Notion

OmniAura Productivity Team

Notion Ambassador · Top-10 template creator 2024

✓ Verified
134 people have downloaded this
Business

Freelancer Business OS — Clients, Invoices & Finance

The complete Notion + Excel system for freelancers: CRM to track every client and project, invoice generator, contract templates, income/expense tracker, and quarterly tax estimator.

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4.9
134 downloads
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2,800+ members have access · 23 downloaded today

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$8.25/month45% off
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Everything included in your subscription

This bundle — Freelancer Business OS — Clients, Invoices & Finance
22 more premium products
Kids Learning printables
Budget Planner — zero-based budgeting
Personal + commercial use license
New tools added every month

23 bundles + 2 SaaS tools. If bought separately, that's $200+. Pro members pay $15/month.

Included in OmniAura Pro

Freelancer OS Bundle + all 22 other premium products — from $15/month

Start Pro →
Instant download — no waiting, no email required
Re-download anytime from your account dashboard
Personal & commercial use license included
Bundle updates included — always get the latest version
Email support at support@omniauradigital.com

How delivery works

1

Complete checkout

Secure payment via Stripe — takes under 60 seconds.

2

Instant access

Your download link appears immediately on the confirmation page.

3

Download & use

Open in your preferred app and start using right away.

What this does for you

Stop wondering where your money goes.

Zero-based budgeting — every dollar assigned a job
Track spending automatically by category
See your real savings rate each month

Who it's for: Anyone who wants to take control of their monthly cash flow

About this product

Built for freelancers who are tired of tracking clients in a notebook, invoicing from memory, and guessing at tax season. The Notion CRM shows every client, active project, deadline, invoice status, and outstanding payment in one view — filtered and sorted exactly how you need it. The Google Sheets income tracker calculates your effective hourly rate, monthly revenue, and quarterly tax estimate automatically. The invoice template auto-populates from your client database, calculates totals, applies your terms, and exports to PDF in two clicks. Includes five professionally written contract templates (web development, graphic design, copywriting, photography, consulting) that have been reviewed for enforceability. The project pipeline board tracks leads from 'proposed' to 'paid' with one-click status updates. Solo operators using this system report saving 3-4 hours/week on admin.

Version 1.8.0Updated May 12, 2026

Try it before you download

No sign-in required to preview. Your own copy is saved to your Google/Notion account.

What's inside

  • Notion CRM — clients, projects, deadlines, invoice status in one view
  • Invoice generator — auto-populates from client DB, exports to PDF
  • 5 contract templates — web dev, design, writing, photography, consulting
  • Income/expense tracker with effective hourly rate calculation
  • Quarterly tax estimator — know your liability before it hits
  • Project pipeline — leads to paid with visual Kanban board

Best for

Freelancers and independent contractors who want to run their business professionally without hiring a bookkeeper or paying for expensive CRM software.

File types included

Notion

Free & paid Notion plans

Software compatibility

Notion
Free

✓ No special software required for PDF files. Excel files require Microsoft Excel 2016 or later, or Google Sheets (free).

What early reviewers say

4.9
S

Sarah M.

2 days ago

Had the Canva Social Media Kit live in my client's project the same day — every layout pre-sized, I only needed to swap in the brand hex codes.

J

James T.

1 week ago

The budget spreadsheet cut my weekly tracking from four hours to about 20 minutes — it auto-calculates everything from my paycheck input. I open it every Monday.

P

Priya K.

2 weeks ago

Customised the Canva design in under 20 minutes for a client pitch deck. They asked where I got the file — I ended up recommending OmniAura to three colleagues.

Be one of the first to review this bundle — feedback from real buyers replaces these pre-launch quotes as soon as it lands.

Found this useful? Share it.

Word of mouth is how OmniAura grows. Thank you.

License

Personal & Commercial License

Use in client work, your own products, and personal projects.

ProSave 45% with annual

OmniAura Pro

Kids Learning + Budget Planner + 50+ premium products — all in one subscription

$15/mo
or $8.25/mo billed annually
  • 50+ premium products — instant access to all downloads
  • kids learning & phonics printables
  • Budget Planner — Google Sheets & Excel budgeting
  • Excel, Notion, PDF, Canva & PNG formats
  • Personal & commercial use license
  • Priority support · New tools and bundles added continuously
Subscribe Now — from $15/mo

Cancel anytime · Instant access · 30-day guarantee

What you're getting

Instant file access after sign-in
Re-download anytime from your account
Personal + commercial use license
Updates included — always current

Secure payment

Stripe encrypted

Instant delivery

Download now

30-day guarantee

Full refund

2,800+ subscribers

4.9★ avg rating

The transformation

😩Before

Client emails in Gmail, projects in your head, invoices in a Google Doc, leads tracked nowhere.

After

One workspace. Every client, project, and invoice tracked. You never miss a follow-up or undercharge again.

Who uses this

Managing clients and projects across multiple active engagements

Calculating rates that account for taxes and expenses

Following up on unpaid invoices without awkwardness

Building a professional client onboarding experience

What's inside — sheet by sheet

Click each tab to explore what every sheet does.

Client CRM

Lead → proposal → active → complete pipeline with all client details.

Lead pipeline
Contact info
Contract status
LTV tracking

Everything included

Client CRM: lead → proposal → active → complete pipeline

Project tracker with milestones and deliverable checklists

Invoice log with payment status and overdue alerts

Rate calculator: target income → true hourly rate

Proposal library with reusable scope and pricing blocks

Weekly capacity planner (how many projects you can take on)

Client onboarding checklist template

Discovery call script and notes template

Customer reviews

4.9

198 reviews

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LP

Leo P.

✓ Verified

2026-04-15

Runs my entire freelance business

I'm a freelance copywriter and this replaced my entire Google Workspace mess. The rate calculator showed me I was undercharging by $35/hour. Fixed that immediately.

Use case: Copywriting business

84 people found this helpful

HK

Hannah K.

✓ Verified

2026-04-15

The proposal library alone 10x'd my close rate

Having pre-built proposal blocks made me respond to leads in 2 hours instead of 2 days. My close rate went from ~20% to ~45% in 2 months.

Use case: Proposal writing

62 people found this helpful

Product details

FormatNotion
DifficultyIntermediate
Setup time~45 minutes
CompatibilityNotion Free, Notion Plus
Last updatedMarch 2026
Downloads1,734

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