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Notion Client & Project Tracker Template | Freelance CRM, Invoices Tasks | Digital Download

Price:$12.50

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Highlights

  • Designed by TidyStackCo
  • Digital download
  • Digital file type(s): 1 PDF

Notion Client & Project Tracker Template for freelancers and small agencies — manage clients, projects, invoices, and tasks in one place.

Tired of juggling clients, projects, and invoices across scattered tools? This template puts everything in one organized system, without the admin overload.

✓ Works on the FREE Notion plan — no paid subscription needed
✓ Set up in under 5 minutes, even if you've never used Notion

WHAT'S INCLUDED
✓ Clients database — contacts, status, rate type, and notes
✓ Projects tracker — board, calendar, and table views
✓ Invoice manager — amounts, due dates, paid status, and automatic days-outstanding count
✓ Task list — priorities and due dates linked to each project
✓ Dashboard — active projects, unpaid invoices, and tasks due this week at a glance
✓ Money Snapshot page — see unpaid and overdue invoices instantly
✓ START HERE guide — plain-language setup steps for beginners
✓ Sample data included so you can see how it works, easy to delete

All four databases are connected, so every invoice links to its client and every task links to its project.

The layout is clean and distraction-free, so you can focus on the work instead of hunting for information.

PERFECT FOR
Solo freelancers, consultants, virtual assistants, coaches, designers, and small creative agencies. Use it for client onboarding, project planning, tracking deliverables, and getting paid on time. Also a thoughtful gift for anyone starting a freelance business.

HOW IT WORKS
1. Purchase and download the PDF
2. Click the link inside to open the template
3. Click "Duplicate" to copy it into your own Notion workspace
4. Delete the sample data and add your first client

Customize anything — rename fields, add columns, or change colors to fit your process. No coding required.

PLEASE NOTE
This is a digital product. No physical item will be shipped. You'll need a free Notion account to use the template. For personal or single-business use only — please don't share or resell the link.

Questions? Message me anytime and I'll help you get set up.

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Listed on Sep 22, 2026
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