Freelancer CRM Template
A free, editable freelancer CRM template in Word, PDF, Excel and CSV to track leads, clients, projects, proposals, follow-ups and invoices.
Free ยท Word, PDF, Excel and CSV files
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | Word, PDF, Excel and CSV files |
| Price | Free |
| Files | Stelaah Freelancer CRM Template.zip (5 KB) |
| Works with | The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM. |
| Licence | Use it yourself, on all your devices. Please do not share or resell the files. |
| Language | English |
| Includes | 12 checklist items, 7 spreadsheet columns, 4 file formats |
A lightweight, editable CRM template for freelancers to track leads, clients, projects, proposals, follow-ups, invoices, and relationship history.
Start from real columns and sample rows. A ready-to-use spreadsheet with the columns Client or organization, Primary contact, Relationship stage, Source, Next action, Next action date and Notes, and 3 example rows so the structure is immediately clear.
The checklist. Relationship record: Record the organization or client, people, source, service interest, relationship owner, and communication preference; Keep material meetings, decisions, agreements, and relationship notes in one timeline; Name the current relationship stage and next action. Opportunity and promise: Capture the need, outcome, fit, value, timing, budget signal, and decision process; Link the proposal, version, price, scope, assumptions, expiry, and response; Convert accepted terms into a project and billing plan without retyping them. Delivery and client action: Connect active projects, requests, files, approvals, decisions, and deadlines; Keep private notes separate from client-visible information; Record waiting states and who must act next. Finance and retention: Connect invoices, due dates, balances, disputes, payments, and project context; Schedule the next relationship action when work closes; Review fit, profitability, referral permission, and future opportunity honestly.
Treat this as a starting point, not automatic authority. Adapt roles, approvals, legal, tax, accounting, security, privacy, and professional requirements to the actual organization and jurisdiction. Record who reviewed material changes.
Get it free in the Stelaah Store
See inside
What's inside
4 formats in one download: Word, PDF, Excel and CSV.
| Section | Pages or size |
|---|---|
| Spreadsheet | 7 columns, 3 sample rows |
| Relationship record | 3 checks |
| Opportunity and promise | 3 checks |
| Delivery and client action | 3 checks |
| Finance and retention | 3 checks |
Who it's for
- Freelancers
- Solo consultants
- Small creative businesses
You may be looking for
- freelancer CRM template
- client tracker spreadsheet
- lead tracker Excel
- simple CRM spreadsheet
Works with
The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM.
Questions
- Which apps does it work with?
- The Word document opens in Word, Google Docs and Pages. The PDF opens anywhere and prints cleanly. The Excel workbook opens in Excel, Google Sheets and Numbers, and the CSV imports into any spreadsheet or CRM.
- Is it really free?
- Yes. Add your name and email once and every free Stelaah download opens on this browser. No account is needed.
- What do I download?
- Stelaah Freelancer CRM Template.zip (5 KB).
- Can I share or resell it?
- Use it yourself, on all your devices. Please do not share or resell the files.