Freelance Client Tracker (Mini-CRM) - Clients, Leads Pipeline & Follow-Ups (Excel + Google Sheets)

Never lose a lead again.

Every client, lead, project and follow-up in one simple system - built for freelancers who hate CRMs but keep losing money without one.

What's inside (5 tabs):

• Pipeline - every lead with stage (New Lead to Won/Lost), estimated value, source, and next step with a date
• Clients - all your contacts with total billed per client, up to 300 rows
• Dashboard - pipeline counts by stage, open pipeline value, won value, total billed, and an overdue follow-ups alert
• Settings - customize stages and lead sources to your workflow
• Start Here - 5-step setup, 5 minutes

Why freelancers love it:

• The overdue-follow-ups counter alone pays for itself - most lost deals die from silence, not rejection
• Works in Excel AND Google Sheets
• Dropdowns everywhere, realistic sample data included
• No subscription, no login, your data stays yours

Instant digital download.