Built for freelancers managing multiple clients, projects, and invoices at the same time. Everything is connected [clients, money, work, and pipeline] all in one place.
What's inside
š° Money: Full invoice lifecycle from Draft to Paid. Overdue invoices surface automatically. Client revenue totals update the moment you mark something paid. Upload your Contra PDF directly to each invoice record.
š„ Clients: Every client relationship tracked in one place. A Health formula runs automatically and tells you who's at risk, who needs an invoice, and who's carrying too many active projects ā without any manual input.
š Work: Every project tracked by deadline urgency. The Over Budget flag triggers automatically when hours logged exceed your estimate. Time entries feed directly into project totals ā nothing to update manually.
š® Pipeline: Every lead tracked by stage with weighted value calculations. A Follow Up Today view shows exactly who to contact each morning. When a deal closes, it converts to a client record and the full conversation history carries over.
š¬ Communications Log: Every call, email, and message linked to the client. Open any client page and see the full relationship history in one view.
Also included: A full Support Guide with 17 step-by-step lessons covering setup, how to read every formula, weekly workflow, and troubleshooting. Fully operational in 20 minutes.
Who this is for: Freelancers managing 2 or more clients who are done running their business across email, spreadsheets, and memory.
Requirements: Notion free plan or above. No paid plan required.
Get it for$25.00
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Built for freelancers managing multiple clients, projects, and invoices at the same time. Everything is connected [clients, money, work, and pipeline] all in one place.
What's inside
š° Money: Full invoice lifecycle from Draft to Paid. Overdue invoices surface automatically. Client revenue totals update the moment you mark something paid. Upload your Contra PDF directly to each invoice record.
š„ Clients: Every client relationship tracked in one place. A Health formula runs automatically and tells you who's at risk, who needs an invoice, and who's carrying too many active projects ā without any manual input.
š Work: Every project tracked by deadline urgency. The Over Budget flag triggers automatically when hours logged exceed your estimate. Time entries feed directly into project totals ā nothing to update manually.
š® Pipeline: Every lead tracked by stage with weighted value calculations. A Follow Up Today view shows exactly who to contact each morning. When a deal closes, it converts to a client record and the full conversation history carries over.
š¬ Communications Log: Every call, email, and message linked to the client. Open any client page and see the full relationship history in one view.
Also included: A full Support Guide with 17 step-by-step lessons covering setup, how to read every formula, weekly workflow, and troubleshooting. Fully operational in 20 minutes.
Who this is for: Freelancers managing 2 or more clients who are done running their business across email, spreadsheets, and memory.
Requirements: Notion free plan or above. No paid plan required.
$25.00