Client Tracker & CRM
Every client, every follow-up, every deal, remembered.
A client and lead tracking spreadsheet for solo operators and small teams whose CRM is memory and a search bar, where warm leads quietly go cold.
Client Tracker & CRM is a 7-tab Excel and Google Sheets workbook. 2 you type into, 3 calculated from those and 2 you set once. No macros, so it opens without a security warning.
- Dashboard Active clients, total invoiced, what is still outstanding, and who has gone quiet.
- Dashboard (Dark) The same dashboard in a dark theme, for screens that are easier on the eyes at night.
- Clients Client name, company, email, phone, status, how they found you, location, date added, last contact and next follow-up.
Filed under invoicing & clients.
All 7 tabs, exactly as they look in the file. Click a tab to look inside.
Sound familiar?
What's inside, tab by tab
You only ever type in the highlighted input cells. Everything else is calculated from what you type.
| Tab | What you do | What it does |
|---|---|---|
| Tab 1Start Here | Set once, never again | A one-page setup guide inside the workbook. Enter your basics once, in about 5 to 10 minutes. |
| Tab 2Dashboard | Calculated for you | Active clients, total invoiced, what is still outstanding, and who has gone quiet. |
| Tab 3Dashboard (Dark) | Calculated for you | The same dashboard in a dark theme, for screens that are easier on the eyes at night. |
| Tab 4Clients | You type here | Client name, company, email, phone, status, how they found you, location, date added, last contact and next follow-up. |
| Tab 5Interactions | You type here | Date, client, type, what happened and the next step. One row per conversation. |
| Tab 6Summary | Calculated for you | Clients, total invoiced and still outstanding, grouped by status. |
| Tab 7Settings & Lists | Set once, never again | Client statuses, how-they-found-you options, interaction types and locations. Change them once and every dropdown follows. |
Want one quick number first? The free freelance rate calculator works back to the hourly rate you need to charge. It runs in your browser, no sign-up.
Built like software, priced like a spreadsheet
Enter your data; totals, flags and the dashboard update instantly.
Checked cell by cell before release. Find one and we will fix it.
Formula cells are protected. You can only type where typing is safe.
Both versions in every purchase. No converting, no broken references.
Clean report pages for your records, your accountant, or your next meeting.
Delivered by Etsy the moment you pay. Free updates to this template forever.
How it works
Secure checkout through Etsy, no account needed here.
The Excel file and the Google Sheets link arrive immediately.
Type into the highlighted cells and every total is calculated from what you typed.
Questions, answered
Do I need a paid Excel version?
Any desktop Excel from 2016 onward works, including Microsoft 365. If you don’t have Excel at all, use the included Google Sheets version. It’s free.
Does it fully work in Google Sheets?
Yes. The Google Sheets version is made from the same file as the Excel one and checked in Google Sheets before release. Every formula uses functions that work the same in both.
Is this a one-time purchase?
Yes. One payment, no subscription. You keep the files forever and get free updates to this template.
What does it not do?
It cannot email anyone, remind you or send a notification: nothing happens until you open it. Invoiced figures come from you, typed or pasted.
What’s the refund policy?
Refunds follow Etsy’s rules for digital downloads. If a template doesn’t work as described, email support@elecart.us and we will fix it.
What if I get stuck?
Email support@elecart.us and the person who built the template answers, usually within one business day. Etsy Messages works too.
How much data can it handle?
Input tabs are sized generously and tested with full sample data: enough for years of typical use. Need more room? Duplicate the file per year, or email support for an extended version.
Every client, every follow-up, every deal, remembered.
$5.69, once, 70% off until Nov 28. Yours forever, with free updates.
Get it on Etsy →
