Client Tracker + CRM
Tax included
COUPON CODE
- 40HUB – Purchase 2 or more items and enjoy 40% off your entire order!
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
YOU WILL NEED:
- A device to access Google Sheets or Microsoft Excel
- A Google Account (if using Google Sheets)
- Microsoft Excel software (if using Excel)
- Basic computer skills
HOW IT WORKS:
1. Purchase and download instantly.
2. Open the PDF file to access the Google Sheet link.
3. Download the Excel template.
4. Open the spreadsheet and start planning!
IMPORTANT TO KNOW:
- This is a digital download; no physical items will be shipped.
- Due to the nature of digital products, all sales are final, and refunds are not available.
COLOR DISCLAIMER:
Please note that colors in the spreadsheet may vary slightly due to screen display differences on your device. This can include variations in color on phones, tablets, and computers.
Note: For the best experience, we recommend using a desktop or laptop for full editing capabilities.
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.
