Notion Template

Client Management OS

Name: Client Management OS
Brand: Peptly
Price: 19.00 USD
Availability: InStock

Never lose a client thread again.

4 linked databases for tracking clients, projects, invoices, and tasks. Complete onboarding, review, and closeout workflows included. Built for freelancers and creators who manage client work professionally.

$19–37Buy Now

Digital download · Instant access · No subscription

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Included

What's inside

Client database (16 properties) with full contact and status tracking

Projects database (18 properties) with timeline view

Invoices database (11 properties) with payment status

Tasks database (9 properties) linked to projects

Pipeline board view (Lead → Active → Closed)

Profitability view (revenue vs. time)

Follow-up alerts for at-risk clients

New client onboarding workflow (step-by-step)

Weekly review workflow (15-min ritual)

Project closeout workflow with client review prompt

Questions

Common questions

No. The databases come pre-configured with all properties and relationships set up. You add your clients and it works.

Yes — the Invoices database tracks invoice amounts, due dates, and payment status. It's not connected to payment processors, but it keeps your financial records in one place.

Yes. Pay once, use forever.

Notion template link. Duplicate to your workspace in under 30 seconds.

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