Freelance CRM — Notion + n8n Automation Pack
# Freelance CRM — Notion + n8n Automation Pack **Stop losing leads. Stop forgetting follow-ups. Start getting paid on time.** If you're a freelancer juggling clients in your head, scattered notes, or a messy spreadsheet — this is for you. ## What's Inside ### 📋 Complete Notion CRM Template - **Client Pipeline** with Kanban board, follow-up calendar, and pipeline value tracker - **Projects & Invoices** database linked to your clients - **Interactions Log** to track every email, call, and meeting - **Dashboard** with monthly revenue tracking and weekly review checklist - **5 pre-built views**: Kanban, Calendar, Active Clients, Pipeline Value, Needs Attention - **Email templates** for outreach, follow-ups, and payment reminders - **Pricing calculator** for scoping projects ### 🤖 4 n8n Automation Workflows (JSON files — import in 1 click) 1. **New Lead Auto-Capture** — Form submission → Notion entry + email notification (never miss a lead) 2. **Daily Follow-Up Reminder** — Morning digest of who to contact today (no more forgotten leads) 3. **AI Welcome Email** — Auto-sends personalized welcome email when you sign a new client (powered by AI) 4. **Invoice Reminder** — Weekly check for overdue invoices + alert (get paid on time) ### 📚 Setup Guide (PDF) Step-by-step instructions to get everything running in under 5 minutes. No coding required. ## Who Is This For? ✅ Freelance developers, designers, consultants, marketers ✅ Solo founders managing client relationships ✅ Agency owners who need a lightweight CRM ✅ Anyone tired of paying $50+/month for CRM software ## Why This Pack? - **No monthly fees** — Notion is free, n8n has a free tier - **Set up in 5 minutes** — not 5 hours - **AI-powered** — workflow 3 uses AI to write personalized emails for you - **Fully customizable** — it's YOUR Notion, tweak everything - **Works with any form tool** — Typeform, Tally, Google Forms, etc. ## Tech Stack - Notion (free) - n8n (free self-hosted or cloud) - Any email provider (Gmail, Outlook, etc.) - Optional: OpenAI API for AI emails ## FAQ **Q: Do I need to know how to code?** No. The workflows are pre-built JSON files. You import them and replace a few IDs. The guide walks you through it. **Q: Can I use Make/Zapier instead of n8n?** Yes! The workflow logic is documented. Use the JSONs as a reference to rebuild in your preferred tool. **Q: Is this a Notion template I can duplicate?** The template is provided as a detailed Markdown reference. You create the databases in your own Notion following the exact specs. This gives you full control over customization.
Get it → amidjeghali.gumroad.com