{"product_id":"client-project-management-pro-excel-crm-project-tracker","title":"Client \u0026 Project Management Pro | Excel CRM \u0026 Project Tracker","description":"\u003cp\u003e\u003cstrong\u003eManage your clients, projects and payments in one organized Excel workspace.\u003c\/strong\u003e Client \u0026amp; Project Management Pro is an editable business management toolkit designed for freelancers, consultants, agencies and small teams.\u003c\/p\u003e\u003ch3\u003eWhat you can manage\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eClient records, contacts and follow-up dates\u003c\/li\u003e\n\u003cli\u003eProjects, deadlines, statuses and planned budgets\u003c\/li\u003e\n\u003cli\u003eTasks, owners and priorities\u003c\/li\u003e\n\u003cli\u003eQuotes and proposal follow-ups\u003c\/li\u003e\n\u003cli\u003eRecorded payments and project balances\u003c\/li\u003e\n\u003cli\u003eDashboard indicators and client-level financial summaries\u003c\/li\u003e\n\u003cli\u003eData-integrity warnings for common entry errors\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat's included — 5 files\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e1 editable CLEAN Excel workbook\u003c\/li\u003e\n\u003cli\u003e1 editable DEMO Excel workbook with sample records\u003c\/li\u003e\n\u003cli\u003eQuick Start Guide (PDF)\u003c\/li\u003e\n\u003cli\u003eUser Manual (PDF)\u003c\/li\u003e\n\u003cli\u003eLicense \u0026amp; Important Notes (PDF)\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eCompatibility:\u003c\/strong\u003e 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.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eImportant:\u003c\/strong\u003e 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.\u003c\/p\u003e","brand":"The Vault Lab","offers":[{"title":"Default Title","offer_id":60422527123801,"sku":"VL-CPMP-PRO","price":34.9,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1039\/5628\/3737\/files\/vaultlab-client-project-management-pro-real-dashboard.png?v=1794223066","url":"https:\/\/vaultlab.shop\/products\/client-project-management-pro-excel-crm-project-tracker","provider":"The Vault Lab","version":"1.0","type":"link"}