Client Tracker, Small Business Template, Google Sheets, CRM Dashboard, Business Tracker, Business Planner Spreasheets
Description
All-in-One Google Sheets Client Tracker with CRM Dashboard
Streamline Your Business Operations
Simplify client management with this versatile Google Sheets template, designed for small business owners. Track and organize client data effortlessly, all within a beautifully crafted, user-friendly design. Packed with features tailored for effective client tracking, this template is your ultimate business planner and lead management tool.
What’s Included
📂 Google Sheets Template with 9 Tabs
- Client Tracker: Centralized hub for client information.
- Call Tracker: Log and monitor client calls.
- Email Tracker: Keep tabs on email communication.
- Task Tracker: Manage tasks with priorities and deadlines.
- Project Tracker: Oversee all your projects in one place.
- Invoice Tracker: Log and track invoices with ease.
- Meeting Tracker: Organize and monitor client meetings.
- Task Calendar View: Visualize tasks and deadlines.
- Labels & Colors Customization (Setup Tab): Personalize labels and color codes to fit your workflow.
Key Features
Client Tracker
- Priority Chart: Automatically group clients by priority.
- Status Chart: Monitor client progress with status updates.
- Source Chart: Effortlessly track client origins.
- Progress Counter: Stay on top of client management progress.
- Color Coding: Organize clients with customizable tags.
- Customizable Labels: Adjust client types, statuses, and sources to fit your needs.
- Simple Table Editing: Add or remove rows with ease.
Client To-Do List
- Priority Chart: Categorize tasks by priority automatically.
- Status Bar: Track progress with statuses like “To Do,” “In Progress,” “Done,” or “Cancelled.”
- Overdue Counter: Highlight and count overdue tasks.
- Due Today Counter: View tasks due on the current day.
- Task Sorting & Filtering: Sort tasks by tags, priority, status, or title.
- Filtered View: Easily review a specific client’s task history.
- Color Coding: Assign tags and colors for quick task identification.
- Customizable Labels: Adapt tags and labels to match your workflow.
Compatibility
✔️ Designed exclusively for Google Sheets.
✔️ Accessible on Mac, PC, iPhone, iPad, and tablets via the free Google Sheets app.
❌ Not compatible with Microsoft Excel.
What You’ll Need
✔️ A free Gmail account to access Google Sheets.
What You’ll Receive
📄 PDF File: Includes instructions and a link to access the Google Sheets template.
Stay Organized and Simplify Your Business Operations!
This all-in-one Google Sheets Client Tracker is perfect for small business owners who want to simplify client management and enhance productivity.
Let me know if there’s anything else you’d like to adjust!
