Our Client Tracker allows small business owners to track their client’s information, tasks for each client, ongoing projects, scheduled meetings, invoices as well as keep track of call and email logs.
Seamlessly designed to track client information, tasks, scheduled meetings, invoices, email and call logs, our Client Tracker Spreadsheet made for Google Sheets consolidates all essential data in one centralized hub. Effortlessly navigate through your tasks, meetings, invoices, calls, and emails for each client with an intuitive CRM dashboard and filtered tables that streamlines your workflow. Stay organized and in control with our CRM Lead Tracker, and ensure that crucial information is always at your fingertips. Empower your business with efficiency and precision as our Client Tracker transforms complex client management into a seamless and accessible experience.
This small business template can also serve as a business planner, project tracker, client call tracker, email tracker, task management, client planner, CRM sheet, meeting planner and invoice tracker.
INCLUDES
✏️ 1 Google Sheet Template with 8 tabs
– 1 tab for Client Tracker
– 1 tab for Task Tracker
– 1 tab for Project Tracker
– 1 tab for Meeting Tracker
– 1 tab for Invoice Tracker
– 1 tab for Call Tracker
– 1 tab for Email Tracker
– 1 tab for Calendar View
– 1 tab for SETUP (Set custom drop-down labels and colors)
COMPATIBILITY
✔️ This spreadsheet is specifically designed for Google Sheets only
❌ Does NOT works on Excel
✔️ Works on a Mac & PC with a web browser
✔️ Works on iPhone, iPad, Tablet and any smart phones with the free Google Sheets App
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