Meridian - OmniCRM & Automated Invoicing OS

Stop paying monthly software subscriptions. Run your entire client-to-cash pipeline from one beautifully designed Notion workspace.

Welcome to Meridian, a production-ready, closed-loop Invoicing and CRM system designed specifically for Digital Agencies, Freelancers, and Global Service Businesses.

Most Notion templates just sit there and wait for you to update them. Meridian works for you. By combining Notion with the power of Make.com, Stripe, and PDFMonkey, this template automates the most tedious parts of your business.

🚀 How The Automation Works:

The Trigger: You create an invoice in Notion, add your line items, and change the status to "Sent."

The Magic: An automation instantly generates a beautifully branded PDF invoice, emails it to your client with a secure Stripe Checkout link, and logs the transaction.

The Closed Loop: When the client pays, Stripe silently pings your workspace. The invoice status automatically updates to "Paid", and the exact payment amount and timestamp are logged in your financial dashboard. No manual data entry. No forgetting to check Stripe.

📦 What is Included?

The CRM Database: Track clients, active projects, and automatically roll up total revenue generated per client.

The Invoicing Engine: Manage invoices and line items. Includes automated tax calculations and exact Stripe cent-conversion formulas.

The Premium Dashboard: A visual command center featuring a Kanban board for outstanding invoices, active client lists, and revenue tracking.

The Automation Blueprints: Includes the exact .json Make.com blueprints you need. Just import them, paste your API keys, and the system is live (No coding required).

Step-by-Step User Guide: A built-in manual that walks you through setting up your Stripe, PDFMonkey, and Make.com connections in under 15 minutes.

💡 Zero Monthly Software Costs

Meridian is designed to maximize your profit margins. You do not need to pay for FreshBooks, Xero, or HubSpot. Meridian relies on the generous free tiers of Make.com, Stripe, and PDFMonkey.

⚠️ Requirements for Automation

To use the advanced automation features of this template, you will need to create free accounts with:

Make.com (Automation platform)

Stripe (Payment processing)

PDFMonkey (PDF generation)

A Gmail or Outlook account

Note: The automations are provided as easy-to-import blueprints. You will need to connect them using your own free API keys. No advanced technical skills required.

Take control of your agency's cash flow today with Meridian.