什么是 Freelancer CRM ？
Been freelancing for a while and was juggling clients across random spreadsheets, notes apps, and memory. Finally sat down and built a proper system in Notion. It has: Client database (status, rate, contact info) Project pipeline (Kanban — Lead → In Progress → Complete) Invoice tracker with overdue filter Follow-up reminders so I never ghost a lead again 6 copy-paste email templates (proposals, invoices, late payment reminders) Client onboarding checklist Income tracker + goals dashboard
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