Complete Notion workspace for freelancers with 8 integrated databases: Clients, Projects, Tasks, Invoices, Expenses, Content Calendar, Learning, and Goals. Includes 5 automation workflows.
Ultimate Freelancer OS: All-in-One Business Management Notion Dashboard
## Database 1: Client CRM (25 fields)
- Client Profile: Name, Company, Website, Industry, Location
- Contact Info: Email, Phone, LinkedIn, Twitter, Preferred Contact Method
- Lead Source: Referral, Upwork, Fiverr, Cold Outreach, Website, Social Media
- Status: Lead, Proposal Sent, Active Client, Past Client, Unresponsive
- Value Tier: Platinum, Gold, Silver, Bronze (auto-calculated from total project value)
- Relationship Score: 1-10 star rating (auto-calculated)
- Communication Log: Linked database with date, channel, summary, follow-up
- Contracts: Links to signed documents in Google Drive
- Notes: Freeform section for personal notes about the client
- Last Contact: Auto-updated date field
- Next Follow-Up: Manual date field with reminder
- Total Revenue: Rollup from linked Projects
- Projects Count: Automatic rollup
- Average Project Value: Rollup formula
- Client Since: Date of first project
- Birthday/Anniversary: Optional personal touch field
## Database 2: Projects (18 fields)
- Project Name, Client (relation to Clients DB)
- Status: Planning, In Progress, Client Review, Revisions, Complete, On Hold, Cancelled
- Project Type: Web Design, Logo Design, Copywriting, Consulting, Development, Marketing
- Start Date / Due Date: Date range
- Budget: Currency field (projected)
- Actual Cost: Formula (rollup from Tasks actual hours x rate)
- Profit Margin: Formula percentage
- Deliverables: Checklist of items to deliver
- Scope Creep Log: Linked tracking database
- Files: Links to deliverables folder
- Invoice: Relation to Invoices database
- Project Health: Red/Amber/Green (auto-calculated from timeline and budget)
- Tags: Urgent, High Priority, Low Priority, Premium
- Notes: Meeting notes, client feedback
## Database 3: Tasks & Sprints (14 fields)
- Task Name, Project (relation), Assigned To
- Status: To Do, In Progress, Review, Done
- Priority: Critical, High, Medium, Low
- Due Date, Estimat
Installation Guide
1. Download the product 2. Unzip the files 3. Follow the included documentation 4. Configure for your use case 5. Start using immediately!
Requirements: Free Notion account. Duplicate template into your workspace.
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What is this product?
Complete Notion workspace for freelancers with 8 integrated databases: Clients, Projects, Tasks, Invoices, Expenses, Content Calendar, Learning, and Goals. Includes 5 automation workflows.
How do I install it?
Download the files and follow the included documentation. Most products require no technical skills.
Do I get updates?
Yes! All products include updates (currently v2.0).
What if I have issues?
Contact the creator directly or use the Ask Hermes feature for instant support.
