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Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Name: Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker
Brand: RoveraStudio
SKU: 4375511536
Price: 10.72 USD
Availability: InStock
Rating: 4.7 (6 reviews)

RoveraStudio

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Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Sale Price $10.72

Original Price $21.44

50% off "buy together" offer

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Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

Sale Price $7.99

Original Price $15.99

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Digital Download

This listing

Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Sale Price $10.72

Original Price $21.44

50% off "buy together" offer

Digital Download

Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

Sale Price $7.99

Original Price $15.99

50% off "buy together" offer

Digital Download

This listing

Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Sale Price $10.72

Original Price $21.44

50% off "buy together" offer

Digital Download

Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

Sale Price $7.99

Original Price $15.99

50% off "buy together" offer

Digital Download

Original value: $37.43

New total: $18.71

Highlights

Designed by RoveraStudio
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 4 PDF, 1 other file

Manage Clients Effortlessly with the Ultimate Client CRM & Contact Log

Keeping track of clients and communication doesn’t have to be complicated. This Client CRM & Contact Log for Excel & Google Sheets helps you organize client details, monitor interactions, and streamline communication.

⦿ Why Choose This Client CRM & Leads Tracker?

• Centralized Client Database – Store and manage all client details in one place.
• Communication Log – Track conversations, meetings, and updates with ease.
• Dashboard Overview – Visualize key client data at a glance.

⦿ What’s Included in This CRM?

• Setup – Customize tracker settings, currencies, and categories.
• Dashboard – View key metrics and automated insights.
• Client Database – Store and manage all client details.
• Leads Pipeline – Track leads through each sales stage.
• Interactions Log – Log all client communications.
• Projects / Services – Manage projects, services, and progress.
• Task Management – Organize tasks, priorities, and deadlines.

⦿ Who Is This CRM For?

• Freelancers managing multiple clients
• Small business owners tracking customer relationships
• Agencies coordinating client projects
• Professionals who want organized client communication

⦿ How It Works

• Purchase & Instant Access – Download instantly for Excel & Google Sheets.
• Customize in Minutes – Add client details and tailor to your workflow.
• Build Stronger Relationships – Stay on top of communication and follow-ups.

⦿ Why Choose This Template?

• Works seamlessly with Excel & Google Sheets
• Fully customizable to fit any business model
• Clean, modern, and easy-to-use interface
• Dedicated support to help you succeed

Stay organized and strengthen client relationships with the Client CRM & Leads Tracker. Track clients, log communication, and manage your business relationships smarter.

⦿ Need Help?

Got a question? We’re here for you. Reach out anytime, and our team will gladly assist with anything you need.

© Copyright Notice

This product is for personal use only. Commercial use, resale, or redistribution is strictly prohibited.

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RoveraStudio

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Reviews for this item

4.7

(6 reviews)

5.0 Item quality

5.0 Shipping

5.0 Customer service

100% Buyers recommend

5 This item

Celesia Jun 23, 2026

Easy template with convenient editing!

Celesia Jun 23, 2026

Response from RoveraStudio

Thank you! I'm glad you found the template easy to use. I appreciate your support!

5 This item

Angela Apr 8, 2026

Great product and instructions on how to use it!

Angela Apr 8, 2026

Response from RoveraStudio

Thank you so much for your kind words!

5 This item

Jerry Jan 20, 2026

Was great and already helping get organized.

Jerry Jan 20, 2026

Response from RoveraStudio

Thank you so much for your kind feedback! 😊 We’re really happy to hear it’s already helping you get organized. Your support truly means a lot to us!

5 This item

Renato Jan 4, 2026

Perfect. It is what I Looking for!

Renato Jan 4, 2026

Response from RoveraStudio

Thank you for your feedback! I’m glad it’s exactly what you were looking for.

RoveraStudio

RoveraStudio ·

United Kingdom

4.4

1.7k sales

1.5 years on Etsy

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Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Buy together, get 50% off

Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

Client CRM & Lead Tracker Spreadsheet Client Tracker Excel Template CRM Google Sheets Small Business Planner Client Management Excel Tracker

Task & Project Tracker Spreadsheet Template Task Management Google Sheet Eisenhower Matrix Kanban Board Gantt Chart To Do List Excel Tracker

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