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Simple CRM for Freelancer

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Simple CRM for Freelancer

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Simple CRM for Freelancers: Your Free Client Hub


Tired of tracking clients with spreadsheets and notes? The Simple CRM for Freelancers is a free Notion template that helps you manage your client relationships with ease. Designed for solo professionals, this streamlined dashboard lets you track leads, active clients, projects, communications, and payments all in one central place.

This template is the perfect way to get organized, stay on top of follow-ups, and get paid on time without the complexity of traditional enterprise software.

What's Included


  • Leads & Clients Database: A single database to manage all your contacts, from initial lead to active client.
  • Projects & Communications Database: Keep a record of all your projects and the key conversations tied to them.
  • Payments & Invoices Tracker: Monitor the status of your invoices and ensure you get paid on time.
  • Centralized Dashboard: A clean, intuitive dashboard that gives you a complete overview of your freelance business.
  • Intuitive Workflow: A simple system to move leads through your pipeline, manage projects, and track payments.
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A minimalist CRM system for freelancers to manage leads, clients, projects, and payments in one place — simple enough for daily use but powerful enough to stay organized and grow your business.

Designed For
Freelancers & Solo Professionals
Best for
Client Management, Lead Tracking, Payment Monitoring
Customization
Fully customizable to fit your business needs
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