Client Tracker Spreadsheet | Customer Task Management | Customer Follow-Up Sheet | Simple CRM | Google Sheets Template

Description
Client Tracker Spreadsheet consistes of eight sections:

1. Settings
Customize the template with easy setups.

2. Client Database
List your clients with relevant info.
Update the Status once any client jums from one to another.
Select the Responsible Employee for each client.
You can track approaching and overdues according to contract end dates on the left side

3. Communication Log
Record your communication actions with clients.

4. Task Tracker
Select any client to record a to-do.
Write down the task name.
Select the priority and due date for each task.
You can now label any task as comepleted when it's done.
You'll find Appriaching and Overdue warnings on the left side according to due dates.


5. Dashboard A visual summary of your client management.


6. Calendar Dynamic weekly calendar to track Due Dates of the Tasks.


7. Client Booklet Select any client to see all the Info & action recorded for that customer.

All you need is Internet Connection and Google Account.

Manage all your customer info in one-place. Share with collegues. Edit simulatenously.