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LVL1

Client CRM Lite

Client CRM Lite

$13.00 SGD
$13.00 SGD
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Track every lead from first contact to paid invoice, without paying for CRM software. Set a stage, log the next action, and see your whole pipeline value at a glance.

  • Stage dropdown: Lead, Contacted, Proposal Sent, Negotiating, Invoiced, Paid, Lost
  • Next Action and Next Action Date columns so you always know what to do next
  • Pipeline Summary tab: count and total value per stage, plus total open pipeline value

Delivered as an instant digital download (.xlsx), works in Excel, Google Sheets, and Numbers.

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