Run your entire freelance business from one Notion workspace. Clients, projects, invoices, proposals, and finances — all connected.
30-day money-back guarantee
Emails in Gmail, contracts in Drive, invoices in QuickBooks, projects in Trello, notes in Apple Notes. Nothing is connected.
You forget to send invoices, miss follow-up dates, and lose track of which proposals are pending.
You can't answer "How much did I make last quarter?" without digging through spreadsheets for an hour.
Client CRM, project tracker, invoice system, proposal templates, and financial dashboards — all linked together in Notion.
When a client moves to "Active," projects auto-populate. When a project is "Complete," the invoice template is ready to send.
Monthly, quarterly, and annual revenue dashboards. Track income by client, project type, and time period — instantly.
Pipeline stages (Lead → Proposal → Active → Complete → Recurring). Contact info, notes, communication log, and revenue per client.
Kanban board + timeline view. Milestones, deliverables, deadlines, and time tracking. Linked to clients and invoices.
Invoice templates with auto-populated client info. Payment status tracking (Draft → Sent → Paid → Overdue).
5 proposal templates and 5 contract templates. Fill in the blanks, send, and close deals faster.
Revenue by month, by client, by project type. Expense tracking. Profit margin calculator. Tax estimate.
Step-by-step template for onboarding new clients: kickoff meeting, access sharing, project setup, communication preferences.
After purchase, you receive a Notion template link. Click "Duplicate" and it's in your workspace. Takes 30 seconds.
No — the free Notion plan works perfectly. Pro adds some extras (unlimited file uploads, etc.) but isn't required.
Absolutely. It's a Notion template — change anything you want. Add properties, views, pages, formulas.
Designed for solo freelancers and small teams (1-3 people). For larger agencies, you may want a dedicated project management tool.