• Client Tracker Spreadsheet – Small Business CRM with Follow-Up Reminders (Digital Download) image 1
  • May include: A digital client tracker spreadsheet for Excel and Google Sheets featuring light and dark mode dashboards with tables, charts, and financial data. Text includes Client Tracker, Spreadsheet for Excel and Google Sheets, Instant Download, Light + Dark, Auto Formulas, and BrightCellPlanners.
  • May include: A digital client tracker dashboard featuring a list of features including a dashboard with active clients, a 500-client list, a 2,000-entry contact log, automated follow-up dates, status alerts, lead source tracking, and billed totals.
  • May include: A digital client dashboard template featuring Light & Dark Mode options with two looks and same automatic formulas. The interface displays tables, data fields, and bar charts in both a light beige and a dark brown color scheme.
  • May include: A digital client list spreadsheet template titled Client List Follow-ups fill in for you by BrightCellPlanners. The interface features a tan header, organized columns for data entry, and rows for tracking client information.
  • May include: A digital contact log spreadsheet displayed on a screen, featuring columns for date, name, type, details, and status. The header reads Contact Log, Every call, email and invoice, with BrightCellPlanners at the bottom.
  • May include: A digital tablet displaying a dark mode spreadsheet interface with rows and columns. The text at the top reads Dark Mode Easy on the eyes, and the bottom text reads BrightCellPlanners. The screen features a dark brown background.
  • May include: A digital tablet screen displaying a Client Dashboard titled Pipeline at a Glance: Status and lead sources. The interface features dark brown backgrounds with tables, data metrics, and a bar chart. The bottom text reads BrightCellPlanners.
  • May include: A digital setup interface for sources, services, and rules with the text Easy Setup, Sources, services, rules, and BrightCellPlanners. The layout features beige and white columns with input fields and organized data categories.
  • May include: A digital product list titled What You Get, One ZIP file, instant download. It features five white rounded rectangles with colored vertical bars: Light version (.xlsx), Dark version (.xlsx), SAMPLE Light, filled-in example, SAMPLE Dark, filled-in example, and How-to-use PDF guide. BrightCellPlanners is at the bottom.
  • May include: An informational graphic titled Works In Excel and Google Sheets. It lists compatibility requirements for Microsoft Excel, including Excel 2016 or newer, Microsoft 365, and Google Sheets, noting it is not designed for Apple Numbers.
  • Client Tracker Spreadsheet – Small Business CRM with Follow-Up Reminders (Digital Download) image 1
  • May include: A digital client tracker spreadsheet for Excel and Google Sheets featuring light and dark mode dashboards with tables, charts, and financial data. Text includes Client Tracker, Spreadsheet for Excel and Google Sheets, Instant Download, Light + Dark, Auto Formulas, and BrightCellPlanners.
  • May include: A digital client tracker dashboard featuring a list of features including a dashboard with active clients, a 500-client list, a 2,000-entry contact log, automated follow-up dates, status alerts, lead source tracking, and billed totals.
  • May include: A digital client dashboard template featuring Light & Dark Mode options with two looks and same automatic formulas. The interface displays tables, data fields, and bar charts in both a light beige and a dark brown color scheme.
  • May include: A digital client list spreadsheet template titled Client List Follow-ups fill in for you by BrightCellPlanners. The interface features a tan header, organized columns for data entry, and rows for tracking client information.
  • May include: A digital contact log spreadsheet displayed on a screen, featuring columns for date, name, type, details, and status. The header reads Contact Log, Every call, email and invoice, with BrightCellPlanners at the bottom.
  • May include: A digital tablet displaying a dark mode spreadsheet interface with rows and columns. The text at the top reads Dark Mode Easy on the eyes, and the bottom text reads BrightCellPlanners. The screen features a dark brown background.
  • May include: A digital tablet screen displaying a Client Dashboard titled Pipeline at a Glance: Status and lead sources. The interface features dark brown backgrounds with tables, data metrics, and a bar chart. The bottom text reads BrightCellPlanners.
  • May include: A digital setup interface for sources, services, and rules with the text Easy Setup, Sources, services, rules, and BrightCellPlanners. The layout features beige and white columns with input fields and organized data categories.
  • May include: A digital product list titled What You Get, One ZIP file, instant download. It features five white rounded rectangles with colored vertical bars: Light version (.xlsx), Dark version (.xlsx), SAMPLE Light, filled-in example, SAMPLE Dark, filled-in example, and How-to-use PDF guide. BrightCellPlanners is at the bottom.
  • May include: An informational graphic titled Works In Excel and Google Sheets. It lists compatibility requirements for Microsoft Excel, including Excel 2016 or newer, Microsoft 365, and Google Sheets, noting it is not designed for Apple Numbers.
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Client Tracker Spreadsheet – Small Business CRM with Follow-Up Reminders (Digital Download)

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

Every client and lead in one place: status, source and value, a contact log for every call, email and invoice, and follow-up reminders that tell you who to contact today.

INSTANT DIGITAL DOWNLOAD: Client Tracker spreadsheet by BrightCellPlanners. Works in Microsoft Excel 2016+ / Microsoft 365 and Google Sheets.

FEATURES
- Dashboard with active clients, leads and follow-ups due
- Client list for 500 clients and leads
- Contact log with 2,000 entries
- Automatic last contact, days since and follow-up date
- Overdue / Today / Soon / Reach out alerts
- Clients by status and lead source
- Billed totals by client and month
- Light mode and dark mode versions
- Automatic formulas, dropdowns and charts, no spreadsheet skills needed
- Filled-in SAMPLE files so you can see it in action

WHAT YOU GET (one ZIP file)
- BrightCellPlanners_Client_Tracker_Dark.xlsx
- BrightCellPlanners_Client_Tracker_Light.xlsx
- BrightCellPlanners_Client_Tracker_SAMPLE_Dark.xlsx
- BrightCellPlanners_Client_Tracker_SAMPLE_Light.xlsx
- How-to-use PDF guide (How-to-Use_Client-Tracker_BrightCellPlanners.pdf)

HOW IT WORKS
1. After purchase, download the ZIP from your Etsy Purchases page and unzip it.
2. Open the .xlsx file in Excel 2016+ or Microsoft 365, or upload it to Google Drive and open it with Google Sheets (the PDF guide shows how).
3. Fill in the Setup tab and start tracking.

PLEASE NOTE
- This is an instant digital download. No physical item will be shipped.
- Requires Microsoft Excel 2016+ / Microsoft 365 (desktop) or a free Google account for Google Sheets. Not designed for Apple Numbers.
- Colors may look slightly different on different screens.
- Due to the digital nature of this product, returns are not accepted, but I am always happy to help.

LICENSE
- Personal use or use in your own business only. Do not share, resell or redistribute the files.

Questions or need help? Message BrightCellPlanStudio on Etsy anytime.

Designed by me with the help of AI tools.

View more
Etsy's Purchase Protection

If something goes wrong with an order, we've got your back for all eligible purchases. View program terms

Price:$6.99

You can only make an offer when buying a single item

Delivery

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.

Seller's description

Specifications

Every client and lead in one place: status, source and value, a contact log for every call, email and invoice, and follow-up reminders that tell you who to contact today.

INSTANT DIGITAL DOWNLOAD: Client Tracker spreadsheet by BrightCellPlanners. Works in Microsoft Excel 2016+ / Microsoft 365 and Google Sheets.

FEATURES
- Dashboard with active clients, leads and follow-ups due
- Client list for 500 clients and leads
- Contact log with 2,000 entries
- Automatic last contact, days since and follow-up date
- Overdue / Today / Soon / Reach out alerts
- Clients by status and lead source
- Billed totals by client and month
- Light mode and dark mode versions
- Automatic formulas, dropdowns and charts, no spreadsheet skills needed
- Filled-in SAMPLE files so you can see it in action

WHAT YOU GET (one ZIP file)
- BrightCellPlanners_Client_Tracker_Dark.xlsx
- BrightCellPlanners_Client_Tracker_Light.xlsx
- BrightCellPlanners_Client_Tracker_SAMPLE_Dark.xlsx
- BrightCellPlanners_Client_Tracker_SAMPLE_Light.xlsx
- How-to-use PDF guide (How-to-Use_Client-Tracker_BrightCellPlanners.pdf)

HOW IT WORKS
1. After purchase, download the ZIP from your Etsy Purchases page and unzip it.
2. Open the .xlsx file in Excel 2016+ or Microsoft 365, or upload it to Google Drive and open it with Google Sheets (the PDF guide shows how).
3. Fill in the Setup tab and start tracking.

PLEASE NOTE
- This is an instant digital download. No physical item will be shipped.
- Requires Microsoft Excel 2016+ / Microsoft 365 (desktop) or a free Google account for Google Sheets. Not designed for Apple Numbers.
- Colors may look slightly different on different screens.
- Due to the digital nature of this product, returns are not accepted, but I am always happy to help.

LICENSE
- Personal use or use in your own business only. Do not share, resell or redistribute the files.

Questions or need help? Message BrightCellPlanStudio on Etsy anytime.

Designed by me with the help of AI tools.

Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

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Listed on Oct 14, 2026
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