Freelancer & Creator

Client CRM
System

All your clients, contacts, project history, and relationship notes in one place. Pipeline view of active opportunities, follow-up dates, and referral source tracking — a CRM built for solopreneurs.

Pipeline ViewRelationship LogFollow-Up DatesReferral Tracking4 Sheets

CLIENT_CRM_SYSTEM.xlsx

Client Register

Pipeline View

Relationship Log

Revenue by Client

Category	Item	Status	Value	Notes
Client CRM System — Sample Data
Section A	Item 1	Complete	100%	Verified
Section A	Item 2	In Progress	67%	Due next week
Section B	Item 3	Action Required	0%	Overdue
Section B	Item 4	Complete	100%	On track
SUMMARY			67%	2 actions needed

^$19

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★★★★★4.9 / 5.0

4-sheet Excel workbook, fully unlocked
Pipeline View
Relationship Log
Follow-Up Dates
Referral Tracking
Works in Excel 2016+ and Google Sheets

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Contents

All 4 sheets,
explained.

Sheet 01

Client Register

All clients with contact, company, source, status, and total lifetime revenue

Sheet 02

Pipeline View

Active opportunities with stage, value, probability, and expected close date

Sheet 03

Relationship Log

Interaction history per client — calls, emails, meetings, and notes

Sheet 04

Revenue by Client

Annual and lifetime revenue by client with project history and recurring status

Reviews

Professionals who use it daily.

★★★★★

I was losing track of follow-ups and missing re-engagement opportunities. This pipeline view shows me exactly who needs a check-in this week.

Kate B.

Freelance Designer

★★★★★

The referral source analysis showed me 80% of my revenue comes from 2 clients and their networks. Changed how I invest in relationships.

Marcus T.

Independent Consultant

FAQ

Common questions.

Is this suitable for repeat-client service businesses?+

Yes. The Relationship Log and Revenue by Client sheet are specifically built for repeat relationship management.

Can I track proposals separately from closed clients?+

Yes. The Pipeline View has proposal stages before a client moves to active.

Client CRM
System