Priori Digital Studio
Client Tracker
Client Tracker
- Secure Payment
- Chat Support
- Instant download
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.
Share
Description
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.
How to download
Order Confirmation: After successfully completing the payment process, you will receive an order confirmation email. This email will contain details of your purchase, including the product(s) ordered and the total amount paid.
Access Download Link: Just after the checkout, you will have the possibility to download your order. You will also receive the link to download your purchase within the order confirmation email where you will find a download link or instructions on how to access your purchased digital product(s).
Download the Product: Click on the provided download link to initiate the downloading process. Depending on the file size and your internet connection speed, the download may take a few moments to complete.
Save the File: Once the download is complete, the digital product file will typically be saved to your computer or device's default download location. You may choose to save the file to a specific folder for easy access in the future.
Verify Download: After the file has been downloaded, verify that it has been saved correctly and is accessible from the designated location on your computer or device.
Enjoy Your Product: You can now access and use your downloaded digital product as desired.
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.
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.
This was excellent and helped a lot
Great Product if you don't like cloud based software
Love these templates. Super helpful
Subscribe to our emails
Be the first to know about new collections and exclusive offers.
- Choosing a selection results in a full page refresh.
- Opens in a new window.