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Client Tracker – Small Biz – Excel / Google Sheets Template
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Instant download (right after purchase)

Works in Excel & Google Sheets (Windows/Mac)

Money-back guarantee (30 days)

€29,90

Downloaded: 346 times

Meet the Client Tracker Spreadsheet — a user-friendly customer management tool designed for small businesses. Built for Google Sheets and Excel, it helps you organize and monitor clients, leads, and prospects, delivering a clear path to faster follow-ups and smarter decisions.

  • Centralize client data in one clean interface
  • Track leads and prospects through a simple, visible pipeline
  • Save time with a ready-to-use CRM you can customize
  • Find contacts quickly with built-in search, filters, and sortable columns
  • Collaborate seamlessly in Excel or Google Sheets

Included are a structured contacts sheet, a dedicated leads log, and a lightweight follow-up tracker that keeps every relationship on track. The template is designed to be straightforward to use, reducing data-entry friction and avoiding the complexity of many free or overbuilt options. ExcelAtlas delivers a reliable, premium-grade tool with this Client Tracker Spreadsheet.

  • Works with Excel & Google Sheets
  • Instant download
  • Lifetime access & updates

Frequently Asked Questions

How do I get my templates after purchase?

You’ll receive instant access. Within 30 seconds, a download link is sent to your email. You can also download directly from the Thank You page after checkout, or anytime from your personal account created automatically after purchase.

Can I use the templates for business?

Yes. All ExcelAtlas templates can be used for personal or business purposes within your organization. Reselling or sharing outside your company is not allowed.

Do I get updates and support?
  • ProPack® includes 140 templates with lifetime access.
  • Ultimate pack includes 420 templates, lifetime free updates, and 6 months of dedicated support (extendable up to 12 months).
What if I change my computer or work offline?

No problem. Your templates are yours to keep. You can re-download them anytime, and they work offline in Excel or Google Sheets.

Are the cells from the templates locked?

No. All templates are fully editable—you can change colors, formulas, or layouts as you wish. Nothing is password-protected.

Do you offer refunds?

Yes. We provide a 30-day money-back guarantee if you’re not satisfied with your purchase.

Do I need a special version of Excel or Google Sheets?

No. Templates work on both Excel and Google Sheets, including older versions. In rare cases, if a template is better optimized for one platform, it will be noted in the description.

What’s the difference between ProPack® and Ultimate pack?
  • ProPack®: 140 templates, covering all categories on our site.
  • Ultimate pack: 420 templates (everything in ProPack® + 280 extra), lifetime free updates, and 6 months of support. It’s our best value bundle.
Do the templates include instructions?

Yes. Each template comes with a built-in guide (usually on the first tab) and many include short video instructions. You can keep the guide inside or delete it once you’re familiar with the template.

Is there a subscription or hidden fees?

No. Payments are one-time only. Once you buy, you own the template forever.

Customer Reviews

Based on 14 reviews
79%
(11)
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7%
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M
Marcy

Love the ease and design of this!

S
Sarah Laine

A Very helpful and useful product!!

C
Cynthia Salazar

There aren’t any “trees” that grow. Chart doesn’t fit screen. I have to zoom in and out

C
Cheyenne LeBlanc

Responded very quickly to my question.

L
Lauren Gregorski

Its exactly what my husband and i needed. its easy to use, with lots of instructions included. I've already recommended it to friends.

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