PLR Client Tracker Notion CRM Customer Relationship Management Client dashboard Client Log Notion template Notion Planner Notion Dashboard
PLR Client Tracker Notion CRM Customer Relationship Management Client dashboard Client Log Notion template Notion Planner Notion Dashboard
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✨ CLIENT TRACKER NOTION TEMPLATE – ORGANIZE YOUR CLIENTS LIKE A PRO
Keep your freelance or business workflow smooth and stress-free with this all-in-one Client Tracker Notion Template! Designed for freelancers, consultants, small business owners, and agencies, this template helps you track clients, manage projects, follow up on leads, and stay on top of every detail — all in one clean and customizable workspace.
✨ WHAT'S INCLUDED
🤝 CLIENTS - Centralizes all client activity, contacts, projects, meetings, documents, and communications—for a complete view of each relationship.
• All Clients Record
• Contacts Record
• Clients by Status
• Clients Map View
• Top Clients View
• Contracts Timeline View
📁 PROJECTS - Organizes projects, tracks progress, and links all related tasks, issues, ideas, and objectives, providing a complete view of each project’s goals, deliverables, and overall performance.
• Gantt Chart
• Detail View
• Project Workflow
• Overdue Projects
📋 LEADS - Manages potential clients and opportunities throughout the entire sales pipeline, from initial contact to conversion, while tracking progress, follow-ups, and engagement to maximize successful outcomes.
• Leads Pipeline
• All Leads Record
• Leads Map View
💰 FINANCES - Tracks income, expenses, payments, and project earnings, while helping manage budgets, monitor cash flow, and ensure financial transparency for each client and project.
• Payment Alerts
• Finance Records
• Invoices Record
📅 MEETINGS - Centralizes all scheduled discussions, client calls, review sessions, and internal check-ins, while ensuring meetings are documented, action items are tracked, and follow-ups are completed efficiently.
• Detail View
• Weekly Meetings
✅ TASKS - Breaks down projects into actionable steps, tracking every task, revision, and progress item to ensure projects move forward efficiently and deliverables are completed on time.
• Detail View
• Tasks at Hand
💗Why You’ll Love It
Aesthetic theme to keep you motivated
Easy to customize – add or remove pages anytime
All-in-one system to reduce stress and stay on top of deadlines
Works on desktop, tablet & mobile
Beginner-friendly (no Notion experience needed)
📥 How It Works
Purchase the listing
Download the PDF with the Notion link
Duplicate the template into your Notion account
Start planning instantly
This is a digital product – no physical item will be shipped
Notion account (free) required
Because this is a digital product, I’m unable to offer refunds. In case you have any questions, please feel free to ask.
In case of any questions, I'm just a message away 💖
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Frequently Asked Questions
What does instant access mean?
Once you have decided what products you want to buy, you will automatically receive the download after your payment and you will also be sent an email with the download links.
Once you have the PDF that contain the links to Google Sheets/Canva or Excel templates, you save this PDF to your computer or laptop, and you always have access to the original design and don't need to download it over and over again.
We do recommend using a laptop or computer the first time as it is easier to navigate than on a phone.
Can I make changes?
Yes! All the products are editable. You can make changes to the products, add pages, languages, delete pages, change colors, fonts, graphics etc!
Whatever you want to do to suit your brand.
Can I resell with resell rights?
Yes! If you want to resell with resell rights to your audience then you can!
You have the choice if you want to sell the end product or resell rights.
Where can I sell these?
You can resell these on your website, digital products landing pages platforms, Stan Store, Etsy, apart of your memberships, programs, sales funnels in courses.
It is totally up to you where and how you want to sell these products
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