Most “freelancer CRM” templates are just a pretty table you have to babysit. This one does the work.

Built by an automation engineer, the Self-Sorting CRM uses live formulas and views so the right clients rise to the top on their own:

🟢 Health scoring : every client is auto-tagged Warm, Cooling, or Going Cold based on your last contact. No manual tagging, ever.

💰 Priority scoring : high-value clients that start cooling jump to the top of your board so you chase the right person first.

🔴 Invoice radar : overdue invoices flag themselves in red and total up the money you’re owed.

📊 Project progress : auto-calculated from your task list with visual progress bars.

🎯 Command Center : one dashboard that shows what needs you today: cold clients, overdue follow-ups, money owed, this week’s tasks.

⚡ Optional Automation Engine (n8n) — new leads from your form land in Notion already scored, and you get a daily email of clients slipping away. This is the part no other template seller gives you.