Smart Excel templates that automate your workflow — no subscriptions, no stress.
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HP さんのレビュー(2025年 12月 21日)
星 5 個のうち 5 個I wanted a clean, organized, simple, and offline CRM to flank my fully loaded cloud based CRM. It is so convenient to have an Excel based client manager while I am on the road visiting clients. This saves me so much time and hassle in situations when I just quickly need a contact's phone number to lock down a large project, or I am trying to remember someone's name that I met three months ago. It is just a quick and easy way to recall client info without wasting time finding WiFi or setting up a hotspot. Also, Jacob has been an amazing resource. He is very very responsive if you have questions about the program and his YouTube tutorials basically walk you through every line of the code making it easy to accommodate changes. This has truly been one of the best purchases I made this year.
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Jacob さんの返信(2025年 12月 21日)
Thank you so much for this detailed and thoughtful review! I’m really glad the CRM is helping you stay organized while you’re on the go — that was exactly the goal behind building it. 🙌 It was a pleasure helping you tweak it to fit your workflow. I truly appreciate you taking the time to share your experience — especially the kind words about the support and tutorials. Means a lot! Don’t hesitate to reach out if you ever need anything else or want to customize further. Wishing you continued success with your projects!
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Evan さんのレビュー(2026年 02月 24日)
星 5 個のうち 5 個Great spreadsheet, very helpful for people that manages time tracking of employees. Jacob is very helpful when it comes to application support. Thank you Jacob!
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Jacob さんの返信(2026年 02月 24日)
Thank you for the great review! I’m really glad the time tracker is helping with managing employee hours. Always happy to help with support — appreciate you!
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quetcy さんのレビュー(2025年 10月 24日)
星 5 個のうち 5 個Good item easy to work with
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Jacob さんの返信(2025年 10月 24日)
Thanks so much! Glad to hear it was easy to work with 🙌 If you ever need more features or a version for teams, feel free to reach out — I’ve got a few upgrades available. Appreciate your support!
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SEVANS さんのレビュー(2025年 07月 19日)
星 5 個のうち 5 個Great product. I've been using this at work to mark quick entries for my timesheet and it's proven very useful at the end of the week when submitting.
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Jacob さんの返信(2025年 07月 19日)
Thanks so much for the kind words! I’m really glad it’s helping you track your time more easily — that was exactly the goal. If you ever have suggestions or need anything similar, feel free to reach out!
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Poetic さんのレビュー(2026年 01月 4日)
星 5 個のうち 1 個It should work in theory, however, I got an error as soon as I ran the code & had no clue how to fix it.
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Jacob さんの返信(2026年 01月 4日)
Hi Poetic, I’m really sorry to hear you ran into issues — that’s definitely not the experience I want you to have. I’d love to help troubleshoot the error and make sure everything works as expected. Feel free to message me directly so I can get this sorted for you ASAP. I’m here to help!
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よくある質問
❓ Will this work in my version of Excel?
Yes! All templates are designed for Excel 2016 or newer on Windows. Most features also work in Excel 365. If you're unsure, feel free to message me before purchase.
❓ Can I customize the template for my business?
Absolutely. All templates are fully editable — you can change labels, colors, formulas, and layouts to fit your needs. No coding required.
❓ Do you offer refunds?
Because this is a digital product, I can't offer refunds after purchase. But I'm happy to help if you run into any issues — just message me!
❓ Can you customize a spreadsheet for my business or workflow?
I occasionally take on custom work depending on the project and availability. Send me a message with a short description of what you need, and I’ll let you know if it’s a good fit!
❓ Does this work on Mac, iPad, or mobile devices?
This template is built using VBA automation and custom UserForms, and is designed for:
👉 Excel 2016 or newer on Windows (desktop version only)
It will NOT work on:
Excel for Mac
Excel Online (browser version)
iPad or mobile devices
Google Sheets
Mac and online versions of Excel do not fully support VBA UserForms or advanced automation features used in this system.
If you're unsure which version of Excel you have, please message me before purchasing and I’ll help you confirm.