Free Business Templates for Timesheets, CRM, PTO, Projects, and Tasks
Download our free, professionally designed Excel, Word, PDF, and Google Sheets templates for managing employee time, sales leads, PTO requests, projects, invoices, and daily tasks. These templates are useful for small teams that want a simple starting point before moving to online business software.
1. Most Popular Templates
Start with our most downloaded spreadsheets and forms.
Timesheet Templates
Best For: Small teams, HR, Sales, Project managers
Track employee hours, project time, billable work, and payroll-ready totals.
Lead Mgmt. Templates
Best For: Small Businesses, Consultants, Sales & Marketing teams
Track contacts, sales opportunities, deal stages, follow-ups, and estimated revenue.
To-do List Templates
Best For: Professionals, Freelancers, Students, Remote workers, Solo Entrepreneurs
Prioritize daily tasks, manage goals, and boost your personal productivity.
Project Management Templates
Best For: Small Teams and Agencies, Freelancers, Project Managers, Consultants
Plan project tasks, owners, due dates, priorities, and status in one organized template.
Time Off Request Templates
Best For: Small Businesses and Startups, HR Managers & Operations, Team Leads, Supervisors, Employees
Standardize how employees ask for vacations, sick days, and personal leave.
Daily Call List (Follow-up) Templates
Best For: Small Businesses, Consultants, Sales & Marketing teams, Entrepreneurs, Startups
Keep track of every interaction and streamline your lead follow-up process all in one place.
2. Browse by Workflow
Contact & Sales Templates
Employee Time & HR
Project & Task Management
Business Planning
Need more than a spreadsheet?
Try OfficeClip’s free software:
Templates are great for starting. Software is better for teams.
Use Templates when
- ✔ You are working alone
- ✔ You want quick offline files
- ✔ You need simple tracking
- ✔ You do not need reminders
Use Free OfficeClip Software when
- ✔ Multiple people need access
- ✔ You want searchable online records
- ✔ You want reports and collaboration
- ✔ You want centralized team data
Use Paid OfficeClip Editions when
- ✔ You need approvals
- ✔ You need to set permissions
- ✔ You need advanced workflows
- ✔ You need broader modules
