Client Tracker Spreadsheet Template for Google Sheets

This client tracker template for Google Sheets will help you to keep track of all essential client information, keep track of tasks, track invoices, organize leads, store communication and much more! Use this client tracker spreadsheet to keep all of your information in one place and streamline your business and client management. If you run a client-based small business, this small business spreadsheet may be perfect for you! WHAT YOU CAN DO + View detailed analytics on your client, tasks, invoices and more in the fully automated Dashboard. Equipped with 15+ automated charts! + Track essential client information in the Client Database including onboarding progress, payment info, contract info, and much more! + Track tasks easily and see upcoming tasks for the next week. Includes fully automated charts! + Track invoice information and view automated stats! Plus, sort and filter by multiple criteria! (Includes 2 bonus invoice templates that can be saved as PDFs or printed!) + Track communications with clients, leads, and more in one organized tab! + Keep track of all leads, their interested service, follow-up dates, and much more! + View upcoming tasks, invoices, and lead follow-ups in two fully automated smart calendar tabs! + Access the spreadsheet anywhere via Google Drive / Google Sheets. Spreadsheet is for Google Sheets ONLY. This is a digital product. No physical item will be shipped. You will receive access to the product immediately after purchase.