Client CRM

A TOOL THAT FITS YOUR DAY

Client CRM,
with a little more clarity.

This Client CRM is a ready-to-use spreadsheet for Google Sheets and Excel. Add each lead and client with status, source, phone, email and first contact. Log every deal with service, value and stage, from New lead to Won or Lost, and the Pipeline tab shows the money in each stage, the weighted value, your win rate and the open deals to chase next. Plan every call-back on Follow-Ups: late ones turn red, today's turn gold, and the Dashboard lists the next five. Keep a Contact Log of calls, emails, meetings and DMs, and Clients shows the last contact and next follow-up for each person by itself. Track invoices with due and paid dates (overdue ones turn red), and Income by Client shows deals won, paid this year and all time, unpaid and each client's share of your income. The Dashboard shows active clients, open pipeline, late follow-ups, paid this month vs your goal, won this month, win rate, unpaid invoices and paid this year. Type in the yellow cells; everything else is calculated for you.

Designed for small businesses keeping client relationships organised.