Client Tracker Spreadsheet

Make keeping track of your clients a breeze!

✅ Easily keep track of all client information, including contact details, status, and priority, in one centralized location

✅ Stay organized by categorizing clients based on status and priority, allowing for quick identification of important tasks and follow-ups.

✅ Monitor task assignments, statuses, priorities, and due dates associated with each client, ensuring timely completion and follow-up.

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Why You Need This Client Tracker Spreadsheet?

📋 Client Dashboard: Easily view all your client information and tasks, highlighting any overdue tasks.
📊 Client Database: Centralize all client information for quick access and categorization based on your business needs.
🗒️ Communication Log: Effortlessly track emails, phone calls, meetings, and notes, ensuring seamless communication and transparency.
✅ Task Tracker: Manage deadlines and prioritize tasks effortlessly, ensuring nothing falls through the cracks.
🎨 Customizable & Easy to Use: Tailor this tracker to fit your unique business needs, ensuring it adapts perfectly to your workflow.
✅Compatible with all currencies
✅Automatic calculations
✅User-friendly and intuitive
✅Suitable for beginners
✅Includes only essential features

Important Note!!

This spreadsheet is only compatible with Google Sheets, not with Microsoft Excel.

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