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Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions

Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions

Regular price $19.95
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Enhanced Client Tracker

Ultimate Client Tracker CRM – Organize, Track & Grow Your Business

Simplify your workflow and scale faster with the Ultimate Client Tracker CRM, designed for creators, freelancers, and small business owners. Centralize client data, track tasks, and close more deals using our powerful Google Sheets & Excel templates.

Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions - Openworksheet

All In One Dashboard

Instant Insights at a Glance

Stay in control with a centralized dashboard that gives you real-time visibility into your client pipeline, task progress, and key metrics. Designed to help you take fast, informed action without digging through multiple tabs.

Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions - Openworksheet

Calendar View

Dynamic Calendar View – Plan Smarter, Never Miss a Task

Visualize your tasks, meetings, and deadlines with an automated calendar built into the CRM. Stay on top of your schedule, manage priorities by date, and keep your entire workflow synced and structured.

Ultimate Client Tracker CRM Template – Google Sheet & Ms Excel Versions - Openworksheet

Meeting

Meeting Tracker

This is a Meeting Tracker template designed to help you make sure that you don’t miss any scheduled meetings, while also providing a space to capture detailed summaries and notes from each meeting. By utilizing this template, you can effectively organize your meetings and keep track of important discussions and action items that arise.

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Customer Reviews

Based on 59 reviews
80%
(47)
20%
(12)
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I
Isabella Thomas
Extremely helpful

Very professional and high-quality templates. Definitely recommend.

W
Will Baker
Impressive quality

Well organized and easy to modify. A must-have for anyone with data needs.

E
Emma Davis
Extremely helpful

Excellent templates with clear instructions. Customer support was responsive too.

X
Xena Carter
Time saver

Great quality templates that helped me streamline my workflow.

A
Aisha Khan
Not bad

I got this cuz I needed quick stuff, it's pretty cool.