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Original Price: $28.00
75% off
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Client Tracker CRM Google Sheets Excel Template CRM Dashboard Small Business Planner Sales Tracker Invoice Tracker Lead Tracker Task Tracker
Star Seller
Star Sellers have an outstanding track record for providing a great customer experience—they consistently earned 5-star reviews, shipped orders on time, and replied quickly to any messages they received.
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Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.
StandardOperator recommends this bundle
This listing
Client Tracker CRM Google Sheets Excel Template CRM Dashboard Small Business Planner Sales Tracker Invoice Tracker Lead Tracker Task Tracker
Sale Price $7.00
Original Price $28.00 (75% off)
Digital Download
Bundle price: $17.00
Highlights
Keep reading if you’re a busy creator, solopreneur, small business owner or startup operator 👀 - your client tracker / CRM tool should do more than keep you organized. It should help you:
🎯 Prioritize the right clients and tasks
🧠 Gain insights you can action
💰 Close more clients + make more sales
Here’s why this is that tracker…
After building countless Google Sheet & Excel trackers at a high growth startup, I’ve created a Client Tracker that is simple to use, yet powerful underneath.
☑️Here's what you're getting:
***GOOGLE SHEETS & EXCEL TEMPLATES INCLUDED***
***FREE BONUS - CRM Best Practices Checklist***
Multiple trackers combined into one ultimate client tracking system (10 tabs)
👥Master Client Database - one place to enter all your clients
📊Actionable Dashboard - gain insights at a glance
🔍Client Profile Lookup - quickly pull up key client info
✅Task Tracker - manage tasks to win and serve clients
☎️Communication Log - track calls / emails / texts
🤝Meeting Log - stay on top of meetings
📋Invoice Log - integrated invoice tracking
🗓️Calendar - a clean, dynamic view that automatically updates
👥Team List - manage the sales team
⚙️Settings - customize tracker to meet your needs
☑️Other features designed to help you:
- A clear Instructions tab to guide you
- Dropdown buttons for easy selection
- Customizable dropdown lists - add the ones you need
- Multiple currencies
- Mini “tool tips” throughout the tracker
☑️What you'll actually get:
- 1 PDF with links to both the Google Sheet & Excel Template
***Free Bonus Checklist - a simple CRM Best Practices Checklist I created***
☑️What you'll need:
- Computer + internet connection
- A free Gmail account to access Google Sheets
- Excel to open the Excel template
☑️Disclaimer:
- The Excel template was designed for the latest version of Excel (Microsoft 365). Older versions of Excel may not support all formulas.
Copyright and usage terms:
This spreadsheet is protected by copyright and is the property of Standard Operator. Your purchase of this product is for personal use only. Redistribution, reselling, or reproduction of any part of this product in any form is strictly prohibited.
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Reviews for this item
What buyers say, summarized by AI: Great quality Love it Easy to use Helpful seller Attention to detail Clear instructions Great design
Absolute perfection exactly what i was looking for
Very detailed. Thank you very much.
Response from Standard
Thanks so much Ashley! Very glad you appreciate the level of detail.
This is a great spreadsheet for tracking clients. I really like the calendaring function.
Please refer to my previous review.
Speedy replies Has a history of replying to messages quickly.
Rave reviews Average review rating is 4.8 or higher.
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