Aurelle Freelancer Client & Sales Pipeline Tracker | Excel & Google Sheets

A simple CRM for freelancers and small studios. Track every lead from first message to paid invoice, never miss a follow-up, and see if you're on track for your monthly income goal.

• Dashboard: open pipeline, weighted forecast, win rate, overdue follow-ups, unpaid and overdue invoices
• Sales Pipeline with stages (Lead to Won/Lost), win chance and weighted value
• Follow-up alerts: overdue follow-ups turn coral automatically
• Invoices with automatic Paid / Due / Overdue status and days late
• Clients list with invoiced, paid and outstanding totals per client
• Monthly income vs goal with progress bars and 2 charts
• Editable services and lead sources

Format: one .xlsx file. Opens in Microsoft Excel (2016 or newer, Windows or Mac), or upload it to Google Drive and open with Google Sheets. Works in any currency.

Digital product only, nothing is shipped. Instant download after purchase.