This Client Tracker spreadsheet for Google Sheets and Microsoft Excel is perfect for small business owners who want an easy and convenient way to manage their customer list.

The links are done for you which makes our client tracker template simple and easy to use even for people with no technical background. Enter your transactions and see the spreadsheet update automatically.

Contact us right away if you have any questions :)

Access your spreadsheet online anywhere via your Google account (free to set up). Includes 3 different currencies and comes complete with an easy to follow set of instructions.

After you purchase:

You will be taken to a download page. Click on the buttons to download your files.

- For Google Sheets: Download the PDF. In the PDF click on the button. It will redirect you to the Google Sheet website where you can make a copy of the file. If the file opens in "View Only" go to "File" and chose "Make a copy".

- For Excel: Download the .xlsx file and open file in Microsoft Excel.

You will also receive an email with access to the Download page.

》TABS
1. Setup
2. Client Tracker

》FEATURES
- Setup tab
- Customizable Status, Priority, Service Offered and Source
- Unlimited customer spaces
- Space to enter pertinent customer information
- Notes / To-Do with checkboxes
- Status Chart
- Priority Chart
- Lead Source Chart
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》NOTES

- For Google Sheets, you will need Google Sheets and a basic understanding of how to use it.
- For Excel, you will need either Office 2021 or later or a Microsoft Excel 365 subscription and a basic understanding of how to use it.
- The spreadsheet looks and works better on a desktop/computer.
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》IMPORTANT

All designs are ©MyProductiveLifeCo. This item is for personal use and cannot be resold, redistributed, or used for any commercial purposes.
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》THIS IS A DIGITAL PRODUCT / INSTANT DOWNLOAD

Digital means its ready to download straight away after buying! No waiting, and no shipping fees. Purchase once and its yours forever!

*No physical product will be shipped*
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