Run clients, projects, invoices and your routines from one place. Works on the free Notion plan.

Start here (5 minutes)

1. Clients — add the companies you work with.
2. Contacts — add the people, and link each one to their company.
3. Projects — add what you're doing for each client (status, due date, fee).
4. Invoices — add invoices and link them to a project. Overdue ones show up in red.
5. SOPs — write each routine once as a checklist and reuse it.

Delete the sample rows (marked Sample) when you're ready.

Clients

Contacts

Projects

Invoices

SOPs

Client portal — Sample — Harbor Bakery

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