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Notion

OmniAura Productivity Team

Built in Notion — duplicate to your workspace

OmniAura original
Business

Freelancer Business OS — Clients, Invoices & Finance

The complete Notion + Excel system for freelancers: CRM to track every client and project, invoice generator, contract templates, income/expense tracker, and quarterly tax estimator.

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$11.20$14one-time
Launch Sale20% offSale ends in 6d 22h

Instant download · yours forever · no subscription

Or unlock the entire library with Pro — from $9.99/mo → 15% off your first order — code WELCOME15
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If anything's wrong with your files, just reply to your receipt within 30 days and we'll fix it or refund you. No hassle.

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Save with the Freelancer OS Bundle

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Instant download — no waiting, no email required
Re-download anytime from your account
Personal & commercial use license included
Free updates — always get the latest version
Email support at support@omniauradigital.com
Make-it-right guarantee — fixed, replaced or refunded
Read the full Make-It-Right Guarantee

How delivery works

1

Complete checkout

Secure payment via Stripe — takes under 60 seconds.

2

Instant access

Your download link appears immediately on the confirmation page.

3

Download & use

Open in your preferred app and start using right away.

What this does for you

Stop wondering where your money goes.

Zero-based budgeting — every dollar assigned a job
Track spending automatically by category
See your real savings rate each month

Who it's for: Anyone who wants to take control of their monthly cash flow

About this product

Built for freelancers who are tired of tracking clients in a notebook, invoicing from memory, and guessing at tax season. The Notion CRM shows every client, active project, deadline, invoice status, and outstanding payment in one view — filtered and sorted exactly how you need it. The Google Sheets income tracker calculates your effective hourly rate, monthly revenue, and quarterly tax estimate automatically. The invoice template auto-populates from your client database, calculates totals, applies your terms, and exports to PDF in two clicks. Includes five professionally written contract templates (web development, graphic design, copywriting, photography, consulting) that have been reviewed for enforceability. The project pipeline board tracks leads from 'proposed' to 'paid' with one-click status updates. Solo operators using this system report saving 3-4 hours/week on admin.

About this item

  • Instant digital download — Notion, delivered the moment checkout completes
  • Buy once, keep forever — re-download anytime, no subscription
  • Download links also emailed to you for safe keeping
  • Personal-use license — print or use digitally as often as you like

Your download — 1 file

  • Freelancer Business OS — Notion + Excel Bundle (ZIP)

Item details

Format
Notion · ZIP
Delivery
Instant download after checkout, plus links emailed to you
Access
Lifetime — re-download anytime from your account
License
Personal use — print or use digitally as often as you like
Support
Support chat + email — real humans, real answers

File types included

Notion

Free & paid Notion plans

Software compatibility

Notion
Free

✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).

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License

Personal & Commercial License

Use in client work, your own products, and personal projects.

$11.20$14one-time

Instant download · yours forever · no subscription

Secure checkout via Stripe · instant access

Buying a few? Our bundles pack many products into one download at a big discount — buy once, no subscription.

Shop bundles & save

What you're getting

Instant file access after checkout
Re-download anytime from your account
Personal + commercial use license
Updates included — always current

Secure payment

Stripe encrypted

Instant delivery

Download now

Real support

We make it right

Lifetime access

Re-download anytime

The transformation

😩Before

Client emails in Gmail, projects in your head, invoices in a Google Doc, leads tracked nowhere.

After

One workspace. Every client, project, and invoice tracked. You never miss a follow-up or undercharge again.

Who uses this

Managing clients and projects across multiple active engagements

Calculating rates that account for taxes and expenses

Following up on unpaid invoices without awkwardness

Building a professional client onboarding experience

What's inside — sheet by sheet

Click each tab to explore what every sheet does.

Client CRM

Lead → proposal → active → complete pipeline with all client details.

Lead pipeline
Contact info
Contract status
LTV tracking

Everything included

Client CRM: lead → proposal → active → complete pipeline

Project tracker with milestones and deliverable checklists

Invoice log with payment status and overdue alerts

Rate calculator: target income → true hourly rate

Proposal library with reusable scope and pricing blocks

Weekly capacity planner (how many projects you can take on)

Client onboarding checklist template

Discovery call script and notes template

Product details

FormatNotion
DifficultyIntermediate
Setup time~45 minutes
CompatibilityNotion Free, Notion Plus
Last updatedMarch 2026

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Frequently asked questions

Is Freelancer Business OS — Clients, Invoices & Finance an instant download?
Yes — Freelancer Business OS — Clients, Invoices & Finance is a digital download. Your download link appears right after checkout and is emailed to you; nothing is shipped.
What format is Freelancer Business OS — Clients, Invoices & Finance in?
It is a print-ready PDF that prints cleanly on US Letter or A4. Buy once and download it instantly.
Can I print Freelancer Business OS — Clients, Invoices & Finance at home?
Yes — print it at home or at any print shop, as many copies as you need for your own use.
Do I need a subscription?
No. Freelancer Business OS — Clients, Invoices & Finance is a one-time purchase — buy once and it is yours forever, with no subscription.
What can I do with Freelancer Business OS — Clients, Invoices & Finance after I buy it?
It is yours to download, print and reuse for your own personal projects, as often as you like.
What if there is a problem with Freelancer Business OS — Clients, Invoices & Finance?
Message us and we will make it right — files right or we fix it. Your purchase is backed by our quality guarantee.
Complete Freelance Business System — 14-Template Bundle

Also included in

Complete Freelance Business System — 14-Template Bundle

This pack + 13 more in one download — $39.96 for all 14.

Helpful guides

Free how-tos that pair with this download: