ClientFlow CRM

All-in-one Notion CRM for consultants

2 followers

All-in-one Notion CRM for consultants

2 followers

ClientFlow CRM is an all-in-one Notion template built for consultants, freelancers, and service providers. It helps you manage clients, projects, invoices, onboarding, and revenue in one connected workspace — without scattered spreadsheets, messy notes, or complicated tools. The template includes a Clients CRM, Projects Tracker, Invoices Tracker, Onboarding Checklists, Revenue Dashboard, Client Portal Template, Client Brief Template, Quick Start Guide, FAQ, and pre-filled sample content.

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Launch tags:Productivity•Business•Notion

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LenzIndependent, multi-model fact-checking API for AI workflows

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Hi Product Hunt 👋 I built ClientFlow CRM to help consultants, freelancers, and service providers manage their client work in one organized Notion workspace. The problem I wanted to solve was simple: client information, project status, invoices, onboarding steps, and revenue tracking often live in separate places. That makes it easy to lose context and hard to see what is actually happening across the business. ClientFlow brings everything together: • Clients CRM • Projects tracker • Invoices tracker • Onboarding checklists • Revenue dashboard • Client portal template • Client brief template • Quick start guide • Pre-filled sample content It’s built for people who want a simple, flexible system without adding another complicated tool to their stack. I’d love your feedback, especially from consultants, freelancers, and service providers using Notion to run their business. Thank you for checking it out!

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4mo ago

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