CRM
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Eeady-to-Use CRM for Freelancers, Businesses, and Project Management
This Notion-based CRM is designed to provide an intuitive and structured way to manage contacts, companies, projects, and financial tracking in one centralized system. Whether you’re a freelancer, a business owner, or someone who needs a simple yet powerful tool to stay organized, this CRM adapts to your workflow with a minimalist and efficient approach.
Key Features
• Contact List
A dedicated database to store and manage all your contacts, including names, emails, phone numbers, and any relevant details. Easily link them to associated companies and projects for seamless tracking.
• Company Directory
Keep an organized list of all the companies you work with. Each entry can be connected to specific contacts, projects, and invoices, ensuring clarity and easy access to important information.
• Project Management & Tracking
A structured project database to monitor ongoing and completed tasks. Track project status, deadlines, assigned contacts, and linked companies in a clear and organized way.
• Pre-Built Project Templates
Standardized project templates to save time and streamline workflows. Start new projects with structured layouts, predefined task lists, and automated tracking to maintain consistency and efficiency.
• Invoice & Revenue Tracking
Integrated financial management to log invoices, monitor due dates, track payments, and analyze revenue trends. Gain a clear overview of your financial performance while keeping invoices linked to projects and clients.
Why Use This CRM?
• Fully customizable to adapt to your specific needs
• Centralized information for better organization and workflow efficiency
• Minimalist and structured design for a smooth user experience
• Perfect for freelancers, agencies, small businesses, or personal project management
This CRM provides a simple yet powerful way to track your work, clients, and financials—all in one place.
Need Something More Advanced?
If you’re looking for a more customized solution with advanced automation, tailored dashboards, or specific integrations, I can create a fully personalized Notion CRM designed to match your unique workflow.
📩 Send me a message to discuss your needs and build the perfect system for you!
