Price:$9.99

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Client Tracker Pro CRM Web App, Small Business Client Management Software, Task & Invoice Tracker, Instant Digital Download

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

  • Designed by NexaAppStudio
  • Party decor for gatherings and celebrations
  • Digital download
  • Digital file type(s): 1 PDF, 1 ZIP

Client Tracker Pro CRM Web App, Small Business Client Management Software, Task & Invoice Tracker, Instant Digital Download

Tired of losing client details across sticky notes, scattered emails, and messy spreadsheets? Client Tracker Pro is a complete, browser-based Client Relationship Management system built for freelancers, coaches, consultants, and solo-run agencies who need one clean workspace — without paying a monthly SaaS subscription.

This is a real interactive web application, not a static spreadsheet template. It's a fully-featured, single-page CRM dashboard that runs directly in your browser (Chrome, Firefox, Edge, Safari) with zero installation, zero coding required.

🖥️ HOW IT WORKS

Download the file, double-click to open in your browser, and you get a live, automated dashboard — real-time KPIs, interactive charts, and a fully connected data system, not cells and formulas you can accidentally break.

📦 10 COMPLETE MODULES INCLUDED

✔ Dashboard — real-time KPIs, sparklines, and 4 interactive charts
✔ Clients — full CRUD client database with instant search, filters, and sortable columns
✔ Pipeline (Kanban) — drag-and-drop deal board: Lead → Prospect → Active → Closed → Lost
✔ Tasks — due dates, priority tags, and direct client linking
✔ Invoices — line-item invoices with auto-calculation and status tracking (Paid/Partial/Overdue/Draft)
✔ Calendar — monthly view with meetings, events, and day-detail sidebar
✔ Communications Log — unified history of every email, call, meeting note, and follow-up
✔ Meetings — schedule and track agendas, outcomes, and durations
✔ Analytics — revenue trends, new client acquisition, top clients, and task completion charts
✔ Settings — profile, theme, language, backups, and demo data — all in one place

⚙️ POWER FEATURES

🌗 Dark & Light theme, switch instantly
🌍 Multi-language: English, French, Spanish
🖱️ Drag-and-drop pipeline board
🔍 Real-time search and status filters
📊 Instant demo data generator — explore with 12 pre-loaded sample clients
💾 Full JSON export/import for backups and portability
🔔 Toast notifications for every save, edit, and delete
📱 Responsive layout for desktop, tablet, and mobile
🎥 Step-by-step video tutorial included, so you're up and running in minutes
📘 Full PDF user guide & documentation included, covering every module in detail

🔒 YOUR DATA STAYS YOURS

Everything is stored locally in your own browser — never on someone else's server. No account, no cloud sync, no one else touching your client information.

💼 PERFECT FOR

Freelancers
Coaches
Consultants
Virtual Assistants
Solo-run Agencies
Solopreneurs
Anyone managing multiple clients and deals

⚡ WHY THIS OVER A SPREADSHEET OR A $30/MONTH CRM?

No broken formulas. No confusing cells. No recurring subscription. Just one polished, professional workspace — pay once, use it forever.

📥 INSTANT DOWNLOAD — WHAT YOU GET

The complete Client Tracker Pro web app file
Full PDF user guide & documentation
Step-by-step video tutorial

Start organizing your clients within minutes.

⚠️ PRODUCT NOTES

Digital product only — no physical item ships. This is a single-user application — all your data is stored locally in one browser, and it does not include multi-user logins, team accounts, or role-based permissions. Chart rendering and icons require an internet connection on first load (CDN resources); after that, the app works fully offline. Please back up your data periodically using the built-in Export feature. Best experienced on desktop or laptop browsers.

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

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Listed on Jul 19, 2026