Free Templates

Download a free simple CRM template for Excel and Google Sheets: track clients, deal stages and values, follow-up dates with red reminders, and a pipeline dashboard.

Download a free weekly shift schedule template for Excel and Google Sheets with shift drop-downs, color coding, automatic hours per employee and daily staff counts.

Download a free expense tracker for Excel and Google Sheets: log expenses with category drop-downs, set monthly budgets, and see spent, remaining and % used for any month.

Download a free printable weekly planner for Excel and Google Sheets: automatic dates, daily task lists, top 3 priorities, notes and a habit tracker. Plus how to plan your week in Notion.

Download a free inventory tracker for Excel and Google Sheets: product list, stock in and out log, automatic stock levels, reorder alerts and total stock value.

Download a free project tracker for Excel and Google Sheets: tasks, owners, dates, status and priority drop-downs, automatic overdue warnings and a % complete summary.

Download a free employee attendance tracker for Excel and Google Sheets: daily codes from a drop-down, automatic weekends, present and absent totals, and attendance percentage.

Download a free, professional invoice template for Excel and Google Sheets. Amounts, VAT, total and due date calculate automatically. Export to PDF in one click.

Download a free monthly budget template for Excel and Google Sheets. Track planned vs actual income and expenses, see what is left over and your savings rate.