Super Easy Client Tracker Spreadsheet (Google Sheets Template)

Keep every lead, client, task, project, and invoice organized in one clean, automated Google Sheets dashboard. This client-management template is perfect for freelancers, agencies, coaches, SMM/VAs, and service businesses that want instant clarity without complicated software.

What’s inside

• 1 Google Sheets template (works with the free Google account)
• 3 color themes to choose from (Calm Blue, Green, Neutral)
• Tabs & trackers: Setup, Dashboard, Leads, Client Database, Client Communications, Task Tracker, Project/Service Tracker, Invoice Tracker
• Auto-generated charts for clients by industry/type, leads by source/status, open tasks by priority/status, project status, payment progress & more

Key features

• Fully customizable: set your currency, edit statuses, add fields, rename columns
• Centralized client & lead database with next-contact dates
• Track communications, responsibilities, due dates, and priorities
• Project & service tracker with person-in-charge and progress
• Invoice tracker showing issued/paid/due amounts and days left
• Clear, printable reports & summaries for smarter decisions

How it works

• Purchase and download the PDF from GrabIt.ph
• Click the link inside to Make a Copy of the Google Sheet
• Start entering data—dashboards update automatically

Notes

• Digital file only; no physical item will be shipped.
• Designed for Google Sheets; compatible in-browser and on mobile apps.
• Lifetime access and future updates included.