NowPrice:AU$3.19
Original Price: AU$10.61
70% off
Sale ends in 7 days
Client Tracker Spreadsheet Task Tracker Google Sheets Template CRM Dashboard Invoice Tracker Lead Management Customer CRM Client Planner
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Highlights
[Client Tracker Spreadsheet Task Tracker Customer CRM Dashboard Google Sheets & Excel Small Business Contact Manager Customer Database Project Tracker Client Tracker Google Sheets Template CRM Tracker Task Tracker and Communication Log for Customer and Lead Management Client Management Spreadsheet Tracker Small Business Spreadsheet Template Google Sheets Customer CRM Client Planner Client Management Client Tracker & Management for Small Businesses]
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📘 PRODUCT DESCRIPTION
Take full control of your client relationships, leads, tasks, and cash flow with this Client Tracker CRM Template for Google Sheets — a powerful, all-in-one system for managing every stage of your client journey. Designed for freelancers, consultants, and small service-based businesses who need an organized, automated way to track leads, monitor task deadlines, and manage invoice payments.
This template is fully automated, beginner-friendly, and ready to use in minutes.
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✨ FEATURES
• ✔️ 5-minute setup for customizable dropdown lists (Lead Sources, Services, Industries)
• ✔️ Centralized Client Management to track details, status (Enquired, Open, Lost, etc.), and priority
• ✔️ Comprehensive Task Manager to monitor tasks, due dates, and client-specific activities
• ✔️ Automated Due Date Calculation for tasks and invoices, with overdue highlighting (Days Left)
• ✔️ Invoicing Tracker to log payments, due dates, amounts, and track Unpaid/Overdue status
• ✔️ Instant, Visual Dashboard with auto-generated charts for quick business insights
• ✔️ Client Overview to visualize distribution by priority, service, and industry
• ✔️ Leads Overview to track inquiries, lost clients, and lead source performance
• ✔️ Financial Snapshot with quick summary of Unpaid and Overdue invoices
• ✔️ Workload Summary to view task distribution by status and upcoming deadlines
• ✔️ Clean, structured input sheets
• ✔️ Fully editable Google Sheets file
• ✔️ Beginner-friendly instructions included (Navigation, Setup, and Usage Guide)
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📦 WHAT YOU RECEIVE
When you purchase, you'll instantly get:
1. Google Sheets File — Blank Version
Ready for your business data
2. Google Sheets File — Sample Data Version
Shows you how everything works
3. PDF Instruction Guide
Step-by-step walkthrough (setup + monthly use)
All files are delivered immediately after purchase.
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🛠️ HOW IT WORKS
1. Complete your purchase
2. Download the included PDF
3. The PDF contains a link to open your Google Sheets file
4. Start entering your data — your dashboards update automatically
It's fast, simple, and designed for beginners.
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⚙️ REQUIREMENTS
To use this calculator, you'll need:
• A free Google account
• A device with internet access
• Basic computer knowledge
Note: This template is made for Google Sheets only.
It is not compatible with Excel, Numbers, or OpenOffice.
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📌 IMPORTANT NOTES
• Digital download only — no physical item will be shipped
• No refunds (digital items cannot be returned)
• For personal use only — redistribution, resale, or duplication is not permitted
• Template must be opened in Google Sheets, not Excel
We are always happy to help! If you have any issues or questions, message us on Etsy and we will assist you!
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