Client & Project Tracker | Mini CRM Spreadsheet for Freelancers | Freelance Project Management | Excel + Google Sheets | Editable
$12.99
Sale price
$12.99
Regular price
Skip to product information
✅ Instant Digital Download | Excel & Google Sheets | Editable & Printable | Client Management Tool
A MINI CRM FOR SOLOPRENEURS — NO MONTHLY FEE
You don't need HubSpot or Salesforce to track clients. You need one organized spreadsheet that holds every client, every project, every conversation, and every dollar in your pipeline — without a $50/mo subscription.
WHAT YOU GET WHEN YOU OPEN IT
- ALL CLIENTS in one place — contact info, status, lifetime value
- PROJECT PIPELINE dashboard — what's active, what's pending, what's closed
- TASK / FOLLOW-UP log per client
- Total pipeline value at a glance
- Win/loss tracker for closed deals
BUILT FOR
Freelancers, consultants, coaches, agency owners, designers — solopreneurs running multiple clients who refuse to pay for a CRM but need to remember who hasn't been emailed in 30 days.
WHAT'S INSIDE THE SPREADSHEET
• Client database — name, company, contact, status, notes
• Project tracker — name, client, status, value, due date
• Pipeline dashboard — active deals, pending, won, lost
• Task / follow-up log
• Lifetime value per client
HOW IT WORKS — UNDER 5 MINUTES
1. Download the file (Excel or Google Sheets — both work)
2. Add each client + their project(s) — type their status (LEAD / ACTIVE / CLOSED)
3. Update statuses as you work — dashboard refreshes automatically
WHY SOLOPRENEURS LOVE IT
• No subscriptions. No logins. No monthly fees.
• Works offline in Excel, online in Google Sheets
• You own the file forever
• Instant digital download
• Replaces $40-100/mo CRM tools for solo operators
FREQUENTLY ASKED
Q: How many clients can this hold?
A: 100+ active clients comfortably. Copy a row to extend.
Q: Can I customize the pipeline stages?
A: Yes — every column label is editable to match your sales process.
Q: Do I need Microsoft Excel?
Client & Project Tracker | Mini CRM Spreadsheet for Freelancers | Freelance Project Management | Excel + Google Sheets | Editable
$12.99
Sale price
$12.99
Regular price
A MINI CRM FOR SOLOPRENEURS — NO MONTHLY FEE
You don't need HubSpot or Salesforce to track clients. You need one organized spreadsheet that holds every client, every project, every conversation, and every dollar in your pipeline — without a $50/mo subscription.
WHAT YOU GET WHEN YOU OPEN IT
- ALL CLIENTS in one place — contact info, status, lifetime value
- PROJECT PIPELINE dashboard — what's active, what's pending, what's closed
- TASK / FOLLOW-UP log per client
- Total pipeline value at a glance
- Win/loss tracker for closed deals
BUILT FOR
Freelancers, consultants, coaches, agency owners, designers — solopreneurs running multiple clients who refuse to pay for a CRM but need to remember who hasn't been emailed in 30 days.
WHAT'S INSIDE THE SPREADSHEET
• Client database — name, company, contact, status, notes
• Project tracker — name, client, status, value, due date
• Pipeline dashboard — active deals, pending, won, lost
• Task / follow-up log
• Lifetime value per client
HOW IT WORKS — UNDER 5 MINUTES
1. Download the file (Excel or Google Sheets — both work)
2. Add each client + their project(s) — type their status (LEAD / ACTIVE / CLOSED)
3. Update statuses as you work — dashboard refreshes automatically
WHY SOLOPRENEURS LOVE IT
• No subscriptions. No logins. No monthly fees.
• Works offline in Excel, online in Google Sheets
• You own the file forever
• Instant digital download
• Replaces $40-100/mo CRM tools for solo operators
FREQUENTLY ASKED
Q: How many clients can this hold?
A: 100+ active clients comfortably. Copy a row to extend.
Q: Can I customize the pipeline stages?
A: Yes — every column label is editable to match your sales process.
Q: Do I need Microsoft Excel?