Freelancer Client OS — Client & Project CRM Spreadsheet (Google Sheets + Excel)

Your clients are your business. Start treating them like it.

Freelancer Client OS is a complete client and project CRM built for freelancers, consultants, and solo operators. No CRM subscription. No complicated software. Just open it, delete the sample data, and see your whole client world at a glance.

What's inside (7 tabs):

- START HERE: 5-minute setup guide, Google Sheets import instructions, FAQ

- Dashboard: active clients, active projects, weighted pipeline value, overdue follow-ups, per-client totals, and upcoming deadlines, all auto-calculated

- Clients: your client database with lifetime value, active project count, and last contact date, all auto-calculated

- Projects: every project with value, status, due date, paid flag, and automatic OVERDUE / DUE SOON alerts

- Pipeline: your leads by stage with win probability and weighted deal value calculated automatically

- Follow-ups: a reminder tracker with automatic overdue flags so no lead or client ever goes cold

- Communication Log: a running record of every client conversation and what comes next

Details:

- One file: macro-free .xlsx — works in Excel, Google Sheets, and LibreOffice

- Formula cells are protected so you can't break them by accident

- Realistic sample data included — delete the yellow rows and add your own

- No macros, no external links, no tracking — your client data never leaves the file

- Free lifetime updates — re-download from your purchase link any time

Pairs with Freelancer Finance OS: this is the client half of your business. For the money half (income, invoices, taxes, and budget), see https://payhip.com/b/SFZQY — built by the same maker, designed to work together.

Who it's for: freelance designers, developers, writers, coaches, consultants, and agencies of one who are tired of tracking clients in their head, in scattered notes, or in a CRM they never open.