Task Tracker Spreadsheet Client Tracker CRM Excel Project Management Template Google Sheets Small Business Bookkeeping Template Lead Tracker

Take control of your projects, clients, finances, and daily tasks with the Project & Business Bundle — a powerful set of four professional spreadsheets designed to help you run your business with clarity, confidence, and less stress.

Whether you’re managing multiple projects, tracking clients and deals, staying on top of bookkeeping, or juggling daily to-dos, this bundle brings everything together into one streamlined system — without complicated software or monthly subscriptions.

✨ Built for business owners, freelancers, consultants, and teams who want structure without overwhelm.

WHAT YOU CAN DO WITH THIS BUNDLE
📁 Manage projects end-to-end – Plan, schedule, track tasks, risks, costs, resources, and progress in one clear system
👥 Track every client interaction – Keep client details, activities, deals, invoices, and follow-ups organised
💰 Stay on top of your finances – Record income & expenses, monitor cash flow, track tax, and measure profitability
✅ Plan and prioritise work clearly – Manage tasks with lists, Kanban boards, calendars, and timelines
📊 See the big picture instantly – Automated dashboards give you real-time insights across your business
⏳ Save time & reduce admin – Smart automation eliminates manual tracking and duplicate data entry
🧠 Feel organised & in control – Replace scattered spreadsheets with one cohesive business system
📱 Access anywhere – Works across devices for flexible, on-the-go management
📘 Beginner-friendly – Includes clear step-by-step instructions inside every workbook

WHAT’S INCLUDED
You’ll receive 4 professional spreadsheet workbooks, each designed to work seamlessly together or on their own:

✔️ Project Manager Pro – End-to-end project planning, scheduling, risks, resources, costs & dashboards
✔️ Client Tracker Pro – Manage contacts, activities, deals, invoicing, tasks & client history
✔️ Bookkeeping Spreadsheet – Track income, expenses, bank balances, tax & profit with automated dashboards
✔️ Task Tracker Pro – Plan, prioritise, and track work with multiple visual views

FILE DELIVERY & FORMATS
📦 4 workbooks included — each provided in both Google Sheets and Microsoft Excel formats
📧 Instant download — files are delivered via email after checkout
📑 Easy to use — make a copy of the Google Sheets version, or open the Excel version to start using it

HOW DOES IT WORK?

✔️ Complete your purchase
✔️ Download the PDF files (for Google Sheets) and/or Excel files, both instantly accessible via your Etsy ‘Purchases’ page or via your order confirmation email
✔️ Open the spreadsheets and start using it straight away

Please note:
• This spreadsheet is available in English only
• This is a digital download. No physical items will be shipped.
Excel versions of the product have been developed using the latest version of Excel Desktop and Microsoft 365. Older versions may not be compatible. Please note that Excel functions slightly differently from Google Sheets, so there may be minor variations in how certain features work.
• Google Sheets versions of the product require a free Google account. Setup instructions are included (don’t worry, it’s easy!).
• As this is a digital product this item does not qualify for refunds/exchanges.
• All materials included in this purchase are for personal use only. No part of it can be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author. Terms of Use are included with the spreadsheet on purchase.
• The contents the spreadsheet are for informational purposes only. It is not intended to be financial, legal, or accounting advice. I will not be liable to any person for harm, damages, loss, claims, costs, and other liabilities with regards to your use of the documents.

If you have any questions prior to purchasing please send me a message, I’m always happy to help!