For enterpriseAPI
HomeDiscoverStart a business
Resources
AffiliatesBlogAbout
FOProfile picture

Freelancer Client & Money OS

Freelancer Client & Money OS Hub

$26.24$20.99 / monthSave 20%
$20.99 / month

Get Paid Faster: Professional Invoicing for Freelancers

You're good at your work. The chaos is the problem.

Clients scattered across 5 DMs. Invoices you forgot to follow up on. No idea what you actually made last month. Pricing based on gut feeling.

This template fixes all of it — permanently.

What's Inside Your Freelancer OS:

✅ Client CRM — Full profile for every client: contact info, project history, revenue, and status

✅ Project Pipeline — Kanban board: To Pitch → Active → In Review → Completed → Paid

✅ Invoice & Payment Tracker — See what's paid, pending, and overdue in real time

✅ Income & Expense Dashboard — Monthly earnings, net profit, and tax reserve calculator

✅ Rate Calculator — Input your income goal, get your exact minimum rate. Stop guessing.

✅ Lead Follow-Up System — 5-touch framework so warm leads never go cold

✅ Weekly Review Page — 10 minutes every Friday to stay on top of everything

All modules are connected — add a client once, they appear everywhere automatically.

Built for: Freelance designers, writers, editors, developers, VAs, social media managers — anyone juggling 2+ clients with no proper system.

What freelancers say:

  • "Found $1,400 in forgotten invoices on Day 1."

  • "Raised my rates 40% after using the Rate Calculator."

  • "Got replies from 2 dead leads using the Follow-Up System."

One-time purchase. Free Notion account. Ready in 30 minutes.

Freelancer Client & Money OS

Freelancer Client & Money OS Hub

$26.24$20.99 / monthSave 20%
Powered by Whop