About this product

👋 Thank you for considering our Client Tracker Template for Google Sheets & Microsoft Excel! Take control of your client management effortlessly with this comprehensive tool designed for small businesses. Track and manage clients, tasks, and communications with ease using the integrated Task Tracker and Communication Log. Simplify your process with our user-friendly template!


🔍 FEATURES:
● Multi-Device Compatibility: Accessible on all devices, including Macs, PCs, smartphones, and tablets.
● Interactive Task Tracker: Manage tasks, deadlines, and priorities efficiently.
● Communication Log: Keep a record of all client interactions for effective communication.
● Client Database: Maintain a centralized database of contact details and keynotes.

🚀 BENEFITS:
● Streamlined Management: Simplify and organize client tracking.
● Enhanced Task Efficiency: Stay on top of tasks and deadlines for client satisfaction.
● Improved Communication: Keep a detailed log of client interactions.
● Centralized Client Info: Access essential details and notes in one place.

📌 TABS:
➤ Setup Page: Customize the template to fit your needs.
➤ Client Database: Store contact info, communication history, and notes.
➤ Task Tracker: Manage tasks and deadlines for each client.
➤ Communication Log: Record all interactions for effective follow-ups.
➤ Dashboard: View key metrics, task summaries, and updates in one place.
➤ Instruction Page: Maximize the template’s use with detailed guidance.

🌟 Elevate your client management! Simplify tasks, enhance communication, and boost productivity with our Client Tracker template. Save time, make informed decisions, and unlock success!

💙 Current Color: Minimal
🎨 Other Colors Available: Green, Pinky, Rainbow
✨ Google Sheets & Microsoft Excel Versions Included ✨

❗️ IMPORTANT NOTES:

1. Updated Excel Required: Older versions may lack key features.
2. Gmail Account Needed: For file access.