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CRM & sales pipeline

Client CRM Spreadsheet

Keep leads, clients, follow-ups and opportunities in one simple system.

Workflow: Lead → Contact → Follow-up → Opportunity → Client

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Digital downloadExcel 365Google Sheets importSample data
Client CRM Spreadsheet preview
What it helps you do

A focused system, not another complicated app.

  • Central client and lead database with source, status and priority
  • Contact log for calls, emails, meetings and next steps
  • Follow-up view for upcoming and overdue client actions
  • Sales pipeline with stage, expected value, probability and target close
  • Weighted pipeline calculation for a clearer opportunity view
  • Dashboard with active clients, pipeline value and follow-ups due
Built for

Freelancers, consultants and small service businesses that need CRM structure without the overhead of a full software platform.

Use the workbook as an operating and planning tool. It is not a replacement for professional accounting, tax, legal or specialist software where those are required.

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Guides related to this product

Practical articles built around the same problem this Worklune tool is designed to solve.

GuideHow to Build a Client CRM Spreadsheet for FreelancersGuideA Client Follow-Up System for Freelancers That Prevents Leads Going ColdGuideHow to Use a Sales Pipeline Spreadsheet for a Small Service Business
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