Notion Template
A complete workspace to manage clients, track projects, send invoices, and know exactly where your business stands. Built by a freelancer — used by 200+ solo professionals.
Eight linked databases that work together. Add a client → it's connected to their projects. Create a project → tasks and invoices are linked. Mark an invoice paid → your revenue dashboard updates automatically.
Create a client record with contact details, source, status, and notes. Tag them as VIP, retainer, or one-off. The database handles the rest.
Link projects to clients. Set budgets, deadlines, and priority. The Kanban view shows you exactly where everything stands.
Tasks live inside projects. Assign hours, set due dates, track progress. When a task is done, it feeds back into your project overview.
Create invoices linked to clients and projects. Mark them paid and the revenue dashboard updates in real time. No more spreadsheets.
I built this because I was managing clients across three different tools and still losing track. Notion can do it all — but setting it up from scratch takes hours. This template gives you a complete system you can start using in five minutes.
8 linked databases with 12+ pre-built views (Kanban, Calendar, Gallery, Table, Timeline). Everything is pre-configured and ready to use.
A step-by-step walkthrough showing you how to duplicate the template, customise it, and start using it with your existing clients.
Buy once, get every future update. I regularly improve the template based on user feedback — and you'll get it all.
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Yes — you'll need a free Notion account. Once you purchase, you'll get a link to the template. Click "Duplicate" and it appears in your workspace. Takes about two minutes.
Absolutely. Everything is fully editable — rename databases, add fields, change views, remove what you don't need. It's your workspace.
Yes. If it doesn't work for you, email us within 14 days and we'll refund you — no questions asked.
Most Notion templates are pretty dashboards that look great but break when you try to use them. This one is built around real freelance workflows — clients feed into projects, projects feed into invoices, everything calculates itself.
New templates, free resources, and occasional discounts. No spam — ever.
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