Excel Sheet Edition
A spreadsheet CRM your business can actually run from.
The complete Business Command Center as a 10-tab Excel and Google Sheets workbook, with every view the HTML software has in a familiar editable spreadsheet.
$24.99$29.99
Inside the Workbook
Ten tabs, one source of truth.
This edition includes every view and workflow as editable Excel and Google Sheets tabs you already know how to use.
- Dashboard with KPIs, revenue, pipeline, and deadlines.
- Clients CRM with lead status, priority, service type, and lifetime value.
- Projects tracker with dates, percent complete, value, and balances.
- 26-week Gantt and four-lane Kanban views.
- 30-step onboarding workflow for six clients in parallel.
- Communication log for calls, emails, meetings, and follow-ups.
- Finance ledger for deposits, final payments, and outstanding balances.
- Settings tab for editable dropdown lists.
Why Excel
The whole system, in a spreadsheet you already know.
- Built for Microsoft Excel and Google Sheets.
- Replace scattered trackers with one connected workbook.
- No macros, no VBA, and no Apps Script required.
| Capability | Included in the Excel Sheet Edition |
|---|---|
| Workbook structure | Start Here, Dashboard, Clients, Projects, Gantt, Kanban, Onboarding, Communication, Finances, and Settings. |
| Compatibility | Works in Microsoft Excel and Google Sheets using native formulas documented in the product source files. |
| Limitations | No macros, no VBA, and no Apps Script. Cloud account features are not part of this digital download. |
Excel Sheet Edition
Spreadsheet-first buyers who want a familiar editable workbook.
$24.99$29.99
Get the Excel EditionInstant digital download. Works in Microsoft Excel and Google Sheets.