• Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
  • Client Tracker Small Business CRM
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Hey Morning

Ultimate Client Tracker

Ultimate Client Tracker

$10.00 USD
$20.00 USD $10.00 USD
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Shipping calculated at checkout.

💛 Watch the Full Video:

🎥 https://youtu.be/_WMBkSf4-Yc

It’s the easiest way to see exactly what you’re getting! 

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Keep your client information organized and accessible with this comprehensive Client Tracker Spreadsheet — ideal for freelancers, coaches, consultants, and service-based small businesses. Manage client details, track projects and tasks, log communications, and monitor client interactions effortlessly in one clean CRM system. Compatible with Google Sheets and Excel, this all-in-one client database helps you streamline your workflow without any extra software.

Tabs Included

🗂️ 6 SPREADSHEET TABS + FULL SETUP INSTRUCTIONS
✓ Setup
✓ Client Database
✓ Communication Log
✓ Task Tracker
✓ Client Dashboard (automated)
✓ Client Lookup (automated)

You Will Receive

→ A PDF with the link to the Client Tracker spreadsheet for Google Sheets
→ An Excel version of the Client Tracker spreadsheet
→ Full setup instructions included in your template
→ A prefilled sample spreadsheet for easy reference
→ A quick video walkthrough on YouTube to help you use your spreadsheet effectively

You Will Need

1. A device to access Google Sheets or Microsoft Excel
2. A Google Account (for Google Sheets) or Office 365 (for Excel Files)
3. Basic computer knowledge

License for Personal Use

📄 Personal Use License

This digital template is for personal use only.

By purchasing or downloading this file, you agree to the following terms:

  • You may NOT resell, redistribute, or share this file or any modified version of it.
  • You may NOT use any part of this template—including its design, layout, formulas, or features—to create your own products, whether for personal gain or commercial purposes.
  • Making a profit from any portion of this digital resource in any form is strictly prohibited.
  • Public or commercial use is NOT allowed.

If you’re unsure whether your intended use is allowed, feel free to message us — we’re happy to clarify.

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