In this Whelm review, I’ll explain in detail how this software helps you streamline client communication, manage projects efficiently, and ensure timely payments—all within a user-friendly platform tailored for freelancers.
I’ll also check if Whelm is worth spending your money on.
When I started my Freelancing career, my tool of choice was Honeybook. It only costs a couple of dollars each month. However, some users need help to bear the cost. I started looking into affordable Honeybook alternatives, and Whelm immediately caught my eye because it has a lifetime deal available on AppSumo.
In this post, I’ll go over the benefits of Whelm, the pros and cons, and if it’s worth your time and money.
TL;DR
- Manage all your project work and collect asynchronous client feedback without paying for a bunch of tools.
- Send branded client invoices and collect e-signatures using customizable legal contract templates.
- Best For: Entrepreneur-curious, Freelancers, and Videographers
- Alternative to: Dubsado, Honeybook, and Vimeo
- Integrations: Google, and Stripe
- Features: GDPR-compliant
Whelm Quick Review:
- Ease of use – 8/10
- Features – 8/10
- Flexibility – 8/10
- Functionality – 8/10
- Customer Support – 9/10
- Price – 8/10
- Summary – 8/10
Overall, Whelm is a platform designed to help freelancers simplify client feedback, invoicing, contracts, and project management.
Overview of Whelm:
Effortless Client Feedback Collection: With Whelm, I can bid farewell to cumbersome email chains and awkward Zoom calls. I simply send links to clients, allowing them to provide feedback directly on my projects. This includes the ability to add comments and annotations on various media types like videos, audio files, images, and PDFs, streamlining the review process.
Streamlined Media Review: Whelm’s media review feature simplifies the approval process by enabling asynchronous feedback with time-stamped comments. This ensures efficient collaboration and eliminates the need for synchronous meetings.
Flexible Invoicing and Payment Options: Creating and sending invoices is a breeze with Whelm. I can customize invoices, set up automatic payment reminders, and accept payments via credit card, debit card, or bank transfer in multiple currencies. This flexibility ensures I get paid on my terms, without the hassle of manual follow-ups.
Comprehensive Legal Protection: Whelm offers a library of legal contract templates, allowing me to easily generate contracts tailored to my needs. Whether using pre-existing templates or uploading my own, I can capture legally binding e-signatures from any device, ensuring my business is protected from the start.
Efficient Project Management: Whelm serves as a lightweight and intuitive project management tool. I can track tasks, manage files, and communicate with clients all in one place, enhancing productivity without the need for additional costly platforms.
Robust Security Measures: Whelm prioritizes the security of my work-in-progress files by preventing client downloads and overlaying watermarks to deter unauthorized screen recordings. This ensures confidentiality and protects my intellectual property.
Seamless File Sharing: Sharing files with clients is seamless with Whelm. I can either select clients and send files directly or copy a sharing link to distribute via various channels like SMS. Additionally, Whelm supports all file types, including large media files, facilitating efficient collaboration.
By providing a comprehensive suite of features tailored to freelancers’ needs, Whelm empowers me to efficiently manage projects, collaborate with clients, and grow my business—all without breaking the bank.
Key Features of Whelm:
- Collaborative media reviews
- Custom invoices
- Library of legal contract templates
- Get paid for referring friends
- Access exclusive perks and discounts
- Product support via email and user forum
- Send large media files
Pros and Cons:
Pricing & Plans:
The affordability of Whelm is the most significant factor that caught my attention. When you sign up for the premium version, you’ll find three plans:
- Starter plan costs $3/mo
- Growth plan costs $7/mo
- Pro plan costs $18/mo
Whelm’s lifetime deal comes in three tiers, each customized to your unique needs and goals.
License Tier 1: One-time purchase of $59
- All features above included
- 50 GB file storage space
- 50 client profiles
- 100 projects
- 3.9% + $.30 invoice fee
Whelm Review: The Bottom Line
My overall experience with Whelm has been nothing short of fantastic. It fulfills all the criteria I look for in a freelance management platform, seamlessly addressing basic needs while offering advanced features.
Whelm’s intuitive interface makes it effortless to navigate, and its effectiveness in spotting errors or omissions in my work is commendable.
As a freelancer, having access to a comprehensive suite of tools without breaking the bank is invaluable, and Whelm delivers on this front.
Moreover, Whelm has proven itself to be a dependable solution for client management, boasting excellent features and a responsive support team.
Its user-friendly nature contributes to its appeal, making it a go-to platform for freelancers looking to streamline their business operations.
Overall, I highly recommend Whelm to fellow freelancers. With an impressive rating of 4.85 out of 5, it’s evident that Whelm has earned its place as a top choice in the realm of freelance management platforms.
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