Spreadsheets PH
Client Management Tracker
Client Management Tracker
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Designed to be beautiful and useful for small business owners, this Client Management Tracker Spreadsheet for Google Sheets allows you stay organized when managing your clients information and the tasks for each of your clients.
⭐️ Google Sheets Compatible | NOT compatible with MS Excel
⭐️ Instant Download
⭐️ Lifetime Access
⭐️ Mobile Compatible
Never miss a single task for your clients again. Use our intuitive client status board and to-do list board to organize your data to improve your workflow.
This spreadsheet template can act as a business planner and even lead tracker, where you can see where your clients are coming from with the help of the Client Source Chart in our intuitive CRM dashboard.
FEATURES:
- Simple and easy to use
- Client Dashboard - track client status, products/services, and priority
- To-Do Dashboard - keep track of all tasks for your new and past clients
- Automatic dashboard overview & charts
- Compatible with mobile
NOTE: THIS DOCUMENT IS FOR GOOGLE SHEETS ONLY - this is NOT fully compatible with MS Excel.
HOW TO DOWNLOAD:
1. Once your purchase has been confirmed, you will receive an email with the link to access the files.
2. Download the PDF File.
3. The PDF will contain a link to the Google Sheet.
4. Open the link and begin accessing your files!
DISCLAIMER
THIS IS A DIGITAL ITEM AND YOU WILL NOT RECEIVE ANY PHYSICAL PRODUCT.
Your file will be ready to download immediately after your payment has been confirmed.
This product is for PERSONAL USE ONLY. Reselling or sharing is not permitted.
Due to the nature of the digital product, no returns, exchanges or cancellations are accepted.
If you do have any problems or questions about the product, please feel free to message us on FB.
Does it work with Excel, Google Sheets, or both?
Does it work with Excel, Google Sheets, or both?
Your purchase ONLY works with Google Sheets. The template is NOT compatible with MS Excel.
Is this a one-time payment or a subscription?
Is this a one-time payment or a subscription?
One-time payment and includes all future updates.
How to Access?
How to Access?
- Once your purchase has been confirmed, you will receive an email with the link to access the Personal Finance Tracker
- Make sure you have a Google Email (Gmail) account so you will not encounter any problems.
- Once you click the link you received, you will be taken to a "View only" copy of the Tracker.
- Click "File", then "Make a copy" of the Tracker so you can freely edit the template.
- Done.
Can I resell your template?
Can I resell your template?
This template is for personal use only, no commercial rights are given with the purchase.
However, If you are interested in joining our affiliate program, where you can earn money by becoming our ambassador, please feel free to reach out to us.
