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IndiePlan
Client CRM product cover
Notion TemplateNeeds a Notion account

Client CRM

Track every lead, conversation and client in one simple pipeline.

£8.99

One-off payment · Instant digital download · VAT included where applicable

Buy Now — £8.99

Secure checkout via Stripe · Instant delivery

Format
Notion template
Who it’s for
Freelancers, Solopreneurs
Delivery
Instant, after checkout

The problem

Good leads go cold because you forgot to follow up

Most freelance work is lost in the gap between 'interested' and 'booked'. Not because the work was wrong, but because nobody followed up on a Tuesday like they said they would.

  • Conversations stall and you never notice until it's too late
  • You can't remember what you quoted, or when
  • Follow-ups depend on you happening to remember
  • You have no idea how much work is actually in your pipeline

What's included

Everything you get

A deliberately simple CRM for people who don't want a CRM. Client CRM tracks the handful of things that actually matter: who's interested, what you quoted, and when you said you'd get back to them.

Built in Notion, so it lives alongside the rest of your work rather than in yet another subscription.

  • Lead pipeline with clear stages from enquiry to won
  • Contact records with notes and conversation history
  • Follow-up reminders so nothing goes cold
  • Quote and proposal tracking
  • Pipeline value dashboard
  • Setup guide

Who it's for

Built for people in this situation

The freelancer with inconsistent months

Feast and famine usually isn't a demand problem — it's a follow-up problem. This makes the pipeline visible.

How it works

From checkout to using it

  1. 1

    Buy

    Checkout securely. No account needed.

  2. 2

    Download / access

    Your files and template links arrive straight away.

  3. 3

    Set up

    Follow the included setup guide — it takes minutes, not hours.

  4. 4

    Start using it

    Make it yours. Free lifetime updates included.

Reviews

What customers say

5.0 out of 5 · 1 review

  • Verified purchase

    Simple, but really effective

    There’s nothing complicated about it, and that’s exactly why I like it. I can sit down, figure out what I need to do and get on with my day. No unnecessary fluff.

    — Matthew S.

Goes well with

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