Excel version -> All in one Google Sheets Client Tracker Spreadsheet includes a call tracker, email tracker, task tracker, invoice tracker / invoice log, project tracker and meeting tracker. It helps you stay organized by managing your clients’ information efficiently. This Google Sheets template is designed to be both attractive and functional for small business owners.
This Google Sheets Small Business Template can serve as a business planner, business spreadsheet and lead tracker, allowing you to track where your clients are coming from using the Client Source Chart in our user-friendly CRM dashboard.
INCLUDES
1 Google Sheets Template with 9 tabs
– 1 tab for Client Tracker
– 1 tab for Call Tracker
– 1 tab for Email Tracker
– 1 tab for Task Tracker
– 1 tab for Project Tracker
– 1 tab for Invoice Tracker
– 1 tab for Meeting Tracker
– 1 tab for Task Calendar View
– 1 tab for Labels and Colors Customization (SETUP tab)
COMPATIBILITY
This spreadsheet is specifically designed for Google Sheets
Works on a Mac & PC with a web browser
Works on iPhone, iPad, Tablet and any smart phones with the free Google Sheets App
Does NOT works on Excel
KEY FEATURES IN CLIENT TRACKER
Client Priority Chart- automatically groups your clients by priority as you add them.
Client Status Chart- Groups your clients by status, so that you can easily see your progress.
Client Source Chart- Groups your clients by source, so that you can easily see where your clients are coming from.
Overall Progress Counter – to track your overall progress.
Colors – color code your clients
Fully customizable – feel free to add or change the labels for client types, status and source. (No Limit)
Easily add and delete rows within the table
CLIENT TO-DO LIST
Task Priority Chart- automatically groups client tasks by priority as you add them.
Task Status Bar – view the change in percentage of each status as you update your tasks from “To Do” > “In Progress” > “Done” or “Cancelled”.
Overdue Task Counter – view the number of overdue tasks. Overdue tasks will be highlighted red in the list.
“Due Today” Counter – view the number of tasks that due today.
Colors – color code your tasks with tags
Sort & Filter feature – organize tasks by their tags, priority, status, person in charge and even its title, the sorted order will be reflected on all views.
Fully customizable labels and colors
Filtered View – Easily view the task history of a specific client
Easily add and delete rows within the table
WHAT YOU WILL NEED:
A free Gmail account, to access Google Sheets.
WHAT YOU WILL RECEIVE
A PDF file containing instructions and link to the Google Sheets template.
MORE FROM US
Client Call & Email Tracker
Tracker
Tracker – Plant A Tree Template
Do List + Weekly Scheduling – Plant A Tree Template
Tracker – Plant A Tree Template
item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
Inalo –
Good product. Very easy to use.
alexis –
simple easy to use sheet
Cody –
Amazingly detailed and well put together, user friendly, and even customizable to some degree
Somone –
Fantastic product would recommend this to any client based business