Client & Project CRM - Never Miss an Overdue Invoice or a Cold Lead Again

Stop losing leads. Stop forgetting who owes you money. Stop finding out three weeks late that a client went quiet.

Most CRM templates are just a fancier place to store the same information you'd forget to check anyway. This one is built backward from that problem: it doesn't just hold your client data, it watches it.

Log once, get told what matters. Add a client, a project, a status, an amount, a due date. That's the whole data-entry job. From there, the sheet does the checking for you an invoice past its due date turns the row red. One coming due in the next week turns amber. A lead you haven't touched in over a week goes grey. You don't hunt for problems. They find you.

A dashboard that answers one question: what needs me today? Not a wall of charts three numbers. How much is overdue, right now. What's due in the next 7 days. How many leads have gone cold enough to lose. Open the tab, know your day.

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.

Who this is NOT for: if you want a full sales pipeline with 20 custom fields and a client portal, this isn't that on purpose. This is the CRM for people who tried the big one and never opened it again.

One-time purchase. No subscription. No macros to enable.