Client Tracker + CRM | Excel and Google Sheets | 8 Templates

Simplify Your Client Management
Stay organized and on top of your client relationships with the Client Tracker + CRM bundle. Designed for freelancers, coaches, consultants, and small business owners, this toolkit helps you manage client information, track project progress, and log payments—all in one simple, intuitive system.

✅ WHAT’S INCLUDED:
✔ 2 essential templates for client management (Excel & Google Sheets)
✔ 8 total files – with sample data and blank versions
✔ Step-by-step instructions
✔ Fully customizable and easy to use

📂 WHAT’S INSIDE (2 KEY TEMPLATES):
📋 Premium CRM Template – Keep track of client communication, manage contacts, and monitor every stage of the customer journey.
📊 Client Tracker Spreadsheet – Get a comprehensive overview of client projects, deadlines, and payments in one easy-to-use dashboard.

📌 FEATURES:
💻 Works in Excel & Google Sheets
📊 Built-in filters and calculations for easy tracking
📅 Fully customizable for different clients and project needs
📱 Compatible with Mac, PC, tablets, and phones
📥 Instant download – start managing your clients today

👥 PERFECT FOR:
✔ Freelancers, virtual assistants, coaches, and consultants
✔ Small business owners looking for better client management
✔ Anyone wanting to streamline client tracking and communications
✔ Professionals looking for an easy-to-use CRM solution

🎯 STREAMLINE YOUR CLIENT MANAGEMENT
With these templates, you’ll be able to stay organized and manage your clients more efficiently. Whether you’re juggling multiple projects or just need a better system, this bundle helps you take control and deliver exceptional service.