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What’s inside the Client CRM.

Real content in every part, ready to rewrite with your own.

  1. 1Fifteen clients and leads with contact, role, email, phone, source and owner
  2. 2A stage dropdown with colours: lead, contacted, proposal sent, won, lost
  3. 3A dated next step for every row and a Follow-up column that flags what’s overdue or due this week
  4. 4Tiles for the open pipeline, work won this quarter, active clients, proposals out and overdue follow-ups
  5. 5An Activity sheet logging every call, email and meeting

When to use it.

Client CRM is a spreadsheet for small agencies, studios and consultants who want every client relationship in one place. Each client and lead gets a row with the contact's name, role, email and phone, where they came from, their stage and an estimated value, plus who owns them and when you last spoke. Every row has a dated next step, and a Follow-up column flags anything overdue or due this week. Tiles show the open pipeline, work won this quarter, active clients and proposals out, and an Activity sheet logs every call, email and meeting.

Made for

  • Agency and studio owners
  • Business development leads
  • Consultants and freelancers
  • Founders selling services

Make it yours in four steps.

Open it in Spreadsheets and work through it, or let Docsiv AI do the first pass with your details.

  1. Step 1

    Replace the sample rows with your own clients and leads, one company per row.

  2. Step 2

    Set the As of date to today and Quarter starts to the first day of this quarter.

  3. Step 3

    Give every row a next step and a date, and sort the list by the Due column.

  4. Step 4

    Log each call, email and meeting on the Activity sheet, then update Last contact and Next step.

Start from the Client CRM now.

Questions about this template.

Something else on your mind? Ask us in the chat, bottom right of the page.

Is the Client CRM template free?

Yes. Create a free account and it opens in Docsiv's Spreadsheets app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.

Can I change the colours, fonts and text?

Yes, all of it. The template uses Aptos with #393593, #f3f2fb, #b3261e, #fbefcf, #e2f3e7, and you can change any of them, rewrite every word and add or remove rows and columns.

What can I export it as?

Spreadsheets in Docsiv offers: XLSX, CSV and PDF exports. Once it's saved, you can also share it with a link.

Can Docsiv AI write the client CRM for me?

Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.

All sales templates

Start your sales pipeline with Docsiv AI

Describe the client or the project and Docsiv AI writes a first draft of your client CRM for you to edit, share and send.