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Booking CRM Excel | Client Pipeline, Appointments and Follow Up Tracker

Price:$24.00

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Highlights

  • Digital download
  • Digital file type(s): 1 ZIP

An offline service-business CRM workbook for organizing client contacts, inquiry status, upcoming bookings and follow-up dates. Use consistent client IDs to link the sheets. Includes editable client-response messages and privacy guidance. No SMS, calendar syncing or email automation.

INCLUDED
Editable XLSX workbook with fictional demo records, editable DOCX support documents, Quick_Start.pdf, Download_And_Use.pdf, Release_Notes.pdf, README_FIRST.txt and the single-business license.

VERSION 1.1
Maximum 100 working records per register. Clear demo input values without deleting formulas or rows. Additional rows require extending all dependent ranges and a new audit.

DIGITAL DOWNLOAD
No physical item. Manual entry and review are required. No automatic sending, account sync, banking connection or payment processing. Administrative aid only; no certification, professional accounting/legal/compliance advice or guaranteed outcomes. Single-business internal use only; no redistribution, resale, PLR or MRR. Created with AI assistance under the seller's direction.

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