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Templyworks

Client Pipeline — Notion CRM for Freelancers

Client Pipeline — Notion CRM for Freelancers

Regular price €16,95 EUR
Regular price Sale price €16,95 EUR
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Stop losing clients because you forgot to follow up.

A freelancer-friendly CRM that tracks contacts, deals, every call and email, and exactly when to follow up next — without the bloat of an enterprise CRM you'll never fully use.

What you get:

  • 👥 Contacts — every lead and client in one place, tagged by status and source
  • 💰 Deal Pipeline — move deals from Prospect to Closed Won, see your whole pipeline at a glance
  • 📝 Interaction Log — log every call, email and meeting with notes and a follow-up date, so nothing slips
  • 📁 Projects — link deliverables to the right contact and track due dates and budget once a deal closes
  • 📅 Follow-up Calendar view — every pending reminder, sorted by date, in one filtered view

Who it's for: Freelancers and micro-agencies juggling multiple clients who are currently tracking leads in their inbox (and losing them).

What's included: Contacts · Deal Pipeline · Interaction Log · Projects — 4 fully editable, linked databases. Works on mobile, best on desktop for kanban & timeline views.

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