Notion Client Management & CRM OS – Client, Project, Task, Invoice & Follow-Up Business System
Notion Client Management & CRM OS – Client, Project, Task, Invoice & Follow-Up Business System
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Stop managing clients, projects, tasks, invoices and follow-ups across scattered pages. The WAOHHARTZ Notion Client Management & CRM OS brings the core parts of your client workflow into one connected workspace.
Built for freelancers, agencies and consultants who want a simple, professional system for organizing client relationships, managing delivery work and staying on top of follow-ups.
What’s Included
- Connected Clients database
- Projects database linked to clients
- Tasks database linked to projects and clients
- Invoices database for billing status and due dates
- Follow-Ups database for next actions and dates
- Communication Log for client interactions
- Dashboard with practical workspace views
- Client Portal template for client-facing sharing
- PDF setup guide
- Access instructions for the Notion template
Who This Is For
- Freelancers managing multiple clients
- Agencies coordinating client projects and delivery
- Consultants tracking relationships, actions and deadlines
- Service businesses that want a more organized client workflow
How It Works
- Open the Notion template using the access instructions included with your purchase.
- Create your client records and add your active work.
- Connect projects, tasks, invoices, communications and follow-ups to the right clients.
- Use the dashboard and client portal view to manage work and share information when appropriate.
Digital Product & Software
This is a digital Notion template with a PDF setup guide. A Notion account is required to use and customize the template. You receive a reusable workspace that you can adapt to your own workflow.
Important Note
This product is an organization and workflow tool. It is not legal, accounting, privacy, security or professional CRM advice. When sharing a client portal, remove or hide internal notes, private financial information, unrelated projects and other clients’ data.
Frequently Asked Questions
Is this a physical product?
No. This is a digital Notion template and setup guide.
Do I need Notion?
Yes. The main template is built for Notion and requires a Notion account.
Can I customize it?
Yes. The workspace is designed to be adapted to your clients, projects, workflows and preferred terminology.