business os notion

business os notion is a project management software product available on the Whop marketplace, created by NotionClarity and launched in July 2026.

🎯 WHO THIS IS FOR This template is built for freelancers, consultants, and independent creatives who: → Juggle multiple clients at once → Send invoices and need to track payments → Want to know which projects are actually profitable → Are tired of losing track of client conversations and follow-ups ━━━━━━━━━━━━━━ 💼 WHAT'S INSIDE 📁 PROJECTS — 5 views Track every project with status, priority, deadline, budget and client. The Profitability view automatically calculates Profit/Loss and Profit Margin % so you always know which work is worth doing. 💰 INVOICES — 7 views All invoices in one place with status badges (Paid, Awaiting Payment, Draft). Filter by Unpaid, sort By Quarter, spot Overdue instantly. Tax % and totals calculated automatically. 👤 CLIENTS — 3 views Full CRM with pipeline stages: Lead → Proposal Sent → Active → Inactive. Track industry, hourly rate, email, and location per client. The Kanban Pipeline view lets you see your whole sales funnel at a glance. 📅 MEETING NOTES Log every client call with meeting type, duration, action items, and a Follow-Up Sent checkbox. Linked directly to clients and projects so nothing gets lost. 🏠 MASTER DASHBOARD One home page with sidebar navigation and tabbed views for Revenue Stats, Projects, Invoices, Tasks, and Clients.

business os notion currently has 6 active members and offers free access.

business os notion offers a 30% affiliate commission for promoters. Track business os notion's estimated revenue, member growth trends, and competitive market position on Whop Trends.