Client Tracker + CRM
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This bundle includes two easy-to-use spreadsheets designed to help you manage your clients and stay organized. You can keep track of client details, monitor project progress, and log payments - all in one place. Perfect for freelancers, coaches, consultants, and small business owners who want a simple and clear system for client management.
Whether you're juggling multiple clients or just want a more structured way to manage your workflow, this bundle makes it easy to stay on top of things. No complicated software needed - just open in Google Sheets or Excel and start using right away.
What’s inside:
-
Premium CRM Template - Organize contacts, manage communication, and track every stage of the customer journey.
- Client Tracker Spreadsheet - Keep an overview of all client projects, deadlines, and payments in one clean dashboard.
Key Features:
- Built for Google Sheets & Excel
- Fully editable and ready-to-use
- Organized layout with built-in filters
- Perfect for freelancers, virtual assistants, coaches, and consultants
- Helps with lead tracking, customer relationship management, and service delivery
- Clean, professional design for efficient workflow
WHAT’S INCLUDED?
- Step-by-step instructions
- 8 Templates of Spreadsheets
- 2 Sample Google Sheet with Mock Data
- 2 Blank Google Sheet
- 2 Sample Excel with Mock Data
- 2 Blank Excel
- Editable in Google Sheets and Microsoft Excel
- Compatible with MAC, PC, Phones, or Tablets
HOW IT WORKS & REQUIREMENTS
SYSTEM REQUIREMENTS:
To ensure all features and automated functions work correctly, you will need:
- Microsoft Excel: A subscription to Microsoft 365 (formerly Office 365) is strictly required. Older versions (Excel 2019 or earlier) may not support all formulas.
- Google Sheets: A free Google Account if you prefer using the web-based version.
- Device: A desktop or laptop is highly recommended for the best experience. Mobile devices may have limited editing capabilities.
HOW IT WORKS:
- Purchase and download your files instantly.
- Open the PDF file to access your unique Google Sheets link.
- Open the Excel file directly if using Microsoft 365.
- Follow the setup instructions inside and start planning!
IMPORTANT TO KNOW:
- Compatibility: This template is exclusively designed for Microsoft 365 and Google Sheets. It is not compatible with Numbers (Apple), LibreOffice, or OpenOffice.
- Refund Policy: Due to the instant nature of digital downloads, no refunds or exchanges can be given once the files are downloaded. Please verify your software compatibility before purchase.
- Personal Use Only: Your purchase grants you a single-user license. Re-selling, sharing, or distributing this template in any form is strictly prohibited and protected by copyright law.
DISPLAY & COLOR DISCLAIMER: The visual appearance of the spreadsheet may vary slightly depending on your screen resolution, color settings, and device hardware. For the best experience, we recommend using a desktop or laptop.
NEED HELP? If you have any questions, feel free to reach out to us at spreadsheetshub.office@gmail.com or info@spreadsheetshub.com. You can also contact us on WhatsApp for assistance.
