The Ultimate 2025 List: 16 Curated Notion Templates for Freelancers & Solopreneurs
Explore a carefully researched collection of free and paid Notion templates for freelancers and solopreneurs in 2025, designed to help you organize projects, clients, and tasks effortlessly.
Nov 27, 2025
Freelancers & Solopreneurs templates in Notion help manage client projects, finances, and schedules efficiently within one workspace, streamlining independent business operations with structured tools. Below are benefits that highlight their value.
Organization: Centralizes project and client information for quick access.
Time Management: Simplifies deadline tracking and daily scheduling.
Financial Tracking: Monitors income, expenses, and invoices seamlessly.
Customization: Adaptable layouts fitting diverse freelance workflows.
We carefully selected these top Notion templates based on usability, features, and freelancer feedback. The list of best templates follows for easy reference.
The Freelancer Planner is a free Notion template designed to help freelancers manage their Fiverr journey with ease. It includes tools for profile management, client projects, finances, invoices, databases, and productivity enhancements like notes and tasks.
Manage your Fiverr profile and projects efficiently
Track finances and generate invoices seamlessly
Maintain a comprehensive client database
Create monthly summaries to monitor progress
Enhance productivity with integrated notes and task management
An all-in-one Notion dashboard to manage freelance clients, projects, meetings, and finances efficiently by consolidating scattered information into one connected place.
Client Relationship Manager (CRM) to keep track of clients.
Deals Pipeline Management for tracking sales opportunities.
Projects & Tasks Management to organize work.
Meeting Notes to capture discussions and action items.
OKRs Tracker to monitor objectives and key results.
Invoice Tracker and Resource Library to manage billing and assets.
This Notion dashboard helps freelancers manage clients, projects, finances, invoices, and notes efficiently with integrated CRM, project management, finance tracking, and an AI assistant. It is beginner-friendly and highly adaptable for daily use.
CRM to manage clients and meetings
Project management for client tasks and projects
Finance tracker for income, expenses, subscriptions, and bank accounts
Invoice management with customizable templates
Notebook and phone notes synced for freelance documentation
AI assistant with 100 prompts for social media growth
A powerful, versatile Notion template designed to streamline and centralize one-person business operations. It helps solopreneurs efficiently manage and scale their businesses with an easy-to-use system that requires no complex setup or tutorials.
Quick setup for solopreneur business management
Comprehensive toolkit for solo business operations
Streamlined project and task organization
No complex tutorials or setup required
Includes finance tracker and 30 additional Notion templates in Pro version
Lifetime updates and priority support with Pro version
Freelance Pro: The All-in-One Toolkit for Freelancers | FREE
Freelance Pro is a comprehensive Notion template designed to help freelancers manage clients, projects, tasks, finances, and portfolios. It streamlines workflow, offers financial insights, and includes a client portal, project management, goal setting, and a curated resource library to boost productivity and organization.
Manage clients, projects, tasks, and finances efficiently
Comprehensive dashboard for a clear overview of your freelance business
Client portal to track leads, negotiations, and client info
Project and task management with deadlines and progress tracking
Financial management including income, expenses, invoices, and payments
Portfolio showcase with client testimonials and resource library for skill-building
A comprehensive Notion system designed to help freelancers manage their projects, finances, clients, and resources efficiently. It optimizes workflow, consolidates tools, and includes valuable resources to streamline freelance business management.
Project Management Dashboard to track tasks and projects
Finance Dashboard supporting multiple bank accounts and income goals
Invoices Database to monitor unpaid or overdue invoices
Client Portals Database for collaboration and tracking payments/contracts
Includes essential resources like client onboarding checklists and NDA templates
Lifetime free updates with continuous improvements and new content
A comprehensive Notion workspace designed to organize all aspects of your writing career, from outlining and drafting to publishing, marketing, and freelance management. Includes databases for writing projects, author hub, agent tracking, social media planning, finance tracking, and more.
Main database for all writing content and projects
Author hub with series, world, and book catalog databases
Agent, query tracking, and freelance client database
Daily and monthly logs for planning
Social media planning, editorial calendar, newsletter template, collaboration database
Writing session and sprint tracker, finance tracking, marketing plan templates, analytics tracking
This Notion template offers three template buttons to quickly create invoice, onboarding, and contract pages, which can be exported into PDF with a single click. It streamlines freelancer deliverable management with easy-to-use export functionality.
Three template buttons for quick creation: invoice, onboarding, and contracts
Export created pages directly into PDF format
Designed specifically for freelancer deliverables management
Simple interface for quick page generation
Includes onboarding process templates
Facilitates professional documentation for clients
Freelancer OS Compass - Project Management Template for Notion | $99
An all-in-one Notion template designed for freelancers and solopreneurs to manage tasks and projects efficiently using tools like Pomodoro timer and Eisenhower matrix to boost productivity and prioritize work.
GTD Dashboard for organizing tasks
Daily To-Do-List for daily planning
Eisenhower Matrix for prioritizing tasks
Pomodoro Timer for focused work sessions
Kanban Priority Board to visualize task priority
Time Tracking to monitor work hours and project progress
A Notion template designed for freelancers to efficiently manage projects, clients, finances, and time. It includes project tracking with automatic duration and profit calculations, category management, monthly/yearly settlement summaries, and a time management system with calendar and reminders.
Manage projects and client info with automatic work time and profit calculation
Quick update and tracking of income, expenses, and prepayments
Plan and track tasks progress visually with various database views and progress bars
Organize work fields into categories with automatic project counting and status display
Monthly and yearly settlement tables summarizing profit goals, actual profit, and projects completed
Integrated time management system with calendar, reminders, and missed deadline notifications
All-in-one Notion template designed for freelancers to manage projects, tasks, finances, clients, meetings, invoices, and proposals efficiently. It offers a clean, simple layout with easy navigation to streamline freelance business workflow.
Comprehensive project management tools including task manager and deadline tracking
Client Relationship Management (CRM) to track clients and communication
Finance tracker with income, expenses, and finance reports
Meeting manager for scheduling, agendas, and notes
Invoice and proposal generation for professional client billing
Easy to navigate dashboard with a clean and simple interface
NOTION X FREELANCE is a comprehensive Notion template designed to manage your entire freelance business efficiently. It simplifies project, client, task, invoice, team, finance, and subscription management, helping freelancers stay organized and productive.
Project Manager to organize and track projects
Client CRM for managing client relationships
Task Manager to monitor and complete tasks
Invoice Tracking for managing payments
Team Management features for collaboration
Finance and Subscription Manager for financial tracking
The ultimate Notion dashboard designed for freelancers and solopreneurs to manage their entire business, from clients and projects to finances, in one place.
A central hub for a complete business overview
An integrated CRM to manage clients and leads
A project manager to track all active work
A finance tracker for income, expenses, and invoices
A goal-setting section to plan your business growth
A space for all your notes, resources, and contacts
By Valentin and Quentin, Notion Certified and cofounders of Notion Everything
A simple and powerful Notion CRM template to manage business contacts, track leads, and organize your sales pipeline for better deal management and growth.
Manage unlimited contacts and accounts
Dedicated views for incoming leads and sales pipeline
Organize active and inactive clients efficiently
Track estimated deal values for better sales forecasting
Archive system to keep the CRM clean
Works perfectly with Notion’s free plan and allows customization
A comprehensive Notion CRM template designed to manage sales pipelines, projects, tasks, contacts, companies, and notes efficiently in one place. Ideal for small business owners and freelancers to streamline workflow and boost productivity.
Manage and track progress on sales pipelines, projects, and tasks.
Efficient clients and companies management system.
An all-in-one Notion template designed for aspiring entrepreneurs and startups to organize their online business with a clean dashboard, multiple databases, and a finance tracker. It simplifies business management and helps keep track of calls, prospects, customers, orders, and finances in one place.
Central Dashboard for easy navigation
Multiple organized databases for calls, prospects, customers, and orders
A minimalistic Notion template designed for small sales teams to manage clients, opportunities, contacts, and sales activities efficiently, boosting revenue with an easy-to-use sales pipeline system.
Minimalistic design focused on key sales activities
Manage clients, opportunities, and contacts effectively
A comprehensive Notion template to manage clients and projects efficiently, track client info, pipelines, project timelines, and schedule meetings all in one place. Designed to simplify CRM management for better organization and productivity.
Manage client information and project timelines in one workspace
Track sales pipeline stages easily
Schedule and assign meetings with clients
Organize important project and client data efficiently
Streamline CRM tasks within Notion
Designed for effortless client and project management
The Notion CRM - Personal Edition helps you manage personal relationships and connections efficiently. It offers an intuitive interface to store contacts, set reminders, track interactions, and organize tasks and notes related to each contact, improving personal and professional network management.
Store and organize personal contact information in one place.
Set reminders for important dates, events, or follow-ups.
Manage tasks and notes associated with each contact.
Categorize contacts with tags and labels for easy filtering and searching.
Customize contact fields to capture specific relevant information.
Intuitive interface designed to streamline personal life management.
A comprehensive Notion template designed to streamline business operations, manage contacts, accounts, tasks, events, and track opportunities efficiently. Highly customizable for unique workflows and promotes team collaboration.
Organize and manage contacts effortlessly to build stronger relationships.
Centralized management of accounts and companies for better organization.
Intuitive event and task management features to keep things on track.
Track sales opportunities to optimize your sales pipeline.
Customizable to fit unique business needs and workflows.
Boost teamwork and collaboration with interactive tools and layouts.
A Notion template designed to help scale your agency with CRM functionalities tailored for Notion users. It offers lifetime access, updates, and a comprehensive guide to streamline agency management.
Designed specifically for agencies to manage CRM within Notion
Includes lifetime access to the template and updates
Comes with a provided user guide for easy setup and use
Offers an intuitive and organized way to track agency clients and projects
Enhances productivity by centralizing agency workflows within Notion
Supports a personal license for individual users
Best Notion Minimal CRM for Real Estate Agency | $29
A minimal Notion CRM template designed for real estate agencies to manage clients, sellers, houses, and services effectively with an organized pipeline and integrated tasks.
4 Relationship Databases to manage clients, sellers, houses, and services
Organized appointment management with a lead pipeline
Integrated task section added in version 1.5
Tasks linked within houses and sellers for streamlined management
Notion Personal CRM helps you save and organize contacts, track interactions, and never miss important dates like birthdays or follow-ups. It's designed to keep your personal relationships well managed in one place.
An aesthetic Notion template designed to help you remember to stay in touch with important contacts, get notified when it's time to reach out, and manage relationships effectively with customizable frequencies and automatic reminders.
Track personal contacts and relationships easily.
Receive notifications when it's time to reach out to people.
Set custom contact frequencies for different individuals.
Automatically generates the next outreach date.
Aesthetic and user-friendly design.
Includes support options and coaching to get the best use out of the template.
Creator CRM is the first CRM designed specifically for creators, entrepreneurs, and creator businesses. It helps manage contacts and conversations efficiently to enhance collaboration and client service, featuring integration with Notion AI for added functionality.
Track and manage contacts and conversations efficiently.
Designed specifically for creators and creator businesses.
Helps save time managing relationships to focus more on building them.
Integrated with Notion AI for enhanced features.
Suitable for entrepreneurs and professional services.
Includes tools for better collaboration and client servicing.
A CRM template to manage interactions and relationships with customers, potential leads, and sales opportunities. It helps track each customer's stage in the pipeline and enables prompt follow-ups to avoid missing opportunities.
Manage customer and client interactions in one place
Track potential leads and sales opportunities
Monitor each customer's stage in the sales pipeline
Manage and improve client relationships efficiently with this template. Centralize client details, track communications, manage projects, collaborate with team members, and stay organized with upcoming meetings all in one place.
Centralize client details and data in one place
Manage projects and involve team members
View and organize upcoming meetings
Improve communications throughout the customer lifecycle
Streamline client interactions and relationship management
Suitable for personal CRM, sales, and work-related client management
Manage clients efficiently with CRM Plus, a Notion template designed for freelancers, business owners, and entrepreneurs. Streamline your client management workflows to maintain professionalism and improve productivity.
Sales OS is a sales management system for Notion that centralizes your clients, orders, products, and sales documentation in one workspace. It helps track weekly sales revenue and integrates with popular sales tools to streamline your sales process.
Centralize management of contacts, orders, and products
A customizable and user-friendly CRM template designed to manage sales pipelines, companies, contacts, and communications. Includes manager and individual dashboards plus detailed reports.
Replicates structure of common CRM software for easy use
Manage sales pipeline, companies, contacts, and communication
Dashboard pages for managers and individuals
Detailed reports included
Integration with calendar and email for syncing meetings and emails
Service catalog structured for invoicing automation with Xero, Stripe, or PayPal
CRM Sales System is a comprehensive, industry-specific Notion template designed to manage sales leads and business opportunities efficiently. It supports marketing, sales, and service processes for various industries, facilitating digital transformation in modern enterprises such as high-tech, FMCG, agriculture, and manufacturing.
Covers entire marketing, sales, and service cycles tailored for multiple industries
Helps manage sales leads and avoid missing business opportunities
Supports digital transformation initiatives for enterprises
Adaptable to sectors like high-tech, fast-moving consumer goods, agriculture, and manufacturing
Provides an organized, integrated CRM system within Notion
Facilitates team collaboration and streamlined workflows
This Notion CRM template helps you manage clients, meetings, and company data efficiently with customizable pipeline stages. It enables easy tracking of client progress, scheduling meetings, setting reminders, and visualizing the sales pipeline all in one place.
Track and manage all client information in one place
Track sales leads and customer interactions with a clean, simple CRM that lets you define custom fields and keep detailed notes on every touchpoint. Designed for early-stage startups, it simplifies sales funnel management without complex software.
Customizable fields to track only what you need
Each lead has its own Notion page for detailed notes
Simple and clean user interface
Ideal for managing sales funnels without heavy SaaS software
Multiple views to organize and visualize sales data
The Notion Personal CRM Template simplifies managing contacts with organized databases and automation to enhance relationship building. It replaces cluttered spreadsheets with a user-friendly Notion workspace.
Store comprehensive contact info including names, phones, emails, social profiles, birthdays, anniversaries.
Group contacts by criteria like industry, location, or relationship status.
Auto-calculate next birthday and display upcoming birthdays in the dashboard.
Enter wedding anniversaries and set reminders with personalized messages.
Auto-calculate follow-up dates based on contact frequency and last interaction.
Log and view all interactions and notes per contact across dedicated databases.
Stay organized, track leads and deals, and nurture valuable relationships with this sleek and professional CRM template on Notion. It helps manage customer relationships efficiently within a unified platform.
Organize and manage customer relationships in one platform
Track leads and sales deals effectively
Professional and sleek interface design
Suitable for personal CRM, sales, work, and school use
Includes multiple views and categories for flexible management
Integrated with Notion for seamless use and customization
A smart CRM system designed to help you keep business information organized, including clients, companies, meetings, events, documents, contracts, communication history, and future opportunities, making business relationship management easier.
Track client information efficiently
Organize company details and contacts
Manage meeting details clearly
Stay on top of important events
Handle contracts and linked documents easily
Record communication history and manage future opportunities
A comprehensive Notion template designed to manage client relationships effectively through organized client funnels, contacts, meetings, and sales resources. Streamlines sales and client management processes for better productivity.
Organize clients into stages such as prospects, current clients, and archived contacts.
Includes client funnel visualization for easy tracking of sales progress.
Integrated meeting schedules and note-taking for efficient client communication.
Provides quick views to highlight entries without next actions to prioritize tasks.
Supports web clipper integration to capture leads directly into the dashboard.
Includes sales funnel templates and example project databases for enhanced resource management.
OPTIOPP CRM | Starts at $0 for Basic version; $50 for Professional with add-ons
OPTIOPP CRM is a customizable customer relationship management system built within Notion, inspired by Salesforce's data model. It helps businesses manage contacts, accounts, sales opportunities, products, and tasks efficiently, aiming to streamline customer interactions and sales processes.
Manage contacts with customizable fields.
Track company accounts linked to contacts and deals.
Monitor sales opportunities with customizable stages and deal values.
Manage products and link them to sales opportunities.
Assign and track tasks related to contacts, opportunities, or accounts.
Includes professional add-ons like invoicing, customer support, campaigns, automation, analytics, and enhanced navigation.
Evaluate your specific needs such as project types, client management, and finance tracking. Choose a template from the list that aligns best with your workflow and customization preferences.