Freelancer CRM & Lead Tracker — Google Sheets + Offline App

**Most freelancers lose clients they should have closed — not because of price, but because they forgot to follow up.**

The **Freelancer CRM & Lead Tracker** is a complete pipeline and client management system for solo service providers who want CRM results without paying $50–$200/month for software they'll never fully use.

Every lead tracked. Every touchpoint logged. Overdue follow-ups flagged automatically in red so nothing slips through.

**This purchase includes two versions — use whichever fits your setup:**

**Version 1 — Standalone Offline App (freelancer-crm.html)**
Open in any browser. No login. No internet required after download. Your data saves automatically in your browser and never leaves your device. Full dark-mode UI with a live dashboard, pipeline charts, and overdue alerts.

**Version 2 — Google Sheets Template**
The classic spreadsheet version. Open the link, make a copy to your Google Drive, and you're running. All conditional formatting and dropdowns pre-built — no formula editing required.

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### What's Inside (5 Tabs)

**📊 Dashboard**
Your pipeline at a glance. Four live cards show active lead count, total pipeline value, revenue won this year, and your conversion rate. A stage breakdown table shows how many leads are in each stage and how long they've been there. Overdue follow-up counter updates automatically. Two charts: leads by source and monthly revenue won.

**🔵 Lead Pipeline**
One row per lead. Track company, contact, source, deal value, pipeline stage, follow-up date, and close date. Stage column color-codes automatically — blue for contacted, yellow for negotiating, green for won, gray for lost. Follow-up date turns red the moment it's overdue and the lead isn't closed.

**📨 Outreach Log**
Log every touchpoint — email, LinkedIn DM, phone call, proposal, in-person meeting. Track the response (Positive / Neutral / Negative / No Reply) and whether a follow-up is needed. Response column highlights green, yellow, or red automatically. Use it to see which outreach methods are actually converting.

**✅ Active Clients**
Your won clients in one organized view. Track project or retainer name, billing cycle, start date, next invoice date, status, and total earned. Invoice date turns red if it's overdue and the client is still active. Status color-codes: green for active, yellow for on hold, blue for completed.

**💰 Revenue Summary**
Month-by-month breakdown of leads added, deals won, revenue won, and cumulative total for the year. Client leaderboard shows your top 5 earners by deal value at a glance.

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### Why This Beats a $39 CRM Template

Most Google Sheets CRM templates give you a client list and call it done — or they require Gmail API connections and Toggl integrations most freelancers will never set up.

This one is different:

✓ **Overdue follow-up alerts** — follow-up date turns red automatically. No formula editing required.
✓ **Outreach Log** — the only freelancer CRM template that tracks every touchpoint with response color-coding
✓ **Works in 5 minutes** — paste the script, run one function, done. No API keys. No integrations.
✓ **Conversion rate card** — know your win rate so you can improve it
✓ **Stage aging** — see how many days each lead has been stuck in a given stage

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### Who This Is For

✓ Freelancers who lose leads because they forget to follow up
✓ Consultants managing a mix of prospects and active retainer clients
✓ Designers, writers, developers, and marketers tracking project pipelines
✓ Anyone who has been burned by forgetting a proposal they sent weeks ago
✓ Solo service providers who want CRM results without CRM software costs

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### What You Get

✓ **Standalone offline app** (freelancer-crm.html) — open in any browser, no internet needed
✓ **Google Sheets template** — copy to your Drive and run immediately
✓ Pre-built formulas, dropdowns, and conditional formatting — all set up
✓ Overdue follow-up alerts (row turns red automatically — no setup needed)
✓ Outreach log with response tracking and color-coding
✓ Client leaderboard and monthly revenue breakdown
✓ Sample data included in both versions so you can see it in action immediately
✓ One-time purchase — use it for life

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### How It Works

**Offline App:**
1. Purchase and download
2. Open freelancer-crm.html in any browser
3. Sample data is pre-loaded — explore the dashboard
4. Add your real leads and outreach — data saves automatically in your browser

**Google Sheets:**
1. Open the Google Sheets link
2. Make your own copy to save it in Google Drive
3. Delete sample data and add your real leads to Lead Pipeline
4. Log your outreach in the Outreach Log as you send emails and DMs
5. Watch the Dashboard update automatically as deals move through stages

No subscriptions. No integrations. No spreadsheet experience required.

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### Frequently Asked Questions

**Do I need any technical setup?**
No. Both versions are fully built. The HTML app opens directly in any browser. The Sheets template is ready the moment you make a copy.

**How does the overdue follow-up alert work?**
If a lead has a Follow-Up Date set and that date has passed — and the lead isn't marked Won or Lost — the row highlights red automatically. No formula editing required.

**Does this work in Excel?**
It is built for Google Sheets. It may open in Excel, but some formulas and conditional formatting may need adjustments.

**Can I add my own pipeline stages?**
Yes. The Stage dropdown is a simple data validation list you can edit in the sheet to match your own process.

**Is this for agencies or teams?**
This is designed for solo freelancers and individual service providers. It works for small teams too, but it doesn't have multi-user assignment features.

**Refund policy?**
Because this is a digital product, all sales are final. If you run into any issues getting set up, email support@intacon-studios.com and I will help.

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*Every lead tracked. Every follow-up flagged. Close more — by forgetting less.*