Client CRM for Freelancers
Leads, clients, projects and invoices in one simple CRM — built for freelancers, not sales teams.
- Lead pipeline from first contact to signed
- Client pages with contacts, notes and projects
- Project tracking with status, deadline and value
- Invoice log with paid, pending and overdue totals
- Revenue overview by client and month
- Works on desktop and mobile, free Notion plan included
- Instant access — duplicate and start in 5 minutes
Works on Notion's free plan. Duplicate it once and it's yours to keep and edit.
What's inside
Freelancing means juggling leads, clients, deadlines and invoices — usually across too many tools. The Client CRM for Freelancers brings it all into one simple Notion workspace, built for one person running a business, not a sales team.
Track every lead through a clear pipeline: new, discovery call, proposal sent, negotiation, signed. Each lead has a next step and a value, so you always know who to follow up with and how much work is on the table.
Every client gets a page with contact details, linked projects, meeting notes and files. Projects show status, deadline and value, so you can see your workload at a glance and never miss a delivery.
Log your invoices with amount, issue date, due date and status. Paid, pending and overdue totals update automatically, and the revenue view shows how much each client brings in — perfect for planning your next quarter.
Works on desktop and mobile, on any Notion plan including the free one. Duplicate the template, add your clients, and run your freelance business from one place.
A look at every screen
All your clients with status, current project, value and next step in one database.
Every lead on a board from first contact to signed — never forget a follow-up.
Invoiced, paid, pending and overdue totals, plus revenue by client.
Get the Client CRM for Freelancers
Pay once, duplicate to your Notion, and start working today.