How to Use Excel as a CRM for Clients

"Think you need expensive software to manage clients?

Think again.

In this video, I’ll show you how to turn a simple Excel spreadsheet into a full-featured CRM that lets you:

Track leads and client stages

Set follow-up reminders

Manage invoices and notes

Never lose a client again

This works great for freelancers, consultants, small business owners — basically anyone who needs a lightweight, custom CRM without paying $49/month for tools like Salesforce or HubSpot.

💡 Bonus: I’ll also show you how to sell this template as a digital product!

If you’re in the U.S., India, or anywhere else managing clients on your own — this will save you time, stress, and money.

👉 Like, comment, and subscribe for more Excel tools, digital products, and freelancing hacks!

"

Видео How to Use Excel as a CRM for Clients канала That Dubai Analyst