Simple tools for your next big idea.
MintyFlo
Client CRM Spreadsheet preview 1
Clients

Client CRM Spreadsheet

$9

A lightweight CRM for solo professionals. Keep every lead, client and follow-up in one place without paying for a monthly software subscription.

Works with: Google Sheets, Microsoft Excel

License: Personal and single-business use. Not for resale or redistribution.

Product features and instructions

Features & benefits

  • Lead pipeline with stages
  • Follow-up reminders column
  • Project status tracking
  • Filterable client list

What's included

  • CRM spreadsheet
  • Setup guide (PDF)

How to use

  1. Download the file.
  2. Make your own copy.
  3. Add your first lead and choose a stage.

FAQ

How many clients can I track?+

As many as your spreadsheet app supports.

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