PLR - Client Tracker Spreadsheet Template

Client Tracker Spreadsheet Template in Excel and Google Sheets (With Resale Rights)

Start or grow your digital product business with our Private Label Rights (PLR) spreadsheet templates for Excel and Google Sheets.
With PLR, you make a one-time purchase and can resell the template under your own brand as many times as you like.
You’re free to customize the design, change colors, and add your logo or branding. Each template includes step-by-step instructions for your customers.

Who are these templates for?

These spreadsheets are perfect for entrepreneurs, marketplace sellers (such as on Etsy), bloggers, digital product creators, freelancers, and anyone looking to start or scale their business by offering high-demand digital products under their own brand.

The Client Tracker Spreadsheet Template is designed to help businesses, freelancers, and solopreneurs efficiently manage client relationships, track project details, and keep financial data organized. This easy-to-use template provides an all-in-one solution for tracking clients, projects, payments, and deadlines, helping you stay on top of your workload and deliver high-quality service.

FEATURES:

1. Comprehensive Client and Project Tracking: Track every client’s details, including name, contact information, project category, and priority, as well as project-specific data such as due dates, amounts, and payment status.
   
2. Currency Conversion: Input any currency in which your client pays, and the template will automatically convert it into your base currency, making it easier to handle international clients and multi-currency transactions.
   
3. Invoicing and Payment Tracking: Easily record invoice statuses, payment methods, and due dates, helping you manage cash flow and ensure timely payments.
   
4. Clear Overview of Client Status: Get a quick snapshot of your clients' project status, lead sources, and communication methods, so you can prioritize your work effectively and never miss an important deadline.