Description
Stay organized, never miss a deadline, and get paid on time with the Client & Project Management System.
Designed for consultants, freelancers, and service providers managing multiple clients simultaneously, this plug-and-play Excel system tracks every aspect of your projects. From client information and contract dates to milestones, deliverables, payments, and timelines, everything is in one structured dashboard.
With automated progress calculations, overdue alerts, and a live project dashboard with charts, you’ll always know which tasks need attention. Contract renewal reminders and payment tracking ensure you never lose revenue or clients.
Perfect for agencies, coaches, virtual assistants, and professional service teams who want to streamline operations and manage multiple projects efficiently.
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