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Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions
$19.00
$69.00
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Transform How You Manage Clients, Tasks & Sales
If you're a creator, solopreneur, small business owner, or startup operator, your client tracking tool should do more than keep you organized—it should empower you to take decisive action. Our Ultimate Client Tracker CRM is here to help you level up your business.
Key Benefits ✅
- • Prioritize the Right Clients & Tasks
- • Gain Actionable Insights at a Glance
- • Close More Clients & Boost Sales
Crafted by a seasoned startup expert, this tracker blends simplicity with powerhouse functionality. Say goodbye to juggling multiple spreadsheets and hello to an integrated CRM system that streamlines your work and elevates your business.
What's Included
Double Platform Delivery: 📊
- Google Sheets Template – Access anywhere with your free Gmail account
- Excel Template – For those who prefer Microsoft Excel - 365
Free Bonus: 🎁
- CRM Best Practices Checklist – Master the fundamentals of a high-conversion CRM strategy
- MS Excel From Beginner to Expert – The Ultimate Guide
10 Versatile Tabs to Power Your Workflow: ⚙️
- • Master Client Database: Keep all client details in one secure location
- • Actionable Dashboard: Visual insights that help you understand your performance instantly
- • Client Profile Lookup: Retrieve key client information in a flash
- • Task Tracker: Organize tasks designed to win and serve your clients
- • Communication Log: Record every call, email, or text effortlessly
- • Meeting Log: Never miss a beat on client meetings
- • Invoice Log: Track invoices seamlessly
- • Calendar View: Dynamic scheduling that updates automatically
- • Team List: Keep track of your sales team’s progress
- • Settings: Customize your dashboard to perfectly match your business needs
Take control of your business today – Purchase Now and unlock the ultimate power of organized client management!
Empower your business. Close more deals. Achieve greater success. 🚀
Comprehensive Client Database
The Master Client Database allows you to consolidate all your client information in one place, making it easier to manage relationships and access key details swiftly.
Actionable Dashboard
Visualize your performance with an easily digestible dashboard that provides insights at a glance, enabling you to focus on what matters most and make data-driven decisions.
Integrated Task and Communication Logs
Stay organized with a dedicated Task Tracker and Communication Log that helps you manage tasks effectively and keep track of all interactions with clients, whether it be calls, emails, or texts.
Meeting and Invoice Logs
Keep on top of critical meetings with a Meeting Log, and effortlessly manage your finances with an integrated Invoice Log, streamlining your financial tracking.
Customizable Features
With dropdown buttons for easy selection and customizable lists, you can tailor the tracker to fit your specific needs, including multiple currencies to accommodate international clients.
User-Friendly Instructions and Support
A dedicated Instructions tab and mini tooltips throughout the tracker ensure a seamless onboarding experience, making it accessible even for users who aren't tech-savvy.
Instant Download
Your Download will be available instantly after order submitted & a confirmation emaill will be sent automatically withh all links & details. - Kindly check Spam folder -
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Fully Customizable
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features
What makes this product the best
What makes this product the best
Our templates are crafted with precision to ensure high functionality and usability.
Comprehensive Client Database
The Master Client Database allows you to consolidate all your client information in one place, making it easier to manage relationships and access key details swiftly.
Actionable Dashboard
Visualize your performance with an easily digestible dashboard that provides insights at a glance, enabling you to focus on what matters most and make data-driven decisions.
Integrated Task and Communication Logs
Stay organized with a dedicated Task Tracker and Communication Log that helps you manage tasks effectively and keep track of all interactions with clients, whether it be calls, emails, or texts.
Meeting and Invoice Logs
Keep on top of critical meetings with a Meeting Log, and effortlessly manage your finances with an integrated Invoice Log, streamlining your financial tracking.
Customizable Features
With dropdown buttons for easy selection and customizable lists, you can tailor the tracker to fit your specific needs, including multiple currencies to accommodate international clients.
User-Friendly Instructions and Support
A dedicated Instructions tab and mini tooltips throughout the tracker ensure a seamless onboarding experience, making it accessible even for users who aren't tech-savvy.
Testimonials
Loved by Our customers
From basic pullover hoodies to trendy zip-up hoodies, we have something for everyone.
This tracker has transformed the way I manage my clients! The dashboard gives me clarity and the logs keep me organized.
Jessica Smith
The Client Tracker has made client management so much simpler for me. I can easily prioritize my tasks and see who needs my attention.
Rahul Patel
I love the customizable features! It's tailored perfectly to my business needs and has significantly improved my workflow.
Evelyn Johnson
The integration of meeting and invoicing logs is a game changer! No more juggling different tools.
Michael Lee
This template is easy to use, and the instructions made setup a breeze. Highly recommended for anyone looking to streamline their CRM!
Sarah Kim
I've seen a measurable boost in my sales after using this tracker. The insights provided are invaluable!
Tom Thompson
An excellent tool! I can manage multiple clients and tasks effortlessly. This has significantly reduced my stress levels.
Olivia Garcia
reviews
Our Customers Reviews
You can also add your review for this product if you are a customer who purchased it.
Sophia Johnson
Verified Reviewer
Good value for the price. I had some trouble with the Excel version, but the customer service was very responsive.
Samantha Brown
Verified Reviewer
It's a well-thought-out product, but I wish it had a few more analytical features. Nonetheless, a great investment for my small business.
Daniel White
Verified Reviewer
Using this template has improved my client tracking dramatically. The dashboard is intuitive and informative!
Lucas Martinez
Verified Reviewer
Every small business owner should have this! The task tracker keeps me focused on what I need to do next.
Emma Davis
Verified Reviewer
A solid product! Simple to navigate and packed with features that make my life easier. Highly recommend it!
James Wilson
Verified Reviewer
Really helpful for managing my leads. Loved the free bonus checklist! It gave me valuable insights on CRM best practices.
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Still have questions? Call us at (351) 123-6597 or email us at Support@Yourstore.com
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When Will My Order Ship?
Orders are usually processed and shipped within 3 working days of purchase.
How Do I Cancel An Order?
What Is Your Return Policy?
What Methods of Payment Do You Accept?
How Long Does Shipping Take?
What software do I need to use the template?
Can I customize the dropdown lists in the tracker?
Is this template suitable for international clients?
How do I access the Google Sheets and Excel templates?
What can I do if I have questions while using the template?
Is this template suitable for international clients?
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