Client Tracker CRM: Simplify Your Sales & Customer Management with Google Sheets

Take control of your sales, customer service, and task management effortlessly with Client Tracker CRM. Built on Google Sheets, this powerful tool helps you organize your sales pipeline, track expenses, manage tasks, and gain clear insights into your finances—all in one place.

Whether you’re a freelancer, small business owner, or project manager, Client Tracker CRM is designed to streamline your workflow and improve productivity. Its intuitive dashboard, customizable features, and advanced tracking make it the perfect business planner for managing deals, tasks, invoices, and more.

Key Benefits

• Plan and track sales, expenses, and deadlines with ease.
• Manage clients, tasks, and team activities in one platform.
• Access your data anytime, anywhere—compatible with Windows, Mac, iPhone, iPad, and Android devices via the free Google Sheets app.
• Collaborate seamlessly with multiple users.

What’s Included

• Comprehensive CRM Dashboard: Manage leads, sales, and tasks.
• Customer & Lead Tracker: Keep all client details organized.
• Sales Sheet: Track deals, orders, and sales funnel progress.
• Expense Tracker: Monitor costs and improve financial planning.
• Dynamic Invoice Tools: Create, track, and manage invoices easily.
• Project Planner: Keep your team on track with deadlines and assignments.
• Reports & Analytics: Gain insights into your sales, expenses, and team performance.

Why Choose Client Tracker CRM?

• Easy to use, with a clean and simple interface.
• Fully customizable to suit your business needs.
• Advanced tools like data filtering, grouping, and pivot tables for better reporting.
• Real-time updates for tracking deals, tasks, and team progress.
• Helps you stay organized, save time, and grow your business.

Perfect For:

• Freelancers who need a simple yet powerful tool to track clients and projects.
• Small businesses looking to streamline their sales and task management.
• Managers who want to monitor team performance and deadlines.
• Anyone in need of a robust yet accessible business planner.

Features Overview

• Customizable Tables & Drop-Down Lists: Tailor it to your workflow.
• Dynamic Dashboard: Real-time charts, summaries, and to-do lists.
• Income Statement: Forecast revenue, expenses, and profit with advanced analysis tools.
• Kanban Board: Manage tasks visually with ease.

Start using Client Tracker CRM today to organize your sales, enhance productivity, and take your business to the next level—all with the simplicity of Google Sheets.