Notion CRM Template: Client and Task Management

Convenient Notion template for managing projects and clients.

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£9.00

Versatile Notion CRM Template for Freelancers and Small Businesses

What you’ll get:

Notion template featuring:
- Client profiles dashboard
- Project progress tracking
- Task lists with due dates
- Invoice monitoring
Built-in filters to prioritize urgent tasks and reminders for deadlines
15-page PDF manual guiding you through:
- Setting up Notion for your needs
- Customizing fields
- Best practices for workflow automation

Ideal for users looking to streamline business operations with a modern digital tool.

Format:
Notion template + PDF guide.

Full Text:

This versatile Notion CRM template is designed for freelancers, consultants, and small business owners who need an efficient way to track clients, projects, deadlines, and payments all in one place. The template features a dashboard with client profiles, project progress tracking, task lists with due dates, and invoice monitoring. It also includes built-in filters to prioritize urgent tasks and reminders to ensure no deadlines slip by. The accompanying 15-page PDF manual walks you through setting up Notion for your needs, customizing fields, and best practices for workflow automation. Ideal for users looking to streamline their business operations with a modern digital tool.