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Templyworks

Client Pipeline โ€” Notion CRM for Freelancers

Client Pipeline โ€” Notion CRM for Freelancers

Regular price โ‚ฌ16,95 EUR
Regular price Sale price โ‚ฌ16,95 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 โ€” without the bloat of an enterprise CRM you'll never fully use.

What you get:

  • ๐Ÿ‘ฅ Contacts โ€” every lead and client in one place, tagged by status and source
  • ๐Ÿ’ฐ Deal Pipeline โ€” move deals from Prospect to Closed Won, see your whole pipeline at a glance
  • ๐Ÿ“ Interaction Log โ€” log every call, email and meeting with notes and a follow-up date, so nothing slips
  • ๐Ÿ“ Projects โ€” link deliverables to the right contact and track due dates and budget once a deal closes
  • ๐Ÿ“… Follow-up Calendar view โ€” 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 ยท Deal Pipeline ยท Interaction Log ยท Projects โ€” 4 fully editable, linked databases. Works on mobile, best on desktop for kanban & timeline views.

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