Introducing our Excel and Google Sheets Client Tracker spreadsheet, an indispensable tool for small businesses looking to streamline client management or CRM tasks effortlessly. This versatile tool combines the functionalities of a client tracker, CRM system, lead organizer, and task tracker into a single, easy-to-use interface. Designed to enhance efficiency and organization, our Client Tracker spreadsheet empowers small businesses to effectively manage client interactions, track leads, track invoices, and monitor tasks—all within one cohesive platform. Whether you’re nurturing client relationships or managing daily operations, our spreadsheet provides the flexibility and insights needed to optimize productivity and drive growth. Ideal for any small business seeking to centralize and elevate their client management strategies, this tool is your key to staying organized and focused on what matters most—your clients and business success. This Client Tracking spreadsheet contains everything you need to track, status, and analyze your client relationships: o Easy client tracker dashboard tracks client info, status, and contract value and invoices, and client sources & types o Automatic, color-coded results o Customizable drop down values o Separate to-do list tab for detailed action item tracking o Track up to 2,000 clients o Instant data analysis and easy visualization o Google Sheets and MS Excel versions You will receive the following via Etsy digital download: 1) MS Excel file of the Client Tracking spreadsheet 2) PDF file containing Google Sheets download instructions How to download: 1) Sign into Etsy.com on a desktop PC or laptop 2) Go to “your account” 3) Go to “purchases and reviews” 4) Select “download files” next to the order Please note: • Backwards compatible! Not only does this template work with the latest Office 365 Excel version, this template is specifically coded to also work with older excel versions dating back to Excel 2019! (unlike this one, most etsy excel templates are limited to only work with office 365) • Slide colors and object/image shapes may vary slightly with different monitor settings/resolutions. If you experience slightly misaligned features in your template simply consult the provided FAQ resource on how to resolve. • Digital download: this listing is an instant DIGITAL DOWNLOAD ONLY. No physical product will be shipped. • This item is for personal use only. Reselling/redistribution is prohibited. This is not intended for commercial use • This spreadsheet is for informational use only and does not constitute any financial, tax, or legal advice. Please do your own research and if needed contact a licensed financial advisor before making any financial decisions. Under no circumstances can or will Brave Buffalo Crafts or any of its employees/products/works be held responsible for any costs, loss, damage or injuries (may it be direct or including without limitation indirect loss or damage) that result from the use of this spreadsheet
