Streamline your entire service-based business with this Complete Financial Recording & All-in-One CRM Template.
Designed specifically for the service sector, this Excel/Sheets template combines CRM, bookkeeping, invoicing, task tracking, and client management into one powerful and easy-to-use system. Perfect for freelancers, agencies, consultants, and small service providers who want a simple and efficient way to manage operations without expensive software.
⭐ What’s Inside
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Client Management (CRM):
Store client details, service history, contact info, notes, and status updates. -
Task & Project Tracker:
Plan tasks, assign deadlines, track progress, and manage deliverables for each client. -
Invoice Tracker:
Record invoice numbers, service details, due dates, payments, and outstanding balances. -
Financial Recording:
Track income, expenses, profits, service categories, and overall financial health. -
Service Log:
Record each service delivered, hours worked, rates, and project notes. -
Automated Dashboard:
Visual charts summarizing revenue, pending invoices, tasks, and client activity. -
All Formulas Included:
Fully automated calculations for totals, status, overdue invoices, and financial summaries.
💡 Perfect For
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Freelancers
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Service-based businesses
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Digital agencies
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Consultants & coaches
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MSMEs in the service industry
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Side hustlers offering services
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Anyone who needs a CRM + bookkeeping tool in one place
📌 Why You’ll Love It
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Combines CRM, bookkeeping, invoicing, and task management in one file
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Saves hours of admin time every week
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Beginner-friendly with guided sections
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Fully editable in Excel or Google Sheets
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Gives you a clear overview of clients, projects, and finances
📂 What You Receive
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1 Excel/Google Sheets file
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CRM + Bookkeeping + Task Manager + Invoice Tracker
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Instructions included
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Instant digital download
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