Simple Client & Lead Tracker

As a freelance writer, your clients are your entire business. But managing them in messy spreadsheets, scattered emails, and random notes is a recipe for disaster. 🤯 When did you last follow up with that warm lead? What's the status of that project? How much has that client actually paid you this year?

Stop letting paying work slip through the cracks. This Free Client & Lead Tracker is the Notion template designed to be the perfect lightweight CRM for your freelance business.

This Notion dashboard is your new freelance business command center. It helps you turn leads into active clients and manage your projects and client relationships with total clarity. It's the simple CRM every freelance writer needs.

What's Inside This Notion Template:

• 💡 A Client Pipeline (Kanban): A visual board to track every client and lead. Move them through your pipeline: "Lead" 💡 $\rightarrow$ "Contacted" 📤 $\rightarrow$ "In Negotiation" 💬 $\rightarrow$ "Active Client" ✅.
• ⏳ A Project Tracker: A dedicated database to manage every single paid project. Link projects directly to their client, track their "Status" (from "Quoting" 📝 to "Paid" 💰), and see all your deadlines.
• 📞 An Interaction Log: This is what makes it a true CRM. Log every email 📧, call, and meeting, and set a "Next Follow-Up" date. A smart view on the dashboard automatically shows you who you need to contact today.
• 💸 Automated Revenue Tracking: The client database automatically rolls up the value of all linked projects to show you the "Total Revenue" for every client. Finally, see who your best clients are at a glance.

This Notion template is the essential organization and productivity tool for any serious freelance writer. It's a powerful standalone CRM and a perfect free part of the complete Writing Business OS.

✨ Loved using the Client & Lead Tracker?

👉 Unlock the full Writing Business OS — the complete Notion system for managing your clients, projects, invoices, finances & more