The Freelance CRM is a one-stop shop for freelancers to record their client pipeline, business finances, and lead generation efforts.
Why did I build this template?
As a freelancer, I’m intimately familiar with the chaos of having to keep track of everything as a one-man business.
Because being a freelancer makes you the all-in-one resource, employee, and specialist.
Being able to manage relationships with clients is a skill that proves to be incredibly valuable in the long run.
And for a lot of my leads, the nurturing process was the reason I got to close deals and widen my network for referrals.
Unfortunately, there became a time when this became overwhelming so I’ve let go of the active relationship management and seeking of leads. When I let go of this, it unfortunately led to a decline in business and it really made me reevaluate my practice.
Upon reflection as I had some time away from the chaos, I realized that the problem wasn’t the incompatibility between me and my work, it was my systems.
So now, taking back control of that element of my business, I’ve decided to make this template.
What can you do with this template?
These are ways you can use the functions of this template.
Lead Monitoring
Find out where you get the most clients.
Income Attribution
Find out which services bring in the most income.
Communication Management
Track communication with companies that have different contact persons.
Financial Monitoring
Record invoices and expenses with ease…
Real-time Finance Management
….and have these reflected in real time.
What’s in the template?
Here’s a tour around the template.
Front Page View
The front page view has everything quick access you may need from a freelance CRM: action shortcuts, an overview of your clients, and pertinent pages you can navigate.
Other Views
- Traffic Sources Page: Document where you interact with clients and determine where you get the most leads.
- Services Page: Document the services you offer and monitor where you get the most inflow.
- Companies Page: Document and monitor the types of companies who do business with you so you can make informed decisions about the tilt of your business.
Income Statement
In this page, you can monitor your freelance business’ financial health and make data-informed decisions on where to move your business next.
Manage your freelance business now!
Frequently Asked Questions
What is Notion?
Notion is a free-to-use single digital space where you can think, write, and plan. Capture thoughts, manage projects, or even run an entire company — and do it exactly the way you want.
How will I receive this template?
You will receive a link you can duplicate the template in your workspace.
Can I refund my template?
Due to the nature of digital products, refunds will not be honored but you can always reach out via e-mail and I will reply to any inquiries as soon as possible.
Can I share this with anyone else?
No. This product has a private license, and must only be used for personal use.
How can I contact you if I have any questions?
You can contact me via e-mail if you run across any problems → systemswitherika@gmail.com.
Curation by Erika 