Where can I find my download?

After your purchase, you should get a confirmation email from Etsy with a link to download the file (it could be on your spam folder). You can also download it by logging into your Etsy account and finding the order in your purchases and reviews section. You can use this link to quickly jump into your purchases section: https://www.etsy.com/your/purchases There's a download link the file next to your order. If you still have trouble please message me and I’ll send it to you manually. For Google Sheets templates you will download a PDF file. On that file you will find a link to the spreadsheet and very detailed instructions on how to use it.

Are these files compatible with Excel?

Most of our spreadsheets are specifically designed for Google Sheets and will not function properly in Excel. While Google Sheets and Excel are similar programs, they use different. When a spreadsheet is exported to an Excel format the formulas don’t translate properly, and the spreadsheet will not function as designed.

Do you offer returns or exchanges?

Due to the digital nature of this product, we cannot offer any returns or refunds. Once a purchase has been downloaded you will always have access to your purchase. However, if you have any concerns, please do not hesitate to reach out! I’m always happy to help!

How do I change the currency in a file?

You can select groups of cells you want to change and then click on FORMAT -> NUMBER Then, you can choose either CURRENCY and select a country, or you can choose CUSTOM CURRENCY and have more flexibility over how you want your numbers to look. If you run into any issues and need help please let me know.

The current day is not showing properly in my file.

If your template includes a feature that uses the current day, and it is not updating in time, you need to set a different timezone. To do that: 1. Click on the FILE option (the first option below the spreadsheet name). 2. Click on SETTINGS (almost at the bottom). 3. A box appears with an option to select your country and your timezone.

Will these templates work every year?

All my templates are meant to work no matter the year. Each one has a specific cell in which you can update the year you are working with. Please refer to your instructions PDF to find where that cell is in your specific template.

The use of these spreadsheets is your own responsibility. The information contained in these templates is meant to be used for informational purposes only and is not intended to be a substitute for legal or financial advice that can be provided by your own attorney, accountant, and/or financial advisor. Although great care has been taken in preparing the information generated by these templates, I cannot be held responsible for any errors or omissions, and I accept no liability whatsoever for any loss or damage you may incur.

I can't access my spreadsheet or it opens in "view only" mode.

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.

Can I customise the spreadsheet?

At this moment, we do take requests for customizing spreadsheets.I’ve put together a form that explains all the details and provides estimated pricing for custom work. You can access it here: https://forms.gle/vesCuhhoXTXhEqce6 If you would like to receive a quote, please complete the form and include as much detail as possible about your request. If I need any clarification, I’ll follow up with additional questions.

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Client Tracker Excel Small Business CRM Google Sheets Client Tracker Template Invoice Tracker Generator Task Tracker Sheet Communication Log

Name: Client Tracker Excel Small Business CRM Google Sheets Client Tracker Template Invoice Tracker Generator Task Tracker Sheet Communication Log
Brand: inDeoDesignStudio
SKU: 4470356915
Price: 12.47 USD
Availability: InStock
Rating: 5.0 (3 reviews)

inDeoDesignStudio

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 inDeoDesignStudio
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 PDF, 1 other file

Meet your all-in-one Client Tracker Spreadsheet for Google Sheets—a simple, powerful way to keep everything in one place. Store complete client profiles (company + contacts), use the task tracker to track every task tied to each client, and log all communications so follow-ups never slip through the cracks. Keep billing organized with an invoice tracker template you can print to PDF in a click. The interactive dashboard pulls it all together, letting you drill into a single client or scan high-level summaries of pipeline, workload, and progress at a glance.

⚠️ 𝗣𝗟𝗘𝗔𝗦𝗘 𝗡𝗢𝗧𝗘:
• This is a digital product for print only. No physical item will be sent.
• Please use a computer to download the files, not your phone.

🎉 𝗙𝗘𝗔𝗧𝗨𝗥𝗘𝗦 𝗔𝗡𝗗 𝗕𝗘𝗡𝗘𝗙𝗜𝗧𝗦:
• Track Every Prayer – Keep requests organized in one place.
• Pray with Scripture – Pair Bible verses with each request.
• Mark Answered Prayers – Celebrate God’s faithfulness as you check them off.
• Custom Categories & Notes – Personalize by person, group, or topic.
• Printable Prayer Cards – Take prayers with you anywhere.
• Bible Bookshelf - Links to every book of the bible (NIV)

👩🏻‍🦰 𝗪𝗛𝗢 𝗜𝗧'𝗦 𝗙𝗢𝗥:
Perfect for freelancers, agencies, coaches, and other service-based small businesses who want a simple business planner that keeps everything organized.

📦 𝗪𝗛𝗔𝗧'𝗦 𝗜𝗡𝗖𝗟𝗨𝗗𝗘𝗗:
• PDF file with access instructions to the Google Sheets version.
• XLS file of the Excel version.
• PLEASE NOTE: This is a digital product. No physical item will be sent.

💾 𝗛𝗢𝗪 𝗧𝗢 𝗗𝗢𝗪𝗡𝗟𝗢𝗔𝗗:
• After completing your payment, the order confirmation page will direct you to download your product
• You will also get an order confirmation email with a link to download a PDF of the Access Instructions.
• You can also find the link on your Etsy Purchases page.

🧰 𝗛𝗢𝗪 𝗧𝗢 𝗨𝗦𝗘:
• You will need a Google Sheets account, Microsoft Excel 2021, or Microsoft 365 to use the product.
• Step-by-step instructions are included in the first tab of the product if needed.

🛠️ 𝗪𝗔𝗥𝗥𝗔𝗡𝗧𝗬 & 𝗦𝗨𝗣𝗣𝗢𝗥𝗧:
Your purchase includes a 30-day warranty that covers any formula errors, broken links, or formatting issues in the spreadsheet. If something isn't working as intended, I’ll fix it at no additional cost during this period.

⭐️ 𝗠𝗢𝗥𝗘 𝗧𝗜𝗠𝗘-𝗦𝗔𝗩𝗜𝗡𝗚 𝗧𝗢𝗢𝗟𝗦:
https://www.etsy.com/shop/inDeoDesignStudio

🐱 𝗖𝗢𝗡𝗗𝗜𝗧𝗜𝗢𝗡𝗦 𝗢𝗙 𝗨𝗦𝗘:
For personal use only. You may not use these files for commercial use. They may not be resold, shared, copied, redistributed, recreated, or reproduced for any purpose without expressed permission from the creator.

❓𝗤𝗨𝗘𝗦𝗧𝗜𝗢𝗡𝗦?
Reach out for help anytime via Etsy!

📢 𝗦𝗧𝗔𝗬 𝗜𝗡 𝗧𝗛𝗘 𝗟𝗢𝗢𝗣!
Follow us on Instagram for exclusive behind-the-scenes peeks, special discounts, productivity hacks, and more! ✨ Be the first to discover the latest products! 💡💻
👉 https://www.instagram.com/indeodesignstudio/

🙌 𝗙𝗥𝗘𝗘 𝗧𝗘𝗠𝗣𝗟𝗔𝗧𝗘𝗦 & 𝗣𝗥𝗢𝗗𝗨𝗖𝗧 𝗨𝗣𝗚𝗥𝗔𝗗𝗘𝗦!
When you purchase a Google Sheets product, you get free access to any future upgrades of this product. If you’d like a heads-up when new versions drop, you can sign up here!
👉 https://indeodesignstudio.com/free-template-1

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Tami

Owner of inDeoDesignStudio

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Reviews for this item

5.0

(3 reviews)

5.0 Item quality

5.0 Shipping

5.0 Customer service

100% Buyers recommend

5 This item

Keyla Jul 6, 2026

Great product for client management

Keyla Jul 6, 2026

Response from Tami

Thank you, Keyla! I'm so glad the Client Tracker is helping you manage your clients. I appreciate your support and hope it continues to make running your business a little easier!

5 This item

Brittany May 3, 2026

This is perfect for helping me keep track of all my clients! Definitely recommend.

Brittany May 3, 2026

Response from Tami

Thank you so much, Brittany! I’m so glad it’s helping you keep track of your clients—that’s exactly what it was designed for. I really appreciate your recommendation!

5 This item

Sylvia Mar 30, 2026

This is a great product!

Sylvia Mar 30, 2026

Response from Tami

Thank you so much! I’m really glad you’re enjoying the template. I appreciate you taking the time to leave a review!

Tami

inDeoDesignStudio ·

Austin, Texas

4.8

13k sales

3 years on Etsy

1 shop member

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Message seller

Typically responds within a few hours

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Rave reviews Average review rating is 4.8 or higher.

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Client Tracker Excel Small Business CRM Google Sheets Client Tracker Template Invoice Tracker Generator Task Tracker Sheet Communication Log

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