Freelancer CRM PRO: client tracker, Excel template — deals, payments, taxes

Name: Freelancer CRM PRO: client tracker, Excel template — deals, payments, taxes
SKU: 6197285
Price: 8.52 USD
Availability: InStock

Seller: SirBob

Price: 8.52 USD

Available. The final price depends on the selected options and is checked before payment.

Product description

Freelancer CRM PRO — clients, invoices, payments and self-employment tax in one Excel file.

Contents:

Client base: type (legal/individual), source, contact, revenue and debt per client
Invoices and payments: client, service, amount, status — a pipeline from lead to money
Deal statuses: "in progress", "unpaid", "paid", "refused" — see where the money is stuck
Self-employment tax: 6% from legal entities, 4% from individuals — calculated per client type
Receivables: who owes how much — one list with debt highlighting
Dashboard: revenue, debt, tax, net income, payment conversion, average check
Monthly target: percentage of the revenue goal achieved
Debtor counter: how many clients have unpaid invoices

Format: Excel (.xlsx), no macros — opens in Excel, LibreOffice and Google Sheets. Instant delivery after payment.

Bonus: promo SIRBOB20 — 20% off any product in the store.