After purchase - I can't access my Google Sheets template, how do I get my spreadsheet?

Unfortunately, Google Sheets can be a bit glitchy from time to time. If it does not open, or if it opens in a view only mode try the following: In the top toolbar, click “File” → “Make a copy”. This will create a copy of the spreadsheet that will provide you with full access. If that does not work try the troubleshooting options down below. - Open the spreadsheet from a computer or laptop - Make sure there is enough space on your Google Drive - Try a different browser - Make sure you are logged into Google Sheets If after you have tried all options above you are still experiencing issues be sure to reach out to us on Etsy so we can assist you further.

I can't download my purchase on my phone, what am I doing wrong?

At this time, digital downloads can't be downloaded on the Etsy mobile app. They will need to be accessed on a mobile browser (while making sure to log out of the app), or on a laptop/desktop. Once you've accessed the template you can then use it on your mobile phone :)

What is a spreadsheet template?

A spreadsheet template is a pre-formatted file to help you jumpstart your budgeting or planning. It's as easy as downloading the template and using it instantly! All our templates are editable by Google Sheets. The templates are also fully editable and customizable. Change the texts, titles, sections, colors, and fonts! You can personalize it according to your needs. However, the cells of the spreadsheets are protected by default to prevent accidental changes to formulas, but you can easily unprotect the sheet if you want to change anything!

Can I return or exchange my purchase?

Due to the digital nature of our products we cannot offer any returns or refunds. Once a purchase has been downloaded you will always have access to your purchase. If you made a purchase by accident be sure not to download your purchase. We will be able to check in our dashboard if the purchase has been downloaded. We will only be able to cancel your purchase if none of our products in your purchase has been downloaded.

I have trouble downloading my files

You can find your download here https://www.etsy.com/your/purchases. If you would like to access your download on your phone or tablet be sure to copy and paste this link in your mobile browser (Safari or Google Chrome) as Etsy does not allow you to download your purchase through the Etsy app. If you don't have an account you will receive a download link via e-mail. If you still have trouble downloading your item send us a message and we'll send it to you by e-mail.

Is your product available in other languages?

At this time, all of our products are offered in English only. While some customers choose to translate the spreadsheets for their own personal use, we do not currently provide official multi-language support.

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Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Name: Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log
Brand: HeyMorning
SKU: 4338271937
Price: 8.75 CAD
Availability: InStock
Rating: 4.7 (12 reviews)

15 views in the last 24 hours

Price:CA$8.75

Original Price: CA$17.50

50% off

•

Limited time sale

HeyMorning

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

Buy together, get 60% off

This listing

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Sale Price CA$8.75

Original Price CA$17.50

60% off "buy together" offer

Digital Download

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

Sale Price CA$7.29

Original Price CA$14.58

60% off "buy together" offer

Digital Download

This listing

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Sale Price CA$8.75

Original Price CA$17.50

60% off "buy together" offer

Digital Download

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

Sale Price CA$7.29

Original Price CA$14.58

60% off "buy together" offer

Digital Download

This listing

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Sale Price CA$8.75

Original Price CA$17.50

60% off "buy together" offer

Digital Download

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

Sale Price CA$7.29

Original Price CA$14.58

60% off "buy together" offer

Digital Download

Original value: CA$32.08

New total: CA$16.04

Highlights

Designed by HeyMorning
Digital download
Digital file type(s): 1 PDF, 1 other file

Keep your client information organized and accessible with this comprehensive Client Tracker Spreadsheet — ideal for freelancers, coaches, consultants, and service-based small businesses. Manage client details, track projects and tasks, log communications, and monitor client interactions effortlessly in one clean CRM system. Compatible with Google Sheets and Excel, this all-in-one client database helps you streamline your workflow without any extra software.

-------------------------------------------
💛 Watch the DEMO VIDEO before you buy — it’s the easiest way to see exactly what you’re getting!
🎥 https://youtu.be/_WMBkSf4-Yc

🔻Link to the All-in-One Client & Invoice Tracker Spreadsheet🔻
🚀 https://www.etsy.com/ca/listing/4333442032/invoice-client-tracker-spreadsheet-for
-------------------------------------------

🗂️ 6 SPREADSHEET TABS + FULL SETUP INSTRUCTIONS
✓ Setup
✓ Client Database
✓ Communication Log
✓ Task Tracker
✓ Client Dashboard (automated)
✓ Client Lookup (automated)

📥 YOU WILL RECEIVE 📥
→ A PDF with the link to the Client Tracker spreadsheet for Google Sheets
→ An Excel version of the Client Tracker spreadsheet
→ Full setup instructions included in your template
→ A prefilled sample spreadsheet for easy reference
→ A quick video walkthrough on YouTube to help you use your spreadsheet effectively

💻 YOU WILL NEED 💻
1. A device to access Google Sheets or Microsoft Excel
2. A Google Account (for Google Sheets) or Office 365 (for Excel Files)
3. Basic computer knowledge

📝 HOW IT WORKS 📝
Once you complete your purchase:
01. You can find your downloads here: http://www.etsy.com/your/purchases (accessible via desktop or mobile browser). You will also receive an email with a link to download your files.
02. If you’re using Google Sheets, just open the PDF and click the link inside. A free Google account is all you need. If you’re using Excel, you can start using the spreadsheet right away — no extra setup needed.
03. To get started, simply follow the setup guide in the "README - Instructions" tab included in the spreadsheet.

💡NOTE: Some cells are protected to prevent accidental deletion of formulas. Only edit the white/unlocked areas.

If you have any questions or concerns, please don't hesitate to contact us. We're always here to help! 😊👩🏻‍💻

⚠️ IMPORTANT ⚠️
🛠️ Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.
📊 Listing images depict the Google Sheets version. While fully functional, the Excel version may differ slightly in theme colors, fonts, checkboxes, and chart designs. For the best overall experience, we recommend using Google Sheets.
📌 This product is available in English only.
🎨 Colors on screen may vary slightly depending on your monitor or device settings.

🔑 LICENSE & TERMS OF USE 🔑
This template is for personal use only. Your purchase includes a single-user license. Redistribution, resale, or reproduction of any part of this file is strictly prohibited, including sharing with others or using it to create derivative works. All designs and contents are original and protected under copyright by Hey Morning.

📕 REFUND POLICY 📕
Due to the nature of digital purchases, all sales are final. We do not accept returns, exchanges, or order cancellations. However, if you experience any issues, please do not hesitate to contact us.

⚖️ DISCLAIMER ⚖️
This product is intended for informational purposes only. HeyMorning does not provide financial, tax, legal, or medical advice. Please conduct your own research and, if needed, consult with a licensed financial advisor, tax consultant, legal advisor, or healthcare provider before making any decisions. Under no circumstances can or will HeyMorning be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this product.

-------------------------------------------------------------

🤓 CHECK OUT OTHER ITEMS IN OUR SHOP 🥰
🛒 https://www.etsy.com/shop/HeyMorning

📲 FOLLOW US & EXPLORE MORE
Want to discover more templates and tips?
🎥 YOUTUBE Tutorials: https://www.youtube.com/@HeyMorningStudio
💜 INSTAGRAM: https://www.instagram.com/heymorningstudio
💙 FACEBOOK: https://www.facebook.com/profile.php?id=61558480827099
❤️ PINTEREST: https://www.pinterest.com/heymorningstudio

🧡 THANK YOU
Thank you for supporting HeyMorning!
We hope this tool helps you stay organized, focused, and stress-free. Feel free to message us anytime — we’re just a click away.

© Hey Morning. All rights reserved.

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HeyMorning

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Reviews for this item

4.7

(12 reviews)

4.6 Item quality

4.6 Delivery

4.6 Customer service

91% Buyers recommend

5 This item

Paul 20 Jun, 2026

This is a great item, very good buy, it saves you a ton of work and it has all your information in one place, never lose a customer again.

Paul 20 Jun, 2026

5 This item

Robin 15 Jun, 2026

This is a great tool.

Robin 15 Jun, 2026

5 This item

Tori 08 May, 2026

Really helpful so far! Love it

Tori 08 May, 2026

5 This item

Jessica 31 Mar, 2026

Best one, I can keep track of everything!

Jessica 31 Mar, 2026

HeyMorning

HeyMorning ·

United States

4.8

63.5k sales

2.5 years on Etsy

1 shop member

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Following Follow shop

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Typically responds within a few hours

Speedy replies Has a history of replying to messages quickly.

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Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Buy together, get 60% off

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

Client Tracker Google Sheets Excel CRM Client Manager Template Small Business Lead Management Spreadsheet Task Tracker Communication Log

Invoice Tracker Google Sheets Excel Invoice Generator Spreadsheet Small Business Billing Payment Tracker Client Invoice Manager Invoicing

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