3 CLEARROUTINE PRODUCTS AVAILABLE · SECURE CHECKOUT PROVIDED BY GUMROAD
ClearRoutineSystems

CR-002 · AVAILABLE NOW

A clearer follow-up routine for £19.

Keep enquiries, quote references, next actions and follow-up dates together in one local Excel workbook.

Buy securely for £19See the real workbook

One-off price · No macros · No subscription · Secure delivery by Gumroad

ClearRoutine CR-002 Enquiry and Quote Follow-up Tracker cover
FORMATMicrosoft Excel .xlsx
CAPACITY200 enquiry records
STORAGEYour local file
EXTRASNo macros or subscription

REAL WORKBOOK VIEWS

See the file before you buy.

CR-002 dashboard showing open enquiries, overdue follow-ups and the review routine
DashboardSee open work and follow-up exceptions.Open full-size
CR-002 enquiry register showing input fields, dropdowns and follow-up status columns
Enquiry registerKeep the useful facts and return date together.Open full-size

CHECK THE FIT

For a simple, hands-on follow-up routine.

GOOD FIT

You handle enquiries yourself.

  • You use Excel desktop
  • You want one local file
  • You will record each next action
  • You do not need a full CRM
NOT THE RIGHT FIT

You need connected automation.

  • Several staff need live access
  • You need automatic messages
  • You want inbox or payment connections
  • You need bookkeeping or professional advice

Included

  • Dashboard and 200-row register
  • Priority, status and follow-up controls
  • Start guide and buyer guide
  • One-user, one-business licence

Not included

  • Automatic emails or reminders
  • CRM, inbox or payment connection
  • Multi-user or client-template rights
  • Legal, tax or marketing advice

Before buying

What software is required?

Microsoft Excel desktop. The file is a standard .xlsx workbook.

Does it send reminders or emails?

No. It shows follow-up flags inside Excel but never connects to your inbox or sends messages.

Can several staff share one copy?

No. The licence covers one named user working for one business.

Can I use it for clients?

No. The workbook cannot be redistributed, resold or turned into client templates.

AVAILABLE NOW

Keep the next action visible.

One £19 purchase. One named user. One business.

Continue to secure checkout