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Excel Client Tracker Template

The Template Excel Client Tracker is an easy-to-use tool for tracking all activity with your clients
7 licenses available

The original price was: $19.90.The current price is: $9.90.

7 available

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  • TEMPLATE EXCE CLIENT TRACKER

    Original and guaranteed by Licensel.com

    Perfect Excel template to enable you to manage your clients

    • LANGUAGE: Multi-Language
    • TYPE OF FILE: Xlxs
    • Operating System: Windows / Mac
    • FOR USE: Excel

     

    Reliable management for your business

    Excel Client Tracker with CRM Dashboard includes a call tracker, an email tracker, a task tracker, an invoice tracker/invoice log, a project tracker, and a meeting tracker. It helps you stay organized by efficiently managing your client information.

    The Excel Client Tracker Templateiscompatible with Microsoft Excel and contains the following tabs:

    1. Dashboard
    2. Customer tracking
    3. Call tracking
    4. E-mail monitoring
    5. Activity Tracking
    6. Project tracking
    7. Invoice monitoring
    8. Meeting tracking
    9. Viewing the calendar of activities
    10. Customization of labels and colors ( setup tabs )

    Also suitable for small businesses, it can be used as a business planner and/or spreadsheet and lead tracking tool, allowing you to monitor data and discover useful information with our intuitive dashboard.

     

    How to use it?

    To access the Excel file, you can download it directly from the link, you will need an Office license or Microsoft 365 with Excel app
    This template can be used multiple times, just make a new copy when needed.

    What does it include?

    • Customer priority chart: automatically group your customers by priority as you add them.
    • Customer status chart: group your customers by status so you can easily see your progress.
    • Customer origin chart: group your customers by source, so you can easily see where they come from.
    • General progress bar (circular): to monitor your general progress.
    • Colors: color coding your customers' colors
    • Fully customizable: feel free to add or edit labels by client type, status, and source. (No limits)
    • Easily add and delete rows within the table

     

    OFFICIAL MICROSOFT PARTNER

    Licensel is a Microsoft certified reseller, our Partner ID is: 6911066

    DOES THE PRODUCT DOWNLOAD FROM OFFICIAL LINNK?

    Certainly, the product download is not used any external links, only from official links.

    WHAT DO I RECEIVE ONCE I PURCHASE?

    By purchasing this product, you will receive the digital file to download and be ready to use immediately.

    ARE YOU AFRAID YOU WON'T BE ABLE TO INSTALL ?

    No problem! We provide direct assistance with remote support available to you 24/7 even on holidays

     

    3 Dear Memindahkan Tabel Excel ke Word
    For any doubts or questions
    you can contact us via Live Chat or at:
    We will be glad to help you.

    Specifications

    Number of installations

    License validity

    Perpetual (No expiration date)

    Manufacturer

    Microsoft

    Operating Systems

    Windows, Mac

    Available languages

    Italian, Multi-language

    Number of users/installations

    Requirements

    RAM

    4GB

    Processor

    At least dual-core 1.1 GHz

    S.O. Compatible

    Windows 10 and Windows 11

    Available languages

    Italian, Multi-language

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    Payments

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    For more information, please see the Frequently Asked Questions on our website

    If your company is looking for reliable and affordable software solutions, becoming a Licensel partner is an ideal choice. Through our reseller program, you will gain access to a wide range of exclusive benefits designed specifically for the needs of businesses.

    Register Now For Special Prices

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    Opportunities Tailored For Your Business

    We know that every business has specific needs, which is why we offer customized solutions to meet your requirements. Our confidential listings and dedicated services are designed to ensure a smooth experience and maximize your ROI.

    Dedicated Support

    In addition to offering competitive prices and customized solutions, we are committed to providing high quality customer service. Our team of experts is always available to assist you and answer your questions, ensuring a smooth collaboration.

    Contact Us Now

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    Courses available for: Template Excel Client Tracker

    Discover the courses available for this product! Here you will find a selection of courses designed to deepen your knowledge and improve your skills. Choose the course that's right for you and start your learning journey!

    No courses available for this product

    Templates for: Excel Client Tracker Template

    Explore our collection of expertly designed templates to improve your productivity and streamline your workflow. From Excel spreadsheets to PowerPoint presentations, find the template that best suits your needs and start streamlining your projects today!

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