Blueprint Helm Freelancer CRM โ Notion Client, Pipeline & Invoice System
$34.00
Sale price
$34.00
Regular price
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Run your whole freelance business from one calm Notion workspace. The Blueprint Helm Freelancer CRM puts every client, deal, and invoice in one place โ so you stop losing leads, forgetting follow-ups, and wondering who owes you money.
Blueprint Helm Freelancer CRM โ Notion Client, Pipeline & Invoice System
$34.00
Sale price
$34.00
Regular price
๐ Your template link: Click here to duplicate the CRM into your Notion โ
What's inside
- ๐ฅ Clients database โ Status tags (Lead / Active / Past / Lost), source tracking, contact info, notes
- ๐ผ Deals pipeline โ Kanban board from New โ Won, with dollar values, probability, and weighted forecast formula
- ๐งพ Invoices tracker โ Draft โ Sent โ Paid โ Overdue, with auto-flag formula for late invoices
- ๐ Projects board โ Linked to clients and invoices, status from Not Started โ Done
- ๐ฌ Interactions log โ Every call, email, and meeting logged, with follow-up reminders
- ๐ Dashboard โ All five databases linked; Lifetime Value and Last Contact roll up automatically
How to use it
- Click the template link above
- Hit Duplicate in the top-right corner of Notion
- Delete the sample rows and add your real clients
- Start from the Deals pipeline โ add your first lead and go
Requires a free Notion account. Works on all Notion plans.
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