{"product_id":"freelancer-crm-client-portal-notion-template","title":"Freelancer CRM \u0026 Client Portal | Notion Template, Instant Duplicate Link","description":"\u003cp\u003eManage leads, clients, projects and invoices in one workspace, and give each client a simple portal page with shared notes, deliverables and links.\u003c\/p\u003e\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClients database with revenue rollups per client\u003c\/li\u003e\n\u003cli\u003eProjects database linked to Clients: fee, status, start and due dates, with board and timeline views\u003c\/li\u003e\n\u003cli\u003eInvoices database linked to Projects and Clients: amount, issued, due and paid, with an overdue status formula\u003c\/li\u003e\n\u003cli\u003eLeads pipeline board\u003c\/li\u003e\n\u003cli\u003eClient portal page template: shared notes, deliverables and links, plus a filled example\u003c\/li\u003e\n\u003cli\u003eRevenue per client view\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003ePerfect for\u003c\/h3\u003e\u003cp\u003eFreelancers and solo service providers who want clients, projects and invoices tracked together.\u003c\/p\u003e\u003ch3\u003eWhat you get\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eNotion template with an instant Duplicate link in your PDF guide\u003c\/li\u003e\n\u003cli\u003eWorks on the free Notion plan, on desktop and mobile (a free Notion account is required, not included)\u003c\/li\u003e\n\u003cli\u003eRealistic sample data you can delete when you are ready\u003c\/li\u003e\n\u003cli\u003ePDF guide with the link, a short page tour and FAQ\u003c\/li\u003e\n\u003cli\u003ePersonal use — do not resell or redistribute the template\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eHow it works\u003c\/h3\u003e\u003col\u003e\n\u003cli\u003eBuy the template.\u003c\/li\u003e\n\u003cli\u003eGet your instant download on the order confirmation page and in your email: a PDF guide with your Duplicate link.\u003c\/li\u003e\n\u003cli\u003eClick the link, then click Duplicate. The template is now in your free Notion account.\u003c\/li\u003e\n\u003c\/ol\u003e\u003cp\u003e\u003cem\u003eDigital product — no physical item will be shipped. Personal use only.\u003cbr\u003eeverything4notion is an independent shop and is not affiliated with, endorsed by, or sponsored by Notion Labs, Inc. Notion is a trademark of Notion Labs, Inc.\u003c\/em\u003e\u003c\/p\u003e","brand":"everything4notion","offers":[{"title":"Default Title","offer_id":53555200491832,"sku":"N06","price":2.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1022\/4009\/2472\/files\/N06_1.jpg?v=1792831261","url":"https:\/\/everything4notion.myshopify.com\/products\/freelancer-crm-client-portal-notion-template","provider":"Everything4Notion","version":"1.0","type":"link"}