Service Business CRM
$127
If your client list lives in your phone, your invoices live in your email, and your follow-ups live in your head, this is for you.
The All-in-One Service Business CRM keeps your clients, leads, jobs, invoices, payments, and expenses in one spreadsheet. Type each thing once, and the totals, balances, and dashboard fill in on their own.
What’s inside (15 tabs):
Dashboard: money in, money out, net profit, outstanding and past-due invoices, active clients, open leads, and a month-by-month chart
Clients: your master list, with total invoiced, total paid, and balance for each client
Leads and Pipeline: every inquiry from first hello to won or lost, with a weighted pipeline value
Services and Pricing: your service menu in one place
Projects: every job, with fee, invoiced, paid, balance, and percent complete
Tasks and Follow-Up Tracker: what’s due, what’s late, and who to call next
Invoices and Payments: balances and days past due update as payments come in
Expenses, Income Summary, and Monthly Budget: where the money went, month by month
Notes and Log, plus a Start Here guide, a Setup tab, and a filled-in example tab
How it works:
Open it in Microsoft Excel, or upload it to Google Sheets
Fill in the Setup tab once: your business name, the year, and your dropdown lists
Spell each client’s name the same way everywhere, and the totals connect across tabs