Freelancer Notion Template - Client Tracker, Project & Invoice Manager
Stop juggling clients across five different apps.This Notion system replaces your CRM, project tracker, and invoice spreadsheet — all in one dashboard, fully connected, zero setup required.Duplicate it, add your first client, and you're running your freelance business like it's actually a business.✅ Works on the free Notion plan✅ Auto-updating formulas — no manual math✅ Ready in under 2 minutes🏠 HOME DASHBOARDEverything you need the moment you open Notion — active projects, unpaid invoices, and this month's revenue, all in one view. No digging through separate pages to find what needs your attention today.👥 CLIENTSTable View:Every client in one place — status, source, priority, contact info, and total lifetime value, calculated automatically from their linked projects.Follow-ups This Week:Never let a lead go cold. This view automatically surfaces every client with a follow-up due in the next 7 days.By Priority:A quick board view sorted by High, Medium, and Low priority — so you always know who to focus on first.📁 PROJECTSKanban Board:Drag projects through Not Started → In Progress → Client Review → Completed. A visual home base for everything you're working on.Calendar View:See every deadline laid out on a real calendar, so nothing sneaks up on you.By Client:Projects automatically grouped under each client — perfect for reviewing a client's full history at a glance.Needs Invoicing:A dedicated view that filters to only the projects you haven't billed yet, so nothing slips through and goes unpaid.💰 INVOICESTable View:Every invoice with amount, client, project, dates, and status — linked directly back to the work it's for.All Invoices:A clean master list of every invoice you've ever sent.Unpaid:Instantly see what's still owed to you — Sent and Overdue invoices in one filtered view.This Month:Track this month's invoiced revenue with an automatic running total, so you always know where you stand.⚙️ Every deadline, invoice, and client value updates automatically — no manual math, no spreadsheets, no copy-pasting numbers between tabs.Here’s a cleaner, more professional version tailored to your Freelancer Notion Template while keeping it friendly and concise:Frequently Asked QuestionsHow do I start using the template?After purchase, you’ll instantly receive a link to duplicate the Freelancer Notion Template into your own Notion workspace. Simply click Duplicate, and you’re ready to go. A free or paid Notion account is all you need.Is this a one-time purchase?Yes! This is a one-time payment with lifetime access to the template. There are no subscriptions or recurring fees.Do I need a paid Notion plan?No. The template works perfectly on Notion’s free plan, so you don’t need to upgrade unless you want Notion’s premium features.Do you offer customer support?Yes, if you run into any issues accessing or duplicating the template, feel free to reach out. While we can’t provide extensive customization or consulting, we’ll do our best to help with any product-related problems.What’s your refund policy?Due to the digital nature of this product, all sales are final. Once the template has been delivered, it cannot be returned or revoked, so we’re unable to offer refunds. If you experience any issues accessing your purchase, please get in touch and we’ll help resolve them.Will I receive future updates?Yes! Any improvements or bug fixes made to the template will be available to existing customers at no additional cost whenever possible.
Get it → 2foldstudio.gumroad.com