Small Business CRM Spreadsheet & Service Planner

Run your service business with less stress using this all-in-one Small Business CRM Spreadsheet & Service Planner from System Digital Studio.

Keep your clients, communication, tasks, appointments, invoices, income, expenses, budgets, and financial records organized in one easy-to-use system. Instead of switching between different spreadsheets, you can manage the important parts of your business from one central dashboard.

The built-in tools help you stay organized, understand your finances, follow up with clients, manage projects, and keep important deadlines in view.

MULTI-CURRENCY SUPPORT

Choose the currency that works for your business in seconds.

Supported currency symbols include:

$, €, £, ¥, ₣, ₱, ₹, ₽, ₺, Rp, K, RM

WHAT'S INCLUDED

Instructions & Tutorial
Get a detailed setup guide, video tutorial, and sample spreadsheet with example data to help you understand how everything works.

Setup Tab
Quickly configure your spreadsheet and prepare it for your business.

Overview Dashboard
See important business information in one place, including financial summaries, key metrics, and task updates.

Income & Expense Tracking
Record business income and expenses, organize transactions by category, and use automatic tax calculations to make financial tracking easier.

Account Reconciliation
Match and check your income and expenses so your financial records stay organized and accurate.

Monthly & Annual Overview
Review income, expenses, and cash flow by month, and follow your financial activity and trends across a full year.

Client Directory
Keep important client information together in an organized database for easier customer management.

Communication Tracker
Record client conversations and interactions so you can easily see your communication history and follow-ups.

Calendar & Schedule
Organize appointments, deadlines, tasks, and other important business dates in one convenient place.

Projects, Tasks & Assignments
Plan your work, set priorities, manage assignments, and keep projects moving according to schedule.

Invoices & Printables
Create, manage, and track invoices while also preparing professional printable invoices for your clients.

Balance Analysis
Organize financial information by payment method to get a clearer view of your business finances.

Advanced Budget Planner
Create financial goals, monitor your budget, and make adjustments when needed to keep your business spending organized.

KEY FEATURES

• Works with multiple currencies
• Automatic calculations help reduce manual work
• Clean and organized layout without unnecessary clutter
• Designed primarily for desktop use and accessible on mobile devices
• Reusable for any year
• Suitable for different types of service businesses
• Includes instructions, a video tutorial, and sample data

HOW IT WORKS

You will need a free Google account and/or Microsoft Excel to use the spreadsheet.

After purchasing, you will receive access to your digital files. Open the included instructions, follow the setup steps, choose your preferred settings, and start organizing your business.

Because this is a digital product, no physical item will be shipped.

IMPORTANT INFORMATION

This is a digital download. Due to the digital nature of the product, refunds and cancellations are not accepted.

Please review the product information carefully before purchasing. If you have questions or experience an issue with your files, please contact System Digital Studio for assistance.

A great choice for small business owners and service providers who want one organized system for CRM, client management, bookkeeping, income and expense tracking, invoicing, budgeting, projects, tasks, and business planning.