This template works on GOOGLE SHEETS. You need a free Google account to access and use this template.
Take charge of your client management with ease using this all-in-one tool designed specifically for small businesses. Effortlessly track and manage your clients, tasks, and communications, so you can focus on what truly matters—delivering exceptional service.
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What's Included? 6 Tabs: ✨SETUP TAB - This is where you'll add customised elements that will automatically update across the spreadsheet, such as your chosen currency, business type, progress and more. ✨CLIENT TRACKER - You can keep track of your client's information by labelling, categorising and more. ✨CLIENT PROJECTS - You can view all the details relating to your clients projects, including status, amount paid and more. ✨INVOICE TRACKER - Allows you to track and monitor your invoices efficiently. ✨COMMUNICATION LOG - The communication log tracks each clients information, including the date contacted, method and status. ✨TASK TRACKER - The task tracker helps you stay organised with what needs to be done, what priority tasks are, when their deadlines are etc.
To access this file, you'll need a Google account. If you don't have one already, it's free to set up! Please note that this spreadsheet is designed specifically for use with Google Sheets and is compatible with various devices such as computers, laptops, smartphones, and tablets.
