Notion
PDF
Client & Project CRM Lite
A working pipeline and project tracker, not a flat contact list.
€49.00 excl. VAT ≈ 1 225 Kč Standard License included
Delivered by email once your order is confirmed.
14-day goodwill refund if a file is faulty, incomplete or not as described — see /legal/refund/.
Demo checkout — no payment is taken.
What's included
- 1 Notion workspace (delivered as a duplicate link)
- 4 linked databases: leads, clients, projects, deliverables
- Pipeline board view (lead → client stages)
- PDF quick-start guide
Who it's for
Who it's for
Freelancers and small-agency owners who need a real pipeline and project tracker, not a flat spreadsheet of contacts.
Outcome
A working pipeline and project tracker, not a flat contact list.
Specs
| Formats | Notion, PDF |
|---|---|
| Files | 1 workspace, 4 databases, 1 PDF guide |
| Compatibility | Free or paid Notion account, desktop/web/mobile |
| Version | 1.0 |
| Updated | August 2026 |
License summary
- Use in unlimited personal or client projects, no recurring fee.
- Modify, adapt and combine the files as needed for your project.
- No resale, redistribution or repackaging of the raw source files.
Client & Project CRM Lite FAQ
Is this the same as the CRM in Solo Operator OS?
No — Solo Operator OS has a basic clients database; this is a dedicated 4-database CRM built for managing an active pipeline and multiple concurrent projects.
Can multiple people use it at once?
Yes, on any Notion plan that supports shared workspaces, including the free plan for a small team.
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