Client CRM + Pipeline OS — Freelance Client Tracker (Excel)
Your entire client business in one Excel file: leads, pipeline, proposals, projects, and payments, with a dashboard that runs itself.Built for freelancers and solo consultants tired of losing leads in notes apps and forgetting follow-ups.WHAT'S INSIDE (8 linked tabs, 870+ formulas)Dashboard: 12 auto-updating KPIs including weighted pipeline, win rate, revenue won, overdue follow-ups, and unpaid balances, plus pipeline-by-stage and leads-by-source breakdowns.Pipeline: full lead tracker where the stage dropdown auto-sets win probability and weighted value, and overdue follow-ups flag themselves in red.Proposals: every quote you send, with a days-outstanding counter.Projects: delivery tracker with balance due and deadline countdown.Clients: directory with automatic lifetime billed, paid, and balance per client.Interactions: touchpoint log so no follow-up ever slips.Lists: every dropdown fully editable to fit your business.START: 5-minute setup guide.WHY IT'S BETTER THAN A FREE TEMPLATEFree CRM sheets are flat contact lists. This is a system: stages drive probabilities, probabilities drive your weighted forecast, follow-up dates drive overdue alerts, and projects drive client lifetime value. Zero formula errors, with sample data included so you can see how everything connects before you add your own.Works with Excel 2016+, LibreOffice, and Google Sheets (via File > Import).LAUNCH WEEK: use code LAUNCH at checkout for 50% off.PAIRS WITHFreelancer Finance OS (income, expenses, taxes, invoices): https://shanty213.gumroad.com/l/freelancer-finance-osFree 2026 Freelancer Tax Kit: https://shanty213.gumroad.com/l/freelancer-tax-kit-2026Small Business Bookkeeping OS (ledger, P&L, mileage, quarterly taxes): https://shanty213.gumroad.com/l/bookkeeping-osBudget + Debt Payoff OS (budget, debt snowball & avalanche payoff plan): https://shanty213.gumroad.com/l/budget-debt-payoff-osWedding Budget OS (wedding budget, payments, guest list, seating): https://shanty213.gumroad.com/l/wedding-budget-osJob Search OS (application tracker, interview pipeline, offer analyzer): https://shanty213.gumroad.com/l/job-search-os
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