ClientFlow is an editable Excel workbook with 8 tabs for virtual assistants, freelancers and independent service providers. It tracks clients, projects, tasks, invoices and follow-ups, and comes with sample data and message templates.
This is a paid digital product, not software: $12.00 USD, sold on Gumroad. The listing does not show seller details, a refund policy or Excel and Google Sheets compatibility.
Jaimin Carter runs West 5th Digital Studio and created ClientFlow as an Excel toolkit for virtual assistants, freelancers and independent service providers.