Client CRM Spreadsheet Google Sheets Excel | Lead Tracker, Sales Pipeline, Follow Up Tracker, Client Database, Freelancer Income

Keep every lead, client, follow-up, deal and invoice in one file, and see who to call today and who pays you most.

This Client CRM is a ready-to-use spreadsheet for Google Sheets and Excel. Add each lead and client with status, source, phone, email and first contact. Log every deal with service, value and stage, from New lead to Won or Lost, and the Pipeline tab shows the money in each stage, the weighted value, your win rate and the open deals to chase next. Plan every call-back on Follow-Ups: late ones turn red, today's turn gold, and the Dashboard lists the next five. Keep a Contact Log of calls, emails, meetings and DMs, and Clients shows the last contact and next follow-up for each person by itself. Track invoices with due and paid dates (overdue ones turn red), and Income by Client shows deals won, paid this year and all time, unpaid and each client's share of your income. The Dashboard shows active clients, open pipeline, late follow-ups, paid this month vs your goal, won this month, win rate, unpaid invoices and paid this year. Type in the yellow cells; everything else is calculated for you.

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WHAT'S INSIDE (FULL VERSION, 10 TABS)
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• Start Here: quick setup guide
• Dashboard: active clients, open pipeline, follow-ups late, paid this month vs goal, won this month, win rate, unpaid invoices, paid this year, charts, follow-ups due, top clients
• Clients: up to 150 leads and clients with status, source, phone, email, city, first contact, last contact, next follow-up, paid this year and unpaid
• Deals: up to 300 deals with service, stage, value, chance, weighted value, opened, expected close, closed on and days open
• Pipeline: deals and money in each stage, open pipeline, win rate, average deal, days to win and open deals to chase
• Follow-Ups: up to 800 call-backs with due date and done date, late ones in red
• Contact Log: up to 1,500 calls, emails, meetings and DMs with next step
• Invoices: up to 800 invoices with sent, due, amount, paid date and method, overdue in red
• Income by Client: deals won, won value, paid this year and all time, unpaid, last payment and share of income
• Setup: business name, monthly income goal, quiet days and every dropdown list

A tab bar at the top of every page lets you jump between tabs in one click.

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YOU GET 4 FILES
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• Full version with sample data (see it working)
• Full version, blank
• Lite version (7 tabs: Start Here, Dashboard, Clients, Deals, Follow-Ups, Invoices, Setup) with sample data
• Lite version, blank

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HOW IT WORKS
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1. Download the .xlsx files after purchase.
2. Google Sheets: upload to Google Drive, open, then File > Save as Google Sheets.
Excel: open the file and click Enable Editing.
3. Fill in Setup and add your clients (about 10 minutes). Then log deals, follow-ups and invoices as they happen.

Works in Google Sheets (free) and Microsoft Excel (desktop and Microsoft 365). Not for Apple Numbers.

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LIFETIME UPDATES + FREE SMALL CHANGES
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Every improvement I make is yours for free: just download the files again from your Etsy purchases.
Need one small change? An extra column, your currency, more rows, a renamed category. Message me after your purchase and I will make it for you, free. I reply within 24 hours.

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PLEASE NOTE
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• This is a digital download. No physical item will be shipped.
• Your client details stay in your own file. Share it carefully.
• Due to the digital nature of the product, I do not accept returns, but message me and I will help with any issue.

Designed by Albina at HomeBizPaperwork. Built with the help of AI tools and my own scripts, then checked in Google Sheets before every release.