{"title":"Sales \u0026 Customer Management Templates","description":"\u003cp\u003eExcel templates for managing leads, customers, appointments, estimates, invoices, payments, follow-ups, and sales activity. Built for small businesses and service providers that need a simple way to keep customer work organized.\u003c\/p\u003e","products":[{"product_id":"small-business-invoice-estimate-payment-tracker-pro","title":"Small Business Invoice, Estimate \u0026 Payment Tracker PRO","description":"\u003cp\u003eStay organized from estimate to final payment.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Invoice, Estimate \u0026amp; Payment Tracker PRO is an advanced Excel workbook designed to help small-business owners create estimates, manage invoices, track customer payments, monitor overdue balances, and stay on top of accounts receivable.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of using separate spreadsheets for quotes, invoices, and payments, this workbook brings the full process together in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Customer directory\u003c\/p\u003e\n\u003cp\u003e• Estimate builder with line items\u003c\/p\u003e\n\u003cp\u003e• Discounts, tax, deposits, and remaining balance calculations\u003c\/p\u003e\n\u003cp\u003e• Estimate pipeline tracking\u003c\/p\u003e\n\u003cp\u003e• Estimate status tracking\u003c\/p\u003e\n\u003cp\u003e• Probability-weighted estimate value\u003c\/p\u003e\n\u003cp\u003e• Invoice builder\u003c\/p\u003e\n\u003cp\u003e• Payment terms and due-date tracking\u003c\/p\u003e\n\u003cp\u003e• Late-fee calculations\u003c\/p\u003e\n\u003cp\u003e• Invoice total and balance-due calculations\u003c\/p\u003e\n\u003cp\u003e• Payment and credit tracking\u003c\/p\u003e\n\u003cp\u003e• 300-invoice receivables log\u003c\/p\u003e\n\u003cp\u003e• 500-payment transaction log\u003c\/p\u003e\n\u003cp\u003e• Automatic payment totals by invoice\u003c\/p\u003e\n\u003cp\u003e• Outstanding balance tracking\u003c\/p\u003e\n\u003cp\u003e• Accounts receivable aging\u003c\/p\u003e\n\u003cp\u003e• Current, 1–30, 31–60, 61–90, and 90+ day aging categories\u003c\/p\u003e\n\u003cp\u003e• Overdue invoice visibility\u003c\/p\u003e\n\u003cp\u003e• Collection-rate tracking\u003c\/p\u003e\n\u003cp\u003e• Estimate acceptance metrics\u003c\/p\u003e\n\u003cp\u003e• Average invoice value\u003c\/p\u003e\n\u003cp\u003e• Monthly invoiced-vs-collected reporting\u003c\/p\u003e\n\u003cp\u003e• Executive dashboard\u003c\/p\u003e\n\u003cp\u003e• Monthly collections chart\u003c\/p\u003e\n\u003cp\u003e• Editable business information\u003c\/p\u003e\n\u003cp\u003e• Customizable tax rates\u003c\/p\u003e\n\u003cp\u003e• Customizable payment terms\u003c\/p\u003e\n\u003cp\u003e• Customizable deposit percentages\u003c\/p\u003e\n\u003cp\u003e• Customizable late-fee settings\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for contractors, freelancers, consultants, service businesses, trades, repair companies, cleaning businesses, landscaping companies, and other small businesses that send estimates and invoices to customers.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize your business details, customer records, invoice settings, payment terms, taxes, deposits, and collection workflow.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a business planning and recordkeeping tool. It is not a substitute for professional accounting, tax, legal, or financial advice.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57520054993062,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_8e0ea5d9-9c21-4e94-9889-d2c176bbdfc3.png?v=1790606539"},{"product_id":"small-business-crm-leads-sales-pipeline-tracker-pro","title":"Small Business CRM, Leads \u0026 Sales Pipeline Tracker PRO","description":"\u003cp\u003eTurn scattered leads and follow-ups into a clear sales pipeline.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business CRM, Leads \u0026amp; Sales Pipeline Tracker PRO is an advanced Excel workbook designed to help small-business owners organize contacts, track prospects, manage opportunities, schedule follow-ups, and monitor potential sales from first contact through closed deal.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of relying on notes, messages, and memory, this workbook gives you one organized system for managing customer relationships and sales activity.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Contact and customer directory\u003c\/p\u003e\n\u003cp\u003e• Lead and opportunity tracker\u003c\/p\u003e\n\u003cp\u003e• Sales pipeline stages\u003c\/p\u003e\n\u003cp\u003e• Automatic stage probabilities\u003c\/p\u003e\n\u003cp\u003e• Weighted pipeline value\u003c\/p\u003e\n\u003cp\u003e• Deal-value tracking\u003c\/p\u003e\n\u003cp\u003e• Lead-source tracking\u003c\/p\u003e\n\u003cp\u003e• Priority levels\u003c\/p\u003e\n\u003cp\u003e• Expected close dates\u003c\/p\u003e\n\u003cp\u003e• Last-contact tracking\u003c\/p\u003e\n\u003cp\u003e• Next follow-up dates\u003c\/p\u003e\n\u003cp\u003e• Overdue follow-up alerts\u003c\/p\u003e\n\u003cp\u003e• Follow-up action center\u003c\/p\u003e\n\u003cp\u003e• Sales activity log\u003c\/p\u003e\n\u003cp\u003e• Call tracking\u003c\/p\u003e\n\u003cp\u003e• Email tracking\u003c\/p\u003e\n\u003cp\u003e• Meeting tracking\u003c\/p\u003e\n\u003cp\u003e• Quote and proposal activity\u003c\/p\u003e\n\u003cp\u003e• Win\/loss tracking\u003c\/p\u003e\n\u003cp\u003e• Loss-reason notes\u003c\/p\u003e\n\u003cp\u003e• Pipeline-stage analysis\u003c\/p\u003e\n\u003cp\u003e• Open pipeline value\u003c\/p\u003e\n\u003cp\u003e• Weighted open pipeline\u003c\/p\u003e\n\u003cp\u003e• Won revenue tracking\u003c\/p\u003e\n\u003cp\u003e• Average deal value\u003c\/p\u003e\n\u003cp\u003e• Win-rate tracking\u003c\/p\u003e\n\u003cp\u003e• Lead-source performance\u003c\/p\u003e\n\u003cp\u003e• Sales-target progress\u003c\/p\u003e\n\u003cp\u003e• Sales pipeline charts\u003c\/p\u003e\n\u003cp\u003e• Executive CRM dashboard\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for consultants, freelancers, contractors, service businesses, agencies, sales professionals, side hustles, and other small businesses that need a simple way to stay organized and follow up consistently.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize pipeline stages, sales targets, follow-up timing, lead sources, priorities, and customer records to fit your business.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a sales organization and business planning tool. It does not send emails, make calls, sync with external CRM platforms, or automatically import customer data.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57521135780006,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_e55a64a4-badc-4235-9737-d8a11c4706c6.jpg?v=1790605685"},{"product_id":"small-business-client-project-task-management-tracker-pro","title":"Small Business Client Project \u0026 Task Management Tracker PRO | Excel Project Management Workbook","description":"\u003cp\u003eKeep client work organized from kickoff to completion.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe Small Business Client Project \u0026amp; Task Management Tracker PRO is an advanced Excel workbook designed to help small-business owners manage projects, tasks, deadlines, milestones, labor hours, budgets, and team workload in one organized system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of juggling separate notes, calendars, and spreadsheets, this workbook gives you one central place to track what needs to be done, who is responsible, when work is due, how much time has been spent, and whether each project is staying on schedule and within budget.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s included:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Project portfolio tracker\u003c\/p\u003e\n\u003cp\u003e• Client and customer assignment\u003c\/p\u003e\n\u003cp\u003e• Project owners and team members\u003c\/p\u003e\n\u003cp\u003e• Project status tracking\u003c\/p\u003e\n\u003cp\u003e• Priority levels\u003c\/p\u003e\n\u003cp\u003e• Start dates and due dates\u003c\/p\u003e\n\u003cp\u003e• Project budget tracking\u003c\/p\u003e\n\u003cp\u003e• Hourly-rate tracking\u003c\/p\u003e\n\u003cp\u003e• Estimated hours\u003c\/p\u003e\n\u003cp\u003e• Actual hours\u003c\/p\u003e\n\u003cp\u003e• Automatic labor-value calculations\u003c\/p\u003e\n\u003cp\u003e• Other project cost tracking\u003c\/p\u003e\n\u003cp\u003e• Total project cost calculations\u003c\/p\u003e\n\u003cp\u003e• Budget remaining calculations\u003c\/p\u003e\n\u003cp\u003e• Task completion percentages\u003c\/p\u003e\n\u003cp\u003e• Days-remaining calculations\u003c\/p\u003e\n\u003cp\u003e• Project health indicators\u003c\/p\u003e\n\u003cp\u003e• On-track project alerts\u003c\/p\u003e\n\u003cp\u003e• At-risk project alerts\u003c\/p\u003e\n\u003cp\u003e• Overdue project alerts\u003c\/p\u003e\n\u003cp\u003e• Over-budget project alerts\u003c\/p\u003e\n\u003cp\u003e• Task and deadline tracker\u003c\/p\u003e\n\u003cp\u003e• Task owners\u003c\/p\u003e\n\u003cp\u003e• Task priorities\u003c\/p\u003e\n\u003cp\u003e• Task statuses\u003c\/p\u003e\n\u003cp\u003e• Estimated vs. actual task hours\u003c\/p\u003e\n\u003cp\u003e• Task completion percentages\u003c\/p\u003e\n\u003cp\u003e• Overdue task alerts\u003c\/p\u003e\n\u003cp\u003e• Due-today alerts\u003c\/p\u003e\n\u003cp\u003e• Due-soon alerts\u003c\/p\u003e\n\u003cp\u003e• Dependency and blocker notes\u003c\/p\u003e\n\u003cp\u003e• Milestone tracker\u003c\/p\u003e\n\u003cp\u003e• Milestone deadline monitoring\u003c\/p\u003e\n\u003cp\u003e• Time and labor log\u003c\/p\u003e\n\u003cp\u003e• Automatic labor-value calculations\u003c\/p\u003e\n\u003cp\u003e• Team workload tracker\u003c\/p\u003e\n\u003cp\u003e• Open-task counts by team member\u003c\/p\u003e\n\u003cp\u003e• Overdue-task counts\u003c\/p\u003e\n\u003cp\u003e• Estimated workload hours\u003c\/p\u003e\n\u003cp\u003e• Actual hours logged\u003c\/p\u003e\n\u003cp\u003e• Open project counts\u003c\/p\u003e\n\u003cp\u003e• Executive project dashboard\u003c\/p\u003e\n\u003cp\u003e• Project health summary\u003c\/p\u003e\n\u003cp\u003e• Task-status summary\u003c\/p\u003e\n\u003cp\u003e• Budget-vs-cost reporting\u003c\/p\u003e\n\u003cp\u003e• Project budget chart\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDesigned for consultants, freelancers, contractors, agencies, service businesses, project-based companies, and other small businesses that need a practical way to manage multiple clients and projects.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eFile format: Microsoft Excel (.XLSX)\u003c\/p\u003e\n\u003cp\u003eDelivery: Instant digital download\u003c\/p\u003e\n\u003cp\u003ePhysical product: None\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe workbook is fully editable so you can customize project names, clients, owners, budgets, hourly rates, priorities, task statuses, milestones, and workload settings to fit your business.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eImportant: This workbook is a project-management and recordkeeping tool. It does not send reminders, sync calendars, or automatically connect to external project-management platforms.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57523237781670,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_b6c843d2-b879-4df3-87b9-2fa07900bbdc.png?v=1790420446"},{"product_id":"small-business-appointment-booking-service-tracker-pro","title":"Small Business Appointment, Booking \u0026 Service Tracker PRO | Excel Template","description":"\u003cp\u003eTake control of your appointments, customers, services, and payments with the Small Business Appointment, Booking \u0026amp; Service Tracker PRO — an all-in-one Excel workbook designed for service-based businesses that need a simple, professional way to stay organized.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eInstead of juggling appointment notes, customer information, payment records, and outstanding balances across multiple files, this template keeps everything connected in one easy-to-use system.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThe built-in dashboard gives you a clear overview of your business, including total bookings, completed appointments, booked revenue, payments collected, outstanding balances, average booking value, and completion rate.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eWhat’s Included\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Business Dashboard\u003c\/p\u003e\n\u003cp\u003e• Appointment \u0026amp; Booking Tracker\u003c\/p\u003e\n\u003cp\u003e• Client Directory\u003c\/p\u003e\n\u003cp\u003e• Services \u0026amp; Pricing List\u003c\/p\u003e\n\u003cp\u003e• Staff \/ Team Tracker\u003c\/p\u003e\n\u003cp\u003e• Payment Log\u003c\/p\u003e\n\u003cp\u003e• Customizable Settings\u003c\/p\u003e\n\u003cp\u003e• Step-by-Step Instructions\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eKey Features\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e✔ Track scheduled, confirmed, completed, cancelled, rescheduled, and no-show appointments\u003c\/p\u003e\n\u003cp\u003e✔ Automatically pull service pricing into bookings\u003c\/p\u003e\n\u003cp\u003e✔ Track full and partial customer payments\u003c\/p\u003e\n\u003cp\u003e✔ Automatically calculate remaining balances\u003c\/p\u003e\n\u003cp\u003e✔ Monitor booked revenue and money actually collected\u003c\/p\u003e\n\u003cp\u003e✔ View monthly booking and payment trends\u003c\/p\u003e\n\u003cp\u003e✔ Track each client’s total bookings and payments\u003c\/p\u003e\n\u003cp\u003e✔ Assign appointments to individual staff members\u003c\/p\u003e\n\u003cp\u003e✔ Organize service pricing and estimated appointment durations\u003c\/p\u003e\n\u003cp\u003e✔ Built-in formulas and automated calculations\u003c\/p\u003e\n\u003cp\u003e✔ Professional, clean, easy-to-read layout\u003c\/p\u003e\n\u003cp\u003e✔ Fully customizable in Microsoft Excel\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003ePerfect For\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis template is ideal for:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003e• Consultants\u003c\/p\u003e\n\u003cp\u003e• Freelancers\u003c\/p\u003e\n\u003cp\u003e• Contractors\u003c\/p\u003e\n\u003cp\u003e• Cleaning businesses\u003c\/p\u003e\n\u003cp\u003e• Lawn and landscaping businesses\u003c\/p\u003e\n\u003cp\u003e• Repair and maintenance services\u003c\/p\u003e\n\u003cp\u003e• Beauty and personal-care businesses\u003c\/p\u003e\n\u003cp\u003e• Photographers\u003c\/p\u003e\n\u003cp\u003e• Coaches\u003c\/p\u003e\n\u003cp\u003e• Mobile service providers\u003c\/p\u003e\n\u003cp\u003e• Independent professionals\u003c\/p\u003e\n\u003cp\u003e• Other appointment-based small businesses\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eHow It Works\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eAdd your services, pricing, team members, and customers. Then enter each appointment into the booking tracker.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eAs payments are recorded, the workbook automatically updates payment totals and outstanding balances. The dashboard summarizes your activity so you can quickly see how your business is performing without manually calculating everything yourself.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSample data is included to demonstrate how the system works and can easily be deleted or replaced with your own business information.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eDigital Product\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eThis is a digital Excel template. No physical product will be shipped.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eYou will receive:\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eSmall Business Appointment, Booking \u0026amp; Service Tracker PRO (.xlsx)\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eMicrosoft Excel or compatible spreadsheet software is required. Some features or formatting may vary when opened in other spreadsheet programs.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eBecause this is a digital product, it can be downloaded and used immediately after purchase.\u003c\/p\u003e\n\u003cp\u003e \u003c\/p\u003e\n\u003cp\u003eStay organized. Track every booking. Know what you’ve earned and what you’re still owed.\u003c\/p\u003e","brand":"Krofft Digital Works","offers":[{"title":"Default Title","offer_id":57530551533734,"sku":null,"price":21.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/files\/rn-image_picker_lib_temp_7433dec4-b170-4d83-92ff-fa13701380cb.png?v=1790598875"}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0784\/9987\/2934\/collections\/rn-image_picker_lib_temp_9c60a87e-9b6c-4a9c-806e-e9ae926b85e5.png?v=1790659306","url":"https:\/\/krofftdigitalworks.com\/collections\/sales-customer-management-templates.oembed","provider":"Krofft Digital Works","version":"1.0","type":"link"}