Freelancer CRM & Client Portal | Notion Template, Instant Duplicate Link

Manage leads, clients, projects and invoices in one workspace, and give each client a simple portal page with shared notes, deliverables and links.

What's inside

• Clients database with revenue rollups per client
• Projects database linked to Clients: fee, status, start and due dates, with board and timeline views
• Invoices database linked to Projects and Clients: amount, issued, due and paid, with an overdue status formula
• Leads pipeline board
• Client portal page template: shared notes, deliverables and links, plus a filled example
• Revenue per client view

Perfect for

Freelancers and solo service providers who want clients, projects and invoices tracked together.

What you get

• Notion template with an instant Duplicate link in your PDF guide
• Works on the free Notion plan, on desktop and mobile (a free Notion account is required, not included)
• Realistic sample data you can delete when you are ready
• PDF guide with the link, a short page tour and FAQ
• Personal use — do not resell or redistribute the template

How it works

1. Buy the template.
2. Get your instant download on the order confirmation page and in your email: a PDF guide with your Duplicate link.
3. Click the link, then click Duplicate. The template is now in your free Notion account.

Digital product — no physical item will be shipped. Personal use only.
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