Business · Spreadsheet - Template 42
Freelance Client CRM
Log a client, a project or an invoice, watch your whole business update itself.
Instant download
Microsoft Excel◆Google Sheets◆.xlsx file
Your whole freelance business, in one calm dashboard. Log a client, a project or an invoice and watch your active clients, open projects, invoiced total, collected total and outstanding balance update themselves, zero formulas to write, ever. Track up to 150 clients, 200 projects with your effective hourly rate worked out automatically, and 250 invoices with days outstanding calculated for you. Works in Microsoft Excel AND Google Sheets.
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What's inside · 6 tabs
- Start Here - a quick start guide to the whole system
- Dashboard - active clients, open projects, invoiced, collected and outstanding, a project pipeline chart, a follow up next list, an invoice status chart - all automatic
- Client CRM - track up to 150 clients - contact name, email, status, service type, dates, next follow-up and lifetime value
- Projects - log up to 200 projects - stage, dates, quoted fee, hours logged, effective rate and progress worked out for you, payment status and notes
- Invoices - log up to 250 invoices - amount, dates, status and days outstanding calculated automatically
- Settings - customise every dropdown list - client status, project stage, invoice status, service type - to fit your own business
Pairs Beautifully With
