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CRM Templates

Freelancer & Small Business CRM — Client, Project & Invoice Tracker (Notion Template)

Stay on top of every client, project, task, and invoice in one connected Notion dashboard — built for freelancers, consultants, and small agencies who want a simple system without the complexity of full CRM software.

$15.00

Product Description

Running a freelance business or small agency means juggling clients, deadlines, tasks, and invoices — usually across five different apps. This template puts it all in one connected Notion workspace, so nothing falls through the cracks.

What's inside:

  • Clients database — track status (Lead/Active/Past), source, contact info, and see total amount billed to each client automatically

  • Projects database — linked to clients, with budget, deadlines, priority, and live task count

  • Tasks database — visual kanban board grouped by status (To Do / In Progress / Done)

  • Invoices database — linked to clients and projects, tracking amount and payment status (Draft/Sent/Paid/Overdue)

  • Dashboard — one page showing your active projects, this week's tasks, unpaid invoices, and active clients — all pulled live, nothing to update manually

What you get

1 file · 0 Bytes

  • Get Your Notion Template0 Bytes

Included in Getly Pro

Download with your Pro subscription

Secure CheckoutInstant DownloadMoney-back Guarantee
CategoryCRM Templates
LicenceCommercial use allowed
PublishedSep 6, 2026
File size0 Bytes
Versionv1.0

Tags

notionnotion-templatecrmfreelancersmall-businessproject-managementinvoice-trackerclient-managementproductivitydashboard
S
Systemly

Frequently asked questions

Do I get access instantly?

Yes. This is a digital product — you can download it right after checkout, straight from your library.

Can I use it for commercial projects?

Yes. Commercial use is allowed: use it in your own business and in things you sell. You may not resell or redistribute the file itself.

What's your refund policy?

You're covered by a 30-day money-back guarantee. If something isn't right, request a refund from your order and the Getly team reviews it.

What file formats and sizes will I get?

You'll download the files exactly as the seller packaged them. See the product details and description for the included formats.

Do I get free updates?

Yes — when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.

Price

$15.00