Client CRM Tracker Spreadsheet

About this template

This client CRM tracker keeps every live opportunity, its odds and the next thing to do in one sheet, with your books underneath. It suits consultants, service businesses and anyone who wants a freelance CRM without a monthly subscription.

Please read: This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).

A pipeline you can plan against

Each opportunity has a value and the odds you give it, and the two are multiplied. A 118,000 project at 30% shows as 35,400 of pipeline, which is the number you can actually plan against. Every row also carries the one thing to do next.

• Pipeline: 40 live deals, weighted by the odds you set
• A next step on every row, and what closes inside 30 days
• Value and weighted value by stage

The books underneath

The whole bookkeeping engine sits below: clients, income, expenses, invoices, monthly and quarterly views, profit and loss and a year-on-year comparison, all reading two registers. So client management and the money side live in the same file, and the invoice tracker reads the same ledger as the reports.

• 1,000 ledger rows, with two years of demo data in the filled copy
• Profit and loss by category, with monthly and quarterly views
• A custom date range, and a year-on-year comparison
• Every figure calculated: totals, margins and percentages
• Charts that redraw from your own numbers, not pictures

Fifteen connected tabs

Everything recalculates from two registers, money in and money out. Nothing is typed twice, and there are no pivot tables to refresh. The sales pipeline and the bookkeeping never disagree because they read the same rows.

You get a filled-in copy with two full years already entered, so you can click through it working, and a blank ready for your own numbers, in Excel and Google Sheets. There are no dynamic arrays, no macros and no add-ins, and the Google Sheets version is a real workbook, not a PDF with a link in it.

Works with

• Microsoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription required.
• Google Sheets with a free Google account. No Google account is needed for the Excel files.
• No add-ins, no macros, no subscription and no bank connection

What you download

• The Excel workbook filled with a worked example, and the same workbook blank and ready for yours
• The instruction guide, which has one-click links to the Google Sheets versions (filled and blank)
• The terms of use as a PDF

Your files are ready to download as soon as payment clears. The Start Here tab walks you through setup in a few minutes. The files are for use in your own business; please do not share or resell them. Questions before or after you buy? Use our contact page and we will help.

Frequently asked questions

Does it work in Excel or Google Sheets?

Both. You get Excel files for Excel 2016 or later on Windows and Mac, and the instruction guide has one-click links to make Google Sheets copies with a free Google account.

How is the weighted pipeline calculated?

Each opportunity's value is multiplied by the odds you give it, and the totals are shown by stage and for deals closing inside 30 days.

Can I note the next step for each client?

Yes. Every row in the pipeline has a next-step column.

Does it include invoices and bookkeeping?

Yes. Clients, income, expenses, invoices, monthly and quarterly views, profit and loss and a year-on-year comparison are all included.

How much can it hold?

40 live deals in the pipeline and 1,000 ledger rows.