Ines V.
June 9, 2026
Client CRM, project tracker, and invoice log — all cancelled. The weekly operations dashboard is how I start every Monday now.
$29
Payments are not configured in this deployment.
After purchase you'll get a link to duplicate this template into your Notion workspace.
- Instant delivery
- Lifetime updates
- Works with free Notion plan
Business OS
Business OS connects the three systems every small business runs on: the work (projects and tasks), the people (clients and leads), and the money (invoices and expenses).
Because everything lives in linked databases, context is always one click away — open a client and see every project, invoice, and note attached to them. Open a project and see its tasks, deadlines, and budget.
It ships with a weekly operations dashboard that surfaces overdue tasks, unpaid invoices, and this week's priorities, so Monday mornings start with clarity instead of digging.
What's inside
- Project & task management
- Client CRM with full history
- Invoice & expense tracking
- Weekly operations dashboard
- Lead pipeline board
Works with free Notion planDesktop & mobileDuplicate in one click
Reviews
4.9
Based on 211 reviews