Spreadsheets & Calculators
The Freelance Client CRM & Project Tracke
Run your entire freelance business from one spreadsheet — client pipeline, project tracker, and invoice log with a live dashboard that updates itself. No monthly software fee.
Product Description
You don't need a $30/month CRM to run a freelance business. You need one file that actually works.
The Freelance Client CRM & Project Tracker replaces three separate tools — a client tracker, a project board, and an invoicing log — with one connected spreadsheet. Update any sheet and the Dashboard reflects it instantly, no manual math.
What's inside:
Dashboard: live view of active clients, open leads, active projects, and unpaid invoices — plus pipeline value, total collected, and overdue flags, all formula-driven
Client CRM: every lead and client in one sortable database, with status and source dropdowns and color-coded stages
Project Tracker: status, deadlines, deliverables, and payment status per project — auto-flags anything past deadline
Invoice Log: log an invoice once, and days-outstanding calculates itself from the send date
Start Here guide: which cells to edit, how the sheets connect, and how to add rows without breaking a formula
No setup videos, no new software to learn — open it in Excel or Google Sheets and start typing. Built for freelancers who want the visibility of a CRM without the subscription.
Instant download. Excel (.xlsx) format. Works in Excel and Google Sheets.
Spreadsheets & Calculators
The Freelance Client CRM & Project Tracke
Run your entire freelance business from one spreadsheet — client pipeline, project tracker, and invoice log with a live dashboard that updates itself. No monthly software fee.
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Frequently asked questions
Do I get access instantly?
Yes. This is a digital product — you can download it right after checkout, straight from your library.
Can I use it for commercial projects?
Your purchase includes a standard license for personal and commercial use. See the product description for any usage limits set by the seller.
What's your refund policy?
You're covered by a 2-day money-back guarantee. If something isn't right, request a refund from your order and the seller will review it.
What file formats and sizes will I get?
You'll download the files exactly as the seller packaged them (about 18.19 KB). See the product details and description for the included formats.
Do I get free updates?
Yes — when the seller ships a new version, you can re-download the latest files from your library at no extra cost. Check the changelog for recent updates.
Price
From $11.00
