How to use this template

Step 1: Duplicate this template to your Notion workspace (button top-right)

Step 2: Delete the sample data rows — or keep them as reference

Step 3: Add your first real project in the Projects database

Step 4: Switch between Table view and Board view using the tabs above

Tips

• Use the Status property to run your week: check what's 🔴 Overdue first
• The Value ($) column lets you see at a glance how much is at stake per project
• Add a new row for every new client project you take on

Want more?

The full Freelancer CRM Pro ($49) includes:

• Client profiles database (linked to projects)
• Invoice tracker with payment status
• Contract log
• Weekly review dashboard