Run your whole client pipeline on one Notion board — built in about 20 minutes, no monthly software. Three ready-to-import CSV files (Contacts, Deals, Activities) already filled with realistic sample data, plus a plain-English setup guide.
A drag-and-drop deal pipeline — move cards across Lead → Qualified → Proposal → Won → Lost
A contact list with click-to-email and click-to-call, source, tags, owner, and status; an activity log of every call, email, and meeting
A "Needs follow-up" view that shows exactly who to chase each morning
contacts.csv, deals.csv, activities.csv + SETUP.md (incl. a weighted-forecast formula). Works on the free Notion plan
Who it's for: Freelancers, small agencies, and solo operators who track clients in their inbox or a spreadsheet and want a working pipeline — without learning or paying monthly for HubSpot or Pipedrive. The files and guide are built and packaged — join the waitlist and you'll get it the day it goes live.