Product details

Overview

Our Client Tracker is the perfect tool to track all your customer information and customer-related tasks. Manage your growing business by tracking your customer data, efficiently managing your projects, easily logging your communication and quickly understanding your lead source.

What’s Included

This Client Tracker includes 10 tabs:
✓ Instructions
✓ Setup
✓ All-In-One Dashboard
✓ Client Database
✓ Lead Management
✓ Communication Log
✓ Task Tracker
✓ Project/Service Details
✓ Gantt Chart
✓ Invoice Tracker

You will receive:
✓ PDF with the link to the Client Tracker Spreadsheets (Google Sheets)
✓ Excel spreadsheet of the Client Tracker Spreadsheet
✓ PDF of the Step by Step instructions
✓ In-depth YouTube Tutorial on how to efficiently use your spreadsheets


Disclaimer:
Product developed with the latest Excel version (Office 365) Desktop App. Older versions might not be able to support all the features.


Copyright notice:
This design and this spreadsheet is copyrighted by Priori Digital Studio. Your purchase of this product is for personal use only and commercial/public use of any kind is strictly prohibited. It is prohibited to resell, share, reproduce this product or distribute this product, either in part or in full, with or without modifications.

Customer Reviews

Based on 27 reviews
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m
myra

Great product. I am still trying to set up the spreadsheet. But so far so good! It was great to receive some messages after purchasing, asking if I could use some assistance. Very nice.

r
rmrnicholls

Very useful spreadsheet which I've been able to adapt for my business. I had a question which the shop dealt with quickly. The YouTube video tutorial is very helpful in getting set up. I haven't used it for long but I am hoping that it will help me to build my new business.

J
John

This was excellent and helped a lot

M
Monica

Great Product if you don't like cloud based software

J
Jewel May

Love these templates. Super helpful

FAQs

Please read our FAQs page to find out more.

What formats are your spreadsheets available in?

Our spreadsheets are available in both Excel and Google Sheets formats. If you are a Mac user, our products will not work under Apple Numbers, so we invite you to use Excel for Mac, or the Google Sheets version of our spreadsheets.

Do your spreadsheets come with instructions or support?

Yes. Each spreadsheet purchase includes written instructions and access to a detailed YouTube tutorial. You can find all our tutorials on our YouTube Channel

How do I receive the spreadsheet after purchase?

Upon purchase completion, you'll be directed to a download page. Simply click the designated buttons to download your files. Additionally, you will receive an email with a download link. For further details, you can read our section How to Purchase and Download Digital Products

Can I request a refund if I'm not satisfied with the spreadsheet?

Unfortunately, due to the nature of our products, we do not offer refunds or exchange. You can refer to our Return Policy for further details.

Can I use your spreadsheets for commercial purposes?

No, our spreadsheets are sold for personal use only. However, if you want to use some of our spreadsheets for commercial purposes, then you can find our PLR (Private Label Rights) sectionhere.

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