Ultimate Client Tracker Spreadsheet, Client Tracker Google, Small Business Spreadsheet, Project Management, Invoice Tracker, CRM Dashboard

Included Sheets & Features:

▪️CRM Dashboard- Built-in graphs and charts give a quick overview of your progress and insights at a glance.

▪️Leads- all information about leads in one place.

▪️Clients- Maintain detailed client profiles.

▪️Invoices & Invoice Print - Track total issued, paid, and outstanding amounts with ease. Generate printable, professional invoices directly in the template for seamless billing.

▪️Onboarding- take care of client onboarding.

▪️Project Management - Manage multiple projects simultaneously.

▪️Tasks & Calendar - Stay on top of your day with auto-updated task lists for today, tomorrow, and overdue items.

▪️Communication Log - Track all client interactions like calls, emails, and meeting notes.

What to expect:

✅ Customizable & Easy-to-Use: Works in Google Sheets.

✅ Professional & Polished: Sleek design with smart dropdowns, auto-filters, and built-in calculations.

✅ All-in-One Solution: Manage everything from lead tracking to invoicing and task management.