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NowPrice:$6.08

Original Price: $8.11

25% off

•

Sale ends on September 22

Customer and Prospect Tracking Database | Tableau CRM | Entrepreneur, Small Business, VSE/SME | Customer Tracker | Google Sheets, Excel

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Highlights

  • Designed by AgatheTemplatesCo
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF
  • Text in this download may be in another language
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Structure and simplify your customer management with this all-in-one tracking file 🗂️📊
Designed for freelancers, service providers and small teams, this board helps you centralize all useful information, track exchanges, projects and ongoing tasks without technical complexity.

📂 What the file contains:

📌 A complete and customizable customer database
Add each client with their detailed profile (type, status, department, source, priority, assigned person, etc.). Easily search for a contact and access all their information, exchange history, and associated projects.

💬 Automated tracking of exchanges and follow-ups
Record each contact, filter by type, date, or response status. Quickly identify clients to follow up with, pending responses, or important topics already addressed.

📝 A clear and interactive to-do list
Create your tasks, assign them to a team member, set deadlines, and track their progress. Overdue or upcoming tasks automatically appear in dedicated sections.

📁 Monitoring of services and projects
View the status of each task, its urgency level, acquisition channel, invoiced amount, and any follow-up notes. Organize your services by priority and deadline.

📊 A dashboard with real-time statistics
Track your key indicators: number of active customers, acquisition sources, typologies, follow-up rate, volume of tasks to be done… All graphs update automatically.

⚙️ Adjustable settings to suit your needs
Customize the statuses, sources, services, or managers to suit your activity. The file works equally well for solo or team use.



Included in the purchase:
📁 A PDF file containing the link to access your Google Sheets and/or Excel template.
📁 A guide with detailed instructions for easily setting up and using the spreadsheet.


📩 How to collect your order?

-> Access your Etsy account on the internet (not the app), then click on your avatar in the top right corner of the screen and select "Purchases and reviews".
-> Choose "Download files", then click "Download" next to the PDF file.


🖌 How to use your file?

Open the PDF file and click the "Click here to access the file" button.
On the Google Drive screen that appears, click the "Make a copy" button: this will directly save a copy of the template to your personal Google Drive (note: you will need a Google account, which is free to create and use).


💡 A question?
If you have any questions or comments, feel free to send me a message on Etsy!


🚨 IMPORTANT NOTES
- Due to the digital nature of this product, all sales are final and no refunds will be issued.
- If you have any questions before or after the purchase, please feel free to contact me.
- Compatible with Google Sheets and Excel (Google account required).
- Digital product instantly downloadable. No physical product will be shipped.
- Personal use only: This file is for personal use only. Any unauthorized copying, distribution or resale is strictly prohibited and will be reported.
- Copyright: This product is protected by copyright ©AgatheTemplates. Any infringement will be prosecuted in accordance with applicable laws.

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

4.7

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.

(7 reviews)

4.5 Item quality
5.0 Shipping
5.0 Customer service
83% Buyers recommend
Filter by category
5 out of 5 stars 5 This item

Alexis Jan 4, 2026

top top top top top

Alexis Jan 4, 2026

Response from Agathe

Merci !! 😊

5 out of 5 stars 5 This item

Elodie Feb 25, 2026

I recommend the item; it is as described.

Elodie Feb 25, 2026

Response from Agathe

Merci beaucoup ! 😊

5 out of 5 stars 5 This item

ANNE Sep 13, 2025

Quality work, this isn't my first order from this shop. I recommend it 200% and Agathe is extremely quick when you have a question. Well done and thank you for saving us time.

ANNE Sep 13, 2025

5 out of 5 stars 5 This item

Jeanne Aug 25, 2025

Hello Agathe, I recently discovered your shop and wanted to offer my congratulations. I took the time to browse through your files one by one and was pleasantly surprised by their quality. This is my very first order on Etsy and, thanks to you, I am delighted to have taken the plunge. I can only recommend you to those who, like me, are still hesitant to order online. With thanks, Jeanne

Jeanne Aug 25, 2025

Response from Agathe

Un grand merci Jeanne pour votre retour si positif et agréable à lire. Je suis vraiment heureuse d’avoir été la première boutique sur laquelle vous avez commandé, et encore plus de voir à quel point vous en êtes satisfaite. C’est exactement ce genre de message qui me donne envie de continuer ! 😊🫶🏼

AgatheTemplatesCo
Agathe
AgatheTemplatesCo ·

France

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. 4.9
·
16.4k sales
·
2.5 years on Etsy
Message seller

Typically responds within a few hours

Typically responds within a few hours

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