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Festive Sole Trader CRM for Small Businesses
Stay organised this festive season with our Festive Sole Trader CRM. Perfect for freelancers and small businesses in the UK and Ireland.
NOK 70
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Details
Designed specifically for small businesses, sole traders, and freelancers in the UK and Ireland, this Festive Sole Trader CRM helps you manage your customers, follow-ups, and invoices amidst the holiday chaos. With the Christmas season bringing additional stress, staying organised is crucial.
This product includes a comprehensive customer register, a festive-themed pipeline to track leads through to paid invoices, and a VAT-compliant invoice generator tailored for UK and Ireland regulations. It also features a seasonal follow-up section for Christmas cards, gifts, and New Year's greetings to help you maintain strong client relationships.
Additionally, our Q4 report section provides insightful graphs to analyse your performance over the festive period. This CRM allows you to streamline your processes, ensuring that you don't miss a beat this Christmas while keeping everything tidy and orderly.
What's inside
- Customer register with DD/MM/YYYY and £ format
- Festive-themed pipeline: Leads → Proposals → Invoices → Paid
- Invoice generator with sole trader templates compliant with UK/Ireland VAT
- Seasonal follow-up section for Christmas cards and gifts
- Q4 performance report with graphs and analytics
- 7-page PDF (A4 + US Letter)
- XLSX + CSV template
Good to know
- This product is in .xlsx format and works in any spreadsheet app.
- Suitable for small businesses, freelancers, and sole traders.
- No professional advice included; please consult local regulations.
- Contents are GDPR compliant; no personal data is stored.
Format & delivery
- One ZIP file containing:
- Festive-Sole-Trader-Crm/Festive-Sole-Trader-Crm-A4.pdf
- Festive-Sole-Trader-Crm/Festive-Sole-Trader-Crm-Letter.pdf
- Festive-Sole-Trader-Crm/Festive-Sole-Trader-Crm.xlsx
- Festive-Sole-Trader-Crm/Festive-Sole-Trader-Crm.csv
- Festive-Sole-Trader-Crm/README.txt
- Instant digital download after checkout. You also get the link by email.
Licence: personal use. Please don't resell or share the files.
Questions? joakimberg1990@gmail.com