Client CRM & Sales Pipeline Tracker, Google Sheets and Excel, Kanban Board (Digital Download)

5 QUICK ANSWERS BEFORE YOU BUY

1. Will sorting, filtering or deleting rows break the formulas?
No. All 21,000+ formulas are wrapped in defensive error-proofing, so you can sort tables, filter views and delete rows without #REF! or #DIV/0! errors. Blue cells are for typing; grey cells are locked calculations.

2. Do I have to choose between Google Sheets* and Excel*?
No. One purchase includes a one-click copy link for Google Sheets* and an optimized Microsoft Excel* (.xlsx) file, each in Light Mode and Dark Mode, with identical formulas and tab structure.

3. Does the daily action list update by itself when I log a call or a deal?
Yes, instantly. Log a touchpoint in the Activity Log or move a deal in the Pipeline and the Today tab re-sorts your overdue and due-today follow-ups, the Pipeline Board shifts the deal card, and the Dashboard refreshes close rates, revenue and channel ROI.

4. Is this only for solo users?
It is built to give a solo operator an enterprise-grade command center, but it tracks multiple owners across up to 500 contacts and 500 deals, so it suits partnerships and small service teams too.

5. What happens when a deal goes cold or is lost?
Days-in-stage is calculated automatically and stale deals are flagged, then surfaced on the Today tab under Gone Cold so nothing slips. Mark a deal lost with a reason and the Source ROI & Win/Loss tab shows you where your pipeline is leaking.

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Every follow-up you forget is revenue you already earned and then gave away.

The Client CRM & Sales Pipeline Tracker by ProFormaGRID replaces the inbox, the sticky notes and the mental checklist with one synchronized system inside Google Sheets* or Microsoft Excel*. Enter a lead once and the workbook hands you a daily action queue, a live Kanban board, client health scores, invoices and a 360-degree client dossier, with 21,000+ formulas doing the work and no monthly CRM subscription.

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WHAT'S INSIDE (15 CONNECTED TABS)

• Start Here: visual orientation so your workspace is configured in minutes.
• Settings: customize deal stages, lead sources, owners and status tags.
• Clients & Leads: up to 500 contacts with health scores and contact history.
• Pipeline: up to 500 deals with weighted values, days-in-stage and stale alerts.
• Activity Log: chronological ledger of calls, emails, texts and meetings.
• Today: automated daily command center sorted into Overdue, Due Today, Due Soon and Gone Cold.
• Pipeline Board: live Kanban view of deals grouped by stage.
• Onboarding: post-sale checklist with automatic progress bars from signature to kickoff.
• Dashboard: win rates, revenue velocity and source charts in a SaaS-style cockpit.
• Client Profile: pick a name and get a one-click 360-degree dossier of that relationship.
• Source ROI & Win/Loss: your most profitable acquisition channels and your most common loss reasons.
• Invoices: accounts-receivable log with amounts, payment dates and overdue alerts.
• Referrals: partner and affiliate ledger with converted introductions and rewards.
• Goals & Commission: monthly targets and auto-calculated commission.
• Scripts & Templates: a built-in swipe file of email and call follow-up scripts.

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WHY SERVICE BUSINESSES SWITCH TO THIS

• Never wonder who to call today. The Today tab decides for you, every morning, automatically.
• See your pipeline the way a sales team does. A real Kanban board, driven by your data, not by dragging cards around.
• Find the leak. Win/Loss and Source ROI show which channels pay and which reasons kill deals.
• Get paid faster. Invoices and overdue alerts live next to the client, not in a separate app.
• Pay once. No per-seat pricing, no monthly CRM bill, and your client data stays in your own account.

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WHO THIS IS FOR

• Freelancers, consultants and coaches managing a growing client list
• Boutique agencies and small service teams with multiple deal owners
• Real estate agents and solo founders who need pipeline discipline without software fees

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WHAT YOU RECEIVE (INSTANT DIGITAL DOWNLOAD)

• Google Sheets Download Link PDF with one-click copy links (Light and Dark Mode)
• Microsoft Excel* workbook (.xlsx) in Light and Dark Mode, optimized for Excel* 2016 and newer
• Illustrated Instructions PDF (setup, navigation, safe row resizing)
• Bonus: The Follow-Up Playbook PDF with proven outreach cadences
• 15 fully integrated tabs with 21,000+ error-proofed formulas
• 500 contacts and 500 deals capacity
• No macros, VBA or add-ons
• Templates arrive blank and ready for your data

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HOW IT WORKS

1. Complete your purchase and open your files from the Etsy* purchases page (the download link is also emailed to you).
2. Open the Excel* workbook on your computer, or open the Google Sheets Download Link PDF and click the link to make a private copy in your own Google Drive*.
3. Follow the Instructions PDF and the guide tab inside the workbook, type your numbers into the input cells, and watch the dashboard fill in.

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SUPPORT AND OUR PROMISE

Questions before or after you buy? Message ProFormaGRID through Etsy* and you will get a prompt, friendly reply. If something is not working the way it should, we will help you fix it. You can re-download your files any time from your purchases page.

Explore the full collection of ProFormaGRID templates at ProFormaGRID.com

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LICENSE AND LEGAL

Instant digital download; no physical item will be shipped. This template is not made to order. Licensed for personal use. Please do not resell, redistribute, share or recreate this workbook in whole or in part. Copyright ProFormaGRID. All rights reserved.

*Google Sheets, Google Drive and Google are trademarks of Google LLC. Microsoft, Excel, Windows and Microsoft 365 are trademarks of Microsoft Corporation. Etsy is a trademark of Etsy, Inc. ProFormaGRID is an independent shop and is not affiliated with, endorsed by or sponsored by any of these companies.