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Client Tracker – Small Biz – Excel / Google Sheets Template
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Client Tracker – Small Biz – Excel / Google Sheets Template

✅ Instant download (right after purchase)

✅ Works in Excel & Google Sheets (Windows/Mac)

✅ Money-back guarantee (30 days)
€29,90

Downloaded: 995 times

Introduction Manage your entire client workflow from first contact to final invoice with our Client Tracker Spreadsheet for Google Sheets & Microsoft Excel. It’s designed for freelancers and small businesses who want to save time and stay organized.

Key Benefits

  • Centralize clients, deals, tasks, and invoices in one place.
  • Track leads and deals with a visual sales dashboard for faster decisions.
  • Automate core workflows with status tracking and reminders.
  • Save time with ready-to-use templates and easy customization.
  • Improve cash flow and client communication with clear invoicing status.

Detailed Explanation This template includes a complete client CRM with stages for lead capture, contact management, deal tracking, task lists, and invoice status, plus a dashboard that summarizes your pipeline and cash flow. It works with Google Sheets and Microsoft Excel, offering a practical alternative to free trackers or complex ERP solutions. ExcelAtlas delivers this practical CRM template to help freelancers and small teams keep client work flowing smoothly.

Practical Details

  • Works with Excel & Google Sheets
  • Instant download, lifetime access, and updates
  • Fully customizable to fit your workflow

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
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Alexis

Exactly what I was looking for. Easy to use.

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Erin

Great product! Very helpful for tracking contacts.

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Chloe Simpson

Such a helpful planner and all aspects covered! It’s so worth it to get the bundle with debt and sinking funds tab.

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Mérick Djamadar

The excel sheet seems to be very heavy and causes Excel to crash every time I open it. My computer is pretty recent and can handle a lot usually. I tried it on Excel web to see if it was better but the file isn't compatible with Excel web on the cloud Office Suite. On top of that, many cells seems to be blocked in a way that makes it hard to customise and adapt the template to further graph or visualisations. So overall it's a nice template if you need to find some inspiration to create your own but I wouldnt recommand if you're not an excel geek who will be able to re-do the whole file yourself.

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Michelle Anne

I really liked this spreadsheet! It's been super helpful in figuring out my family finances. My only complaint is that you can't set your daily budget to 0 and have the trees still work, and there is no annual aggregate tab where you can track trends easily. But for a beginner budgeting template this has been great.

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