Freelancer CRM & Invoicing — Excel

Run a profitable freelance business without expensive software using this all-in-one Excel CRM and business management template. Includes: client database with relationship history and contact details, project tracker with deliverables, deadlines, and feedback logs, invoice generator with auto-calculated totals and tax support, income and expense tracker with monthly P&L view, proposal library with win-rate tracking, contract storage, onboarding checklist templates, client offboarding flow, testimonial collection tracker, and a capacity and availability planner. Trusted by 27,000+ freelancers across design, writing, development, and consulting.