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How can I build a freelancer CRM with AI?
In Traiker you keep clients, proposals and follow-ups in a CRM template your assistant can query. Your data is yours: we don't train models on it or process it, and you can export or delete it whenever you want. Traiker is the safe place for ChatGPT, Claude or Grok to read it through MCP, without touching databases or building an app.
If you work for yourself, you don't need a CRM with twenty screens: you need to remember who's who, what you proposed and when to get back in touch. That's the idea behind Traiker's CRM template.
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What you keep in Traiker
- Contacts and companies
- Proposals with amount and status
- Interactions and next steps
How it's set up
- Turn on the CRM template.
- Connect your assistant through MCP.
- After each call, dictate a summary and the next action.
- Every Monday, ask for the list of pending follow-ups.
An example
You, in ChatGPT connected to Traiker:
“Which clients did I send a proposal to more than two weeks ago and haven't written to since?”
It cross-checks proposals and interactions and gives you the list with each person's last message so you can pick the conversation back up.
Other use cases
How can I log gym sessions and meals with ChatGPT?
Your workouts and what you eat, in a place your assistant understands.
How can I create a knowledge base for AI agents?
What your team knows, organised so AI agents can answer well.
How can a hotel use AI with its bookings and guests?
Arrivals, requests and suppliers, one question away.
