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.
TABS:
1. Guide
2. Setup
3. Client Entries
4. Communication Log
5. Client Task Tracker
6. Client Tracker Dashboard
FEATURES:
Currency Setting: Easily change the default currency using a dropdown menu across the entire template.
Payment Categories: Track payment methods and update invoice status for various clients.
Client Data Entry: Organize clients by type, service provided, progress, and source of acquisition using dropdowns.
Communication Logging: Log client communication methods and record important notes or reminders.
Client Tracking: Use dropdowns to select client information, with a highlighter table to emphasize specific clients.
Communication Tracker: Monitor daily communication routines with clients, and use the Client Communication Finder to highlight communication activities.
Task Tracking: Stay productive by tracking daily tasks, with the Task Finder highlighting tasks across different categories.
Client Tracker Dashboard: Get a comprehensive view of client activities, tasks, and communication, with dropdown menus and visuals. Use the Client Finder to view client details, tasks, and invoice status by priority.
★ What you need:
You can easily access this spreadsheet with a free Google account. If you already have for example a Gmail account, you can use the same login details to access this spreadsheet.
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