All templates · Business & Finance · Client CRM for Freelancers
SHEETHARBOR A4 EVERY CLIENT.EVERY FOLLOW-UP. A CRM you will not abandon EXCEL 2010+ · GOOGLE SHEETS · WPS $19
Inside this file: 6 tabs: Start Here, Clients, Projects, Follow-ups, Dashboard, Lists

Client CRM for Freelancers

Every client, every project, every follow-up - in one sheet you actually open.

$19$27Save $8Launching soon
Checkout opens shortly. Email us with the product name and we will send it the day it goes live.
  • Instant download — nothing ships
  • 1 Excel file (.xlsx), works in Excel 2010+, Google Sheets and WPS
  • Sample data and a Start Here tab included
  • Single-user license — buy once, keep forever
  • Questions? hello@sheetharbor.com

A CRM you will not abandon: three input tabs, one dashboard, no monthly fee.

What's inside

CLIENT TRACKERName, company, status, source, contact, last touch and notes in one list. Client name is the link key: type it once, and projects and follow-ups find it themselves.
PROJECT PIPELINEOpen, won and lost projects with value, stage and close date. The dashboard turns that into a weighted pipeline number - the honest version of "how much work is actually coming".
FOLLOW-UP LOG WITH OVERDUE ALERTSLog every call, email and quote follow-up with a next-action date. Anything past its date shows as overdue, so nothing quietly dies in your inbox.
DASHBOARD THAT ANSWERS REAL QUESTIONSActive clients, open pipeline, weighted pipeline, won this year, win rate, overdue follow-ups - six numbers instead of a gut feeling.

Who it's for

Freelancers and small agencies juggling 10-40 clients who outgrew a notes app but do not need Salesforce.

How it works

  1. Add clients (one row each).
  2. Add projects and follow-ups, picking the client from a dropdown.
  3. Open the dashboard once a week: pipeline, win rate, who is overdue.

What you get

  • 1 Excel file (.xlsx) – Excel 2010+, WPS and Google Sheets
  • 6 tabs: Start Here, Clients, Projects, Follow-ups, Dashboard, Lists
  • 12 sample clients, 20 projects, 18 follow-ups to learn from
  • Single-user license – instant download

Pairs well with