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Client Tracker & CRM Spreadsheet

Stop losing leads to a messy notes app. Track every contact from lead → quote → won/lost in one place, with your live pipeline value and next follow-up always in view. One-time purchase — no subscription, ever.

  • See every lead, quote, and job in one pipeline — nothing forgotten in your inbox
  • A live pipeline-value total, so you always know what's actually in play
  • Follow-up dates that flag who to chase, so no lead goes cold
  • Simple enough to use day one — and a free phone version for logging on the go

One-time $14.99 — versus $15–100+ a month for CRM software built for sales teams. Simple enough for a solo operator, and yours forever.

Instant download Secure checkout Google Sheets & Excel Formula guarantee

Secure one-time checkout by Stripe — instant download. Also available on Etsy.

Who it's for: freelancers, contractors, and service businesses tracking dozens of leads by memory or sticky notes. If you need multi-user real-time collaboration and sales automation, you'll eventually want a dedicated CRM app — until then, this does the core job without the monthly fee or the learning curve.

Client Tracker & CRM — Google Sheets & Excel template by ToolWise Digital

Sheets + Excel

Works in free Google Sheets or Microsoft Excel — your choice.

Free phone tool

Includes a browser version so you can use it on the go.

Instant download

Delivered the moment you buy. Nothing shipped.

Formula guarantee

If a formula doesn't work as described, we fix it or refund you.

A closer look

See what’s inside

Real screenshots of the dashboard, tabs, and the free phone version — this is exactly what you get.

Client Tracker & CRM template preview 1 — dashboard, tabs, and the free phone versionClient Tracker & CRM template preview 2 — dashboard, tabs, and the free phone versionClient Tracker & CRM template preview 3 — dashboard, tabs, and the free phone versionClient Tracker & CRM template preview 4 — dashboard, tabs, and the free phone versionClient Tracker & CRM template preview 5 — dashboard, tabs, and the free phone versionClient Tracker & CRM template preview 6 — dashboard, tabs, and the free phone version

Questions buyers ask

How is this different from a CRM app like HubSpot or Pipedrive?

It does the core job — track leads, quotes, follow-ups, and pipeline value — without the monthly fee, the setup, or the learning curve. For a solo operator or small team managing dozens of leads, a clean spreadsheet is simpler and cheaper than sales-team software.

Is it hard to set up?

No. Open it and start typing — the dropdowns, the lead → quote → won/lost stages, and the live pipeline-value total are already built. There's a free phone version for updating on the go.

Will it work for my team?

It's built for a solo operator or a small team. If you grow to need multi-user real-time editing and automated sales workflows, that's the point to move to a dedicated CRM — this covers you until then.

Will the formulas actually work?

Yes. Every workbook's formulas are verified in code before launch, backed by our formula guarantee: if anything doesn't work as described, we fix it or refund you.

Read more

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