CRM Pro to monitor clients and deals for small businesses and freelancers

Attention freelancers, small businesses, and side hustlers:
This is for you.

Template for freelancers tracking their clients and deals. Perfect customer relationship management (CRM) tool for tracking clients, companies, deals, communications, and tasks with built in reporting features.

Ultimate CRM Pro Notion template designed for freelancers, side-hustlers, and small businesses.

Add contacts and companies: Quickly add contacts, companies, and related information. Segment and categorize to stay organized and efficient.

Add deals: Quickly add deals you're working on and track them through your sales pipeline. Monitor the last touchpoint to remain in contact for higher conversion.

Add communications and tasks: Track client touch points and associated tasks to stay on top of your customer relationships. Add documents and attachments.

Assign to different employees in your workspace: Collaborate and delegate clients and deals. Get reporting and insights on employee performance and sales conversion.

Daily updates at a glance: Keep up to date on your CRM with daily updates shown on the home page and dashboard. Review sales conversions, added contacts and companies, and employee communications and tasks.