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Freelancer Client & Invoice Tracker - CRM + Time Log + Invoices (Excel, English)

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$8.99
$8.99
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Your freelance business in one file. Clients, projects, hours, invoices and 6 ready-to-send email templates -- with a live dashboard that updates automatically.


• Clients CRM and Projects tracker with status dropdowns (Lead, Proposal Sent, In Progress, Completed...).

• Time Log to track billable hours per project.

• Invoices tab with automatic overdue highlighting and outstanding balance formula.

• 6 ready-to-send email templates: welcome, kickoff, invoice reminders, wrap-up, scope change.

• New Client Onboarding Checklist (15 steps) and general pricing/scope tips. Works in Excel and Google Sheets.Bookkeeping/organization tool, not accounting, tax or legal advice. Pricing tips are general principles, not income guarantees.

Obtendrás un archivo XLSX (15KB)