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All‑in‑one system for freelancers

Clients, projects, invoices, time & taxes — in one Notion dashboard.

Stop juggling scattered docs and spreadsheets. Notion Freelancer OS gives you a simple, reliable workflow to manage client work and track finances without adding more tools.

$19
$29
Launch pricing
Get the template What’s included
  • Client CRM with contacts, follow-ups, and status.
  • Project tracker + deliverables board with deadlines.
  • Money + reporting: invoices, expenses, monthly goals, revenue by month/quarter.
  • Time tracker: daily entries + rollups to projects.
  • Quarterly tax estimates in minutes (not tax advice).

What you download

• Notion template structure
• Setup guide (Markdown)
• Ready-to-use views & dashboards

Fast setup

Duplicate or rebuild in ~30–60 minutes.

Flexible

Works for hourly, fixed, or retainer projects.

Minimal

No heavy automation. Easy to maintain.

What’s included

Everything is organized around a clean database structure so you always know where information lives.

Clients (CRM)Track lead → active → past clients, follow-ups, and notes.
ContactsBilling + stakeholder contacts linked to each client.
ProjectsKanban stages, deadlines, priorities, rollups for time & money.
Deliverables / TasksBoard + weekly view, due dates, grouped by project.
InvoicesPaid/unpaid, due dates, monthly & quarterly revenue views.
ExpensesCategories + receipts, monthly totals, reimbursement tracking.
Time EntriesSimple daily logging with rollups to each project.
Quarterly Tax EstimatesProfit + estimated tax calculator (you control your tax rate).

How it works

A workflow you can actually stick with.

  1. Add a client + contacts.
  2. Create a project and plan deliverables.
  3. Log time as you work (daily).
  4. Track invoices + expenses (weekly).
  5. Update quarterly tax estimates at quarter-end in minutes.

FAQ

Do I need a paid Notion plan?

No. This works on the free plan. Some advanced rollup filtering features can vary by account, but the system is designed to remain useful regardless.

Is the tax section “automatic”?

It’s intentionally simple and reliable: use the grouped invoice/expense views to copy quarterly totals into the estimate calculator. (Not tax advice.)

Can I customize it?

Yes—edit statuses, categories, add fields, remove what you don’t use. The included setup guide documents every database property.

Does this replace invoicing software?

It’s an invoice tracker and reporting hub. If you need payment processing, you can still generate invoices in your preferred tool and store links/PDFs here.

Ready to run your freelance business in one place?

Get Notion Freelancer OS for $19 (~~$29~~). Instant download.

Get the template See what’s included