Skip to product information
Client tracker template to download, example on the desktop
1/3
  • Client tracker template to download, example on the desktop
  • Example of what's inside the client CRM template
  • A screenshot from the client management tool that displays some example data
  • Client tracker template to download, example on the desktop
  • Example of what's inside the client CRM template
  • A screenshot from the client management tool that displays some example data

Client Tracker Google Sheets Template

All your clients in one simple Tracker
€2,39 €3,49

Google Spreadsheets Template
  • American Express
  • Apple Pay
  • Bancontact
  • Google Pay
  • Maestro
  • Mastercard
  • PayPal
  • Shop Pay
  • Union Pay
  • Visa

What you will get

  • Google Sheets Client Tracker Template with 4 tabs: Setup, Client Tracker, Calendar, and To-Do List. Instant PDF download with direct access link;
    • Client information: names, contact details, company & industry;
    • Interactions tracking: dates of contact, notes and follow-up reminders;
    • Categories: tags for client segmentations and priority levels
  • Pre-built formulas for automated calculations and easy tracking;
  • Customizable columns and categories to fit your business needs;

Use the template however you like: track clients, monitor payments, plan tasks, or manage multiple projects at once. The template adapts to any workflow and helps you stay organized and on top of your business.

Explore the Client Tracker Google Sheets Template

Small Business CRM to digital download

Keep your clients organized and your business running smoothly with this Client Tracker template for Google Sheets. Track client details, interactions, and payments all in one place, so nothing slips. Perfect for small business owners, freelancers, and personal trainers who need a reliable client management software alternative without the extra cost.

This template works as a client tracker app in spreadsheet form: log meetings, follow-ups, and project progress easily, can be also used as a client payment tracker or client progress tracker to monitor results and revenue.

  • Instant download: Start using it immediately after purchase, PDF file is ready to download just after the payment is received;
  • Google Sheets compatible: Accessible on any device with a Google account;
  • Digital Format: PDF with a download link, no physical product is shipped;
  • User-friendly: Easy to customize to fit your niche.

Stay organized with ease

Keep all your client names, contact info, companies, and industries in one structured system so nothing slips through the cracks.

  • Track clients efficiently without
  • Quickly access essential details to manage relationships confidently

Ready-made client management

The template is fully ready to use in Google Sheets. After purchase, you can start tracking clients, communications, and follow-ups immediately.

  • Save time building spreadsheets from scratch and start organizing your business right away

Monitor interactions & progress

Log calls, emails, and meeting notes while setting reminders for follow-ups. Track revenue estimates and client priorities to make smarter decisions.

Check out also our Onboarding Template

Who is this template for?

This template is perfect for anyone who wants to stay organized and manage client relationships efficiently.

  • Track client details, interactions, and follow-ups.

What is the Client Tracker Google Sheets Template

Google Spreadsheets

PDF File

Instant Download

Important notes

  • This product is digital only; no physical items will be sent;
  • Compatible exclusively with Google Sheets (a free account is required);
  • Refund Policy: Due to instant download, refunds are not available, please review the description carefully before purchasing.

Simply track your clients

This template will help you keep every client and project under control. It makes managing your clients simple, clear, and stress-free.

💬 Have questions?
Feel free to send a message, we're happy to help you!

© CraftedCharts. All rights reserved.
Check out all the products

FAQs

No, this template doesn’t come with an app. It’s provided as a Google Spreadsheet that you can access and edit online.

You may also like