The workbook
What it is
A CRM that opens in a browser tab and belongs to you. Leads on one side, live clients on the other, with a communication log so "I already told them that" is checkable. Project and service details sit beside a Gantt chart for what is due, and the invoice tracker answers the only question that matters at month end: who has not paid.
What is inside
- 01Client database and separate lead pipeline
- 02Communication log per client
- 03Project and service details kept with the client record
- 04Gantt chart for deadlines across clients
- 05Invoice tracker showing what is outstanding
- 06All-in-one dashboard over the top
How it reaches you
- You pay once
- Visa or Mastercard, on our own checkout page; the card details go straight to the card processor. No account is needed to buy: once you have paid we email your receipt with a sign-in link inside, and what you bought is listed in your account.
- Google makes the copy
- You land on Google’s own “make a copy” screen. The new file is created inside your Drive, on your account, not ours.
- It stays yours
- From that second we cannot open it, edit it, or take it back. A refund stops future downloads from us; it never reaches into your Drive.
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