Client Tracker and CRM | Spreadsheet Templates Excel and Google Sheets

Client Tracker + CRM | Spreadsheet Templates Excel and Google Sheets

Stay on top of your client work with this streamlined two-in-one spreadsheet bundle — created to simplify how you manage clients, projects, and payments. Designed with freelancers, coaches, consultants, and small business owners in mind, this toolkit offers a no-fuss way to keep everything organized without relying on complex software.

Whether you're managing several clients or just starting out, these templates help you stay focused, save time, and run your operations smoothly — straight from Google Sheets or Excel.

What’s Included:

• CRM Template – Maintain clear records of your contacts, communication history, and customer pipeline from lead to loyal client.
• Client Management Tracker – Monitor project timelines, payment statuses, and task progress — all from a single dashboard.

Highlights:

• Fully compatible with Google Sheets & Excel
• Easy to customize and use right away
• Smart layout with filters for efficient navigation
• Ideal for solopreneurs and service-based professionals
• Great for tracking leads, project delivery, and client communication

Manage your client relationships with clarity and confidence using this simple, yet powerful system.

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:

• Purchase and download instantly.
• Open the PDF file to access the Google Sheet link.
• Download the Excel template.
• 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.