This Client Tracker spreadsheet for Google Sheets and Microsoft Excel is perfect for small business owners who want an easy and convenient way to manage their customer list.
The links are done for you which makes this client tracker template simple and easy to use even for people with no technical background. Enter your information and see the spreadsheet update automatically.
Features Included:
Setup tab
- Customizable Status, Priority, Service Offered and Source
- Unlimited customer spaces
- Space to enter pertinent customer information
- Notes / To-Do with checkboxes
- Status Chart
- Priority Chart
- Lead Source Chart
