• May include: A digital client and task tracker system for Microsoft Excel and Google Sheets. The display shows an overview dashboard, client database, and task tracker with charts, tables, and a free bonus invoice PDF template for business management.
  • May include: An all-in-one client tracker digital template for Microsoft Excel and Google Sheets. The display shows a dashboard, client database, and task tracker with various charts, graphs, and data tables. Includes a bonus invoice PDF file.
  • May include: A digital CRM system displayed on a laptop screen with a list of features including Client Database, Task Tracker, Setup Page, Read Me Instructions, Communication Log, Client Dashboard, Client Lookup, and an Editable Invoice Bonus.
  • May include: A laptop displaying a client tracker setup sheet alongside a printed instruction guide titled Craving Club Client Tracker Instructions Guide. The image includes text detailing setup steps, a 15-page guide, and a list of covered topics.
  • May include: A digital task tracker template displayed on two laptop screens. The left screen shows an empty spreadsheet labeled Task Tracker with columns for task name, description, status, and priority. The right screen shows the same template filled with data.
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 6
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 7
  • May include: A digital client and task tracker spreadsheet displayed on a laptop screen, featuring sections for client, communication, and task overviews with numerical data. A separate printable invoice template is shown to the right side.
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 9
  • May include: A laptop screen displaying a digital spreadsheet template titled SET-UP START HERE. The interface features organized columns for client types, statuses, lead sources, and task categories with text labels in a clean, professional layout.
  • May include: A laptop screen displaying a client database spreadsheet with columns for client profile, engagement details, and contact info. The text reads Works With Excel + Google Sheets, and the spreadsheet is titled Client Database.
  • May include: A laptop screen displaying a digital task tracker spreadsheet with columns for task name, description, status, priority, assigned person, client, dates, and notes. The interface includes headers for task status, priority, due dates, progress, and notes.
  • May include: An editable, printable invoice template on a clipboard. The document features sections for billing, itemized descriptions, payment details, and notes, with the text 'INVOICE', 'Olive Lane Studio', and various business transaction data visible.
  • May include: A laptop screen displaying a business dashboard titled See Your Business at a Glance. The interface includes sections for Client overview, Communication overview, and Task overview with numerical data tables and status tracking metrics.
  • May include: A digital client and task tracker system for Microsoft Excel and Google Sheets. The display shows an overview dashboard, client database, and task tracker with charts, tables, and a free bonus invoice PDF template for business management.
  • Product video
  • May include: An all-in-one client tracker digital template for Microsoft Excel and Google Sheets. The display shows a dashboard, client database, and task tracker with various charts, graphs, and data tables. Includes a bonus invoice PDF file.
  • Product video
  • May include: A digital CRM system displayed on a laptop screen with a list of features including Client Database, Task Tracker, Setup Page, Read Me Instructions, Communication Log, Client Dashboard, Client Lookup, and an Editable Invoice Bonus.
  • May include: A laptop displaying a client tracker setup sheet alongside a printed instruction guide titled Craving Club Client Tracker Instructions Guide. The image includes text detailing setup steps, a 15-page guide, and a list of covered topics.
  • May include: A digital task tracker template displayed on two laptop screens. The left screen shows an empty spreadsheet labeled Task Tracker with columns for task name, description, status, and priority. The right screen shows the same template filled with data.
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 6
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 7
  • May include: A digital client and task tracker spreadsheet displayed on a laptop screen, featuring sections for client, communication, and task overviews with numerical data. A separate printable invoice template is shown to the right side.
  • Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro image 9
  • May include: A laptop screen displaying a digital spreadsheet template titled SET-UP START HERE. The interface features organized columns for client types, statuses, lead sources, and task categories with text labels in a clean, professional layout.
  • May include: A laptop screen displaying a client database spreadsheet with columns for client profile, engagement details, and contact info. The text reads Works With Excel + Google Sheets, and the spreadsheet is titled Client Database.
  • May include: A laptop screen displaying a digital task tracker spreadsheet with columns for task name, description, status, priority, assigned person, client, dates, and notes. The interface includes headers for task status, priority, due dates, progress, and notes.
  • May include: An editable, printable invoice template on a clipboard. The document features sections for billing, itemized descriptions, payment details, and notes, with the text 'INVOICE', 'Olive Lane Studio', and various business transaction data visible.
  • May include: A laptop screen displaying a business dashboard titled See Your Business at a Glance. The interface includes sections for Client overview, Communication overview, and Task overview with numerical data tables and status tracking metrics.
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Client Tracker Spreadsheet & Task Tracker | CRM Template for Small Business | Lead Management Excel Google Sheets | Client Database CRM Pro

jousivette carolina

By jousivette carolina

Owner of CravingClub
No reviews yet

What to know

Digital download

Digital file type(s)

1 PDF, 1 other file

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✨ Keep your clients, tasks, follow-ups, and notes organized in one simple Excel system. This editable and customizable template is easy to use and includes step-by-step instructions.

-What’s included:

📌 Client Tracker
-Task Tracker
- Client Database
- Communication Log
- Follow-up tracking
- PDF instruction guide

👌🏻Perfect for:

- Small businesses
- Freelancers
- Service providers
- Virtual assistants
- Coaches
- Entrepreneurs

✨Why you'll love it:

- Easy to edit
- Customizable
- Beginner-friendly
- Clean and organized layout
- Helps you manage clients and tasks in one place

📥This is a digital download. No physical product will be shipped. Works with Excel and can also be uploaded to Google Sheets, although some formatting may vary.

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Price:₪30.03

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Listed on Jun 19, 2026
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