Client & Project CRM (FREE)
Free forever. No sign-up. No trial that expires.
Most CRM templates are just a fancier place to store the same client info you'd forget to check anyway. This one watches it for you for free.
Log a client, a project, a status, an amount, a due date. That's the whole job. From there, the sheet does the checking: an invoice past its due date turns the row red. One coming due this week turns amber. A lead you haven't touched in over a week gets flagged too. You don't go hunting for problems they find you.
How it works:
- Log your clients & projects — Client, Project, Status, Amount, Due Date, Last Contact.
- Open Needs Attention — see exactly how much is overdue, what's due in the next 7 days, and which leads have gone quiet. No digging required.
✓ What's included, free:
- 15-row Clients & Projects log
- The full Needs Attention dashboard overdue, due-soon, and stale-lead alerts, completely working, not a teaser
- Editable stale-lead threshold, so "gone quiet" means what it means for your business
- 5 ready-made status options (Lead, Active, Invoiced, Paid, Lost)
- Color-coded rows red for overdue, amber for due soon, grey for a quiet lead so it's readable at a glance, not another spreadsheet to interpret
Who this is for: freelancers and consultants juggling more than a handful of active clients, who've been burned once by a payment they didn't notice was late.
No macros. No subscription. No per-seat license — it's a normal, unlocked spreadsheet. Duplicate it, edit it, keep it.
Outgrowing the free version? The full edition unlocks unlimited clients (40-row log), fully editable status options and currency plus four more tools built the same way: the RateRight rate calculator.