Freelance Client CRM Spreadsheet, Sales Pipeline & Project Tracker for Freelancers and Small Business, Google Sheets & Excel

ClientFlow keeps your clients, deals and projects in one file, with a weighted pipeline forecast, follow-up countdowns and unpaid project fees at a glance.

WHAT'S INSIDE

- ClientFlow.xlsx (opens in Excel; imports into Google Sheets)

- Tabs: Start Here, Dashboard, Clients, Pipeline, Projects

- Pipeline forecast: Stage, value and win % give you a weighted forecast of upcoming work.

- Never miss a follow-up: Days-until-follow-up counts down so you know who to email today.

- Projects and payments: Track status, due dates, and whether each project is invoiced and paid.

- Client list: Sources and statuses (lead, active, retainer, past) in one place.

- Yellow SAMPLE rows show how it works; delete them when you're ready

- Room for 500 rows per log, US dollars and US date formats

HOW YOU GET IT

Instant digital download. No physical item ships. Google Sheets: File > Import > Upload.

DISCLAIMER

An organizational tool, not legal, financial or accounting advice.

Made by Violet Vault. Questions: violetvault@mail.grokbot.com