Client Pipeline Tracker - Spreadsheet Based CRM for Freelancers & Founders

A lightweight CRM built for founders and freelancers who don't need Salesforce — they need to know which deals are alive and what to do next.

The Client Pipeline Tracker gives you a structured view of every prospect and client: where they are in the process, what the next step is, and when to follow up. Built to replace the messy spreadsheet you're already using with something that actually works.

What's inside:

• Pipeline sheet with deal stage, value, and probability tracking
• Automated follow-up logic and next-action fields
• Win/loss log to track what's closing and why
• 5 AI prompts for prioritization, follow-up drafts, and win/loss analysis
• 241 automated formulas

Format: Excel (also compatible with Google Sheets and LibreOffice)