
I Built a Freelance CRM in Notion (Here's the Template)
After years of freelancing, I've tried every project management tool out there. Trello, Asana, Monday, ClickUp — they all did too much or not enough . What I actually needed was dead simple: Where are my clients? What projects am I working on? Who owes me money? Who should I follow up with? So I built it in Notion. One page, five databases, zero monthly cost. What's In the Template 1. Clients Database Every client in one place. Contact info, how they found you, current status (Active, Lead, Past Client, Prospect), and total revenue generated. Why it matters: When you can sort clients by revenue source, you stop guessing which marketing channels work. 2. Projects Tracker Active work with deadlines, fees, hours logged, and priority levels. Supports fixed, hourly, and retainer fee types. Why it matters: Knowing your actual hours-per-project reveals which clients are profitable and which are burning your time. 3. Invoice Tracker Auto-numbered invoices with status tracking: Draft → Sent → P
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