Client Tracker, Small Business Template, Google Sheets, CRM Dashboard, Business Tracker, Business Planner Business Spreadsheet, Lead Tracker

(4 customer reviews)


Welcome to the unparalleled utility of the Client Tracker system – an optimized solution for your small business endeavors! Crafted specifically on the Google Sheets platform, this isn’t just your run-of-the-mill spreadsheet; it’s a versatile CRM dashboard intertwined with business tracking, planning prowess, and lead monitoring – all rolled into one.

🎯 CRM Dashboard: Sorting and managing client relationships has never been this effortless. With Client Tracker, you can track client contact information, transaction history, prior interactions, and much more, fostering robust relationships and fostering growth.

πŸ“Š Business Tracker: Uncover the power of monitoring business performance. With a holistic view of revenue, profits, and other critical metrics, you can easily evaluate growth and pinpoint enhancement opportunities.

πŸ“… Business Planner: Planning is pivotal for achieving success. Client Tracker enables you to create and manage detailed business plans, set specific goals, and track progress, ensuring focused strides towards efficient goal attainment.

πŸ•΅οΈ Lead Tracker: Business opportunities await your exploration! Through lead tracking, you can record details of potential clients, monitor conversion processes, and optimize marketing strategies to generate a plethora of potential leads.

Here are some key highlights of Client Tracker: βœ… User-friendly and customizable to cater to your needs. βœ… Accessible from any internet-connected device. βœ… Ensures data security and privacy. βœ… Optimizes time and management efforts, allowing you to concentrate on core business objectives.

Choose Client Tracker today and experience the convenience of an all-in-one information management and business planning hub. Amplify your business potential and achieve remarkable success!

4 reviews for Client Tracker, Small Business Template, Google Sheets, CRM Dashboard, Business Tracker, Business Planner Business Spreadsheet, Lead Tracker

  1. Rocheal Hoffman

    This is EXCELLENT! I am a wedding photographer and am using this to track my leads. I love all the generic values; they’re all so thoughtful!! But I love how customizable it is! I just copied the sheet to track my progress with my clients’ albums because that’s also such a handful to keep up with. Can’t wait to dig in and customize this sheet for that purpose! Thank you hugely to this shop owner!

  2. Tasia

    All I can say is BUY IT!! You will not regret it. Arrived fast in my email , user friendly and made my job a lot easier. Thank you!

  3. Marilia Candeloro

    Awesome Client Tracker!! It has really helped me to stay organized and I was able to adapt some of the things (I have basic knowledge of Google Sheets). The one thing I needed to add the seller helped me with it and now it’s just perfect. Thank you!!

  4. Skylar Barnes

    This client tracker is amazing – it impressed my boss and other leadership members. Ditch your boring Google Sheet. It’s amazing, easy to use and keeps me on top of over 50 clients on time and on point.

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