Client CRM & Project Tracker for Service Providers

Client CRM & Project Tracker — manage every client, project, and invoice in one spreadsheet instead of scattered notes. 1 spreadsheet · instant download.

What's inside

• Client Directory — contact info, lead source, and status for every client.
• Project Pipeline — project stage and deadlines with automatic overdue flags.
• Communication Log — track every touchpoint with a follow-up-due flag.
• Invoice & Payment Status — linked to clients with auto-summed outstanding balances.
• Dashboard — active clients, monthly revenue, and upcoming deadlines pulled automatically.

What you get

• 1 Google Sheets/Excel file. No installation.
• Instant download through Shopify.

Questions? Email hello@analyticsbyshanikwa.com.

— Shanikwa · Built from real work. Not theory.