Freelancer Notion CRM|Client Management System
#Notion#Freelance#CRM#Finance#Freelancer
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Freelancer Notion CRM|Client Management System

Quote → contract → delivery → payment → follow-up: run your whole freelance workflow in one Notion. (Traditional Chinese edition.)

NT$499 NT$699Save NT$200
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📦 What's included

  • Client database: contacts, blacklist tags, total deals
  • Kanban tracking: from inquiry to payment
  • Finance dashboard: receivables, monthly income trend
  • Quote generator: auto-total, one-click PDF export
  • Includes a 30-minute getting-started guide
Format: Notion 模板
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Product details

Freelancers fear two things most: forgetting to chase payment, and losing track of which project they're on. This CRM makes your freelance business run like a company: 👥 Client database • Each client's contact info, history and payment habits • Tag "great client ⭐" and "blacklist 🚫" • Auto-calculates total deals with each client 📋 Project tracking board • Kanban view: inquiry → proposal → in progress → payment → done • Deadline countdown alerts for each project • Attachments, references and revision logs all in one place 💰 Finance dashboard • Expected vs. actual income this month • Accounts receivable (who hasn't paid!) • Monthly income trend line chart • Income source analysis by client and by type 📄 Quote generator • Enter line items and it totals automatically • Export a PDF to clients in one click (with your brand logo) 📑 Contract archive • All contracts managed in one place • Reminders for key terms
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