Freelancer CRM in Google Sheets

39,00

Format: Ready-to-use CRM system in Google Sheets
Topics: client tracking, lead pipeline, deal status, reminders
Bonus: cold outreach tracker + revenue dashboard

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What’s inside:

A minimalist but powerful CRM system tailored for freelancers and solo service providers — built entirely in Google Sheets. No subscriptions, no learning curve — just a simple system to stay organised and close more deals.

Includes:

Lead pipeline: new, contacted, discovery, proposal, won/lost
Client database with status, contact info, notes, next steps
Deal tracker with value, source, deadline, and priority
Cold outreach tracker with message templates and status
Revenue dashboard: earnings per client, month, and deal type
Built-in reminders and follow-up checklists

What you’ll get:

1 fully formatted Google Sheets CRM file
Editable lead funnel with automated statuses
Filters, sorting, and simple visual cues for navigation
Bonus: message templates for cold outreach
Bonus: monthly earnings dashboard

Who it’s for:

Freelancers, consultants, designers, developers, virtual assistants — anyone managing client work solo.

Why it’s valuable:

No software subscriptions or CRMs to learn
Stay on top of deals, deadlines, and communication
Optimised for solo use — simple, fast, effective
Track your growth and revenue without extra tools

Format: Google Sheets (fully editable)