Indy logo

Indy

Paid

Indy serves as a CRM solution tailored for freelancers, offering one unified platform to handle tasks such as proposals, contracts, invoicing, and payments, while boosting efficiency and organization.

Starting Price
$9/mo
Type
Saas
Company
Indy
Indy screenshot

About Indy

Indy is an all-in-one platform designed for freelancers and independent businesses to manage their entire operation from a single workspace. It offers tools to send proposals, sign contracts, create invoices, track billable hours, manage projects, schedule meetings via calendar, store files with revision tracking, build forms for lead generation, and assign tasks. The platform includes a client portal for collaboration, and the Pro plan adds an AI digital assistant for drafting contracts and proposals, white labeling, recurring invoices, Zapier integration, Google Calendar sync, and priority support. Indy aims to replace multiple subscriptions with one affordable solution, helping users save time and money.

Key Features

Proposals and estimates creation
Contracts with e-signature
Invoicing and payment processing
Time tracking and reporting
Project management with task lists and calendar
File storage, sharing, and feedback
Online forms for leads and feedback
Client portal for collaboration (Pro plan)
AI digital assistant for document writing (Pro plan)
Recurring invoice series (Pro plan)

Pros & Cons

Pros
  • All-in-one platform eliminates need for multiple subscriptions
  • Free plan includes core tools with 3 proposals/contracts/invoices per month
  • Pro plan offers AI assistant, white labeling, and integrations
  • Easy setup and intuitive user interface praised by users
  • 30-day money-back guarantee on Pro plan
  • Secure payment processing with SSL encryption
  • High user rating (4.7 stars) based on reviews
Cons
  • Advanced features like AI assistant, Zapier, and white labeling are limited to the paid Pro plan
  • Free plan restricts to 3 clients and 3 proposals/contracts/invoices per month
  • File storage on Free plan is limited to 10GB with max 200MB per file
  • No standalone mobile app mentioned; relies on web interface
  • Monthly billing option for Pro is not clearly listed (only annual/2-year pricing shown)

Best For

Freelancers managing proposals and invoicesIndependent contractors tracking billable hoursSmall business owners handling contracts and paymentsGraphic designers collaborating with clients on filesWriters and editors managing project tasksWeb developers coordinating multiple projectsBusiness coaches sending proposals and signing clientsVirtual assistants organizing schedules and tasks

Alternatives to Indy

FAQ

What's the difference between the Free and Pro plans?
The Free plan gives access to core tools with limits of 3 proposals, 3 contracts, 3 invoices per month, and 10GB file storage (max 200MB per file). The Pro plan offers unlimited usage of all features, plus AI digital assistant, branded client portal, templates, recurring invoices, Zapier integration, Google Calendar sync, white labeling, Gmail integration, live chat support, and 1TB file storage.
How does the free trial work?
New users can sign up for a free 7-day trial of the Pro plan to experience all features. After the trial, they are automatically enrolled into the selected Pro plan unless canceled.
What is Indy’s refund policy?
Indy offers a 30-day money-back guarantee on Pro plan purchases. If unsatisfied, you can request a full refund within 30 days of signing up by contacting support through the app.
Is Indy’s Pro Bundle tax deductible?
Yes, Indy's Pro plan is tax deductible, allowing business owners to save on taxes while using the platform.