"Did I send that invoice?" "When is that project due?" "What was their email again?"
If you've ever lost income because you forgot to follow up on an invoice... or missed a deadline because it was buried in your notes... this CRM is for you.
The Costly Problem Every Freelancer Faces
When client details, deadlines, and invoices are scattered across emails, notes, and tools:
- Client details are forgotten
- Deadlines are missed
- Invoices go unsent or unpaid
- Follow-ups fall through the cracks
- You lose income due to simple oversight
One missed invoice or forgotten follow-up can cost hundreds—or lose you a client.
The Solution: Simple CRM Built for Solo Freelancers
The Freelancer Client CRM & Deadline Tracker is a centralized Google Sheets system that gives you clarity, consistency, and control—without complex software or monthly subscriptions.
What's Included:
1. Client CRM Sheet
- Contact details (name, email, phone, company)
- Client status (active, prospect, past)
- Communication history and notes
- Project links and references
2. Project & Deadline Tracker
- Project timelines and due dates
- Project values and scope
- Status tracking (in progress, completed, pending)
- Next actions clearly defined
3. Invoice Tracker
- Invoice dates and numbers
- Payment status (sent, paid, overdue)
- Outstanding balances at a glance
- Payment due dates and reminders
4. Follow-Up Manager
- Client follow-ups scheduled
- Task reminders
- Outreach tracking
- Ensure no client or task is forgotten
5. Dashboard
- Instant visibility into what needs attention
- Upcoming deadlines highlighted
- Outstanding invoices tracked
- Priority tasks at the top
Perfect For:
✔ Solo freelancers and consultants
✔ Creative professionals (designers, writers, photographers)
✔ Service-based business owners
✔ Contractors managing multiple clients
✔ Anyone tired of scattered client information
No CRM experience required.
How It Protects Your Income:
Scenario 1: Forgotten invoice
❌ Without CRM: Invoice sits unsent for 3 weeks, client moves on, you lose $1,200
✅ With CRM: Invoice tracker shows "not sent," you send it same day, get paid on time
Scenario 2: Missed deadline
❌ Without CRM: Deadline buried in email, you miss it, client is upset, relationship damaged
✅ With CRM: Dashboard shows deadline 3 days out, you deliver on time, client is happy
Scenario 3: Lost follow-up
❌ Without CRM: Forget to follow up with warm lead, they hire someone else
✅ With CRM: Follow-up manager reminds you, you reach out, land the project
One missed invoice or lost client costs more than this system.
Why This Works:
✅ Prevents missed deadlines — See everything due at a glance
✅ Reduces income loss — Track invoices and payments
✅ Improves client communication — Never forget a follow-up
✅ Saves time and mental energy — Stop searching through emails
✅ No monthly fees — One-time purchase, lifetime access
✅ No learning curve — Simple spreadsheet, not complex software
How to Use:
Step 1: Open the tracker using the access link below
Step 2: Make your own editable copy
Step 3: Add your clients and active projects
Step 4: Update invoices and follow-ups as you work
Step 5: Review the dashboard weekly (takes 5 minutes)
What Makes This Different:
Unlike expensive CRM software with features you'll never use, this system is designed specifically for solo freelancers who need simple, effective client management. No subscriptions, no complexity—just clarity.
Digital download delivered instantly. Fully editable Google Sheets. No monthly fees. No shipping required.
