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Client CRM Tracker Google Sheets

$19.99Instant download delivery
ExcelGoogle Sheets

What you get

  • Compatible with Excel and Google Sheets
  • Pre-formatted with automatic calculations and clean layouts
  • No physical shipping, download immediately after checkout
  • Access link delivered instantly to your email inbox
Shop on Etsy · $19.99

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Your client relationships are your business. Stop tracking them in your head or worse, in a pile of sticky notes and unread emails. This Client CRM Tracker for Google Sheets gives small business owners and freelancers a complete system to manage contacts, log every touchpoint, track invoices, and monitor their sales pipeline. All in one clean spreadsheet that costs a fraction of a monthly CRM subscription.

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Works Everywhere

Excel, Google Sheets, PDF

Real Support

Michelle replies personally

  • Revenue and expense tracking with built-in formulas
  • Profit and loss summary dashboard
  • Client or project management tabs
  • Quarterly and annual reporting views
  • Customizable fields to fit your business

4.8 out of 5 from 38 Etsy reviews

Recent verified Etsy reviews

Shopwide rating verified July 10, 2026. Individual products may have fewer or no reviews.

came in as expected! I get so many compliments.

Kristine

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Great Product can't wait to get using it

Kate

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Good product! Wife can’t wait to use!

Ryan

Personalized Villa Water Bottle · Etsy · July 2, 2026

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Excel + Google Sheets
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