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I will build a notion client CRM and workflow system
Notion Client CRM and Workflow Setup Specialist
I build clean Notion client CRM and workflow systems for freelancers, consultants, agencies and service businesses. My focus is client management, onboarding, projects, tasks, follow-ups, deliverables...
About this Gig
Are you managing leads, clients, projects, follow-ups, payments and deliverables across emails, chats, spreadsheets and random task lists?
I will build a custom Notion Client CRM and workflow system to help you manage client work in one organized workspace.
Ideal for freelancers, consultants, small agencies, web designers, SMM specialists, coaches and service businesses.
What I can build:
- Client CRM
- Lead/client pipeline
- Onboarding workflow
- Project and task tracker
- Deliverables tracker
- Payment tracker
- Client portal
- Assets and links area
- Dashboard
- Follow-up tracking
- SOP / handover section
- Clean navigation
Packages:
Basic: simple client CRM with clients, projects, tasks and dashboard.
Standard: full CRM, onboarding, projects, tasks, payments, assets and client portal.
Premium: advanced workflow OS with pipeline, SOPs, follow-ups and automation map.
Free starter pack:
Free starter pack available on request.
Message me before ordering.
Domain:
Business
Industry:
Business services & consulting
Language:
English
•
Romanian
•
Russian
FAQ
Do I need to have a Notion account?
Yes. You need a Notion account so I can build or share the workspace with you. A free Notion account is enough for most basic setups.
Is this a custom setup or a template?
This is a custom Notion setup based on your business workflow. I may use proven structure patterns, but the workspace will be adapted to your clients, projects, services and process.
What is included in the Basic package?
The Basic package includes a simple client CRM structure with clients, projects, tasks, a basic dashboard and clean navigation. It is best for freelancers who need a simple system to start organizing client work.
What is the difference between Standard and Premium?
Standard is a complete client CRM and workflow system for daily client management. Premium is more advanced and includes a broader agency-style structure, follow-up tracking, SOP/handover section, automation map and more custom views.
Do you provide automation or API integrations?
I do not provide complex API integrations or custom software development. I can include a simple automation map that shows which workflow steps could later be automated with tools like Zapier or Make.
Can I share the client portal with my clients?
Yes. I can create a client-facing portal structure where your clients can view project information, deliverables, links, files and updates depending on your workflow.
