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Sole Trader New Year CRM 2027
Organise your sole trader business with our 2027 CRM tool, designed for UK and Ireland freelancers.
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 address the specific needs of sole traders, making it easier to manage your business effectively.
With this CRM, you will gain clarity and organisation, enabling you to set and achieve your business goals for 2027. Don’t let the new year catch you off guard; equip yourself with the right tools to succeed.
What's inside
- 2027 KPI Dashboard for tracking your business goals
- Customer Database with fields for client details and interactions
- Invoice Generator & Tracker for easy billing and payment tracking
- Follow-Up Calendar to remind you of important client communications
- Tax & Annual Review templates for UK and Ireland sole traders
- 11-page PDF (A4 + US Letter)
- XLSX + CSV template
Good to know
- This product is delivered as an Excel spreadsheet (.xlsx) and a 4-page PDF guide.
- Perfect for sole traders, freelancers, and small business owners in the UK and Ireland.
- Not professional advice; always consult local regulations regarding taxes and invoicing.
- Ensure to use this CRM in any spreadsheet application.
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? [email protected]