Google Sheets Business Toolkit: A Comprehensive Suite for Client Management, Bookkeeping, and Lead Tracking

This spreadsheet is designed to be useful for small business owners, this Digital Client Tracker Spreadsheet for Google Sheets allows you to stay organized when managing your clients information and the tasks for each of your clients. Keep track of your clients with this easy to use client tracker spreadsheet. Never miss a single task for your clients again. 

KEY FEATURES IN CLIENT TRACKER

✓ Client Priority Chart- automatically groups your clients by priority as you add them.

✓ Client Status Chart- Groups your clients by status, so that you can easily see your progress.

✓ Colors - color code your clients

✓ Fully customizable - Feel free to add or change the labels for client types, status and source. (No Limit)

✓ Easily add and delete rows within the table

CLIENT TO-DO LIST

✓ To Do list - Easily organize your To do list for all your clients

✓ Sort & Filter feature - organize tasks by their tags, priority, status, person in charge and even its title, the sorted order will be reflected on all views.

✓ Fully customizable labels and colors

✓ Easily add and delete rows within the table

WHAT YOU WILL NEED:

✔️ A free Gmail account, to access Google Sheets.

PLEASE NOTE

• This spreadsheet is only accessible with Google Sheets, not with Excel.
• Digital download: this listing is an instant DIGITAL DOWNLOAD ONLY. No physical product will be shipped. You will receive a PDF file with a link that will take you to your spreadsheet.
• Colours: colours may very slightly in person/on digital devices due to the differences in colour calibrations of your device.