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All-in-One Workspace for Modern Freelancers

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Track Projects, Clients, and Income with Ease

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Set Goals, Manage Finances, and Grow Smarter

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Stay Organized. Save Time. Earn More

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Service, Task, Project and Meeting Page

Everything you need to manage your freelance workflow efficiently.

✅ What’s inside:

• 📋 Service List
  • Manage all services you offer
  • Track pricing, status, and client demand
  • Link services directly to projects and clients
• ✅ Task Manager
  • Organize daily work with deadlines & priorities
  • Assign tasks by project or service
  • Visualize work in Kanban or Timeline views
• 📁 Project Dashboard
  • Monitor project progress and key milestones
  • Link related tasks, services, and clients
  • View project status in one glance (In Progress, Completed...)
• 📅 Client Meeting Scheduler
  • Plan and track meetings with clients
  • Record meeting notes, agendas, and follow-ups
  • Connect meetings to related projects or tasks

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Customer and CRM Page

Keep all your client information, interactions, and financials in one place.

✅ What’s inside:

• 📇 Customer Database
  • Store full contact details, service history, and project links
  • Tag customers by type, industry, or relationship stage
• 🧩 CRM Workflow
  • Track every stage of the customer journey (Lead → Client → Repeat...)
  • Plan and log follow-up actions and notes
  • Never miss a touchpoint with auto status tracking
• 📈 Lead Source Tracking
  • Identify where your customers come from (referral, ad, social...)
  • Analyze which source brings the most value
• 💸 Client Payments & Receivables
  • Manage outstanding invoices and customer debts
  • Track payment status, due dates, and amounts
  • Connect directly to revenue tracking and reports

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https://boynotion.gumroad.com/subscribe

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Premium Templates

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