Catalog / Small Business
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.
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.
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.
Works in free Google Sheets or Microsoft Excel — your choice.
Includes a browser version so you can use it on the go.
Delivered the moment you buy. Nothing shipped.
If a formula doesn't work as described, we fix it or refund you.
Real screenshots of the dashboard, tabs, and the free phone version — this is exactly what you get.
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.
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.
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.
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.
The thinking behind the tools — practical systems for money, home, and business.
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250+ ready-made tools for money, home, life, and business — each with a free phone-friendly version.
See all tools →Subscribe and we'll email you our Simple Monthly Budget (Google Sheets & Excel, plus a phone version) — free. Then the occasional short note on pricing, bookkeeping, and the money side of a small business. No spam — unsubscribe anytime.