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.

2. 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.

3. 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.

4. 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.

5. 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.

6. 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.

7. 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.

8. 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.

9. 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.

10. 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.

11. 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.