Skip to product information
Client Tracker – Small Business Owners – Excel Template
1/11
Client Tracker – Small Business Owners – Excel Template

✅ Instant download (right after purchase)

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

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

Downloaded: 564 times

Meet the Excel Client Tracker — a comprehensive CRM dashboard and business planner designed for small businesses and solo professionals. This all-in-one template helps you capture client details, track leads, and manage projects, so you can save time and make better decisions.

  • Centralize client details, contacts, leads, and follow-ups in one place
  • Track calls, emails, meetings, tasks, invoices, and projects with a single template
  • Stay on top of cash flow and project status with a clear CRM dashboard
  • Save time and reduce switching between apps with an all-in-one solution
  • Easy to customize for your workflow without complex setup

This All-in-one Excel Client Tracker Spreadsheet combines a CRM dashboard with trackers for calls, emails, tasks, invoices (log), projects, and meetings. It keeps client information organized, supports timely follow-ups, and provides a practical, lightweight alternative to complex CRM software. ExcelAtlas stands behind this reliable template, designed to help small teams work more efficiently.

  • Works with Excel and Google Sheets
  • Instant download
  • Lifetime access and 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

Be the first to write a review
0%
(0)
0%
(0)
0%
(0)
0%
(0)
0%
(0)

You may also like