Client Relationship Manager Pro for Excel
Pro Version
Get the Pro version
- Pipeline tab with weighted forecasting and deal-stage tracking
- Dashboard tab with live KPIs, bar chart, and pie chart
- Reports tab — printable monthly summary for leadership
- Source, Priority, Total Won, and Open Deals per client (auto-calculated)
- Lifetime free updates
- Email support
$6.99
one-time, lifetime updates
Buy Pro version →
Instant download
Lifetime updates
Secure checkout
Guaranteed Safe Checkout
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Just looking? Try the Free version first →
Why Pro
Stop tracking 50+ clients across scattered notes and spreadsheets. The Pro version gives you one workbook that actually scales — with dashboards, pipeline views, and follow-up automation built in.
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Who Pro is for
Sales managers handling 50+ active clients. Consultants who need polished reports for client meetings. Account managers who have outgrown the free dashboard and need pipeline + reporting visibility built into one workbook.
What you get with Pro
- Pipeline tab with weighted forecasting and deal-stage tracking
- Dashboard tab with live KPIs, bar chart, and pie chart
- Reports tab — printable monthly summary for leadership
- Source, Priority, Total Won, and Open Deals per client (auto-calculated)
- Lifetime free updates
- Email support
How Pro works in 3 steps
1
Open the Pro workbook
Pre-built tabs for clients, pipeline, dashboard, and reports — already wired up.
2
Add your data
Paste in your client list, deals, and follow-ups. Sample data shows you the format.
3
Watch it update
KPIs, pipeline health, and follow-up alerts auto-calculate. No manual work.
Free vs Pro
See exactly what Pro adds beyond the free version.
| Feature | Free Version | Pro Version · $6.99 |
|---|---|---|
| Client database with searchable contacts | ✓ | ✓ |
| Follow-up tracking with status pills | ✓ | ✓ |
| Auto-calculating KPIs and breakdowns | ✓ | ✓ |
| Sample data to get started | ✓ | ✓ |
| Pipeline tab with weighted forecasting and deal-stage tracking | — | ✓ |
| Dashboard tab with live KPIs, bar chart, and pie chart | — | ✓ |
| Reports tab — printable monthly summary for leadership | — | ✓ |
| Source, Priority, Total Won, and Open Deals per client (auto-calculated) | — | ✓ |
| Lifetime free updates | — | ✓ |
| Email support | — | ✓ |
Pro Version
Get the Pro version
- Pipeline tab with weighted forecasting and deal-stage tracking
- Dashboard tab with live KPIs, bar chart, and pie chart
- Reports tab — printable monthly summary for leadership
- Source, Priority, Total Won, and Open Deals per client (auto-calculated)
- Lifetime free updates
- Email support
$6.99
one-time, lifetime updates
Buy Pro version →
Instant download
Lifetime updates
Secure checkout
Guaranteed Safe Checkout
VISA
AMEX
DISCOVER
PayPal
Pay
Just looking? Try the Free version first →
Frequently asked questions
Yes — $6.99 once. No subscription, no recurring charges.
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