Description
Client chaos is costing you money. This Freelancer Client & Project Tracker is a mini CRM built in Excel — no software subscriptions, no learning curve, just one spreadsheet that replaces the scattered notes, sticky reminders, and half-updated trackers most freelancers juggle.
What’s included:
- Client Database — every client’s contact info and how they found you, in one place
- Project Pipeline — track projects from Lead → Proposal Sent → In Progress → Completed, with deadlines and priority
- Time Tracker — log hours against any project, even fixed-price work, so you always know your real hourly rate
- Invoice Tracker — see what’s paid, what’s sent, and what’s overdue at a glance
- Dashboard — active projects, total pipeline value, overdue invoice count, and total hours, all calculated automatically
Compatible with: Microsoft Excel and Google Sheets Format: Instant digital download (.xlsx) Best for: freelancers, consultants, and small studios managing more than one client at a time
Reviews
There are no reviews yet.