Client Tracker & CRM

Every client, call, task and invoice in one workbook.

Free5 tabs · Excel and Google Sheets

Dashboard tiles: active clients, open tasks, unpaid invoices, lifetime value
Client list with status, source and last-contact date
Interaction log and task list that feed the dashboard automatically
Invoice tracker with paid / unpaid totals

What is inside

A done-for-you CRM in Excel: a client list, an interaction log, a task board and an invoice tracker, with a dashboard that totals it all for you. Built from the same formulas we teach, so you can open the hood and change anything.

Built from these Excel functions

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Each one has a free lesson you can practise in a live spreadsheet: learn the functions behind this template.