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Kritvia for freelancer

Designers, developers, writers, photographers

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Enquiries become priced proposals from your own rate card, and clients who owe you get polite reminders, so you spend your time on the work.

Pick this at sign-up

  1. Start your free trial at app.sitelytc.com (see Set up your business, step by step for sign-up).
  2. Type your business name.
  3. Pick the Freelancer or consultant card and click Continue.
The Freelancer or consultant card at sign-up (Riya Sharma Designs, an example)

What switches on

  • Inbox assistant, Lead triage & proposals, Payment reminders and Meeting digest.

Then choose Autopilot (agents reply, remind and follow up by themselves; money, complaints and orders still come to you) or I'll approve everything, and click Finish setup.

Agents for this business (Riya Sharma Designs, an example)

Set up

  1. Rate card: your services, for example Logo and brand kit, per project, ₹8,000; Social media creatives, per month.
  2. Connect Gmail (Settings → Connectors → Connect Google).
  3. Knowledge: upload your portfolio PDF and a past proposal.
  4. Getting paid (Settings → Connectors → Getting paid): enter your UPI ID so every invoice gets a payment page.
  5. Set up your phone and invite your team as in the general guide.
rate card (Riya Sharma Designs, an example)

Every day

  • New enquiries under Leads with a priced proposal in Inbox.
  • Raise an invoice when you deliver; reminders go out after your yes.
  • Client call notes from Meetings.
leads (Riya Sharma Designs, an example)

Which plan you need

Everything here works on the trial; Starter adds WhatsApp and Google Calendar.

Next: Kritvia for chartered accountant (CA)

Kritvia for freelancer · Kritvia