Client Crm
💼 Most CRMs were built for sales teams of 50. Bloated. Expensive. This is the 80% solo operators actually need at zero recurring cost.
💼 Most CRMs were built for sales teams of 50. Bloated. Expensive. This is the 80% solo operators actually need at zero recurring cost.
What's inside
- ›13 tabs · lead to past-client lifecycle
- ›Pipeline Dashboard with weighted revenue forecast
- ›Auto-flags stale leads (14+ days no contact)
- ›Activity Log with full client history
- ›Past Client CRM with anniversary touch-base reminders
- ›Customizable pipeline stages
You'll receive
- ✓Excel
- ✓Google Sheets
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After checkout your files are available immediately — download link on-screen and by email. Nothing ships physically.
This template ships with every input cell empty — a clean, new-car experience. The mockups show sample data for demonstration only; your file starts blank so you never waste time deleting someone else's numbers.
Built & tested in Microsoft Excel (Office 365) + Google Sheets. Mac · Windows · iPad. Does not work in Apple Numbers.
Due to the digital nature of this product, all sales are final once the download has been accessed. Questions before buying? Message us — we reply within 24 hours.
For informational and educational use only. Not financial, tax, legal, investment, or accounting advice. Consult a licensed professional before making related decisions. Dealifi is not liable for any cost, loss, or damage resulting from use of this product.