
#Notion#Freelance#CRM#Finance#Freelancer
Best sellerNotion Templates
Freelancer Notion CRM|Client Management System
Quote → contract → delivery → payment → follow-up: run your whole freelance workflow in one Notion. (Traditional Chinese edition.)
NT$499 NT$699Save NT$200
Buy nowSecure payment via Gumroad · lifetime download after purchase
📦 What's included
- Client database: contacts, blacklist tags, total deals
- Kanban tracking: from inquiry to payment
- Finance dashboard: receivables, monthly income trend
- Quote generator: auto-total, one-click PDF export
- Includes a 30-minute getting-started guide
Format: Notion 模板
Lifetime download after purchase
Product details
Freelancers fear two things most: forgetting to chase payment, and losing track of which project they're on.
This CRM makes your freelance business run like a company:
👥 Client database
• Each client's contact info, history and payment habits
• Tag "great client ⭐" and "blacklist 🚫"
• Auto-calculates total deals with each client
📋 Project tracking board
• Kanban view: inquiry → proposal → in progress → payment → done
• Deadline countdown alerts for each project
• Attachments, references and revision logs all in one place
💰 Finance dashboard
• Expected vs. actual income this month
• Accounts receivable (who hasn't paid!)
• Monthly income trend line chart
• Income source analysis by client and by type
📄 Quote generator
• Enter line items and it totals automatically
• Export a PDF to clients in one click (with your brand logo)
📑 Contract archive
• All contracts managed in one place
• Reminders for key terms
🔒
Secure payment
Encrypted Gumroad checkout, credit cards supported
⚡
Instant delivery
Get the download link right after payment
♾️
Lifetime access
Buy once, keep the files forever
