Freelance CRM: Your Customer Space

You forget who you discussed your offers with? Having trouble turning prospects into customers? Are you tired of wasting time editing bills?

It is high time to manage everything in one place;)
Simplify your customer management with Notion
➡️Between customer management, quotations, invoices, appointments to schedule and reminders to make, do you ever feel overwhelmed? I have exactly what you need to take back control of your business and centralize everything: my template "Customer Management and CRM".
Why will this template help you?
I created this template for freelancers like you, who are looking to save time and optimize their customer management. Everything is designed to help you manage your customers from scratch, whether it’s to store your information, plan your actions or even generate your quotes and invoices.
With "Customer Management and CRM", you'll be able to:
Easily follow your customers: Keep track of every interaction (RDV, actions, reminders), everything is archived so you never lose track.
Generate quotes and invoices: Everything is planned so that you can create and store these documents directly in Notion.
Generate your reminder messages, your business proposals to send to customers
Manage your customer actions, directly related to your todo list
Organize your sales tunnel: Visualize every step of the customer relationship, from the first contact to the service.
Archive your documents: Keep a complete history of all your clients, from signed quotes to invoices sent, to meeting notes.
What you will find in this template:
Full list of customers: All the info in one place, without scattering you.
Detailed customer follow-up: Reminders, actions to do, appointment to plan... Everything is ready for you to stay on top of your customer management.
Quotation and invoice management: Create them, archive them and find them in the blink of an eye.
Clear sales tunnel: Visualizes where each customer is in your process, from acquisition to after-sales service.
Archiving and customer history: Because a good follow-up also requires a good organization of documents.
This template is for you if:
You are a freelancer and you manage several clients at once.
You need a single space to centralize all customer information.
You want a simple and efficient tool to create quotes and invoices without going through complicated software.
You want to better track your customer interactions and never forget a reminder.
Why would you trust me?
I am an organization systems specialist with Notion and have helped many freelancers simplify their daily management. This template is the result of this experience, designed to help you manage your business with confidence. You will be able to focus on what you do best, without worrying about the administrative!