Dev CRM — Notion Template for Freelance Developers
Dev CRM — Notion Template for Freelance DevelopersStop juggling spreadsheets, Trello boards, and sticky notes. One Notion workspace to manage every client, project, proposal, and invoice — built around how developers actually work.One-time payment · Instant access---THE PROBLEM---You're a great developer. Your business admin is a mess.You know how to architect clean systems. But when it comes to tracking clients, chasing invoices, and remembering what you agreed with that client three months ago — it falls apart fast. You forget to follow up on a proposal and lose the project to someone less qualified You can't quickly tell a client how many hours you've logged or what's left in scope End of month arrives and you're scrambling to piece together what to invoice You have no idea which clients are the most profitable, or where your leads come from ---WHAT'S INSIDE---Six databases. One complete system.Everything is connected. Add a client, create a proposal, win the deal, kick off the project, log tasks and communications, send the invoice. The whole workflow in one place.DB 01 — ClientsEvery client, lead, and past contact — with status pipeline and source tracking.Fields: status, tech stack, source, timezoneDB 02 — ProposalsTrack every proposal from draft to won or lost. With win probability and follow-up dates.Fields: value €, status, follow-up date, win rateDB 03 — ProjectsActive projects with repo links, staging URLs, deadlines, and a decisions log.Fields: repo URL, staging URL, tech stack, budget €DB 04 — TasksProject tasks with time estimates, actuals, priorities (P0/P1/P2), and type tags.Fields: hours estimated, hours logged, variance, priority, typeDB 05 — CommunicationsFull log of emails, calls, and meetings — with key decisions and next actions captured.Fields: type, direction, key decisions, next actionDB 06 — Invoices & RevenueIssue, track, and report on every invoice. Monthly revenue rollup and overdue alerts built in.Fields: amount €, status, paid date, days overdue---KEY FEATURES--- Proposal pipeline kanbanDrag proposals from Draft → Sent → Won or Lost. See your total pipeline value at a glance. Project timeline viewGantt-style timeline so you can manage deadlines across multiple clients without overcommitting. Dev-specific fieldsRepo link, staging URL, tech stack — fields no generic CRM template has, because they were built for everyone else. Monthly revenue rollupAutomatic revenue totals per month, per client. Know your numbers without opening a spreadsheet. Time tracking per taskEstimate vs. actual hours on every task. Spot scope creep before it becomes a conversation. Home dashboardOpen Notion and immediately see: tasks due today, open proposals, revenue this month, overdue follow-ups. ---THE WORKFLOW---From first contact to paid invoice. Add a lead to ClientsLog where they came from, their timezone, their tech stack. One entry, available forever. Create a ProposalSet the value, the scope summary, a follow-up date. The system reminds you when to chase. Win → kick off the ProjectMark the proposal as Won and spin up the project page — linked to the client, the proposal, and the budget. Log Tasks and CommunicationsTrack what you're building and every conversation. Key decisions never get lost again. Issue the InvoiceLinked to the project and the client. Revenue rolls up to your monthly dashboard automatically. ---WHAT THIS REPLACES---One template. Five tools replaced. HubSpot Free CRM → Clients + Proposals pipeline Trello / Linear → Projects + Tasks boards Toggl / Harvest → Time tracking per task Wave / Invoice Ninja → Invoices + revenue tracking ---WHAT YOU GET--- Full Notion template with all 6 databases pre-configured and interlinked Home dashboard with live widgets for tasks, pipeline, and monthly revenue Proposal pipeline kanban (Draft → Sent → Won / Lost) Project board with timeline and Gantt view Task tracker with P0/P1/P2 priorities and time logging Communications log with key decisions capture Invoice tracker with monthly revenue rollup and overdue alerts Setup guide (10-minute onboarding, step by step) Sample data included so you can see it in action immediately Free updates forever — when the template improves, you get it ---IS THIS FOR YOU?---This is for you if... You freelance as a developer or technical consultant You have 2–10 active clients at any time You already use or want to use Notion You're tired of losing deals to disorganisation You want to know your numbers without a spreadsheet Not the right fit if... You have a sales team (this is built for solo or small teams) You need accounting software integrations You've never used Notion before You need a client-facing portal ---FAQ--- Do I need a paid Notion plan?No. This template works on the free Notion plan. A paid plan unlocks some extra features but everything core works for free. How do I access the template after purchasing?Immediately after purchase you'll receive a PDF with a link to duplicate the template to your own Notion workspace. Takes 30 seconds. Can I customise it for my workflow?Absolutely. Once you duplicate it, it's yours to modify however you want. Add databases, rename fields, remove anything you don't use. I'm a developer but I also do design work. Will this work for me?Yes. The tech-specific fields (repo URL, staging URL) are optional. The core CRM and financial tracking works for any type of technical freelancer. What if it doesn't work for me?30-day full refund, no questions asked. Just reply to your purchase confirmation email. Dev CRM · Notion Template · Made for freelance developers · one-time
Get it → filipepinto.gumroad.com