Notion CRM OS is a complete system and step-by-step course that helps freelancers track leads, manage clients, create proposals and invoices, track revenue, and grow—all in one place.
Freelancing should give you freedom, not stress.
But without the right system, it's a mess:
😔 Clients slipping away.
🤯 Opportunities missed.
💸 Payments delayed.
I lost five potential clients in one month—not because I wasn’t good, but because I had no system to track them.
The fix: One simple system
I needed a way to keep everything in one place—clients, projects, payments. So I built Notion CRM OS to manage and automate my freelance business.
Track new leads, so you don’t miss opportunities
Manage client work from start to finish
Make proposals and invoices when you need them
See how much you’re earning—and get paid on time
Everything stays in one place: leads, notes, meetings, payments. So you always know what’s next, and nothing slips through.
No more switching between tools or paying for extra software. Just one system to run your business in one place.
Why I built Notion CRM OS
I used this exact system to run my business for two years—kept improving it until it worked the way I needed. Last year, it helped me cross six figures as a solo freelancer.
Now it’s yours, so you don’t have to figure it out alone.
I built this system to take my freelance business to six figures. Now, you can use it to grow yours.
Streamline your freelance business with Notion CRM OS. Track clients, manage projects, and get paid on time—all in one place.
Track leads from first contact to signed deal. Automated follow-ups and lead forms ensure you never miss an opportunity.
Stay on top of invoices, overdue payments, and revenue tracking so you never chase money again.
Pre-built templates let you send professional documents in minutes saving you hours.
Personalize with meeting notes, onboarding checklists, and custom fields so everything stays organized the way you need it.
*All modules coming this week
The all-in-one dashboard that gives you a bird’s-eye view of your entire freelance business.
No learning curve. No wasted time. Just plug it in and start working.
Click the template link and add it to your Notion account. Done in seconds.
Follow the quick video walkthrough to customize your dashboard. No technical skills needed.
Use the system. Tweak as you grow. Scale your business.
This system is perfect whether you're just starting out or already managing clients. Instead of paying for multiple subscriptions, Notion CRM OS gives you one simple system to stay organized, impress clients, and scale your business.
With Notion CRM OS, you can grow faster while keeping your business simple—focusing on your work, not admin details.
Enjoy lifetime access, free updates, and no subscription fees.
No. The mini-course shows you exactly how to set up both the template and automation. It will take you 20 minutes, everything included.
Absolutely. Even if you've never used Notion before, the tutorials walk you through everything. No technical skills required.
No. This CRM works perfectly with Notion’s free plan. You’d only need a paid plan if you want Notion’s built-in automation. Read here more
Yes. The system is built to be flexible. You can add custom fields, rename sections, and adapt it to fit your unique workflow.
You can email me directly anytime. all details are also inside the Notion system for easy access.
Yes. The system includes video tutorials on setting up automation with Zapier, Tally Form, Airtable and more.
Based on the nature of digital products and the included mini-course, refunds are not available. However, if you have any issues,
I'm happy to work with you personally to ensure you get value from the system.
Most freelancers struggle with managing clients. You land a project, finish it, and suddenly your client is buried in your inbox. You forget a follow-up. You miss an invoice. You waste hours searching for notes.
Last year, I scaled my freelance business to six figures using this exact system. How? By keeping things simple.
With Notion CRM OS, you track clients and leads. Never miss a follow-up. Manage projects and invoices in one place. See your income clearly. Know where you stand. Celebrate wins.
No bloated tools. No endless subscriptions draining your money even when you're not earning. Just a system that works.
Get the same system I use to stay organized, grow faster, and focus on what matters.