Capture in seconds
Add a lead with just a name. New contacts and companies are created in the same row — no second form.
Early access
Free for freelancers and small agenciesFree for freelancers
Every client,
Every client,
one clear path forward
Waypoint is a simple CRM for freelancers and small agencies. Keep track of leads, follow up on time, and turn meetings into projects — without the busywork.
No credit card required
Leads
12 leads · 4 need a follow-up
LeadStageNext follow-upLast contacted
NSNorthwind StudioBrand refreshProposal sentTomorrow, 10:00 AM2d ago
LDLumen DentalWebsite rebuildDiscovery callToday, 3:00 PMYesterday
HCHalcyon CoffeePackaging designInquiryOverdue · Nov 146d ago
PCPine & CoMonthly retainerNegotiationNov 24Today
AFAtlas FitnessApp landing pageSignedNo next action3d ago
Everything you need to keep
clients moving
Most CRMs want forty fields before they’re useful. Waypoint starts with a name and asks for more only when it matters.
Never miss a follow-up
Every lead shows its next step. Overdue turns red, and today’s list is waiting on your Home screen.
Meetings become projects
Book the meeting and the lead becomes a project, with its contact, tasks and history carried over.
- 1 field
- is all it takes to add a lead
- $0
- for everything during early access
- Your words
- stages named the way you work
How it works
One page for every client
Every email, call, note and next step lives on the client’s page, so you always know where things stand.
- Log an email or call in a few clicks. “Last contacted” keeps itself up to date.
- Schedule the next step in the same breath, on a calendar that shows your busy days.
- Move work through your own stages, as a table or a board.
Your client list stays yours
Built the way we’d want our own clients’ details handled.
- Walled-off workspaces
Enforced inside the database, not just the app.
- Two-factor login
Turn it on with any authenticator app.
- No silent overwrites
Every change is checked, and conflicts are shown to you.
- Yours to take
Export your records to CSV whenever you like.
Start free.
Grow when you’re ready.
Free
Early access$0per month
Everything a freelancer or small studio needs to run their clients.
Get started free- Leads, projects, people and companies
- Your own pipeline stages
- Follow-ups, reminders and timeline
- CSV import and export
- Analytics and saved views
Team
LaterSoon
For agencies that grow past one person: teammates, roles and more room.
Coming later- Everything in Free
- Invite teammates
- Roles and shared pipelines
We’ll tell you well before anything about pricing changes.
Frequently asked questions
Is Waypoint really free?
Yes. During early access every feature is free, and there will always be a free plan for freelancers. Paid plans will add what growing teams need.
Who is it for?
Freelancers and small agencies who need to keep track of leads and clients, without babysitting a heavy sales tool.
Can I bring my existing contacts?
Yes. Import a CSV from a spreadsheet or another CRM. You see a preview first, and likely duplicates are flagged for you to review.
Can I rename things to fit my business?
Pipeline stages can be renamed and reordered today. Renaming or hiding any field, and calling leads “inquiries” or deals “projects”, is coming soon.
Can my team use it?
Waypoint starts with one owner per workspace. Inviting teammates is on the way.
A clear path forward
Set up your pipeline today. It’s free while we’re in early access.