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CRM Freelance — kit Notion

5 linked Notion databases + dashboard: a guided build kit (30-45 min, or via your AI) for a freelance CRM — pipeline, daily-rate missions, invoices, follow-ups — that you understand and can evolve.

Prospects in your head, quotes in your inbox, invoices “to chase someday”? This kit has you build, in YOUR Notion, a complete freelance CRM: Contacts, Opportunities (stage-based pipeline board with probabilities), Missions (sold/used days, daily rate), Invoices, Activity & follow-ups — linked together — plus an aggregated Dashboard page. Let's be honest: this is not a “one-click template”. It is a guided build kit: allow 30 to 45 minutes following the step-by-step guide — or hand the guide to your AI (Claude, ChatGPT…) and let it dictate every step. The result: a CRM you understand and can evolve. You receive 1 complete build guide (exact properties for each database, select options, 7 formulas in real Notion syntax — invoice status computed from the due date that switches to “Overdue” by itself, weighted pipeline amount, sold amount days × rate, mission progress, follow-up alerts at D-7 —, 6 relations and 2 rollups, 13 table/board/calendar views, a dashboard page, numbered checks) + 5 ready-to-import demo CSVs: 25 fictional contacts, 12 opportunities (€69,210 signed, €24,555 weighted pipeline), 6 daily-rate missions (€450-650), 12 invoices (€52,360 invoiced including 1 overdue to watch live), 33 activities. PERSONALIZATION block included: your AI adapts everything to your real business. The free Notion plan is enough. Guide written in French.

What you get

  • Guided build kit: 30-45 min following the step-by-step guide, or dictated step by step by your AI
  • 5 linked databases (Contacts, Opportunities, Missions, Invoices, Activity) + a Dashboard page
  • 7 formulas in real Notion syntax: automatic “Overdue” invoice status, weighted pipeline, sold amount days × rate, D-7 follow-up alerts…
  • 6 relations and 2 rollups explained in order + 13 table/board/calendar views (pipeline board with per-group sums)
  • 5 realistic demo CSVs: 25 fictional contacts, 12 opportunities (€69,210 signed), 6 daily-rate missions, 12 invoices (€52,360), 33 activities
  • Numbered checks at every step + a PERSONALIZATION block for your AI
  • The free Notion plan is enough — no extra subscription

Frequently asked questions

Is this a one-click duplicatable Notion template?
No, and we say so upfront: it is a guided build kit. You assemble the CRM in your own Notion in 30 to 45 minutes following the guide — or hand the guide to your AI, which dictates every step. The benefit: you understand every database, formula and relation, so you can make the system evolve.
Do I need a paid Notion plan?
No: the free Notion plan is enough for the 5 databases, relations, rollups, formulas and the dashboard page. The 5 demo CSVs import with the standard “Merge with CSV” feature (a fallback method is documented).
Does the kit issue my invoices?
No — said honestly: the CRM tracks your invoices (amounts, due dates, automatic “Overdue” status), it does not issue them. You keep invoicing with your usual tool; the kit gives you the overview and the follow-ups.
Can I withdraw after purchase?
No: digital content delivered immediately after payment. By ticking the consent box before buying, you request immediate performance and expressly waive your right of withdrawal (art. L221-28 of the French Consumer Code). Any issue: contact@chipiestudio.com.

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Go further with the bundle

All 3 packs + lifetime updates for €97 instead of €127. The complete toolkit, €30 cheaper.

97 €127 €
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