A free Notion Client Portal Starter Pack for freelancers and small agencies to organize clients, projects, tasks, payments, and onboarding in one clean workspace.

1. Start Here / Setup Instructions

2. Client Dashboard

3. Client CRM

4. Project Tracker

5. Task Tracker

6. Payment Tracker

7. Client Portal Page

8. Onboarding Checklist

9. Upgrade to Custom Setup

Related guide: How to Manage Client Projects in Notion as a Freelancer

Want the full connected version?

This free starter pack gives you the basic structure.

The full Notion Client Portal & CRM Template includes connected databases for clients, projects, tasks, deliverables, payments, assets and intake requests.

Get the full template here: Get the full Notion Client Portal & CRM Template

Need this customized for your real client workflow?

This free version gives you the basic structure. If you want a complete custom Notion client portal built for your business, order the custom setup here:

Start HERE