Customer Database Bundle, Client Tracker and CRM Spreadsheet for Small Business, Invoice Maker, Expense Log, Excel Google Sheets

3 SPREADSHEETS, 1 DOWNLOAD - A CUSTOMER DATABASE THAT TELLS YOU WHO TO CONTACT, PLUS AN INVOICE MAKER AND AN EXPENSE LOG FREE

Keep every customer in one place, see your best customers and where they come from, know who to contact this week and who has gone quiet. Then send invoices and keep every business expense ready for tax time. All in one download.

WHAT YOU GET
- Customer_Database.xlsx - the main sheet: customer list, sales history, dashboard, a Contact This Week list and a Win-Back list
- Invoice_Maker.xlsx - FREE BONUS: make and print professional invoices and see who owes you money
- Expense_Log.xlsx - FREE BONUS: log expenses and mileage, get year-end totals by category
- Sample_Workbooks.zip - all three, filled in with examples so you can see how they work
- A PDF with your Google Sheets links - make your own copy of each sheet, blank and sample

1) CUSTOMER DATABASE (7 tabs)
- CUSTOMERS: up to 500 customers with contact details, where they came from, tags, notes and next follow-up date. First and last purchase, orders, total spent, average order and a status (NEW, ACTIVE, VIP or DORMANT) fill in by themselves.
- SALES: up to 1,500 orders. Pick the customer from a list and type the date and amount.
- DASHBOARD: top 10 customers, lifetime value per customer, how many come back, and a report of where your best customers come from, with a chart.
- CONTACT THIS WEEK: an automatic list of follow-ups that are overdue or coming up, sorted by date.
- WIN-BACK: customers who have gone quiet, biggest spenders first, ready for a friendly message.
- SETUP and START HERE: your business name, how many days count as dormant, the VIP amount and your list of sources.

2) INVOICE MAKER - FREE BONUS (7 tabs)
- Pick the customer from a drop-down, add your lines, print or save as a PDF
- Subtotal, discount, tax and deposit work themselves out, with the balance due
- Customer list (100) and optional price list (50) so prices fill in for you
- Invoice Log shows OPEN, OVERDUE or PAID in color
- Money Owed page: total owed, how late it is, and who owes you the most

3) EXPENSE LOG - FREE BONUS (5 tabs)
- One row per receipt: date, vendor, category, amount, how you paid, receipt kept yes/no
- 20 categories you can rename - pick from a drop-down
- Mileage tab works out your deduction from your rate
- Summary: every category by month, total to claim, receipts missing, and charts
- Room for 500 expenses and 300 trips

SET UP IN ABOUT 10 MINUTES
Type your business name on the Setup tab and add your first customers. Add customers to the Invoice Maker and log your first expenses whenever you are ready.

BUILT FOR
Shops, makers, studios, salons, coaches, freelancers, service businesses and anyone with customers to look after.

WORKS IN EXCEL AND GOOGLE SHEETS
Excel files (.xlsx) are included (Excel 2019 or newer, or Microsoft 365), and the PDF gives you links to make your own Google Sheets copies. Nothing to install.

PLEASE NOTE
This is a DIGITAL DOWNLOAD. No physical item will be shipped. Record-keeping tools only: not accounting, tax, financial or legal advice. Please follow the privacy rules that apply to your customers' data. Sample names and amounts are examples only. Colors may vary slightly on different screens.