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Notion template for freelancers juggling more than ten clients

Streamline Client Management with a Single Dashboard

Say goodbye to lost follow-ups and missed deadlines with our customizable CRM template for Notion.

Get the free lite versionSee the full version — $20.00

Free lite version by email. Full version delivers instantly after payment.

Sound familiar?

  • Juggling multiple clients in separate spreadsheets
  • Inconsistent follow-up schedules and reminders
  • Difficulty tracking client communication and progress
  • Missing important deadlines and milestones

What changes once it is in place

  • Centralize client information and contacts
  • Automate follow-up reminders and notifications
  • Track client progress and milestones in real-time
  • Improve client relationships and satisfaction

Everything included

  • Customizable client profiles and contact information
  • Integrated calendar for scheduling and reminders
  • Task and project management with due dates and notifications
  • Client communication log and note-taking system
  • Customizable dashboard and views for different user roles
  • Exportable reports and analytics for business insights

Lite — free

The core Client CRM Dashboard structure, delivered to your inbox. No card required.

Get it free

Complete — $20.00

The full dashboard with every automation, formula and view switched on. Delivered the second your payment clears.

Frequently asked questions

How do I customize the template to fit my business needs?
Our template is fully customizable in Notion, allowing you to add or remove pages and sections as needed.
Can I integrate the CRM with other Notion templates or tools?
Yes, you can integrate the CRM with other Notion templates and tools using Notion's API and app ecosystem.
Do I need to have prior experience with Notion to use the CRM?
No, our template is designed to be user-friendly and easy to set up, even for those new to Notion.
How do I get started with the template?
Simply download the template from our store, duplicate it in your Notion account, and start customizing it to fit your business needs.

Start with the free version today

Grab the lite template, see how it fits your Client CRM Dashboard workflow, and upgrade only if it earns its place.

Send me the free template