"First and foremost I have been collecting leads and cold calling for around 25 years and have spent every year, every month, and every week trying to find a decent CRM, tracker lead software to collate my busy schedule.. WITH NO REAL SUCCESS.
Then I found the Client tracker from Serenatas Journey and my search is finally over.
The attention to detail, the amount of information and the 'live' communication log mean I have all of the tools I need in ONE product.
Anna has been an absolute dream to communicate with when handling my tweaks and adaptations to ensure that the sheet has everything I need to work the way I want to work.
Absolutely superb in every way. If you are looking for an all-encompassing, lead tracker, client database, note-taking, task tracking, to-do list, Sales forecast, revenue-generating CRM..LOOK NO FURTHER"
Client Tracker & Management Spreadsheet for Small Businesses w/ Task Tracker, Communication Log and CRM Dashboard for Google Sheets