Every project, client, product, order, payment, task, and communication connected in one workspace. From first inquiry to final walkthrough. 12 interconnected databases with financial clarity built in.
Nothing talks to each other. You bill late because you forgot. You miss deadlines because procurement status lives in email. Budget tracking requires opening four different files and hoping the numbers still match.
Track what clients owe you and what you owe vendors separately. Budget remaining and cash position roll up to every project automatically. Color-coded health indicators.
Specify products, place orders, track deliveries, log payments. Every item links to its project. Know what is researching, ordered, in transit, or installed.
Progress bars by phase. Bills vs. payments breakdown. Open tasks count. Next due date. Scan your entire pipeline in seconds.
Inquiry responses, proposals, approval requests, vendor POs, payment reminders, project updates, testimonial requests. Copy, swap brackets, send.
Central command. Status, phase, contract details, budget, profitability rollups, health indicators. Linked to everything.
Clients and vendors with relationship management. Contact details, project links, communication history.
Room-level organization with mood boards. Products linked to rooms for clear specification tracking.
Product specifications, pricing, vendor links. Connected to rooms, orders, and projects.
Vendor order tracking with delivery status. Bills tied to projects for accurate budget tracking.
Client payment tracking. Invoiced vs. received. Outstanding balance visible at project and portfolio level.
Track every scope change, client revision, and design iteration with dates and notes.
Built on
Notion
Runs inside Notion, the free workspace app used by millions. No new software to learn. No hardware. No monthly fees. Works on desktop, tablet, and phone. Setup guide and sample data included.
No. This works on Notion's free plan.
No. One-time purchase. Lifetime access. No recurring fees.
No. Duplicate the template to your Notion workspace and start. Setup guide and sample data included.
7-day money back guarantee. No questions asked.
12 connected databases. 40 email templates. One workspace.