Client CRM & Invoicing Hub – Notion Template

Turn scattered client records into a streamlined system — all in Notion.

The Client CRM & Invoicing Hub gives you everything you need to manage client relationships, track leads, and send invoices — without needing multiple apps or spreadsheets.

✅ What You Can Do With This Template:

• Track every client and lead from first contact to paid invoice
• Log proposals, touchpoints, and communications in one place
• Send and manage invoices with linked payment status
• Automatically see totals owed and paid per client
• Customize workflows to match your business process

💼 Perfect For:

• Freelancers & consultants
• Creative agencies
• Marketing teams
• Virtual assistants
• Service-based businesses

💡 What’s Inside:

• Client Information Hub: Store contact details, proposal status, notes, and more
• Lead Board & List View: Manage your sales pipeline visually or in table format
• Invoices Database: Track issued invoices, payment dates, and balances
• Automated Rollups: Total invoiced, paid, and due per client
• Quick View Filters: See only active clients, open invoices, or overdue payments
• Templates Included: Pre-built “New Client” and “New Invoice” templates
• Sample Data Included: Explore with 10 filled-out clients and 75+ pre-filled invoices
• Clean Dashboard: Central hub with quick navigation and helpful onboarding

🎁 Bonus:

Includes full Tutorial & FAQ page with instructions, best practices, and tips.