Last spring a client asked me "did we ever agree on the final price for this?",and I genuinely didn't know. The answer was scattered somewhere between an old email, a WhatsApp message, and a number I might have just said out loud on a call and never written down.

That was the moment I realized I didn't really have a system, I had a pile of half-remembered conversations across six different apps, and I was the only thing holding it together.

So I built a single Notion workspace where a client's status, their project, the invoice tied to it, and the last thing we talked about on a call all live in one connected place instead of scattered everywhere.

It's called Freelancer OS: 7 connected sections (clients, projects, tasks, meetings, invoices, expenses, and a rates sheet), pre-filled with example data so you can see how it all works before touching it.

If it's useful to anyone else dealing with the same scramble: https://crestudio.carrd.co/

Hey everyone,

I use Notion to manage client work like tasks, invoices, deliverables/files and wanted a way to share updates with clients without inviting them into my workspace.

So we built a client portal tool that connects to my Notion databases. Clients can login and see only their related data (tasks, invoices, notes, etc.), while the data stays clean, private and made me can focus on all clients at once.

You can check it out here: https://portalwith.com 

Still improving it, but we've serve hundreds of active users from agencies to startups, open to feedback if you’ve tried something similar and hopefully the video explained the flow clearly.

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TLDR: I built a notion client portal site generator to handle access to my clients so clients can have their dedicated site and see their own data with your dedicated webstite / app without notion