Instant download after paymentWorks in Excel, Google Sheets and any PDF appYour files stay available from your order page
Simple Client CRM Spreadsheet
Simple Client CRM Spreadsheet
Business Templates

Simple Client CRM Spreadsheet

Leads, follow-ups and deal value without monthly fees.

$15.00 USD
  • 150 leads
  • Stages and next steps
  • Overdue follow-ups in red
  • Pipeline and won totals

Digital product. Nothing is shipped. Your file opens on your order page straight after payment.

FormatExcel and Google Sheets
PaymentSecure, one single charge

About this template

Track each lead through its stages, note the next step and let overdue follow-ups turn red. The top of the sheet shows your open pipeline and what you have won.

How it works

  1. 1
    Pay securelyEnter your email and pay once.
  2. 2
    DownloadYour order page opens with your files.
  3. 3
    Start using itOpen it in Excel or import it into Google Sheets.

Questions

Which programs does it work in?

Microsoft Excel 2016 or newer, and Google Sheets through File, then Import. If Excel opens it in Protected View, click Enable Editing so the formulas calculate.

Can I change it?

Yes. The file is not locked, so you can rename categories, add rows and change the colors. The example lines are there to show you how it works and can be deleted.

Is anything shipped to me?

No. This is a digital download, so you receive a file and nothing arrives by post.

What if I lose my file?

Open My Orders with your order number and email and download it again.

Can I get a refund?

If a file does not open or does not match its description, contact us and we will fix it or refund you. See the refund policy.

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$15.00

Instant downloadYour files open straight after payment

Secure paymentHandled by the payment provider, one single charge

Yours to keepNo subscription, come back to your order page any time