This Notion CRM template gives you a simple and reliable way to manage clients, leads, projects, and follow-ups — all in one place.

It’s designed for freelancers, creators, musicians, producers, mixing engineers, designers, editors, marketers, consultants, and anyone who works with clients or project-based work.

Included in the template:

• Clients & Leads table for storing every contact

• Pipeline Board for seeing all stages at a glance

• Follow-Up Today view to know exactly who to message next

• Expected Revenue dashboard that calculates potential income automatically

• Customizable status system (Lead, Warm Lead, Active Client, Past Client, Not Interested, etc.)

• Project Value (€) and Probability (%) for forecasting

• First Contact Date, Last Interaction Date, and Next Follow-Up Date

• Notes section for important client details

• Service Needed and Source tags (Email, Referral, Instagram, Etsy, Website, etc.)

• Add New Client button for quick entry

• Clean dashboard with instructions and quick links

• Works on the free Notion plan

Why it works:

This CRM is based on a real-life freelance workflow used to manage client conversations, track projects, and estimate revenue. It keeps everything organized and easy to follow so you always know:

• who your clients are and what they need

• which leads are worth following

• when to send your next message

• which projects are active

• which leads may convert soon

• how much revenue is in your pipeline

After purchase:

You’ll receive a link to duplicate the template into your own Notion workspace.

Instant access. Free updates included.