Manage client work from first contact to paid invoice

A connected Notion workspace for freelancers managing multiple clients, projects, and payments.

See who needs a follow-up, what needs delivering, and which invoices are still outstanding.

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Buy NexosFlow on Notion Marketplace

View the offer and buy NexosFlow →

Review the current price and purchase conditions on the Marketplace listing.

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Keep the next action connected to the client

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Clients and opportunities

Keep contacts and client context together. Track opportunities and review the next follow-up.

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Delivery and payments

Organize projects and tasks. Monitor client billing and record income and expenses in the same workspace.

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See the workspace

These existing template screenshots show example content. Illustrated amounts are not earnings claims or promised results.

One client journey, six core databases

Clients → Deals → Projects → Tasks → Invoices → Transactions

For a website redesign, add the client and opportunity, organize the project and tasks, monitor the invoice, and record payment when received. This describes a workflow—not automatic execution of every step.

What's included

• Clients (CRM), Deals, Projects, Tasks, Invoices, and Transactions.
• Finance and task dashboards.
• Start Here, Quick Setup, and Onboarding Tutorial.
• System guides in EN, PT-BR, ES, and IT.
• Optional client portal structure for selected client-facing information.