Free tools

Spreadsheets for growing businesses.

Most teams end up back in spreadsheets anyway — so here are three good ones. A CRM, a quote tool and a project tracker, built for small businesses that are serious about how they run. Free to download. No sign-up, no email, no catch.

Works in Excel 2016+ No macros Yours to keep
01

Simple CRM

Track companies, contacts, deals and follow-ups. One tab per entity, nothing hidden, nothing clever — just a clean structure that keeps every relationship in one place.

This is for you if

You're managing client relationships in your head, a notebook, or a spreadsheet that's become unmanageable.

The starter is blank and ready for your data. The example shows it filled in for a small agency.

02

Quote Tool

Build a quote, check your margin, send a clean client-facing PDF, then log it and chase it. Labour and materials auto-populate from your own rates and price list.

This is for you if

You're pricing jobs by hand, emailing figures in the body of a message, or losing track of quotes you've sent.

The examples come pre-filled with a realistic price list and a few logged quotes, so you can see how it hangs together.

03

Project Tracker

Projects, tasks, workload and a self-drawing Gantt timeline. One row per record — update a status and it ripples through everything automatically.

This is for you if

You're running more than two jobs at once and keeping track of who's doing what in your head or a group chat.

The example shows a trades business running four jobs side by side.

Why give these away?

Because they’re useful, and because this is how we think software should work: start with the process, keep it simple, only build what earns its place. If one of these saves you an afternoon a week, that’s the point. And if your business outgrows it — that’s usually about when people call us.