Client CRM & Pipeline

Client CRM & Pipeline A Notion-based CRM system designed for freelancers to track leads, manage proposals, monitor active projects, and maintain client relationships — all in one workspace. No expensive SaaS subscriptions required. What's Included File Description crm-database-template.md Complete Notion database schema with properties pipeline-views.md Board, table, and calendar view configurations lead-capture-form.md Intake form template for new leads proposal-tracker.md Proposal status workflow with follow-up sequences client-record-template.md Individual client profile template automation-recipes.md Notion formula and automation setup guide config.example.yaml Configuration for pipeline stage definitions Quick Start Extract the ZIP archive Open crm-database-template.md — it contains the full database schema Create a Notion database with the specified properties Configure views using pipeline-views.md as your guide Import your existing contacts using the provided CSV format Set up