Notion Dashboard CRM for Startup Freelancers

This is a Freelancers CRM (Customer Relationship Management) Notion template designed for independent professionals to streamline their client and project management processes. The template offers the following features:

Key Features:

1. Quick Actions Panel:
   • Buttons for adding new clients, companies, documents, contracts, or opportunities directly from the dashboard.
2. Company News Section:
   • Dedicated space to track current and past updates or news related to projects and clients.
3. Sales Pipeline Tracker:
   • A visual representation of the sales process with stages like Prospect, Contacted, Qualified, Negotiation, and Closed/Won.
4. Repeat Clients Section:
   • Highlights clients who frequently return for services.
5. Future Opportunities:
   • Dedicated space to track and plan potential leads or projects.
6. Recent Contracts:
   • Easily access and monitor recently closed or ongoing contracts.
7. Meetings Calendar:
   • A fully integrated calendar to schedule and track meetings.
8. Navigation Panel:
   • Links to key areas such as:
     • Clients & Companies: For managing client information.
     • Meetings: To schedule and organize discussions.
     • Docs & Contracts: For document management.
     • Communication History: To keep a log of past interactions.
     • Future Opportunities: For lead tracking.
     • Backend: Administrative tasks.
9. Historical Insights:
   • Tracks activity from the past 30 days, ensuring no missed opportunities or updates.
10. Favorite Documents:
    • A quick-access section for frequently used files or resources.

Who Is This For?

This Notion template is ideal for freelancers, solopreneurs, and consultants who want a centralized system to manage clients, projects, and opportunities while maintaining a clear overview of their sales and administrative tasks.

Benefits:

• Streamlines client and project management.
• Improves organization with an intuitive layout.
• Enhances productivity with pre-built tracking tools.
• Saves time with easy-to-use navigation and quick-action buttons.

This template is a powerful tool to elevate a freelancer's workflow, ensuring better time management and client satisfaction.