It might be less customizable, but it'll offer some other features that will make up for it.
#Sportslabs client base free
If you don't meet these criteria, try a free CRM instead. This won't replace your project management app (please oh please have a project management app!) it's just a database. CRMs work great for email-heavy interactions, but if you're using some combination of team chat, email, cloud sharing, and video conference across various clients, most CRMs might not be flexible enough (or if they are, they'll cost quite a bit).Īre just looking for a simple way to store client information. Scrolling endlessly is never fun plus, if you have more than 50 clients, you'll probably want to be streamlining more of your work into one app, and a spreadsheet can't handle that.Ĭommunicate with clients in a variety of ways. So this template is intended for freelancers or solopreneurs who: If you're trying to collaborate with employees or contractors, a spreadsheet can get a little unwieldy. The best CRMs manage all aspects of your client relationship management-they store information, yes, but they also store and even automate communication and project management. I want to be really clear: this spreadsheet template doesn't replace a CRM. It allows me to track active (and previous) clients, and includes every detail I need-and none that I don't. So I created a custom client database in Google Sheets. But none of the apps I tried fit the bill: they were somehow both too bloated and not customizable enough. I've tried a bunch of CRMs in my day-I run a content marketing business and have 35 active clients, so it's crucial that I have an easy spot to manage my client information.
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