Service Business CRM

Replace the 38-tab spreadsheet bundle you'd outgrow. This is a real interactive web app that opens in your browser, works on your phone, syncs across devices, and does everything a service-business CRM should: lead pipeline, client roster, invoices, time tracking, follow-up templates, reports.

Why service-business owners ditch the spreadsheet for ClientLine

• Built phone-first: your CRM that actually works at a client meeting, in a coffee shop, on the road. Drag-drop kanban runs smoothly on your phone. No "this template is best on desktop" warnings.
• Drag-drop lead pipeline: visual stages: Lead, Qualified, Proposal, Negotiation, Won. Heat indicators (HOT / WARM / COLD). Win-odds per stage (10% to 30% to 60% to 80%). Channel tracking (referral, LinkedIn, cold email). Days-in-stage counter. The killer feature no spreadsheet has.
• Per-client 360° view: open any client and see ALL of it on one screen: contact info, communication log, active projects, invoices, lifetime value, tags. The spreadsheets list this across 5 tabs. We show it in one slideover.
• Billable timer that bills itself: start/stop with one tap, log to client + service. Then on the invoice screen, tap "Generate from this week's hours" and it pulls the timer entries straight into an invoice. No more manual transcription.
• Invoices, the right way: Draft, Sent, Paid, Overdue. Auto-calculates totals. Smart due labels ("Due in 6d", "12 days late", "Paid 2d ago"). Print-ready. Multi-currency (USD, EUR, GBP, JPY, CAD, AUD, MXN, CHF).
• Analytics that read like sentences: lifetime revenue, avg invoice, win rate %, top client by LTV. 12-month revenue chart. Pipeline conversion %. No SUM() formulas. No #REF! errors.
• Follow-up templates in EN / ES / FR: eight pre-written messages for the moments that matter (new lead, proposal nudge, payment reminder, win celebration, lost-deal nurture, stale check-in, project thank-you, discovery follow-up). Tap Copy. Paste into your email. Done.
• CSV import: drop your existing Google Contacts / HubSpot / generic CSV. We auto-detect the columns. Bring your whole roster in seconds.

Tech & extras

• Single HTML file: runs offline in any modern browser (Chrome, Safari, Edge, Firefox). Works on iPhone, iPad, Android, Mac, Windows.
• 3 hand-tuned themes: Midnight (dark default), Vellum (warm cream), Tide (cool cobalt). One-tap switch in Settings.
• EN / ES / FR: every screen translated, naturally, by a human.
• Optional free cloud sync: sign up with email, your text data syncs across all your devices. Photos always stay on this device only (privacy by design).
• Offline export: JSON backup includes everything. Restore in one tap.
• Print-ready invoices: clean PDF on letter or A4.
• NO Google account required. NO Excel. NO Microsoft 365 subscription. NO monthly fee. One file. Yours forever.

Made for

Freelance designers, consultants, coaches, photographers, copywriters, virtual assistants, agency owners, social-media managers, web developers, videographers, marketing pros, lawyers, accountants, contractors, bookkeepers: anyone who runs a service business and is sick of switching between 8 spreadsheet tabs to answer one client question.

What you get

• ClientLine: a single .html web app file (instant download)
• Demo data file (demo-data.json): 20 sample clients + 15 leads + 25 invoices + 8 templates so every screen feels real on day one
• Quick-start Guide PDF: read it in 2 minutes
• Lifetime updates (free)

After purchase, your PDF includes the private access link and quick-start guide.

Disclaimers

• Digital download: instant, no physical shipping.
• One-time purchase, no subscription.
• For personal/single-business use. Resale, redistribution, or reselling the file (whole or in part) is prohibited.
• Colors may render slightly differently on different screens.
• This product is not a substitute for licensed financial, legal, or tax advice. It's a tool to organize your business.