Invoice Client Tracker Template Small Business CRM Template Service Business Task Freelancer Google Sheet
Description
Invoice & Client Tracker: The Ultimate Business Management Tool
Streamline your workflow and manage your business effectively with this all-in-one Invoice & Client Tracker. Designed for small business owners and growing enterprises, this tool lets you efficiently organize customer information, projects, tasks, and invoices—all in one place.
What’s Included:
10 Essential Tabs to Manage Your Business:
- Instructions: Step-by-step guidance for setup and usage.
- Setup: Customize the tracker to fit your specific needs.
- All-In-One Dashboard: View key business metrics at a glance.
- Client Database: Keep all client information centralized and accessible.
- Lead Management: Track potential clients and their sources.
- Communication Log: Record and reference communications effortlessly.
- Task Tracker: Monitor client-related tasks and deadlines.
- Project/Service Details: Organize project-specific data with ease.
- Gantt Chart: Visualize project timelines and track progress.
- Invoice Tracker: Manage invoices, payments, and due dates efficiently.
What You’ll Receive:
- PDF File: A link to the Client Tracker Spreadsheet in Google Sheets.
- Excel Spreadsheet: A downloadable version of the tracker, compatible with Office 365.
- Step-by-Step Instructions: A PDF guide for seamless setup and use.
- In-Depth Video Tutorial: Maximize the tracker’s features with a detailed walkthrough.
After Your Purchase:
- Instant Access: Receive your files immediately after payment clears via the receipt email.
- Google Sheets Version: Use the provided link with a free Google account.
- Excel Version: Open and use the tracker directly in Excel (Office 365 recommended).
- Follow the Guide: Refer to the instructions for optimal use.
Important Notes:
- Compatibility: Designed with the latest Excel version (Office 365); older versions may lack full functionality.
- Protected Cells: Some cells are locked to preserve automatic calculations.
- Digital Product: This is a digital download only—no physical item will be shipped.
💙 Need Help?
We’re here to support you! If you have any questions or encounter any issues, don’t hesitate to reach out.
Stay Organized and Efficiently Manage Your Business!
Take control of your client data, projects, tasks, and invoices with this versatile and user-friendly tracker. Perfect for businesses of all sizes.
