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The lite copy gives you the structure. The complete version gives you the automations that keep it accurate without you touching it : $20.00, delivered instantly.
Free lite version
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- Core Client CRM Dashboard structure you can start using today
- Works on the free Notion plan
- Manual entry : you keep the numbers up to date yourself
Complete version
Recommended
- 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
Everything above, plus the automated roll-ups and views that turn the tracker into a decision tool rather than a spreadsheet.
Unlock the complete version : $20.00
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Template Foundry : Streamline client management with our customizable Notion CRM template, designed for freelancers with multiple clients.