✦ Verified product
Client Tracker Spreadsheet | Includes CRM Tracker, Lead & Task Tracker, Client Record book, Business Planner & Communication Log | For Small Business Owners | Colorful
GBP 2.75
Templatables
Verified independent store
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📝 Grow and manage your client list with this automated Client Tracker! 📝 Designed with business owners in mind, this client tracker lets you manage all of your clients, contacts, i
nvoices and tasks! See everything on one page with the client tracker, giving you a breakdown of high priority clients, client status, invoice statuses and products/services. The charts automatically update giving you a visual picture of everything so you can manage it all easily! Add important details such as the client name, categorize them into different areas, prioritize your highest value clients, see when you last contacted them, deadlines, client status, products/services they purchased and the $ business value they generated Manage your business finances by using the Invoice tracker to track all of your pending and outstanding invoices, payments and balances! Comes with a bonus task tracker sheet too! Building and growing your business is hard enough. That’s why we wanted to create an easy-to-use simple tool which tracks all of your clients for you, so you can concentrate on scaling your business! FEATURES: ✔ Client Tracker Spreadsheet ✔ Manage clients easily and quickly - use the quick status updates ✔ Track client details and contact information with the contact cards ✔ Categorize clients into different business areas ✔ Prioritize your highest value clients ✔ Manage client communications by seeing when the last date of contact was ✔ See the business dollar value each client has generated or can potentially earn ✔ Track all of your invoices with the Invoice tracker ✔ Manage your monthly invoices with the Invoice log ✔ Get organised with the task tracker ✔ Visualise everything with the charts that automatically update ✔ Available on Google Sheets ⭐️ Explore our extensive range of Spreadsheets Templates ⭐️ ⭐️ See our large selection of Small Business Spreadsheets ⭐️ 💲SAVE 5️⃣0️⃣ % off with our link 🔗 ~~ THIS IS A DIGITAL PRODUCT ~~ 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, frame and props are not included* ~~ Refunds & Terms ~~ Every digital and instant download purchase is non-refundable, as there is no way for us to tell whether you have used the download. If you have any questions or concerns about your order, please feel free to reach out to us anytime. You may NOT resell, giveaway as a freebie, reproduce, forward, distribute by electronic means or profit in any way from the template or design. By purchasing you are strictly agreeing to these terms. Please remember that colors may vary slightly when printed, due to monitor calibration settings, printout settings and material type All additional props such as stock photos, frames, items on display and non-incorporated writing are just for illustrative purposes and are not included within the sale. Thank you, Templatables ♡ @templatables - Instagram, Facebook, Pinterest & TikTok Follow us for offers and freebies for our awesome community © Copyright, 2024. Templatables, trading name of Creative Jam Enterprises Ltd. All rights reserved.
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