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Sole Trader New Year CRM 2027
Organise your sole trading business with our comprehensive CRM designed for 2027. Stay on top of your customers, invoicing, and follow-ups.
NOK 80
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Details
The Sole Trader New Year CRM 2027 is crafted specifically for sole traders, freelancers, and small businesses in the UK and Ireland. As the new year approaches, it's vital to have a structured overview of your customers, invoicing, and follow-ups. This CRM will help you streamline your operations so you can focus on growing your business.
Inside, you will find five practical sheets: a KPI Dashboard to track your goals, a detailed Customer Database to manage client information, an Invoice Generator and Tracker to simplify billing, a Follow-Up Calendar to ensure timely communication, and a Tax & Annual Review section tailored for UK and Ireland regulations. This comprehensive tool is designed to empower you to take control of your business in 2027 and beyond.
With this CRM, you can efficiently handle your daily tasks, maintain clear records, and ensure compliance with local regulations, helping you save time and increase productivity.
What's inside
- KPI Dashboard for tracking business performance
- Customer Database for managing client details
- Invoice Generator & Tracker for easy billing
- Follow-Up Calendar for scheduling client interactions
- Tax & Annual Review section for financial compliance
- 14-page PDF (A4 + US Letter)
- XLSX + CSV template
Good to know
- This product is designed for use in any spreadsheet app.
- Ensure your spreadsheet app supports .xlsx format.
- Regularly back up your data for safety.
- This is not professional advice; check local regulations for compliance.
Format & delivery
- One ZIP file containing:
- Sole-Trader-New-Year-Crm-2027/Sole-Trader-New-Year-Crm-2027-A4.pdf
- Sole-Trader-New-Year-Crm-2027/Sole-Trader-New-Year-Crm-2027-Letter.pdf
- Sole-Trader-New-Year-Crm-2027/Sole-Trader-New-Year-Crm-2027.xlsx
- Sole-Trader-New-Year-Crm-2027/Sole-Trader-New-Year-Crm-2027.csv
- Sole-Trader-New-Year-Crm-2027/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