Free
Freelance Client CRM Notion Template
Clients, leads, projects, invoices and follow-ups. Who owes you money and who you owe a reply.
Get this template
More Templates You Might Like
Three more ready-made systems from the collection.
Travel Itinerary Planner Pro Notion Template
Everything in the free Travel Itinerary Planner plus the Trip Expenses layer: what the trip really cost against what you booked.
Wedding Planner Notion Template
Everything that has to happen, everyone who has to be there, and what it is actually costing.
Wedding Planner Pro Notion Template
Everything in the free Wedding Planner plus the Seating Tables layer: the table that shows how things change over time.
Template Questions,
Answered Clearly
What you receive, how it works in Notion, and what happens after checkout.
Who is this for, and how do I use it?
For freelancers managing client work. Capture a lead, link the client to a project, track deliverables and invoices, and review who needs a reply or payment follow-up.
What does Pro add to this workflow?
Free covers the client-to-invoice workflow. Pro adds time entries, costs, retainers and monthly reports, with project margin and effective hourly-rate calculations. See Pro version.
What do I get with Freelance Client CRM Notion Template?
A complete copy of Freelance Client CRM Notion Template, including every page, database, view and piece of example content shown in the preview. The sample entries make the workflow clear before you replace them with your own.
How do I add it to Notion?
Open the template link after checkout, choose Duplicate, and select your workspace. Notion creates your own editable copy; the original stays untouched.
Do I need a paid Notion plan?
No. The template works with Notion's free personal plan. A paid Notion plan is only useful if you need its additional team permissions or longer version history.
Can I customise the template?
Yes. Rename properties, edit views, remove databases, change icons and move pages into an existing workspace. Your copy is an ordinary Notion setup with nothing locked.
Are future updates included?
Future revisions to your template are included at no extra cost. To request the latest version, email hello@stefansupply.com with the template name and the email address used at checkout. Your existing Notion copy does not update automatically. Keep a backup, duplicate the new revision separately, then copy your records across or apply the changes manually. Check relations, formulas and views before replacing your old copy; your data is not migrated automatically.
Can I return a template?
All sales are final. We do not offer refunds or exchanges for digital products. Please review the product description and preview before purchasing. Refund policy.
Every Paid Template.
One Complete Pro Bundle.
Get all 36 Pro templates and business systems available today, with lifetime access and every future update.
