Client & Project Tracker — Freelancer CRM in a Spreadsheet (Excel + Google Sheets)
Leads go cold because nobody wrote down the next step. This fixes that.Client & Project Tracker is a lightweight CRM built in Excel, fully compatible with Google Sheets and LibreOffice.What’s inside: • 📈 Pipeline Dashboard — total lead value, active clients, open project budget, and unpaid completed work, all calculated live. • 👥 Clients & Leads sheet — status tracking (Lead / Active / Past / Lost) with estimated value per contact. • 📁 Projects sheet — stage, budget, payment status, and an automatic “days left” countdown per deadline. • ✅ Follow-Ups sheet — a simple next-action list with priorities; the dashboard flags anything overdue in red. • ⚡ Zero setup — open it and start typing. Blue cells are yours; everything else calculates itself.Who it’s for: freelancers, consultants, and solo agencies juggling multiple clients who don’t want to pay monthly for a CRM.Format: .xlsx — works in Excel, Google Sheets, and LibreOffice. Instant download. Free updates.
Get it → tidyledger4.gumroad.com