Customer Tracker in Google Sheets with CRM module
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Customer Tracker – Sales CRM in Google Sheets
$ 29.00 Add to cart

Customer Tracker – Sales CRM in Google Sheets

$ 29.00

⚡ Improve your Sales Pipeline with Customer Tracker CRM! 

🍃Client Tracker is a powerful sales CRM tool that simplifies customer management and enhances your sales pipeline.

🍃With its intuitive interface, customizable tables, and advanced data filtering, you can track deals, tasks, invoices, to-do lists, and expenses with ease.

🍃Whether you’re at your desk or on the go, access your sales data from anywhere with Google Sheets.

Click here to see a DEMO spreadsheet

(3 customer reviews)
  • 30 days easy returns
  • Instant Download
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Questions? Contact us!

⚡ Improve your Sales Pipeline with Google Sheets Client Tracker CRM! ⚡

🍃Designed for freelancers, small businesses, managers, and project management, this versatile tool enables multiple users to work together seamlessly.

🍃Client Tracker is a powerful sales CRM tool that simplifies customer management and enhances your sales pipeline.

🍃Streamline your sales process and improve your bottom line with Client Tracker. The best business planner for you!

🍃With its intuitive interface, customizable tables, and advanced data filtering, you can track deals, tasks, invoices, todo lists, and expenses with ease.  

Excel Dashboard Spreadsheet

✅Works on Windows & Mac
✅Works on any smartphone with the free Google Sheets App (iPhone, iPad, Android, Tablets)

Excel Dashboard Spreadsheet

Client Tracker Includes

⚊ Comprehensive CRM Dashboard Page
⚊ Keep Track of Your Customers (Lead tracker)
⚊ Track Your Deals and Orders (Sales sheet)
⚊ Invoice Statement
⚊ Expense Tracker
⚊ Reports Sheet
⚊ Kanban/Tiles Board
⚊ Gantt Schedule
⚊ Invoice Tracker and Dynamic Invoice Template
⚊ Client Task To Do List

Overview of Sales CRM

  • An Easy-to-Use Sales, Task Management System, and Customer Tracker
  • Plan Sales and Expenses with Ease
  • Access Your Sales Anywhere

Perfect Spreadsheet for Small Business

  • Ideal for Freelancers, Small Businesses, Managers, and Project Management
  • Keep Track of Your Team’s Performance

Overview of Sales CRM

  • Keep Track of Deals, Tasks, Leads, Employees, and Invoices
  • Customizable Tables and Statuses
  • Advanced Data Filtering and Grouping
  • Custom Sales Stages and Customer Sources
  • Customizable Drop-Down Lists and Color Coding
  • Manage Deals and Tasks with a Kanban Board
  • Order tracker to keep you focused on tasks
  • Predefined Reports for Deals and Tasks
  • Flexible Report Filtering
  • Unlocked Pivot Tables for Advanced Users
Excel Dashboard Spreadsheet

Sales Dashboard & Income Statement

⚊ YTD and Full Year Summary for Revenue, Expense, and Profit
⚊ Summary for Lead, Active, Failed, and Successful Deals
⚊ Dynamic Chart and To-Do List for Deals and Tasks
⚊ Invoice Tracker, Sales Funnel, and Tasks Summary
⚊ Full Income Statement for 2 Previous Years and YTD and Full Year Forecast for the Current Year
⚊ Forecast for 3 Next Years
⚊ Sensitivity Analysis with Modifiers: Revenue % Growth, COGS % Growth, and Operating Expenses % Growth

No hidden fees or features. Everything is available with a single payment.

Requirements

 

Google Account (Gmail)

Looking for Customer Tracker in Excel

Check our Sales CRM Tracking Spreadsheet in Excel

➤ The spreadsheet includes an Invoice Tracker, Estimate Template, Movable Kanban Tiles, Task Management with Time Tracking, Profit and Loss Statement, Sales Sensitivity Analysis, and much more!

Compatible: Windows OS, Excel 2013, 2016, 2019, 365 (Excel with macros)

Check Excel version
Excel Dashboard Spreadsheet

3 reviews for Customer Tracker – Sales CRM in Google Sheets

  1. Bill.P –

    Great seller, fast transaction
    — Review imported from Etsy —

  2. Marjie.B –

    Had to use this for a while before I could rate. I tend to be immediately overwhelmed by spreadsheets AND I actually love a good one that doesn’t add too many complicated features. Color coding is essential for me too. This one fits the bill. Highly recommend.
    — Review imported from Etsy —

  3. Caroline.J –

    — Review imported from Etsy —

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