Notion for Freelancers: Organize Projects, Clients and Finances

How to use Notion for project management, client CRM, invoicing and portfolio as a freelancer.

Published: Jan 15, 2026 · Updated: Feb 24, 2026

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Why Notion is the #1 Tool for Freelancers

Notion replaces 5-10 tools in one free platform. Manage projects, clients, invoices, notes, content and portfolio with an intuitive interface.

The free version is enough for most freelancers. Plus ($8/mo) only needed for teams.

Client CRM

Create a database with: name, email, company, current project, status (prospect/active/completed), project value and notes. Add Kanban view for sales pipeline.

Project Management

Per project: client brief, deliverables, timeline, files and communication. Sub-pages per phase. Checkboxes for tasks.

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Digital Portfolio

Notion allows public pages as a professional portfolio. Presentation, services, case studies and contact. Free and easy to update.

Invoicing

Invoice database: number, client, amount, issue date, due date, status and payment method (Payoneer, Wise, PayPal). Formulas for automatic income calculations.

Pro tip: Use related databases to link clients, projects and invoices. From any client card, see all their projects and payments instantly.

Carlos Mendez Verified Author

Carlos has been freelancing from Latin America since 2018. Based in Medellin, Colombia, he has earned over $200,000 USD through platforms like Upwork, Fiverr, and direct clients. His mission is helping LATAM professionals build successful freelance careers.

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