Client CRM Tracker

Keep every client relationship on track without paying for bloated CRM software. This simple, powerful Client / CRM Tracker for Microsoft Excel stores your contacts, tags each as a Lead, Active, or Past client, and flags follow-ups before they slip through the cracks. Perfect for freelancers, coaches, consultants, agencies, and small business owners who live by relationships. What's inside: - "Start Here" instructions tab for instant setup - Contacts tab: name, company, email, phone, status, last-contact and next follow-up dates, notes - Status drop-down (Lead / Active / Past) with color-coded rows - Smart follow-up alerts: due/overdue turns red, due within 7 days turns amber - Auto-calculating Dashboard: counts by status, follow-ups due now and this week, and a pipeline mix - Room for 250+ contacts, frozen headers, sortable and filterable design Digital download — nothing will be shipped. You'll receive an instant-download .xlsx file.

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