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NowPrice:NZ$9.83

Original Price: NZ$19.65

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Client Tracker Spreadsheet Google Sheets & Excel | Small Business Contact Manager, Customer Database, Project Tracker

You can only make an offer when buying a single item.

Highlights

  • Designed by MyProductiveLifeCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 3 other files

This Client Tracker spreadsheet for Google Sheets and Microsoft Excel is perfect for small business owners who want an easy and convenient way to manage their customer list.

The links are done for you which makes our client tracker template simple and easy to use even for people with no technical background. Enter your transactions and see the spreadsheet update automatically.

Contact us right away if you have any questions :)

Access your spreadsheet online anywhere via your Google account (free to set up). Includes 3 different currencies and comes complete with an easy to follow set of instructions.

After you purchase:
- For Google, you will need a Free Google account
- For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription
- Use the links provided in the PDF file by clicking on your preferred currency

》TABS
1. Setup
2. Client Tracker

》FEATURES
- Setup tab
- Customizable Status, Priority, Service Offered and Source
- Unlimited customer spaces
- Space to enter pertinent customer information
- Notes / To-Do with checkboxes
- Status Chart
- Priority Chart
- Lead Source Chart
______________________________________________
》NOTES

- For Google Sheets, you will need Google Sheets and a basic understanding of how to use it.
- For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription and a basic understanding of how to use it.
- The spreadsheet looks and works better on a desktop/computer.
______________________________________________
》IMPORTANT

All designs are ©MyProductiveLifeCo. This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
______________________________________________
》THIS IS A DIGITAL PRODUCT / INSTANT DOWNLOAD

Digital means its ready to download straight away after buying! No waiting, and no shipping fees. Purchase once and its yours forever!

*No physical product will be shipped*
______________________________________________

Instant Download

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

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Reviews for this item

What buyers say, summarised by AI: Easy to use Love it Great quality Easy and quick download Easy to edit

4.9

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience.

(80 reviews)

4.9 Item quality
4.9 Delivery
5.0 Customer service
97% Buyers recommend
Filter by category
5 out of 5 stars 5 This item

Taylor 09 Feb, 2026

Excited to utilize this spreadsheet to get organized!

Taylor 09 Feb, 2026

5 out of 5 stars 5 This item

Briana 21 Nov, 2025

It's been such a huge help!

Briana 21 Nov, 2025

5 out of 5 stars 5 This item

Jo 08 Nov, 2025

Love how easy this is to use. Have already seen this task so much easier to manage at work with the use of this spreadsheet

Jo 08 Nov, 2025

5 out of 5 stars 5 This item

PawPrintsCanvasCo 26 Oct, 2025

✨ Easy to use. Exactly what I'm looking for.

PawPrintsCanvasCo 26 Oct, 2025

Photos from reviews

MyProductiveLifeCo
Anna
MyProductiveLifeCo ·

United States

We calculate this number using a recency-weighted average of all ratings, with a rating's value decreasing by half each year to best reflect the current experience. 4.8
·
60.4k sales
·
3 years on Etsy
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Typically responds within a few hours

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