Streamline your freelance business with Notion CRM OS.
Notion CRM OS is a powerful Notion template for freelancers to track clients, manage projects, and get paid—all without leaving Notion.
Lost clients, missed payments,and too many tools,sound familiar?
Freelancing should give you freedom, not stress.
But without the right system, it's a mess:
😔 Clients slipping away.
🤯 Opportunities missed.
💸 Payments delayed.
I lost five potential clients in one month—not because I wasn’t good, but because I had no system to track them.
The fix: One simple system
I needed a way to keep track of everything—clients, projects, payments—all in one place. So I built Notion CRM OS to manage and automate my freelance business.
Manage clients effortlessly.
Track leads & never miss opportunities.
Get paid on time, no chasing invoices.
With built-in automation, new leads and follow-ups are captured instantly. Client notes, meetings, and payments stay in one place, so you never forget.
No More Subscriptions. No More Chaos.
Spreadsheets are outdated. Expensive software is unnecessary.
Why I built Notion CRM OS
I didn't create this just to sell it. I built it because I needed it. Over two years, I refined it, optimized it, and used it to grow my business. Last year, it helped me hit six figures.
Now, it's yours—so you never lose another client.
The all-in-one Notion CRM for freelancers
- Lead & Client Management
- Project Tracking
- Payment Tracking
- Revenue Overview
- Lead Form & Automation
- Pre-Built Proposal & Invoice Templates
The system that helped me earn six figures. Now it's ready for you.
I built this system to take my freelance business to six figures. Now, you can use it to grow yours.
Everything in one place
Streamline your freelance business with Notion CRM OS. Track clients, manage projects, and get paid on time—all in one place.
Never lose a client again
Track leads from first contact to signed deal. Automated follow-ups and lead forms ensure you never miss an opportunity.
Know exactly who owes you
Stay on top of invoices, overdue payments, and revenue tracking so you never chase money again.
Send proposals and invoices faster
Pre-built templates let you send professional documents in minutes saving you hours.
Customize it to fit your workflow
Personalize with meeting notes, onboarding checklists, and custom fields so everything stays organized the way you need it.
Get an inside look atNotion CRM OS
The all-in-one dashboard that gives you a bird’s-eye view of your entire freelance business.
Get your Notion CRM OSin 3 simple steps
No learning curve. No wasted time. Just plug it in and start working.
1
Duplicate
Click the template link and add it to your Notion account. Done in seconds.
2
Set up
Follow the quick video walkthrough to customize your dashboard. No technical skills needed.
3
Customize
Use it, tweak it, and grow with it. Get support from the community.
if you track leads, manage clients, and want to get paid on time, this system is built for you.
This system is perfect whether you're just starting out or already managing clients. Instead of paying for multiple subscriptions, Notion CRM OS gives you one simple system to stay organized, impress clients, and scale your business.
With Notion CRM OS, you can grow faster while keeping your business simple—focusing on your work, not admin details.
- Freelancers
- Consultants & coaches
- Solo business owners
- Small teams
- Designers
Pay once, use forever.
Enjoy lifetime access, community support, and no subscription fees.
Notion CRM OS
$97
$97
- Complete Notion CRM system
- Client & project management
- Payment & revenue tracking
- Pre-built proposal & invoice templates
- Video tutorials
- Automation videos & integration (Zapier, Tally Form, Airtable)
- Private Community support
- Lifetime access.
Frequently Asked Questions
Is this hard to set up?
No. The mini-course shows you exactly how to set up both the template and automation. It will take you 20 minutes, everything included.
I'm new to Notion. Will this work for me?
Absolutely. Even if you've never used Notion before, the tutorials walk you through everything. No technical skills required.
Do I need to pay for Notion too?
No. This CRM works perfectly with Notion’s free plan. You’d only need a paid plan if you want Notion’s built-in automation. Read here more
Can I customize it for my business?
Yes. The system is built to be flexible. You can add custom fields, rename sections, and adapt it to fit your unique workflow.
What if I need help?
You get access to our private community where you can ask questions and get support directly from me and other users.
Does Notion CRM OS include automation?
Yes. The system includes video tutorials on setting up automation with Zapier, Tally Form, Airtable and more.
Is there a money-back guarantee?
Based on the nature of digital products and the included mini-course, refunds are not available. However, if you have any issues,
I'm happy to work with you personally to ensure you get value from the system.
Hi – I’m Faizur. I help designers and freelancers become more valuable by mastering design, business, and mindset—so you can live and work on your own terms.
Most freelancers struggle with managing clients. You land a project, finish it, and suddenly your client is buried in your inbox. You forget a follow-up. You miss an invoice. You waste hours searching for notes.
Last year, I scaled my freelance business to six figures using this exact system. How? By keeping things simple.
With Notion CRM OS, you track clients and leads. Never miss a follow-up. Manage projects and invoices in one place. See your income clearly. Know where you stand. Celebrate wins.
No bloated tools. No endless subscriptions draining your money even when you're not earning. Just a system that works.
Get the same system I use to stay organized, grow faster, and focus on what matters.