Notion Business Hub and CRM Systems
Build a freelance business system one database at a time, and keep it simple enough to open every day.
Freelancers juggle clients, projects, invoices and leads across spreadsheets and email threads that never talk to each other. Building a system takes time, and so does explaining one. This deck gives you the blueprint in a compact form.
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This is a ready-to-use, editable PowerPoint deck of 41 slides on building a freelancer CRM in Notion. It covers client, project and deal databases, relations, formulas, tasks, invoices and expenses, plus Notion AI ideas. It suits freelancers, solopreneurs, template buyers and students.
The first chapters set the dilemma and the promise: a single source of truth, full visibility and time back. The deck then shows how Notion's databases, relations and views fit together, and introduces the key components: Clients, Projects, Deals, Tasks and Invoices.
The foundation chapter builds three databases with property tables: Clients (with a Prospect to Past Client status), Projects (linked to a client, with an Invoice Status of Not Invoiced, Invoiced or Paid) and a Deals pipeline shown as a board. Next come relations, two formulas (project profitability and days since last contact) and ideas for Notion AI such as summarising meetings, drafting follow-ups and suggesting next steps.
A practical roadmap includes a setup checklist with a one-database-per-day pace, three template styles to compare, then tasks with a calendar view, an Invoices database and an Expenses database with a rollup. Tips close the deck: start with three databases, review weekly on Fridays and add one feature at a time.
Tap a slide to enlarge it.
Follow the roadmap: one database a day, then use the Friday review tip to keep records current.
Present the Clients, Projects and Deals chapters and have students build the relations in a practice workspace.
Use the template comparison and the starting-path slide to help members choose between building and adapting.
Download the deck instantly, open it in PowerPoint, Keynote or Google Slides, and edit it freely. Slide 11 lists the Client Database properties, which is the best first build.
Instant download, no password. One-time payment.
Instant download. Single-user licence.
For your own use: present it, adapt it for your own sessions. Please do not resell or redistribute the file.
AI output should always be checked by a person before use.
Yes. It is a standard .pptx file with editable text, shapes and tables, so you can change wording, colours and order and add your own examples. It opens in PowerPoint and Keynote, and you can upload it to Google Drive to open in Google Slides. Layouts can shift slightly if a font is missing, so check the slides before presenting.
This deck is part of Notion Business Hub and CRM Systems, ten decks sold singly for INR 99 (USD 1.49) or together for INR 599 (USD 7.99). The others are: Business Metrics Scorecards; Client Onboarding Template; Invoice and Payment Tracking; Lead Pipeline Databases; Meeting Notes to Tasks Workflow; Operations Dashboard Design; Proposal and Client Portal Systems; Service Delivery SOP Hub; Weekly CEO Dashboard.
Both. The pain-point and component slides present well to a group, and the three build chapters with the checklist work for self-study. AI output should always be checked by a person before use.
No template file is included: the download is the PowerPoint deck, which shows the structure, fields, formulas and steps so you can build the system yourself. These are independent guides about building business systems in Notion. They are not official Notion materials and are not affiliated with or endorsed by Notion. Notion's features and plans change, so check the current app as you build.
Yes, a few slides show how Notion AI can summarise notes, draft follow-ups and suggest next steps. Treat those as starting drafts: check every AI result before you send or act on it.
₹99 including 18% GST for buyers in India, or $1.49 for buyers outside India. One-time payment, no subscription, with an automatic invoice.
Instantly. Your download page opens the moment payment succeeds, and a permanent link is emailed to you. No account or password is needed.
Yes. It is standard PowerPoint (.pptx), so you can change text, add your logo and remove slides. It opens in PowerPoint, Keynote and Google Slides.
Because it is a digital download, files are not refundable once downloaded. We always refund a duplicate charge or a failed delivery, and if a file is corrupted and we cannot fix it within 3 working days. Full terms: bodhih.org/refunds.
Measure the skill with an assessment.
Measure the skill with an assessment.
Measure the skill with an assessment.
Turn what you take from this deck into an individual development plan (IDP) on Jobulary, starting with the Clients database and a Friday review slot.
Bodhih Training delivers live corporate programmes on client management, productivity and digital tool adoption.
A complete workshop on the topic.
A complete workshop on the topic.
A complete workshop on the topic.
