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  2. Free Client Tracker Template in Google Sheets & Excel

    May 7, 2025 · This client tracking template has only one tab that requires manual updates. Everything else is calculated automatically. In this template, each client has a color-coded …

  3. Free Client Management & Tracking Templates - Smartsheet

    Sep 14, 2020 · We’ve compiled the most useful free client management and tracking templates for successful customer relationship management (CRM), including templates for sales teams, …

  4. How to Keep Track of Clients in Excel (Download Free Template)

    Apr 20, 2024 · To keep track of clients in Excel, we have shown step by step procedure through which you can easily track your clients effectively.

  5. Free Small Business CRM Templates in Excel | Smartsheet

    Dec 12, 2021 · Track client information with our comprehensive collection of Microsoft Excel customer database templates. Download and customize free templates that are designed for …

  6. Free Client & Customer List Templates - Smartsheet

    Feb 1, 2021 · We’ve compiled the most useful free client and customer list templates for reps, managers, inspectors, and other roles to track potential and existing client and customer details.

  7. How To Track Your Clients in Excel (With Downloadable Template

    Mar 3, 2025 · Learning how to track clients in Excel can help you manage your client list for an organization. In this article, we discuss the benefits of tracking clients in Excel, review how to …

  8. The Best Google Sheets CRM Free Template [+ How To Use]

    Dec 9, 2024 · Today, we’ll explore how you can effectively use Google Sheets as a customer relationship management tool. We’ll also give you a free template to track your customers, …

  9. Client Tracker Template | Meistertask | Templates

    Our client tracker template is ideal for managing client relationships at any stage of your workflow. Whether you're a freelancer, consultant or agency, this template ensures seamless …

  10. Client Tracker Template | Notion Marketplace

    The Ultimate Client Tracker is a powerful Notion template designed to simplify and streamline the entire client management process | Discover new ways to use Notion across work and life.

  11. Top 10 Free Client Management Templates - Notion

    It helps you keep track of interactions, manage projects efficiently, and provide personalized service. A Client Management template in Notion can streamline this process by organizing …