Client Tracker + CRM Templates for Excel & Google Sheets – Client Management Toolkit, CRM Spreadsheet, Lead Tracker, Project Progress Tracker, Communication Log, Payment Status Organizer & Service Bus

Name: Client Tracker + CRM Templates for Excel & Google Sheets – Client Management Toolkit, CRM Spreadsheet, Lead Tracker, Project Progress Tracker, Communication Log, Payment Status Organizer & Service Bus
Brand: Boominathan
SKU: 1762
Price: 12.17 USD
Availability: InStock

Client Tracker + CRM Templates for Excel & Google Sheets – Client Management Toolkit, CRM Spreadsheet, Lead Tracker, Project Progress Tracker, Communication Log, Payment Status Organizer & Service Bus

Description

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Manage client relationships, projects, communication, and payments with ease using this Client Tracker + CRM Templates Toolkit for Excel and Google Sheets. Designed for freelancers, coaches, consultants, service providers, agencies, solopreneurs, and small business owners, this bundle gives you a simple and organized way to manage clients without complicated CRM software.

This toolkit is perfect for anyone who handles multiple clients, leads, projects, deadlines, conversations, and payment statuses. Instead of keeping client details scattered across notebooks, emails, messages, or separate files, these spreadsheets help you keep everything in one clear and professional system.

Inside the bundle, you get two essential client management tools: a CRM Spreadsheet Template and a Client Tracker Spreadsheet. The CRM template helps you manage client contacts, track communication, monitor leads, and organize your sales or service pipeline from first contact to final delivery. The Client Tracker helps you manage active projects, timelines, service progress, payment status, and important client details in one easy-to-access place.

These templates are fully customizable, making them suitable for different business types and workflows. You can use them to track leads, follow-ups, communication history, project stages, deadlines, payment progress, service delivery, and customer relationship details. Built-in filters and dropdowns make the spreadsheets easier to navigate and more efficient to use.

The templates work with both Microsoft Excel and Google Sheets, making them flexible for use on Mac, PC, tablets, or phones. The bundle includes sample versions with mock data and blank versions so you can understand the layout before entering your own client information.

What’s Included

Step-by-step instructions
8 spreadsheet templates
2 sample Google Sheets with mock data
2 blank Google Sheets
2 sample Excel spreadsheets with mock data
2 blank Excel spreadsheets
Editable Google Sheets versions
Editable Microsoft Excel versions
Compatible with Mac, PC, phones, and tablets
Instant digital download

Templates Included

CRM Spreadsheet Template
Client Tracker Spreadsheet

Key Features

Client contact management
CRM tracking spreadsheet
Lead tracking system
Communication log
Sales and service pipeline tracking
Project progress tracking
Client timeline organization
Payment status tracking
Service delivery workflow management
Built-in filters and dropdowns
Clean and professional layout
Fully customizable templates
Works with Excel and Google Sheets
Beginner-friendly client management system

Perfect For

Freelancers
Coaches
Consultants
Service-based entrepreneurs
Agencies
Small business owners
Solopreneurs
Client-based businesses
Lead tracking
CRM organization
Project management
Payment tracking
Client communication tracking
Service workflow planning
Customer relationship management

The Client Tracker + CRM Templates Toolkit is a practical and professional spreadsheet bundle for anyone who wants to stay organized while managing clients and projects. With tools for contact tracking, communication logs, lead management, project progress, service delivery, and payment status, this toolkit helps you manage your workflow with more clarity and confidence.