Freelance Business Bundle
The full client-to-cash system: track the deal, then track the money.
$33 Save $6
One-time payment · Instant Notion link · Yours to keep and edit forever
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Two templates, one connected system
Bought separately these cost $33. Together they're $27 — Freelance CRM Pro to manage clients and deals, and Invoice & Proposal Hub to handle the money once a deal closes. Each works perfectly well standalone, but the reason to take both is the relation between them: a client in the CRM links directly to their invoices, so "who owes me money" and "who have I not spoken to in a month" are two views of the same data instead of two separate spreadsheets you keep forgetting to reconcile.
What you get
- Freelance CRM Pro — client and deal pipeline with stages, contact history, and linked projects
- Invoice & Proposal Hub — invoice log and proposal tracker with automatic outstanding-balance rollups
Who this is for
Solo freelancers and two-person studios who are past the "I can remember all my clients" stage and have started losing track of what was invoiced, what was paid, and which conversation went quiet. If you're running one client at a time, the free Client Tracker Lite is genuinely enough — start there instead and come back when it stops being enough.