I can’t access my spreadsheet or it opens in View Only mode. What should I do?

For Google Sheets: The link in your PDF opens a preview. Click “Use Template” in the top-right corner to create your own editable copy. If that doesn’t appear: ◦ Click File > Make a copy ◦ Make sure you're signed into a Google account ◦ Open the file first from a computer instead of a phone ◦ Try Chrome or clear your browser cache ◦ Ensure your Google Drive has space For Excel: The link may open in your browser. From there: ◦ Click File > Save As > Save a Copy Online (for Excel Web) ◦ Or click File > Download a Copy to save it to your computer ◦ Open in Excel and click “Enable Editing” if prompted Still stuck? Message me on Etsy and I’ll help you get set up.

Where are my files? I can’t find or download my purchase.

You can download your files anytime at this link: https://www.etsy.com/your/purchases Important: Etsy doesn’t support digital downloads through the app. To download on your phone or tablet, copy that link into your browser (like Safari or Chrome). If you checked out as a guest, Etsy will email you the download link at the address you used during checkout. Need help? Just send me a message and I’ll get your files to you.

My download only shows a PDF — where are the actual templates?

Great question! The PDF file included with your purchase contains the links to access your template(s) in Google Sheets and/or Excel format. Just open the PDF and click the link — it will take you directly to the template file. Follow the instructions included to make your own copy (or download for Excel).

Can I use the spreadsheet in Excel instead of Google Sheets?

Yes! Many of my templates now include both a Google Sheets and an Excel version in the same listing. Both files are provided through the download PDF. However, please note that some products have separate listings for each format. This is because Google Sheets and Excel use different formulas and structure, so the files are designed separately to work properly in each platform. If you purchased a Google Sheets version, it won’t function correctly in Excel — and vice versa. If you ordered the wrong format, feel free to message me. If the version you need is available as a separate listing in the shop, I’ll be happy to point you in the right direction or help you get what you need.

Can I customize the templates?

Absolutely! All my templates are editable, and you can change colors, text, fonts, and layout to fit your needs. To keep everything running smoothly, formulas are marked with a warning if you try to edit something critical. But the files are not locked, so you’re free to customize as you like.

Do you accept returns or exchanges?

Due to the digital nature of my products, I can’t offer returns or refunds once files have been downloaded. If you made a purchase by mistake, please don’t download the files — I may be able to cancel the order if nothing has been accessed yet. Just reach out through Etsy messaging and I’ll be happy to check.

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Kunden Tracker für Google Tabellen und Excel, CRM für Selbstständige und Kleinunternehmen, 3 Farbthemen

Name: Kunden Tracker für Google Tabellen und Excel, CRM für Selbstständige und Kleinunternehmen, 3 Farbthemen
Brand: TopSheets
SKU: 4515297520
Price: 4.50 USD
Availability: InStock
Rating: 4.7 (541 reviews)

NowPrice:$4.50

Original Price: $7.50

40% off

•

Sale ends in 20:42:05

TopSheets

You can only make an offer when buying a single item

Highlights

Designed by TopSheets
Digital download
Digital file type(s): 3 PDF

Alle Kunden, Aufgaben und Rechnungen an einem Ort. Dieser Kunden Tracker für Google Tabellen und Excel ist ein einfaches CRM für Selbstständige und Kleinunternehmen, mit Dashboard und Kalender, die sich beim Arbeiten automatisch aktualisieren.

3 Farbthemen inklusive: Pastell, Neutral und Slate. Wähle das, das zu deiner Marke passt.

✓ FUNKTIONEN
➠ Automatisches Dashboard mit Aufgaben, Terminen, Rechnungen und Kundendaten auf einen Blick
➠ Kundendaten speichern und jeden Anruf, jede E-Mail und jedes Meeting festhalten
➠ Aufgaben und Projekte mit Prioritäten und Fristen organisieren
➠ Rechnungen, offene Beträge und Zahlungsstatus im Blick behalten
➠ Kalender, der Termine, fällige Aufgaben und Rechnungsfristen automatisch anzeigt
➠ Anpassbare Dropdowns für Prioritäten, Aufgabentypen und Kontaktwege
➠ Funktioniert in Google Tabellen und Microsoft Excel, auf Laptop, Tablet oder Handy

✓ DAS ERHÄLTST DU
➠ 1 PDF mit Links zur Google Tabellen- und Excel-Version in allen 3 Farbthemen
➠ Einen vollautomatischen Kunden Tracker mit integrierten Formeln
➠ Schritt-für-Schritt-Anleitung im Willkommen-Tab plus Video-Tutorial

✓ PERFEKT FÜR
➠ Freelancer und Berater mit mehreren Kunden
➠ Kleinunternehmer, die ein CRM ohne Monatsabo möchten
➠ Dienstleister, die Projekte, Zahlungen und Nachfassaktionen verfolgen

✓ SO FUNKTIONIERT ES
➠ Lade das PDF über deine Etsy-Käufe herunter (im Webbrowser, nicht in der Etsy-App)
➠ Klicke auf den Link für Google Tabellen oder Excel und erstelle deine eigene Kopie
➠ Trage deine Kunden ein und leg los

✓ BITTE BEACHTEN
➠ Für die Google Tabellen-Version brauchst du ein kostenloses Google-Konto
➠ Nicht kompatibel mit LibreOffice, OpenOffice oder anderen Tabellenprogrammen
➠ Dies ist ein digitales Produkt; es wird kein physischer Artikel versendet
➠ Aufgrund der Art digitaler Downloads sind Rückerstattungen nicht möglich
➠ Nur für den privaten Gebrauch. Kommerzielle Nutzung, Weiterverkauf oder Weitergabe ist nicht gestattet.

Fragen? Schreib mir jederzeit eine Nachricht. Ich antworte meist innerhalb weniger Stunden :)

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Toni

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Toni

TopSheets ·

Miami, Florida

4.7

9k sales

3 years on Etsy

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Etsy Buchhaltung

Haushaltsbuch Excel

Haushaltsbuch Excel Vorlage

Ausgaben Tracker

German Budget Planner

Adhd Tagesplaner Deutsch

Haushaltsbuch Excel Deutsch

Listed on Oct 30, 2026

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Homepage Paper & Party Supplies Paper Stationery Design & Templates Templates Planner Templates

Kunden Tracker für Google Tabellen und Excel, CRM für Selbstständige und Kleinunternehmen, 3 Farbthemen

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