About this template

Introducing The Ultimate Notion CRM System For Freelancers - 2024: Your all-in-one solution to effortlessly manage your services, leads, clients, and projects. If you've ever been buried under scattered client details or struggled to track leads and tasks, this notion template is your chance to organize all your freelancing efforts in one go! Here's why you'll wonder how you ever managed without it: Dashboard View: A comprehensive look at everything important - your active tasks, leads, ongoing projects, services, and clients. Everything you need to know, right at a glance. Sell More, Stress Less: Under Sales Management, add leads and see them through. From that first contact to sealing the deal, keep every lead in clear view. Organized Service Offerings: Easily list down your services and packages. Plus, with the collaborators' database, you know exactly who you need to help with a particular task. Tasks Made Easy: Whether it's client tasks, project milestones, or just daily to-dos, keep track effortlessly. Plus, with integrated project management features, overseeing tasks from start to finish is a breeze. Clients at Your Fingertips: No more sifting through files or emails. Every client detail and every task is stored and easily accessible. Video Guide: Not just a tool, but a partner. With the included video tutorial, dive into features with ease, ensuring you maximize every aspect of this CRM system. The best part - with regular updates, this CRM system evolves with your needs. With "The Ultimate Notion CRM System For Freelancers", you're not just tracking or managing; you're mastering client and project management like a pro. Perfect for: Freelancers Small Business Owners / Solopreneurs Independent Professionals Project Managers Digital Marketers Service Providers Step into an organized, efficient, and productive world for all your CRM needs. Dive into streamlined client and project management today!

Categories

About this creator

Install now

How to use this template with A.I

Delegate this template to NØtis and have your personal assistant automatically manage it for you.

1

Duplicate this template in your Notion workspace.

2

Create your NØtis account.

3

When authorizing NØtis to your Notion workspace, make sure to click "select pages to share with NØtis" and choose your new template in the list.

4

Make sure the template appears in your synced database and is activated.

Make it your own

Make it your own

Make it your own

Optionally, you can give additional instructions to NØtis directly by customizing the template.

1

You can add additional instructions for NØtis in the database descriptions. To access the description, right click a database and click "view database"

2

Add your instructions in the description. E.g. "For each entry, create a post for Instagram, Facebook and Twitter, etc."

3

You can also add instructions in each field descriptions. E.g. "A short description of the expense like 'dinner at Luigi'".

4

NØtis automatically sync your databases every hour but you cal always ask NØtis to synchronise them right away or ask the link to your user portal.

Not finding what your searching for?

Or you'd rather have it

for free?

Not finding what your searching for?

Or you'd rather have it

for free?

Not finding what your searching for? Or you'd rather have it

for free?