All-In-One Business management system
- 508.000₫
1.016.000₫- 508.000₫
- Unit price
- per
- An all-in-one business management system available for both Google Sheets and Microsoft Excel.
- Manage clients, tasks, projects, invoices, income, and expenses in one place.
- Keep daily business activities organized and easy to monitor.
- Automatically update summaries, financial reports, and dashboards.
- Includes a step-by-step video tutorial to help you set up and use the template.
- Save time, reduce manual work, and make better business decisions.
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DESCRIPTION
What This Template Does
- ✔ Stores and organizes client information and communication history
- ✔ Plans appointments, activities, tasks, and business projects
- ✔ Creates professional invoices and tracks payment status
- ✔ Records income and expenses by customizable categories
- ✔ Generates monthly, yearly, and custom-period financial summaries
- ✔ Reconciles transactions and monitors account balances
- ✔ Builds budgets and compares planned amounts with actual results
Perfect For
- ✔ Small business owners
- ✔ Freelancers and consultants
- ✔ Service-based businesses
- ✔ Agencies and growing teams
- ✔ Coaches and independent professionals
Key Benefits
- ✔ Manage your entire business from one connected spreadsheet
- ✔ Access key information through an automated overview panel
- ✔ Keep client records, activities, and projects organized
- ✔ Simplify invoicing, bookkeeping, and financial tracking
- ✔ Customize currencies, categories, services, priorities, and team members
- ✔ Monitor performance across different reporting periods
- ✔ Save time and make better decisions with centralized information
Your Business at a Glance
View your most important business activities and performance in one centralized dashboard.
- ✔ Review daily and upcoming business activities
- ✔ Monitor key business metrics in one place
- ✔ Access an automatically updated overview
Organize All Your Clients
Keep client information, contact details, statuses, and important records organized in one place.
- ✔ Store all client information in one centralized directory
- ✔ Organize clients using customizable labels and statuses
- ✔ Quickly access contact details and important records
Manage Tasks & Projects
Plan business activities, assign responsibilities, and monitor progress from start to finish.
- ✔ Organize and track tasks and business projects
- ✔ Manage priorities, deadlines, and progress statuses
- ✔ Assign responsibilities to employees or team members
Create Professional Invoices
Generate clear, professional invoices using your business details, services, and client information.
- ✔ Create invoices with a clean and professional layout
- ✔ Add your business information, logo, and client details
- ✔ Print invoices or save them as PDF files
Track Your Yearly Performance
Review annual income, expenses, and overall financial performance through automated summaries.
- ✔ Review annual income and expenses in one place
- ✔ Compare financial performance across each month
- ✔ Gain clear insights through automated summaries
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