Freelance Business Hub CRM, Project Management Spreadsheet (Excel/Google Sheets)
 
The all-in-one CRM and Project Management spreadsheet for Freelancers — manage clients, leads, pipeline, projects, invoices and time in one place.
 
The Freelance Business Hub is a complete client-management and project system for Excel and Google Sheets. Track every client and lead, move deals through your pipeline, never miss a follow-up, deliver the work, and get paid — all from one tidy, colour-coded file with a dashboard that updates itself. No monthly software, no formulas to write.
 
★ WHAT'S INSIDE — 13 tabs
 
✔ Dashboard – live KPIs (pipeline value, weighted forecast, win rate, follow-ups due) plus auto-updating charts
✔ Contacts (CRM) – client & lead database with lead source, status, priority and an automatic, colour-graded lead score
✔ Sales Pipeline – track deals by stage; probability, weighted value and win rate calculate automatically
✔ Activity Log – record every call, email and meeting; overdue follow-ups flag themselves
✔ Projects – budget, progress %, status, priority and days-left, all auto-tracked
✔ Tasks – colour-coded Kanban tracker with overdue flags
✔ Revenue – invoice tracker with paid, unpaid and outstanding totals
✔ Time Log – hours × rate, totalled for you
✔ Gantt Chart – a visual timeline that builds itself from your projects
✔ Risks & Issues – a clean RAID log
✔ Goals – quarterly revenue targets that fill from your paid invoices
✔ Weekly Planner + Start-Here Guide

★ WHY FREELANCERS CHOOSE THIS ONE
 
A real CRM, not just a list – lead scoring, pipeline and follow-up reminders built in
Add rows without breaking it – totals use whole ranges, so you can keep adding clients, deals and invoices.
 
Works in Excel AND Google Sheets – no subscription to anyone
 
Zero setup – everything is pre-built and automatic; just type into the cells
 
★ PERFECT FOR
 
Freelancers, Consultants, Virtual Assistants, Designers, Developers, Coaches, Copywriters and Self-Employed small business owners who want a client CRM, project tracker and invoicing in one place — without expensive software.
 
★ HOW IT WORKS
 
Add a contact, log their deal in the pipeline, record your calls and follow-ups, open a project, track tasks and time, then invoice — your dashboard, lead scores, forecast and charts all update automatically. The included guide walks you through every tab.
 
★ COMPATIBILITY
 
Works in Microsoft Excel (2019, 2021 or 365) and Google Sheets. Because it uses modern functions (SUMIFS, MAXIFS, MINIFS), it isn't compatible with Excel 2016 or earlier.
 
★ INSTANT DOWNLOAD
 
You'll receive an Excel (.xlsx) file ready to use, plus simple instructions to open it in Google Sheets (File → Make a copy). Nothing is posted — this is a digital product.

Sample data is shown in the images for illustration; your file arrives clean and ready for your own work. For personal and freelance business use. As an instant digital download, it isn't eligible for return — please message me with any questions first.