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Prospects Tracking / CRM

Do you struggle to keep track of your prospects? Do you worry about following up calls when you should?

This Excel workbook allows you record the details of your potential customers. It allows you to show the status of any call, such as 'Call Back' or 'Closed', and using the AutoFilter function allows you to quickly sort and filter the data.>

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Prospects Tracking (CRM) Spreadsheet

Time Logging / Recording Spreadsheet

Do you want to record when you started working on a job and when you finished? Do you want to easily total those times?

This Excel workbook allows you to clock off and on a job, record the client and project details and summarise what you've done for each client easily and quickly.

Time Logging / Time Tracking spreadsheet

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