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Manage your clients, projects and payments in one organized Excel workspace. Client & Project Management Pro is an editable business management toolkit designed for freelancers, consultants, agencies and small teams.
What you can manage
- Client records, contacts and follow-up dates
- Projects, deadlines, statuses and planned budgets
- Tasks, owners and priorities
- Quotes and proposal follow-ups
- Recorded payments and project balances
- Dashboard indicators and client-level financial summaries
- Data-integrity warnings for common entry errors
What's included — 5 files
- 1 editable CLEAN Excel workbook
- 1 editable DEMO Excel workbook with sample records
- Quick Start Guide (PDF)
- User Manual (PDF)
- License & Important Notes (PDF)
Compatibility: Designed for Microsoft Excel Desktop. Google Sheets and Excel Online have not been verified. The template uses a predefined 100-row entry range per operational sheet.
Important: Digital download only. Product images include illustrative mockups; the downloadable Excel files are the authoritative product. This toolkit supports management and planning and is not a replacement for accounting, invoicing, tax or legal software. Budget minus recorded payments is a planning balance, not formal accounts receivable.
