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CRM Client Tracker - Small Business - 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: 867 times

CRM Client Tracker is a Google Sheets template designed for small businesses to manage clients, leads, and prospects in one place. It helps you save time, stay organized, and close more deals with a simple, reliable interface.

  • Centralize client data, leads, and prospects in one clean dashboard
  • Track interactions and follow-ups with built-in reminders
  • Speed up daily tasks with ready-to-use templates and intuitive status dropdowns
  • Gain clear, actionable insights to improve lead conversion
  • Collaborate with your team in real time

This template includes essential fields for contacts, lead status, next steps, notes, and a clear pipeline view to monitor progress at a glance. It’s simple to customize, avoids the clutter of complex CRMs, and keeps your team aligned with a clean interface and practical automation. ExcelAtlas designs practical templates that prioritize real-world usability.

  • 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)
14%
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7%
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J
Jasmine Mendiola

I have tried A LOT of trackers and lists to keep track. This has significantly changed the way I am able to “dump” and organize my mental load and actually get things done!

L
Lisa DiMauro

Excellent instructions. Easy to use.

A
Adrian Fajardo

The spreadsheet is well put together. The guide that comes with it is also very handy!Will recommend and will be looking into their other products!

I
Innate

Easy to use, love it

j
jenayng

I was very hopeful for this product but it has not been user friendly with the IPad as stated. The look of it is great, the use not so much. I will keep trying to figure it out but will probably go back to good old pen and paper.

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