Price:$8.99
Client Tracker Template for Freelancers | HTML Dashboard | Small Business CRM | Project & Revenue Tracker
Here's what's eligible:
- Your order doesn't match the item description or photos
- Your item arrived damaged
- Your item arrived after the estimated arrival window
- Your item didn't arrive or was lost in the mail
You can only make an offer when buying a single item
Highlights
📊 Take control of your client relationships with this modern, interactive Client Tracker — no spreadsheets, no subscriptions, no complicated software.
This HTML-based dashboard opens directly in your web browser with a clean, professional interface. Your data saves automatically and stays completely private on your computer.
📥 WHAT'S INCLUDED
1 HTML file (Client_Tracker_Template.html) pre-loaded with 3 sample clients so you can see it in action. Instant download after purchase.
✨ KEY FEATURES:
📈 Interactive dashboard with 8 automatic metrics — total clients, active projects, revenue, and outstanding payments
👥 Complete client management — track names, contact info, project details, dates, contract values, payment status, and notes
💰 Revenue analysis — see which clients bring in the most and track earnings by project status
🎨 Color-coded status badges — instantly identify Active, Completed, On Hold, and Prospect clients
💳 Payment tracking — monitor Paid, Pending, and Overdue at a glance
📊 Excel export — download your data anytime for backup or sharing
💻 HOW IT WORKS
Download the file → save it to your computer → double-click to open in any browser (Chrome, Safari, Firefox, Edge) → start tracking. No installation needed. Works on Mac, PC, tablet, and phone.
🎯 PERFECT FOR
Freelancers and consultants, small business owners, coaches and mentors, virtual assistants, designers, photographers, and any service-based business managing multiple clients.
⚠️ IMPORTANT NOTES
This is a digital product — nothing physical will be shipped. Data is stored locally in your browser, so use the Excel export regularly as a backup. If you clear your browser cache, locally stored data may be lost.
❓ Questions? Message me — I'm happy to help!
💖 Thank you for supporting my small business. Browse my other templates at @TheTemplatebyLindsey
Instant Download
Your files will be available to download once payment is confirmed. Here's how.
Instant download items don’t accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.
Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases —
see program terms
More from this shop
Visit shop-
Digital download
Student LinkedIn Optimization Toolkit | Profile Guide, SEO Strategy & Messaging Scripts
$7.99
-
Digital download
Salary Negotiation Template | Job Offer Worksheet | Career Prep Guide | Internship Ready | Google Docs & Word
$7.99
-
Digital download
Vision Board Bundle 2026 | Printable Goal Setting Kit | Luxury, Career & Money Vision Boards PDF
$14.99
-
Digital download
Invoice Tracker Template | Excel Small Business Payment & Income Tracker for Freelancers
$9.99
Be the first to leave a review
-
Digital download
Client Tracker Spreadsheet: CRM Dashboard, Invoice & Project Management (Digital Download)
Sale Price $4.67
Original Price $6.67
-
Digital download
Client Management Template Excel & Google Sheets – CRM Dashboard, Client Tracker, Task Manager + Small Business CRM
Sale Price $4.50
Original Price $6.43
-
Digital download
Notion CRM Template Small Business Customer Management System Entrepreneur Sales Tracker Lead Management Database Client Organization Tool
$24.25
-
Digital download
Client Tracker Spreadsheet Google Sheets | Small Business CRM Template | Client Management Dashboard | Freelancer Client Log
Sale Price $6.75
Original Price $11.25
-
Digital download
Client Tracker Template Excel Sheets | Client Management, Project and Business CRM
$6.60
-
Digital download
Client Tracker spreadsheet self employed freelancer Task Tracker CRM dashboard Client Management Invoice Tracker Lead Tracker Customer
Sale Price $6.06
Original Price $12.13
-
Digital download
Client Tracker Template | Google Sheets & Excel (Digital Download)
Sale Price $8.91
Original Price $17.81
-
Digital download
Client Tracker Template for Google Sheets and Excel | Small Business CRM, Client Management, Freelancer Planner, Contact Database
Sale Price $4.50
Original Price $7.50
-
Digital download
Freelancer CRM Google Sheets Template | Client Management & Project Tracker | Income - Business Dashboard
$3.52
-
Digital download
Google Sheets CRM Tracker Template, Customer Relationship Manager, Small Business CRM Client Tracker, Customers & Leads Tracker, CRM Client
Sale Price $4.37
Original Price $8.75
-
Digital download
Excel CRM Template | Client & Sales Tracker, Small Business (Digital Download)
$5.04
-
Digital download
Client Tracker, CRM Dashboard, Google Sheets, Small Business Template, Lead Tracker, Customer Seller Spreadsheet
Sale Price $13.87
Original Price $23.12
Shoppers with similar taste loved these
-
Digital download
Excel Client Tracker, Excel Small Business Template, CRM Dashboard, Business Tracker, Business Planner Business Spreadsheet, Lead Tracker
Sale Price $6.47
Original Price $10.79
-
Digital download
Personalized Notion Client Dashboard Notion Freelancer Business Dashboard CRM Client Tracker Notion Template Client Portal Management
$121.30
-
Digital download
Client & Task Tracker Business Planner Spreadsheet | Communication Log and Lead Tracker for Client Management | Google Sheets
Sale Price $7.22
Original Price $14.43
-
Digital download
Invoice Tracker Excel Template: Small Business Client Payment Log
Sale Price $0.99
Original Price $2.83
-
Digital download
Client Tracker & Management Spreadsheet for Small Businesses w/ Task Tracker, Communication Log and CRM Dashboard for Google Sheets
Sale Price $7.22
Original Price $14.43
-
Digital download
Client & Lead Tracker: Contact Log, Follow-Up, Source Dashboard (Excel, Google Sheets)
Sale Price $1.97
Original Price $3.03
-
Digital download
Excel Client Tracker, CRM Dashboard, Excel Small Business Template, Lead Tracker, Business Tracker, Business Planner Business Spreadsheet
Sale Price $13.87
Original Price $23.12
-
Digital download
Client Tracker Spreadsheet Invoice Template for Small Business Client Management Small Business Template Business Tracker Customer Manager
Sale Price $3.64
Original Price $12.13
-
Digital download
Client & Task Tracker Small Business Spreadsheet Template for Client Management w/ Task Tracker and Communication Log for Google Sheets
Sale Price $7.22
Original Price $14.43
-
Digital download
Notion Client Tracker, Notion Template, Business Planner, Client Management Tracker, Client Management, Customer CRM, Client List for Notion
Sale Price $5.09
Original Price $8.49
-
Digital download
Business Contact List Template, Digital Address Book (Excel & Google)
$7.28
-
Digital download
Small Business CRM Dashboard Template | Excel Client Tracker & Lead Manager | Business Planner Spreadsheet
Sale Price $14.27
Original Price $21.95