Estate Agent – Buyer Property Matcher

Estate Agent – Buyer Property Matcher

A spreadsheet to help estate agents to match prospective buyers with suitable properties. Create a customised PDF document to send to buyers with relevant properties, and see lists of potential buyers for each new listed property.
Dynamic Cashflow Forecast

Dynamic Cashflow Forecast

A spreadsheet to use your current bank balance, scheduled one-off transactions (incoming or outgoing) and re-occurring transactions (incoming or outgoing) in order to produce a 24 month cashflow forecast.
Direct Marketing Success Dashboard

Direct Marketing Success Dashboard

A list where you are able to capture details of potential clients who you are marketing to. This tool then creates reports based on that data in order to give you an overview of the success of your marketing campaign.
Content Creator & Scheduler

Content Creator & Scheduler

A spreadsheet to help you to create consistent, yet customised content for regular social media posting, ideally series.
Consultant Time Sheet

Consultant Time Sheet

Time sheet where you are able to capture your specific clients and their hourly rate. This software will allow you to capture your time spent as you go along, and it will give you various reports based on the clients and time spent. Perfect for professionals who...