A connected system for clients, projects, tasks, and invoices — one Notion workspace, no CRM subscription needed.
Four connected databases, wired together — not four separate lists you have to cross-reference yourself.
Contact info, status, and industry — all your clients in one place.
Linked to clients, with a Kanban board and deadline calendar built in.
Linked to projects, with a Kanban board by status.
Linked to clients and projects — always know what's billed and outstanding.
Open a client and see every project, task, and invoice automatically.
Pre-filled so you see the system working the moment you duplicate it.
Stop juggling client info across scattered docs, spreadsheets, and
sticky notes. This is a complete, pre-built Notion system that
connects everything — clients, projects, tasks, and invoices — in
one place.
WHAT'S INCLUDED
- Clients database — contact info, status, industry tracking
- Projects database — linked to clients, with a Kanban board and
deadline calendar
- Tasks database — linked to projects, with a Kanban board by status
- Invoices & Payments database — linked to both clients and projects,
so you always know what's billed and what's outstanding
- Sample data pre-filled so you can see the system working the moment
you duplicate it
HOW IT WORKS
Everything is connected through relations — open a client, and you
see every project, task, and invoice tied to them automatically. No
manual cross-referencing, no duplicate data entry.
WHO THIS IS FOR
Freelancers and small agency owners who want the organization of a
CRM without paying for one, or switching between five different
tools to track the same information.
WHAT YOU GET
One-click Notion template link — duplicate it straight into your own
workspace in under a minute. Free updates for this version.
One Notion workspace for clients, projects, tasks, and invoices. Duplicate it and start using it in under a minute.