Client Tracker Excel CRM Tracker Spreadsheet Google Sheets Small Business Lead Management Task Tracker Communication Log Customer Management
9 views in the last 24 hours
Price:$1.97
Original Price: $4.92
60% off
Limited time sale
You can only make an offer when buying a single item
Highlights
Keep all your clients in one easy place!
With this tracker, you can write down names, projects, tasks, and notes so nothing gets lost. See where each client is at—from first chat to final payment. Works in Google Sheets or Excel, so you don’t need any fancy software. Perfect for small businesses, coaches, or freelancers who want to stay neat and organized.
Designed for business owners who want clarity without complexity. The template calculates everything automatically—so you spend less time managing spreadsheets and more time growing your business.
Works in any currency.
What's Included:
- 9 Tabs including
- Client Database
- Lead Management
- Communications Log
- Tasks and Projects tracker
- Invoice Tracker
- And more!
Files:
PDF with Google Sheets link.
Excel spreadsheet.
YouTube tutorial link for efficient use.
After Purchase:
Instant digital download via Etsy (http://www.etsy.com/ca/your/purchases) or receipt email.
Access immediately after purchase with Excel and/or Google Sheets.
Notes:
Digital Download: No physical product; PDF links to spreadsheet.
Compatibility: Google Sheets and for Excel Office 365. Older Excel versions may lack some features. English only.
Copyright: © SimplyOrganizedPro. This is a digital product designed and copyrighted to SimplyOrganizedPro. It is intended for individual and personal use only. It is strictly prohibited to reproduce or distribute this design, either in part or in full, with or without modifications. Infringements will be immediately reported and legal action may follow.
Disclaimer: This product is intended solely for informational purposes and does not constitute financial or any other type of advice. SimplyOrganizedPro bears no responsibility for any financial losses or consequences arising from its use.
— Stay organized and grow your small business with our Client Tracker Spreadsheet built for Google Sheets and Excel Templates. This all-in-one CRM client manager template works as a customer tracker, task tracker, communication log, and invoice tracker, giving you a clear view of every lead, sale, and client interaction. Use it as a business tracker, business planner to manage daily tasks, invoices, and client details in one clean spreadsheet template. The built-in CRM sales dashboard and lead management tools make it simple to track projects, customer data, and communication without extra software. Pair it with an invoice template, expense tracker, or tax planner to keep your finances organized. Perfect for freelancers, coaches, and service-based entrepreneurs, giving you everything you need to stay on top of your business in one easy-to-use system. —
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
Reviews for this item
Beautiful and practical, and perfect for my client tracking.
Customizable for our needs and very user friendly. I was able to add data immediately and track important information for work.
I can finally just plug into in instead of having to create the worksheet and constantly having to figure a way to get it to automate. Thanks for creating this!
I would be lost in business without this.
Photos from reviews
Speedy replies Has a history of replying to messages quickly.
More from this shop
Visit shop-
Digital download
Small Business Bundle Bookkeeping Spreadsheet Client Tracker CRM Excel Template Google Sheets Budget Tracker Pricing Calculator Freelancer
Sale Price $12.97
Original Price $32.43
-
Digital download
Pricing Calculator for Small Business Product Cost & Profit Margin Template Excel Google Sheets Pricing Guide Handmade Products Profit Calc
Sale Price $1.97
Original Price $4.92
-
Digital download
Small Business Bookkeeping Template Excel Bookkeeping Spreadsheet Sales Tracker Accounting Template Income Expense Tracker Self Employed
Sale Price $9.12
Original Price $22.80
-
Digital download
Small Business Bookkeeping Template Excel Bookkeeping Spreadsheet Sales Tracker Accounting Template Income Expense Tracker Self Employed
Sale Price $17.32
Original Price $43.30
-
Digital download
Client Tracker Spreadsheet for Small Business w/ Task Tracker Customer CRM Dashboard Google Sheets Lead Management Invoice Tracker
Sale Price $2.93
Original Price $8.36
-
Digital download
Client Tracker Spreadsheet, Client Management Google Sheets, Small Business Spreadsheet, Business Tracker, Customer List, Client Planner
Sale Price $2.16
Original Price $4.80
-
Digital download
Client Tracker Management for Small Businesses | CRM Tracker w/ Task Tracker and Communication Log for Customer and Lead Management
$1.00
-
Digital download
Client and task tracker business planner template | CRM Tracker w/ Task Tracker and Communication Log for Customer and Lead Management
Sale Price $3.30
Original Price $6.61
-
Digital download
Client Tracker & Management for Small Businesses | CRM Tracker w/ Task Tracker and Communication Log for Customer and Lead Management
Sale Price $3.30
Original Price $6.61
-
Digital download
Client Tracker & Management for Small Businesses | CRM Tracker w/ Task Tracker and Communication Log for Customer and Lead Management
Sale Price $6.99
Original Price $13.98
-
Digital download
Client Tracker Spreadsheet, Small Business Template, Client Planner, Client List Google Sheets, Customer CRM, Client Management
Sale Price $2.38
Original Price $3.17
-
Digital download
Client Tracker Spreadsheet | Task Tracker Google Sheets Template | Client Management | Lead Tracker for Client Management | Google Sheets
$5.57
-
Digital download
Client Tracker Spreadsheet | Task Tracker Google Sheets Template | Client Management | Lead Tracker for Client Management | Google Sheets
$5.57
-
Digital download
Payroll Tracker & Management for Small Business, Task Tracker and Communication Log for Customer, Lead Management, Canva CRM Tracker
Sale Price $1.67
Original Price $3.34
-
Digital download
Small Business Client & Lead Manager | CRM Spreadsheet with Task Tracker, Customer Log, and Communication Tracker
Sale Price $1.50
Original Price $6.00
-
Digital download
Client Tracker Spreadsheet for Small Business w/ Task Tracker Customer CRM Dashboard Google Sheets Excel Lead Management Invoice Tracker
Sale Price $5.54
Original Price $11.08
Shoppers with similar taste loved these
-
Digital download
Small Business Bookkeeping Spreadsheet: Income & Expense Template for Google Sheets (Digital Download)
Sale Price $14.40
Original Price $24.00
-
Digital download
Professional Planner Bundle Project Management Excel Template Task Tracker Google Sheets Work OneNote Planner Weekly Planner Budget Tracker
Sale Price $16.62
Original Price $33.23
-
Digital download
Small Business Bundle Bookkeeping Inventory Tracker Order Tracker Product Handmade Pricing Calculator Smart Bill Calendar Google Sheet Excel
Sale Price $14.77
Original Price $29.54
-
Digital download
Tax Deduction Tracker Google Sheets Small Business Tax Prep Self-Employed Tax Tracker Spreadsheet Excel Tax Planner Tax Checklist 1099 Form
Sale Price $8.86
Original Price $17.72
-
Digital download
Small business bookkeeping Google Sheets Dark Mode Income Expense Tracker Freelancer Tax Planner Profit Loss Spreadsheet 1099 Mileage Log
Sale Price $6.99
Original Price $13.98
-
Digital download
Ultimate Financial Planner Budget Spreadsheet Bundle Habit Task & Goal Tracker Productivity Planner Debt Tracker Dark Mode Digital Template
Sale Price $21.80
Original Price $36.34
-
Digital download
Ultimate Annual Budget Spreadsheet Monthly Budget Tracker Couple Financial Planner Bill Tracker Debt Tracker Savings Excel Google Sheets
Sale Price $10.34
Original Price $20.68
-
Digital download
Tax Deduction Tracker Google Sheets Self-Employed Tax Spreadsheet Small Business Freelancer Tax Prep Template Itemized Expense Tracker 1099
Sale Price $8.99
Original Price $17.98
-
Digital download
All-in-One Business Spreadsheet Bundle | Editable Google Sheets & Excel Templates |Complete Sales and Inventory Management System|PLR Rights
Sale Price $1.86
Original Price $4.66
-
Digital download
Small Business Planner Budget Spreadsheet: Income, Expense, Inventory Tracker, Sales Tax, Bookkeeping Template Accounting (Google Sheets)
$16.32
-
Digital download
Small Business Bookkeeping Spreadsheet Inventory Tracker Order Tracker Product Handmade Pricing Calculator Client Tracker Google Sheet Excel
Sale Price $12.18
Original Price $24.37
-
Digital download
PLR Small Business Digital Product Bookkeeping Tracker Task & Invoice Tracker Financial Planner Client Tracker Digital Download
Sale Price $7.16
Original Price $14.31
