Ultimate Client Management Tool

Your All-in-One CRM & Client Management Spreadsheet

Built for freelancers, coaches, and small business owners who want a full-featured CRM — without the complexity of traditional tools. This spreadsheet helps you track leads, manage projects, organize follow-ups, and even handle subscriptions — all in one place.

✨ Core Features

📊 Main Dashboard
Get a real-time overview of your clients, projects, tasks, and communications — all from a single sheet.

🚀 Lead Generation Tracker
Track potential clients, sources, and conversion status with a clean and customizable lead pipeline.

📁 Project Tracker
Organize current and past projects, timelines, and progress in a visual and intuitive way.

📋 Task & Follow-Up Manager
Stay on top of every deadline and follow-up with a smart task manager built for client work.

📞 Communication Log
Keep a detailed record of client conversations, emails, calls, and meetings — so nothing gets lost.

💬 Customer Feedback Tracker
Collect and categorize feedback to improve your services and build long-term client relationships.

📣 Marketing Campaign Tracker
Plan and analyze your outreach strategies, campaigns, and results — email, social, or paid.

💳 Subscription & Membership Management
Track recurring clients, payment cycles, membership tiers, and active subscriptions — perfect for retainer clients, memberships, or course-based businesses.

⚙️ Easy Setup & Customization

🗓️ Start using it anytime
📍 Customize stages, fields, and categories
🎨 Fully editable: labels, colors, layouts
📈 Built-in formulas, no coding required

📁 What’s Included

✅ Google Sheets version
✅ Microsoft Excel (.xlsx) version

🔧 Compatibility

📱 iOS & Android 
💻 Mac & Windows
🌐 Google Sheets
📂 Excel (.xlsx)

🎯 Ideal for freelancers, creators, agencies, or consultants who want to manage everything in one streamlined system — no subscriptions required.
Work smarter. Stay organized. Grow your business.