For freelancers and agencies
A CRM That Fits How Freelancers Actually Work
Track leads, clients, invoices, and follow-ups in a Google Sheets CRM made for freelancers. No monthly fees. No bloated software. One spreadsheet that works.
See the Template — €39 →Sound familiar?
- ✕ Leads fall through the cracks when you're juggling multiple projects
- ✕ Following up with prospects manually means deals die in your inbox
- ✕ CRM tools like HubSpot or Pipedrive are built for sales teams, not solo operators
- ✕ You just need a clear view of who to call, email, or invoice next
What you get instead
- ✓ Pipeline view showing every lead's status at a glance
- ✓ Follow-up date tracker so no prospect goes cold
- ✓ Client history and project notes in one place
- ✓ Google Sheets — no new software to learn, works with tools you already use
Freelancers don’t lose clients because they do bad work — they lose them because follow-up falls through the cracks. A free crm spreadsheet for freelancers doesn’t need to be complex. It just needs to answer one question at any given moment: who should I be talking to right now?
Enterprise CRM platforms like HubSpot, Pipedrive, and Salesforce are built for sales teams with dedicated BDRs, complex pipelines, and multi-stage deals. For a freelancer or small agency managing a handful of active clients and a short lead list, they’re a distraction. The onboarding alone takes longer than your sales cycle.
This Google Sheets CRM template gives you a clean pipeline, a follow-up tracker, and a client history log — nothing more. You can be up and running in under 10 minutes. It costs less than a single billable hour and pays for itself the first time you catch a lead before it goes cold.
Marketing Agency CRM
Track retainer clients, monthly deliverables, contract renewals, and upsell opportunities in one spreadsheet. The client management CRM built for the way small marketing and social media agencies actually work.
One-time payment · Instant download · Works in Google Sheets & Excel