Client Tracker Spreadsheet for Small Business w/ Task Tracker Customer CRM Dashboard Google Sheets Excel Lead Management Invoice Tracker

Our Client Tracker is the perfect tool to track all your customer information and customer-related tasks. Manage your growing business by tracking your customer data, efficiently managing your projects, easily logging your communication and quickly understanding your lead source.

This Client Tracker includes 10 tabs;
✓ Instructions
✓ Setup
✓ All-In-One Dashboard
✓ Client Database
✓ Lead Management
✓ Communication Log
✓ Task Tracker
✓ Project/Service Details
✓ Gantt Chart
✓ Invoice Tracker

You will receive:
✓ PDF with the link to the Client Tracker Spreadsheets (Google Sheets)
✓ Excel spreadsheet of the Client Tracker Spreadsheet
✓ PDF of the Step by Step instructions
✓ In-depth YouTube Tutorial on how to efficiently use your spreadsheets

DISCLAIMER:
⚠️Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.
⚠️If you click on cell and you cannot edit it, it is because it's a protected cell with automatic calculations. We protect our formulas to make sure people do not delete them by mistake. To help you set up your spreadsheet you can refer to the Read Me instruction PDF (included in all products). Don't hesitate to reach out if you have difficulties setting up your template!

Your files will be available to download once payment is confirmed.

Instant download items don’t accept returns, exchanges or cancellations. Please contact us about any problems with your order.

All Our Products Are Digital Downloads! WE DO NOT SHIP PHYSICAL PRODUCTS.

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