Indy is designed for quick and easy implementation, especially for freelancers and small business owners who want to get started without technical complexity. The entire setup process can be completed in under an hour, depending on how many tools you choose to configure initially. Here's a step-by-step overview:
Sign Up and Create an Account
Visit weareindy.com and sign up using your email or Google account. This takes less than a minute.
Set Up Your Workspace
Once logged in, you’ll be guided through setting up your workspace. You can add your business name, logo, and contact details to personalize your dashboard.
Import or Add Contacts
Use the “People” tool to manually add clients or import contacts from a CSV file. This helps you organize your CRM and prepare for proposals or contracts.
Create Templates for Proposals and Contracts
Indy offers customizable templates. You can either use pre-made ones or create your own by copying and pasting existing documents into the editor. You can also save templates for future use.
Configure Payment Settings
Connect payment gateways like PayPal or Stripe to the Invoices tool. This enables you to send invoices and receive payments directly through the platform.
Set Up Projects and Tasks
Create project spaces and assign tasks, deadlines, and collaborators. You can also use the Time Tracker to monitor billable hours.
Use Forms and Calendar Tools
Set up intake forms for client onboarding and schedule meetings using the calendar tool. These help streamline communication and planning.
Launch Your First Project
Once everything is set, you can begin working with clients using Indy’s integrated tools—proposals, contracts, tasks, files, and invoices—all within a single workspace.
The platform is intuitive and doesn’t require technical training, making it ideal for quick onboarding.
Indy offers a high degree of customization, especially for freelancers and small businesses across various industries. Here are the key customization features and data points:
Custom Contracts
Users can create contracts from scratch or modify Indy’s legally vetted templates. You can define project scope, payment terms, intellectual property clauses, and more. You can even upload your own contract and use Indy’s e-signature feature.
Tailored Proposals
Proposals can be customized with multimedia elements, embedded links, and personalized branding. You can save templates for different services or client types.
Indy is designed to be transparent and affordable, with no hidden fees. There are no setup fees, no maintenance charges, and no extra support costs. Users can start with a free-forever plan that includes basic tools and limited usage. The Pro Bundle—which unlocks unlimited access to all features, AI assistant, and advanced integrations—costs $6.75/month (billed annually) or $18.75/month (billed monthly). There are no charges for onboarding, customer support, or software updates. Indy also offers a 30-day money-back guarantee for Pro users, and a free 7-day trial for new Pro subscribers. Payments are securely processed using SSL encryption. The only other costs freelancers might incur are external, such as payment processing fees from PayPal or Stripe, which are standard for online transactions and not charged by Indy itself.
Indy provides a range of self-service training resources and responsive customer support to help new users get started quickly:
Indy is built to be intuitive, so most users can become productive with minimal training.
Indy takes data security seriously and implements several measures to protect user information:
Indy follows a continuous improvement model, regularly releasing updates to enhance functionality, improve user experience, and introduce new features. While the company does not publish a fixed release schedule, updates are rolled out frequently throughout the year, especially for users on the Pro Bundle. Recent updates have included:
These updates are managed seamlessly in the cloud, meaning users do not need to install or manually update the software. All changes are automatically reflected in the user interface, and Indy typically announces major updates via blog posts or in-app notifications.
Indy’s Privacy Policy and Terms of Service emphasize that users retain ownership of their data. This includes:
Users can export their data manually, such as downloading files, contracts, or invoices. While Indy does not currently offer automated data export tools or API access for full data portability, it does allow users to retain and retrieve their content at any time during their subscription.
Importantly, Indy states that it will never interfere with client relationships or claim ownership of user-generated content. This aligns with its freelancer-first philosophy, giving users full control over their business data.
Indy offers flexible scaling options through its two-tier pricing model:
Users can upgrade or downgrade between plans at any time. If you downgrade from Pro to Free, you retain access to your data, but usage limits apply. If you upgrade again, you regain full access without losing previous content.
There are no penalties or fees for scaling, and Indy’s billing system adjusts automatically based on your subscription status. This makes it easy to adapt the platform to changing business needs, whether you're expanding your client base or streamlining operations.
Indy provides flexible and user-controlled contract management, with clear terms for renewal and cancellation:
