Blueprint Helm
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Blueprint Helm Freelancer CRM — Notion Client, Pipeline & Invoice System

$34.00



Description


Run your whole freelance business from one calm Notion workspace. The Blueprint Helm Freelancer CRM puts every client, deal, and invoice in one place — so you stop losing leads, forgetting follow-ups, and wondering who owes you money.

📋 Your template link: Click here to duplicate the CRM into your Notion →

What's inside

  • 👥 Clients database — Status tags (Lead / Active / Past / Lost), source tracking, contact info, notes
  • 💼 Deals pipeline — Kanban board from New → Won, with dollar values, probability, and weighted forecast formula
  • 🧾 Invoices tracker — Draft → Sent → Paid → Overdue, with auto-flag formula for late invoices
  • 📁 Projects board — Linked to clients and invoices, status from Not Started → Done
  • 💬 Interactions log — Every call, email, and meeting logged, with follow-up reminders
  • 📊 Dashboard — All five databases linked; Lifetime Value and Last Contact roll up automatically

How to use it

  1. Click the template link above
  2. Hit Duplicate in the top-right corner of Notion
  3. Delete the sample rows and add your real clients
  4. Start from the Deals pipeline — add your first lead and go

Requires a free Notion account. Works on all Notion plans.

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