freelancer crm

track leads, deal stages, follow-ups and clients in one spreadsheet

Leads sheet with a stage dropdown: new, discovery, proposal, negotiation, won, lost

value, target close, next follow-up, next action and source for every lead

Activity Log for calls, emails and next actions

Clients sheet for active clients and retainers

A lightweight spreadsheet CRM for solo freelancers. Log each lead with its stage, value, target close date and next follow-up, keep a record of conversations, and see your open pipeline on a simple dashboard.

instant downloadnew

$17USD · one-time purchase

excel

friendly support, always.

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who it's for

✦freelancers juggling several prospects at once
✦anyone who loses track of who to follow up with and when
✦solo freelancers who don't need a paid crm subscription

what's inside

♥Leads sheet with a stage dropdown: new, discovery, proposal, negotiation, won, lost
♥value, target close, next follow-up, next action and source for every lead
♥Activity Log for calls, emails and next actions
♥Clients sheet for active clients and retainers
♥Dashboard: total leads, open opportunities, won deals, open pipeline and won value
♥a blank workbook plus a filled-in example

✿

how it works

1open the EXAMPLE workbook to see sample leads
2make a copy of the BLANK workbook
3add prospects to Leads and keep the next follow-up date current
4log conversations in Activity Log and move won work to Clients
5check the Dashboard for your pipeline

files in the download

Freelancer_CRM_BLANK.xlsx
Freelancer_CRM_EXAMPLE.xlsx

compatibility

✦built as .xlsx workbooks for microsoft excel
✦google sheets can import .xlsx files, but formulas, dropdowns and dates may change. sheets compatibility hasn't been verified
✦value columns are labelled USD but hold plain numbers, so you can relabel them for another currency

good to know before you buy

!dashboard totals cover the first 100 lead rows
!no reminders or email sending: follow-up dates are for you to review
!a spreadsheet, not a hosted crm: nothing syncs with your email or calendar

license, refunds & support

A one-time purchase of downloadable files, not a hosted app or subscription. Use and adapt the files for your own personal or business work, including client projects; don't resell or share the templates themselves. See the terms and refund policy.

Questions before or after buying: hey@rheaclub.co

peek inside