Built a Notion CRM template for freelancers
I Built a Notion CRM template for freelancers, it's live on Notion's marketplace now. Would genuinely love honest feedback from people who've used similar tools.
It has Companies, Contacts, and Deals as main databases, plus a Reports database with its own dashboard page.
Features:
Deals automatically move between Active, Won, or Lost views just change one status and everything connected (companies, contacts, reports) moves with it automatically
Active is your main working view
Inbox view for quick additions you want to edit later without cluttering active work
Health check formula shows if a deal is on track, closing soon, late, or done based on expected date
Weighted value formula calculates expected revenue based on deal stage
Its mostly for small businesses
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