Freelancer OS | Notion CRM Template

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Introducing Freelancer OS – Your Complete Business Management Solution

🏷️To celebrate the launch of Freelancer OS V2.0, you can use code UPGRADE30 for 30% OFF for a limited time at checkout

Manage Your Business Effortlessly

Freelancer OS provides everything you need to efficiently manage and scale your business. From client & project management to financial and time tracking, this has you covered.

Client Management Made Easy

📁 Client Pages: Create detailed client pages to store essential information such as KPIs, tasks, goals, and performance reviews. Keep track of all client-related data, stakeholders & relationships to deliver exceptional service.

Streamline Project Management

Projects & Tasks: Create and manage client tasks and projects with ease. Prioritize tasks, set deadlines, and delegate work efficiently.

Time Tracking: Easily track billable hours for each client and streamline the invoicing process. Use quick-action buttons to record time spent on tasks effortlessly.

Stay Financially Informed

🏦 Finance Tracker (optional): Keep track of income, expenses, and profit with the finance tracker. Add invoices, direct debits or flat fees for each client and manage payments seamlessly.

Set and Achieve Goals

🎯 Targets: Set and monitor business targets to stay focused and drive progress. Track deadlines and measure success with ease.

Efficient Calendar Management

📆 Calendar: Schedule and manage events, appointments, and meetings seamlessly. Integrate with Google Calendar for enhanced functionality.

Boost Your Marketing Efforts

📢 Marketing Manager: Strategize and execute marketing campaigns effectively. Organize social media activities and posts, create lead magnets, and devise growth strategies to expand your business.

🧲 Lead Manager: Nurture your lead pipeline and track progress toward conversion. Tailor communication to meet client needs and drive conversions.

Seal the Deal with Professional Proposals

🤝 Proposals: Prepare and organize business proposals and store success stories, and case studies to deliver the most attractive offering. Keep track of what messaging works so you become more efficient at closing leads.

Access Valuable Resources

ℹ️ Resources & WIKI: Centralize business best practices, forms, and information in one convenient location. Explore the 17-page template WIKI for useful tutorials and integration tips to optimize your workflow.

Fully Customizable

✏️ Page Layouts: Sections like Client Page layouts and information can be easily moved and changed and the changes made will be carried over to new clients you add. You can also remove any stats, pages or sections that you won't use so the dashboard has only the things you will actually use.

🎨 Brand Colors: Change the template banners and colors to match your business or clients. Add brand logos to the pages for easier management.

Also Included...

🌟 Continuous Improvement

I'm committed to your success. As Notion releases new features, you'll receive updates, ensuring your template has the best tools available. Check on the right to see what was included in the last update.

How does it work?

  1. It's easy. Follow the download link and duplicate the template to your Notion workspace. If you don't have a Notion account, sign up for one for free here
  2. Explore the sections. There's a WIKI section in the notes and written instructions and tips on each of the sections.
  3. You're ready to go!

If you have questions or need assistance? Don't hesitate to reach out. You can message me on Twitter or drop me an email at

What Is Notion?

Notion is a free user-friendly productivity software that combines note-taking, task/project management, and collaboration tools into one platform. I'm a certified and recommended Notion creator and this product was carefully created to give you a system that makes the most of Notion's features to provide you with the best product possible.

How Will I Receive The Product?

After you purchase, you will have access to a link that sends you to the template. You can then duplicate it in your workspace to start using it for yourself

Can I Become An Affiliate?

Yes, fill out this form if you're interested

Harrison from NotionByHarrison

Please visit me: Website | Templates | X | Instagram | YouTube

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Freelancer OS | Notion CRM Template

4 ratings
I want this!