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notion templates
Client CRM & Project Tracker
Track clients, projects, and revenue in one Notion workspace.
$29.00$39.00Save 26%
notion
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About this product
Stop juggling spreadsheets and sticky notes. This Notion-based CRM gives you a single source of truth for every client relationship.
Track leads through your pipeline, manage active projects with kanban boards, log communications, and monitor revenue — all without leaving Notion.
Built by a freelancer who managed 40+ clients simultaneously. Every view, filter, and automation is battle-tested.
What's included
- Complete CRM with pipeline tracking
- Project management kanban boards
- Client communication log
- Revenue tracking dashboard
- Automated status updates
- Invoice tracking system
- Meeting notes templates
- Duplicate detection
Customer Reviews
4.7 (3 reviews)
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Sarah Chen
Feb 22, 2026
The CRM template saved me hours every week. I was tracking clients across 3 different tools before this. Now everything is in one place and I actually enjoy updating it.
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Chris Anderson
Feb 22, 2026
Great CRM for solo freelancers. The pipeline view is exactly what I needed. Only wish it had more automation built in, but the manual workflows are still way faster than what I had before.
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Nina Garcia
Feb 22, 2026
I bought the complete toolkit and it's transformed how I run my business. Everything works together and the quality is consistent across all products. Best $79 I've spent on my business.