Client Tracker & Small Business CRM Template

The product consists of four tabs designed for the correct and effective management of client relationships. Available as a Google Sheets template, it was primarily prepared for relationship management in small businesses, though larger agencies can easily use it as well. However, this is not an automated lead-generation tool, and client information must be entered manually.

The Setup tab allows you to customize the terminology used throughout the entire template to fit your own needs.

The second and main tab, Client Database, is a typical tracker containing a detailed list for each client along with specific information such as name, ID, location, website, phone number, email, preferred communication method, and much more. The template can also be expanded with additional information by adding custom columns. Right next to the list is a Client Overview tab, which quickly displays selected details about a specific individual without having to browse through the entire main list.

The additional tabs include a Calendar and a Task List, which support the overall process of managing client relationships and projects.

• Your files will be available to download once payment is confirmed. Instant download items don’t accept returns, exchanges or cancellations.
• All client data stays within your own Google Sheets file, with nothing shared externally or stored on a third-party platform.
• Automated calculations.
• Fully customizable.

The entire CRM sheet is available in Google Sheets, so it can be used by multiple people at the same time while working on the same client database. Additionally, the entire tool is extremely easy and intuitive to use, making it effortless to manage client relationships and track lead statuses for the entire company. The template includes additional tabs, such as a calendar and a task list, which fully support the organization of your client-related work.