With this client tracker - or Record sheet, you can keep all your client details in one place—track status, contact information, lead sources, priority, value, and notes. The built-in dashboard gives you a clear overview of your active clients, key metrics, and upcoming follow-ups, making it easy to stay on top of your business relationships.

The template supports up to 1000 clients and allows you to filter by status, view top lead sources, and highlight follow-up dates that are due today. Automated color coding helps you quickly identify important actions, while dropdown menus make updating client status and details straightforward.

You’ll also find up to five customizable columns to tailor the sheet to your workflow. Whether you’re looking for a simple CRM for Excel, a client database, or a client engagement tracker, this template offers a practical solution for streamlining your client management process. 

⚠️ This Product requires Excel 2021 or Excel 365 to function properly

Excel client register with automated dashboard Filter and sort by client status, priority, and value Follow-up reminders with due today highlights Customizable fields for your business needs Visual dashboard with charts for quick insights Suitable for small business, freelance, and consulting use

✅𝙒𝙝𝙖𝙩'𝙨 𝙞𝙣𝙘𝙡𝙪𝙙𝙚𝙙 1 Microsoft EXCEL Spreadsheet fully Accessible

✅𝙄𝙣𝙨𝙩𝙧𝙪𝙘𝙩𝙞𝙤𝙣𝙨 The Excel is not difficult to use, but I provide some basic instructions on how to use the Spreadsheet.

✅𝙎𝙪𝙥𝙥𝙤𝙧𝙩 You get my full support with your purchase. I will provide you with my email address to enable you to contact me directly.

Please note: This is a digital download. No physical item will be shipped.