r/notioncreations

Hey everyone,

I’m a freelancer and for a long time I managed clients, projects and invoices in a messy mix of notes, spreadsheets and random docs. I kept forgetting follow-ups and sometimes even open invoices.

So I built a clean Notion setup that connects everything:

• Client CRM (with status)
• Projects linked to clients
• Tasks
• Invoices + outstanding balance
• A simple dashboard that shows what’s due and who still needs to pay

It’s nothing overly complicated – just one place where I can see the status of everything.

I made it as a template in case anyone else has the same problem.

Happy to share the link if anyone wants it.