Record
Use a unique enquiry ID and enter only the minimum information needed.
CR-002 | COMING SOON
Keep every enquiry and quote follow-up visible.
A focused £19 local workbook for small service businesses that want one clear place for enquiries, quote references, next actions and outcomes—without macros, subscriptions or inbox connections.
FORMATMicrosoft Excel .xlsx
CAPACITY200 enquiry records
STORAGEYour local file
EXTRASNo macros or subscription
THE SMALLEST USEFUL SYSTEM
Record. Review. Decide.
Enter the minimum useful details, review formula-driven follow-up flags, then open the original record and make the business decision yourself.
One-off price
£19One named user, internal use for one business.
Included
- Start Here guide and visible scope boundary
- Dashboard for open enquiries and due follow-ups
- 200-row enquiry register with dropdowns
- User-entered estimated pipeline summaries
- Visible one-user, one-business licence notice
- Branded buyer guide and licence summary with visible copyright and licence notices
Not included
- Quote, price, contract or message generation
- Inbox, CRM, payment or cloud-account connection
- Customer-data import or ongoing administration
- Bookkeeping, tax, legal, compliance or marketing advice
- Automatic reminders, decisions or guaranteed outcomes
Review
Check overdue, due-today and due-soon flags, plus open quote follow-ups.
Decide
Open the original enquiry or quote, then decide the next action outside the workbook.
Before buying
What software is required?
The candidate is designed for Microsoft Excel desktop as a standard .xlsx file. The final listing will name only applications and versions supported by completed compatibility testing.
Does it send reminders or emails?
No. It calculates follow-up flags inside the workbook but does not send messages, monitor inboxes or connect to external accounts.
Can several staff share one copy?
No. The first product is a one-named-user, one-business licence. A multi-user licence is not part of this launch.
Can I use it for clients?
No. The editable template cannot be redistributed, resold, sublicensed or used to create client templates.
COMING SOON
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This preview lets you review the product scope before release. No payment, order or personal information can be submitted here.