The complete client
management system
in one Excel file.
10 built-in modules — client pipeline, call logs, invoice tracking, task calendar, and a live dashboard. Built for Indian freelancers, consultants & small businesses.
One-time payment · Works on Excel & Google Sheets · Instant download
Running a business from memory
is costing you clients.
Forgetting follow-ups
A lead replied three weeks ago. You never got back. Now they've signed with someone else.
Data everywhere
Contacts in WhatsApp, tasks in a diary, invoices in email — nothing in one place.
Invoice chaos
Which invoices are overdue? Who owes you? You're digging through Gmail to find out.
Zero visibility
No way to see your pipeline health or task deadlines without manually piecing it together.
See it in action.
Watch a full walkthrough of every module — dashboard, client list, invoice log, task calendar, and more.
10 modules. One clean workbook.
Every sheet auto-connects. Change a client status once and the dashboard updates everywhere.
Live Dashboard
Auto-calculated KPIs — client status, revenue totals, tasks due, projects ongoing. Always live.
Client List
Track 1,000+ clients with status, priority, source, and revenue. Colour-coded and filterable.
Call Log
Log every call with date and outcome. Shows today's answered vs unanswered and all-time totals.
Email Log
Track every email sent, reply status, and daily totals across all clients.
Task List
Manage tasks by client, priority, deadline. Statuses from Not Started to Completed.
Task Calendar
Visual calendar mapped to due dates. Filter by priority or client. Toggle completed tasks on/off.
Invoice Log
Track invoices with payment status — Unpaid, Partially Paid, Paid. Totals in ₹.
Project List
Manage ongoing projects linked to clients with status, priority, and deadline tracking.
Meeting List
Log all client meetings with date, attendees, purpose, and follow-up action items.
SETUP Sheet
Customise every label — client types, statuses, priorities — to match your exact workflow.
Built for Indian businesses.
₹ INR pre-configured
Currency set to ₹ by default. Open and start tracking — no setup needed.
No SaaS subscription
You already have Excel or Google Sheets. One payment, yours forever.
Ready in 5 minutes
Pre-built formulas, dropdowns, and colour-coded statuses. Just add your clients and go.
Fully customisable
Edit labels, add columns, change colours — without breaking any formulas.
1,000+ client capacity
Every log sheet handles 500–1,000 rows with no slowdown. Built to scale.
| Client | Status | Priority | Revenue |
|---|---|---|---|
| Karthik Solutions | Active | High | ₹85,000 |
| Neo Innovations | Onboarding | Medium | ₹42,000 |
| Global Traders Ltd | Active | High | ₹1,20,000 |
| Latha Ventures | Active | Low | ₹28,500 |
| Orion Global Corp | Lost | Medium | ₹0 |
Perfect for consultancies,
agencies & small businesses.
Agencies
Track multiple client accounts, projects & deadlines
Consultants
Manage pipeline, meetings & invoice payments
Sales Teams
Log calls, track won/lost & follow-ups
Law Firms
Client matter tracking, billing & meeting logs
Healthcare
Patient or vendor tracking with appointment logs
Startups
Early-stage CRM before investing in paid software
Loved by business owners
across India.
4.9
Average rating
200+
Downloads
₹499
One-time price
"I've been managing 30+ clients in WhatsApp chats for years. This changed everything — I can finally see who owes me money and what follow-ups are pending, all in one sheet."
"The invoice log with payment tracking is exactly what I needed. Unpaid invoices were piling up and I had zero visibility. Now I check this every morning. Worth every rupee."
"Setup took less than 10 minutes. The task calendar view is brilliant — I can see everything due this week across all clients without switching apps. My whole team uses this."
"Tried expensive CRM tools before. Honestly this does 90% of what I need at a fraction of the cost. The dashboard auto-updates and just works. No learning curve whatsoever."
"I run a small law firm and use this for client cases, meetings, and billing. The SETUP sheet is very flexible — renamed all statuses to match our workflow in 5 minutes flat."
"As a startup founder I can't afford a CRM subscription yet. This is exactly what I needed — B2B clients tracked with pipeline status, tasks, and invoices in one Google Sheet."
Simple. One-time. No renewals.
Pay once. Download instantly. Use forever — Excel or Google Sheets.
Common questions.
Does this work on Google Sheets?
Yes. The template is fully compatible with Google Sheets. All formulas and data tracking work perfectly. Some sparkline visuals may not render, but all calculations function as expected.
Do I need advanced Excel skills?
No. All formulas are pre-built. Just type your data into the highlighted input columns — everything else updates automatically. The SETUP sheet guides you through customisation.
Can I change the currency from ₹?
Yes. Open the SETUP sheet, find the Currency field, and change ₹ to $, £, €, or any symbol. It updates across the entire workbook instantly.
How many clients can I track?
The Client List supports up to 1,000 clients. Call, Email, Task, Project, and Meeting logs each support 500–600 rows. For most small businesses, this handles years of data.
Is this really a one-time payment?
Yes, completely. Pay ₹499 once and the file is yours permanently — no renewals, no subscriptions, no annual fees.
What happens after payment?
You get an instant download link on the confirmation page and via email within 15 minutes of payment. The file is a standard .xlsx that works in Microsoft Excel or Google Drive.
What if I don't receive my file?
Check your spam/junk folder first. If still not received within 60 minutes, email contact@drafto.store with your Order ID and we'll manually resend within 4 business hours.
What is your refund policy?
Full refunds are issued if you don't receive the file, the file is corrupted, or the product is materially different from what was described. Refund requests must be raised within 7 days of purchase. Change-of-mind refunds are not available for digital products.