Freelance Business OS

1. Clients Dashboard 📊

Gain a complete overview of your freelance engagements with our Clients Dashboard. Easily manage projects, tasks, finances, and client relationships all in one place.

• Calendar Management: Plan your schedule effortlessly and stay on top of deadlines.

• Project Tracking: Monitor project progress and time spent, ensuring efficient management.

• Client Portfolio: Identify key clients and manage their details for personalized service.

Explore detailed insights into each client and streamline your workflow from initial contact to project completion.

1. Project Management 📑

Efficiently track and manage your projects with our intuitive Project Management dashboard.

• Multiple Project Types: Choose from Simple, Complete, or Advanced project structures based on your needs.

• Task Management: Break down projects into manageable tasks and monitor progress with ease.

• Financial Tracking: Manage project finances, including invoices and expenses, directly within the dashboard.

From planning to execution, streamline your project workflow and ensure deadlines are met effectively.

1. Finances & Invoices 💰

Stay on top of your finances with our dedicated Finances dashboard.

• Income Tracking: Monitor earnings and expenses effortlessly.

• Invoice Management: Create, track, and manage invoices seamlessly.

• Budgeting Tools: Set financial goals and track your progress month-to-month.

Gain clarity on your financial health and make informed decisions for your freelance business.

1. Ideation Hub 💡

Fuel your creativity and organize your ideas with our Ideation Hub.

• Idea Catalog: Capture and develop new ideas systematically.

• Workflow Integration: Move ideas from conception to execution smoothly.

• Progress Tracking: Monitor idea development stages and milestones.

Stay inspired and transform ideas into actionable plans effortlessly.

1. Growth & Strategy 🌱

Strategize for long-term success with our Growth & Strategy dashboard.

• Goal Setting: Define and track business objectives using SMART goals.

• Marketing & Financial Planning: Develop comprehensive strategies for business growth.

• Annual Roadmap: Plan and visualize your business goals for the year ahead.

Empower your freelance business with structured growth strategies and actionable insights.

1. Legals & Contracts 📝

Ensure legal compliance and manage contracts efficiently with our Legals & Contracts section.

• Legal Documentation: Customize sales policies and licenses for client engagements.

• Contract Management: Generate and link contracts to specific projects seamlessly.

• Client Communication: Streamline client agreements and maintain legal clarity.

Protect your freelance business with robust legal frameworks and streamlined contract management.

1. Time Sheet ⏱️

Track billable hours and optimize time management with our Time Sheet feature.

• Hourly Rate Calculation: Calculate charges accurately based on time spent on tasks.

• Project Summary: View detailed reports on time utilization and project profitability.

Efficiently manage your time and maximize productivity across all client engagements.

1. Email List 📧

Manage your client communications effectively with our Email List database.

• Contact Management: Organize and filter email contacts for targeted communication.

• Campaign Management: Enhance outreach efforts and nurture client relationships.

Grow your freelance network and streamline communication efforts effortlessly.

1. Accounts Access 🔐

Centralize access to your professional accounts and websites for seamless navigation.

• Account Catalog: Store and access login details securely.

• Website Integration: Link directly to essential websites and platforms.

Simplify your workflow and access critical resources with ease.

1. Business Plan 📈

Access a customizable Business Plan template to align your freelance goals and strategies effectively.

• Strategic Alignment: Define your business objectives and action plans.

• Performance Tracking: Measure progress and adapt strategies for optimal growth.

Lay the foundation for sustainable success with a structured business planning approach.

1. Externals 🌐

Enhance your freelance brand and visibility with additional external resources.

• Business Information: Showcase detailed business descriptions and credentials.

• Brand Guidelines: Customize branding guidelines to maintain brand consistency.

• Portfolio Showcase: Create a Notion website to showcase your portfolio effortlessly.

Promote your freelance services effectively and attract potential clients with a professional online presence.