Client Tracker & Lead Management Tracker Excel and Google Sheets

MRR PLR CLIENT TRACKER SPREADSHEET SPREADSHEET 
Manage your clients easily with this handy tool made for small businesses. Keep track of clients, tasks, and conversations effortlessly. Stay organized and give top-notch service with our Task Tracker and Communication Log. Say hello to simplicity and wave goodbye to complicated systems with our easy-to-use Client Tracker Template.


🔍 FEATURES:


● Multi-Device Compatibility: Accessible on all devices, including Macs, PCs, smartphones, and tablets.
● Interactive Task Tracker: Efficiently manage tasks, priority levels and deadlines.
● Communication Log: Keep a detailed record of all client interactions, ensuring streamlined communication and follow-ups.  
● Client Database:  Keep all your client info organized in one place, including how to contact them and any important notes.



🚀 BENEFITS:
● Easy Client Management: Make managing clients easier by keeping everything organized and easy to track.

● Get Tasks Done Faster: Stay organized and meet deadlines on time to keep clients happy.

● Better Communication: Keep a record of all client conversations to make sure everyone's on the same page.

● All Client Info in One Place: Access all the important details about clients in one spot for personalized and efficient management.




📌 TABS:
➤ Instruction Page: Access a dedicated page with detailed instructions, video tutorial and sample mockup data on how to maximize the use of the template and optimize your client management process.
➤ Setup Page: Customize the template to suit your client tracking needs including setting priority levels, organizing client categories, and choosing communication methods..
➤ Client Database: Keep all your client details organized in one place like their contact info, communication history, and any important notes.
➤ Task Tracker: Stay on top of tasks and deadlines for each client. This ensures that everything gets done smoothly and projects run without a hitch
➤ Communication Log: Keep track of every interaction with your clients, whether it's emails, calls, or meetings. This helps with effective communication and follow-ups.
➤ Dashboard: Get a holistic view of your client management process, with key metrics, task summaries, and client updates all in one centralized dashboard.  

| FEATURES |
• Automatic calculations - focus on your business, not complex equations.
• Streamlined content - no unnecessary cluttered sections.
• Suitable for any calendar year.

👋 Dedicated Support from our Shop

FOR PERSONAL AND COMMERCIAL RESELL USE

Our digital products come with Private Label Rights (PLR) & Master Resell Rights (MRR) granting you the freedom to customize, edit, rebrand, and resell as your own.

With all our Master Resell Rights Products, you have the option to sell them with Master Resell Rights to your customers if you wish to, but there is no obligation to do so.

📥 HOW IT WORKS
• After purchase, you will receive an email containing a link to your digital file, which will redirect you to your planner. You will also be able to download here just after the purchase.
• If you have any questions, I am only a message away ❤️