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Small Business CRM and Project Tracker

How to use this doc

Hi, I'm Maria! When I'm not at Coda, I run a consulting practice and narrate audiobooks.

Maria (1).png

I was finding it hard to manage projects, invoices, and schedules so I made this doc. The best part? Just one click sets up the entire work flow you'll need. Here's how it works:

1️⃣Set up

2️⃣ Creating a new project

3️⃣Logging income and expenses

4️⃣ Using the Dashboard

A few of the 25,000+ teams that 🏃‍♀️ on Coda.

Coda is an all-in-one doc for your team’s unique processes — the rituals that help you succeed. Teams that use Coda get rid of hundreds of documents, spreadsheets, and even bespoke apps, to work quickly and clearly in one place. This template is a Coda doc. Click around to explore.

Find out how to Coda-fy your rituals.
Connect with a Rituals Architect

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