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Excel Client Tracker Template is the ready-made spreadsheet for keeping track of clients, activities and deadlines without installing a CRM. Client records, activity log, follow-ups and automatic summaries are already set up: you simply replace the sample data with your own. It is designed for freelancers, agencies and small businesses. The file is yours forever.

Why choose Template Excel Client Tracker

A client management system makes sense when contacts run into the thousands and the team is large. For a professional or a small business the monthly cost and setup time are often out of proportion to the real need, which is knowing who called, what was promised and when to call back.

This template solves exactly that need in Excel, a program already installed that everyone can use at least a little. Formulas and charts are already set up, so the work comes down to entering data: there is nothing to configure and nothing to learn beyond what you already know.

What Template Excel Client Tracker is and what it is for

The Excel Client Tracker Template gathers in a single file the client records, the log of what was done for each and the deadlines to meet. Every row records an activity with date, client, description and outcome, while the summaries update by themselves as the log fills up.

The sheets are linked to each other: adding a client to the records makes them appear in the drop-down lists of the other sheets, with no need to retype the name. Charts show the activity trend and client distribution, while filters quickly isolate deals under way or contacts to call back this week.

What it contains

• Complete client records
  Contact details, contacts, notes and history for each client in a single sheet, with search and filters.
• Activity log
  Every contact, quotation or job is recorded with date and outcome, so the history stays available.
• Deadlines and follow-ups
  Pending actions and contacts to call back are highlighted automatically according to date.
• Automatic summaries
  Totals by client, by period and by deal status, calculated with no manual intervention.
• Charts already set up
  The activity trend and client distribution update as you enter the data.
• Lists linked across sheets
  A client entered in the records appears in the drop-down lists of the other sheets, with no retyping.
• Fully customisable
  Colours, columns, entries and formulas adapt to the way you work: nothing is locked.
• No installation
  It is an Excel file: you download it, open it and use it, with no programs to install and no account to create.

Contents of Template Excel Client Tracker

Comparison: the Licensel templates compared

Compatibility

The file opens with Microsoft Excel on Windows and macOS and remains compatible with the main alternative spreadsheets. For details see the "Requirements" tab on the product page.

What do I receive after purchase?

By purchasing this product you receive by email the link to download the files, together with the instructions to open and customise them. The files are yours forever: no expiry, no renewal, no activation to perform.

Advantages of buying on Licensel

• Fast delivery by email
  You receive the download link within a few minutes of your order.
• Files yours forever
  You buy once: the files stay yours, with no expiry and no renewals.
• Always free support
  Our technicians assist you via Live Chat and email, at no additional cost.
• Invoice included
  The invoice is issued automatically once the purchase is complete.
• Trusted Shops guarantee
  Licensel is a Trusted Shops partner shop: every order is covered by the official buyer guarantee.

How to buy and download

1. Add to basket
   Complete your order in a few clicks, with no complicated registration.
2. Receive the link by email
   Within a few minutes you receive the link to download the files to your computer.
3. Open and customise
   Open the file with the indicated program and replace the sample data with your own.
4. Support included
   For any question our technicians are available via Live Chat and email.

Need help?

No problem: our technicians are available via the Live Chat at the bottom right of the website to assist you in real time.