Notion Template for Freelancers

Stop losing clients.
Start scaling revenue.

The all-in-one Notion CRM, project tracker, invoice manager, and income dashboard built specifically for independent freelancers.

Get Instant Access — $39 See Features
notion.so/workspace/freelancer-command-center
📊 Dashboard
👥 Clients
⚡ Projects
🧾 Invoices
💰 Income
📋 Proposals
🎯 Goals
📅 Calendar
💼 Command Center
May 2025 · 3 active projects · 2 invoices due
MRR
$8.4K
Clients
12
Utilization
78%
Active Clients
Acme Corp Active $3,200/mo
Bloom Design Active $2,800/mo
Venture Studio Lead $4,500 est.
Nova Health Done $12,000
// Features

Everything in one
workspace

Stop juggling spreadsheets, Trello boards, and Google Docs. One system, zero overlap.

01 / CRM
Client Database
Track every client — contact info, project history, total revenue, communication log, and relationship health score. Never forget a follow-up.
02 / PROJECTS
Project Tracker
Board + timeline views. Each project links to its client, invoices, deliverables, and meeting notes. See everything at a glance.
03 / INVOICES
Invoice Manager
Log invoices with status (draft, sent, paid, overdue). Auto-calculate outstanding balances and monthly collected revenue.
04 / PIPELINE
Lead Pipeline
Move prospects through Interested → Proposal → Negotiating → Closed. Track deal value and conversion rate per month.
05 / FINANCE
Income Dashboard
Monthly, quarterly, and annual income totals. Expense tracking, profit margins, and rate history. Know exactly where your business stands.
06 / PROPOSALS
Proposal Templates
Three plug-and-play proposal templates for web, design, and consulting work. Win rate tracker included.
// Income Calculator

What should you charge?

The template ships with this calculator. Know your numbers before every proposal.

Your minimum hourly rate
$108
to hit your income target after expenses
Total needed / year$129,600
Billable hours / year1,200
Monthly target$10,800
Buffer rate (1.3×)$140
// Reviews

From freelancers who use it

I raised my rates 40% after using the income dashboard for two months. I had no idea how little I was actually keeping after expenses. This template is genuinely valuable.

M
Marcus P.
Freelance Developer

The pipeline tracker alone is worth the price. I went from closing 1 in 5 leads to 3 in 5 just by having visibility into where each prospect was stuck.

L
Lily R.
Brand Strategist

Finally replaced my Excel monster. The invoice tracker saves me a full hour of chasing payments every week. My accountant loves the export view too.

D
David K.
UX Consultant
// Pricing

Pick your plan

One payment. Yours forever. Every update included at no cost.

Essentials
$19
one-time
  • Client Database
  • Project Tracker
  • Invoice Log
  • Basic income summary
  • Setup guide (PDF)
Get Essentials
Most Popular
Complete CRM
$39
one-time · was $59
  • Everything in Essentials
  • Lead Pipeline (CRM)
  • Income Dashboard + calculator
  • 3 Proposal templates
  • Contract tracker
  • Monthly & annual reports
  • Video walkthrough (38 min)
  • Lifetime updates
Get Complete CRM
Agency
$89
up to 3 users
  • Everything in Complete CRM
  • Team task assignment
  • Contractor tracker
  • Profit per project view
  • 30-min onboarding call
  • Priority Slack support
Get Agency
// FAQ

Common questions

Do I need Notion Plus?
The CRM and project tracker work on a free Notion plan. The timeline view and some formula features require Notion Plus ($8/mo).
How do I receive the template?
Instant delivery via email. You'll get a Notion link — click "Duplicate" and it's in your workspace in 30 seconds.
Can multiple people use it?
The Complete CRM is licensed for one Notion workspace. For teams and agencies, the Agency plan covers up to 3 users.
What if I want a refund?
14-day no-questions refund. Email us and it's processed same day. No hard feelings.
// Start Today

Your freelance business,
finally organized.

Join 1,200+ freelancers who track their business in one clean workspace.

Get the Complete CRM — $39 →

14-day refund guarantee · Instant delivery · Lifetime updates

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