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Bestseller – Excel Client Tracker | CRM Dashboard, Small Business Planner Business Spreadsheet

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🔥 Excel Client Tracker

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Boost your business productivity and stay organized with this All-in-One Excel Client Tracker with CRM Dashboard. Perfect for small business owners, this Excel template features comprehensive tracking tools, including a call tracker, email tracker, task tracker, invoice log, project tracker, and meeting tracker. Designed to be both functional and visually appealing, it simplifies client management and helps you analyze valuable data effortlessly.

Versatile Business Solution
This Excel template doubles as a business planner, lead tracker, and CRM dashboard, providing actionable insights to streamline your workflow. With intuitive features and a user-friendly layout, it’s your go-to solution for tracking and managing business activities in one place.

Features and Benefits

Included Tabs

  • Dashboard: At-a-glance insights into your business performance.
  • Client Tracker: Centralize client information for seamless management.
  • Call Tracker & Email Tracker: Log communications efficiently.
  • Task Tracker: Prioritize, track, and manage tasks with ease.
  • Project Tracker: Keep projects organized and on schedule.
  • Invoice Tracker: Simplify invoice management and record-keeping.
  • Meeting Tracker: Stay on top of appointments and follow-ups.
  • Task Calendar View: Visualize deadlines and progress.
  • Setup Tab: Customize labels, colors, and categories effortlessly.

Compatibility

  • Works seamlessly on Microsoft Excel for Mac, PC, iPhone, iPad, tablets, and smartphones with the free Microsoft Excel App.
  • Not compatible with Google Sheets.

Key CRM Features

  • Priority & Status Charts: Automatically group clients by priority and status for real-time insights.
  • Client Source Analysis: Discover where your leads originate.
  • Progress Tracking: Visualize overall client progress with a circular progress bar.
  • Customizable Settings: Fully personalize client types, statuses, and sources.

Task Management Tools

  • Task Priority & Status Charts: Organize and track tasks based on urgency and progress.
  • Overdue Alerts & “Due Today” Counter: Stay on top of deadlines.
  • Dynamic Filters: Sort tasks by tags, priority, or person in charge.
  • Customizable Colors & Labels: Tailor the template to your business needs.

What’s Included

  • 1 Excel File with 10 dedicated tabs.
  • PDF Instructions for setup and use.

What You Need

  • Microsoft Excel

Transform your business operations with this Excel Small Business Tracker Template—a professional tool designed to simplify client and task management while helping you uncover actionable insights.

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