to get clients out and into my CRM or send information via webhooks or API
- I do not like the fact that I am locked into a virtual “Custom Appsumo Plan” I have too many experiences to know that this could be risky.
Overall not the best I have seen, but it darn well is close and is a freelancers dream for sure. This tool should be looked at for any solo or small business. I hope some of the new things that come to this tool would include sumolings as this tool is missing a few pieces to make it perfect.