CC
MinimalWorkFreelance & Clients

Client CRM

Run every Lead and Client through a named pipeline, log every call and email against the right Contact, and never miss a follow-up — Pipeline value, Won value and Next follow-up are computed straight from your Deals and Interactions, never re-typed, with a live hub page the moment you add someone.

Built for anyone who wants freelance & clients handled inside Notion, on any plan — no extra tools.

$197 $47

$197 value across 50 templates, bought individually — $47 for the whole Bundle, once.

  • Works on Notion FreeNo paid Notion plan required.
  • Lifetime updatesEvery template we add or improve, forever.
  • Pay onceNo subscription, no renewals — yours for life.

What's inside

  • Databases: Clients, Contacts, Interactions, Deals
  • Dashboard: 19 views
  • Buttons: ➕ Add a lead, 📞 Log an interaction
  • Per-record pages: Clients

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Invoice clients, track every partial payment against the balance still owed, and catch what's overdue — and by how long — before a client has to ask.

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See every Client's Projects and every Project's Deliverables in one connected system — with Progress, Health and a live Timeline computed automatically, never re-typed.