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Simple CSV files you can open in Apple Numbers, Microsoft Excel or Google Sheets. No email signup required.
BUSINESS
Track client contact details, pipeline stage, next follow-up date and invoice status in one sheet.
Client Name,Company,Email,Phone,Stage,Next Follow-Up,Invoice Status,Notes Alex Rivera,Rivera Design,[email protected],555-0101,Active,2026-11-20,Paid,Kickoff notes stored in folder
WEDDING
Compare estimated costs with actual payments across categories, vendors and due dates.
Category,Item,Vendor,Estimated Cost,Paid,Due Date,Notes Venue,Ceremony & Reception Space,,5000,0,2026-12-01,Confirm deposit schedule Photography,Full Day Coverage,,2800,0,2026-12-15,Review shot list
TRAVEL
Organize stops by day, time, neighborhood and confirmation number before you head out.
Day,Time,Stop,Neighborhood,Confirmation,Notes Day 1,15:00,Hotel Check-In,Center Strip,,Keep confirmation number handy Day 1,19:30,Dinner Reservation,Center Strip,,Arrive 15 minutes early
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