OrderBook — Google Sheets CRM template for freelancers
Enterprise Resource Planning (ERP)
Developed a ready-made system in Google Sheets for freelancers and service businesses for tracking clients, projects, and payments in one place.
What is included in the template:
Dashboard — an overview of income, expected payments, and overdue invoices at a glance
Client database — contacts, statuses, and collaboration history for each client
Project accounting — cost, status, performer, and deadline for each order
Payment control — automatic tracking of who has paid, who hasn't, and what amount is expected
Deadline tracker — automatic calculation of the number of days until submission and prioritization of urgent tasks
How it works:
The user enters data on clients and projects — all indicators on the dashboard, payment statuses, and deadlines are updated automatically, without formulas and additional settings.
Suitable for: freelancers, SMM specialists, designers, copywriters, photographers, videographers, targetologists, coaches, tutors, beauty masters, recruiters, and anyone managing their own client database.
Result — a universal tool that organizes work in 10 minutes and eliminates chaos from forgotten payments and deadlines.
Tags:
#GoogleTables #GoogleSheets #CRM #Freelance #ClientAccounting #Dashboard #Automation #PaymentAccounting #Sheets #Template
What is included in the template:
Dashboard — an overview of income, expected payments, and overdue invoices at a glance
Client database — contacts, statuses, and collaboration history for each client
Project accounting — cost, status, performer, and deadline for each order
Payment control — automatic tracking of who has paid, who hasn't, and what amount is expected
Deadline tracker — automatic calculation of the number of days until submission and prioritization of urgent tasks
How it works:
The user enters data on clients and projects — all indicators on the dashboard, payment statuses, and deadlines are updated automatically, without formulas and additional settings.
Suitable for: freelancers, SMM specialists, designers, copywriters, photographers, videographers, targetologists, coaches, tutors, beauty masters, recruiters, and anyone managing their own client database.
Result — a universal tool that organizes work in 10 minutes and eliminates chaos from forgotten payments and deadlines.
Tags:
#GoogleTables #GoogleSheets #CRM #Freelance #ClientAccounting #Dashboard #Automation #PaymentAccounting #Sheets #Template