Report this item to Etsy

Customer and prospect tracking Google Sheets freelance entrepreneur | Simplified CRM customer management tracking tasks and missions

NowPrice:$4.92

Original Price: $7.03

30% off

•

Sale ends in 2 days

UltimateGirlBossTool  
5 out of 5 stars

You can only make an offer when buying a single item

Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

Highlights

  • Designed by UltimateGirlBossTool
  • Digital download
  • Digital file type(s): 1 PDF
  • Text in this download may be in another language
Translated by Google
See in original language
Translate to English
Sorry, we could not translate this listing to English.

Good customer service makes the difference between a business that stagnates and a business that grows.
Whether you are a freelancer, coach, consultant or entrepreneur, this file allows you to:
- keep a clear record of your customers and prospects,
- monitor the status of each mission,
- and meet all your deadlines without forgetting anything.

This ready-to-use Google Sheets works like a mini CRM: all your customer data and tasks are centralized, linked to indicators and automatically visible in a calendar.

No more scattered notes or multiple files: with this template, everything is in one place, updated in real time.


🌟 WHY CHOOSE THIS CUSTOMER FOLLOW-UP?

● All your information in one place: contact details, status, origin, sector, associated missions.
● Instant view of your customer portfolio: prospects, active, loyal, inactive.
● Growth tracking: number of new customers per month, year of your choice.
● Organization of missions: priorities, remaining days, delays highlighted automatically.
● Total flexibility: adapt statuses, priorities and drop-down lists to your activity.


🔎 WHAT IS INCLUDED?

● A ready-to-use template with built-in examples for quick start-up
● A clear and intuitive interface adapted to independents
● Dynamic filters and graphs to analyze your clients and your missions
● A detailed instructions tab to easily customize your file


🔎 TABS DETAIL:

● Customer database: centralize your contacts and view your statistics (new customers per month, origin, status, sector, etc.)
● Task tracking: organize your tasks like a to-do list with priority, status, deadlines and automatic tracking of delays
● Automated calendar: view your tasks and events month by month with the option to hide completed missions
● Customizable: adapt your statuses, priorities and drop-down lists to your business (simple and quick)


✨ KEY FEATURES:

● Centralization of customer and mission information
● Automatic indicators and graphs (statuses, sources, sectors, deadlines, priorities)
● Automatic highlighting of late or completed tasks
● Dynamic calendar to view your deadlines
● Easy customization of drop-down lists
● Intuitive navigation, even without advanced Google Sheets skills


📥 HOW TO ACCESS YOUR FILE:

Once purchased, you'll receive a PDF via email with a link to the file. Sign in to your Google account or create one to access your file at any time.
If you have any questions or concerns, please feel free to contact me. I'm always here to help!



‼️ PLEASE NOTE ‼️

- This template can only be used in Google Sheets. It is NOT compatible with Excel or any other software.
- This is a digital download. No physical item will be sent after purchase.
- Due to the digital nature of the product, all sales are final and no refunds will be issued. If you have any questions, please feel free to contact me before purchasing the product.
- All material included in this purchase is for personal use only. No part may be distributed, sold, duplicated, reproduced, or used in any form without the written consent of the author.
- The content of your purchase is for informational purposes only. It is not financial, legal, or accounting advice. I will not be liable to anyone for any harm, damage, loss, claim, cost, or other liability related to the use of the materials.



📅 Take action now!
Download your client and task tracking table today and gain organization and peace of mind.

Instant Download

Your files will be available to download once payment is confirmed.  Here's how.

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

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

View shop registration details

Be the first to review this item

No reviews yet. See what customers say about other items from this shop.

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Supervisor Templates

Business Analysis

Private Practice Business

Business Analysis Template

Listed on Oct 17, 2026
48 favorites
Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Bookkeeping Templates