Streamline your freelance business with our all-in-one client portal template for project management, invoicing, and communication tracking.
A comprehensive freelance client portal template designed to organize your entire client management workflow in one centralized location. Track active clients, prospects, and inactive accounts alongside their associated projects, tasks, invoices, and communication logs.
• Client Management: Keep detailed records of all clients with contact information and current status
• Project Tracking: Monitor multiple projects with timelines and at-a-glance status indicators
• Task Organization: Break down projects into trackable tasks with clear due dates
• Financial Management: Document all invoices with payment status for improved cash flow
• Communication Logs: Record client interactions and follow-up requirements
• Revision Tracking: Organize client feedback by priority and implementation status
Simply replace the sample data with your client information. Customize columns as needed for your specific business requirements. Use this template as your command center for client management, allowing you to quickly assess workload, prioritize tasks, and identify potential issues before they impact your business relationships.
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