Client Tracker Sheet
A free Excel and Google Sheets client tracker with one row per client, what they owe and the next follow-up date.
Free · Excel and Google Sheets, 3 tabs
Specifications
| Brand | Stelaah |
|---|---|
| Category | Spreadsheets and tools |
| Format | Excel and Google Sheets, 3 tabs |
| Price | Free |
| Files | Stelaah Client Tracker Sheet.xlsx (130 KB) |
| Works with | Excel 365 and Google Sheets. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 8 columns, 500 client rows, 3 tabs |
Keeping clients in your head, your inbox and three spreadsheets? This free sheet puts every client on one row, with what they owe and when to follow up next.
A free client tracker spreadsheet: one row per client with Name, Contact, Email, Phone, Status, Project, Amount owed and Next follow up, plus a summary of what you are owed and who needs a follow up this week. The column names match Stelaah’s client fields, so you can import it later.
Who it fits: Solo freelancers and agencies of 2 to 10 people with up to a few hundred clients, now using Google Sheets, a notes app or a CRM they do not like.
Does it work in Google Sheets? Yes, and in Excel 365.
Can I import it into Stelaah later? Yes. The column names match Stelaah’s client fields.
Is it free? Yes.
Get it free in the Stelaah Store
See inside
What's inside
One row per client, with a summary tab.
| Section | Pages or size |
|---|---|
| Columns: Name, Contact, Email, Phone, Status, Project, Amount owed, Next follow up | 8 |
| Client rows | 500 |
| Summary: owed, active, follow ups | 1 tab |
| Works in | Excel and Google Sheets |
Who it's for
- Freelancers
- Small service businesses
You may be looking for
- client tracker spreadsheet
- client list template
- simple CRM spreadsheet
- follow up tracker
Works with
Excel 365 and Google Sheets.
Questions
- Does it work in Google Sheets?
- Yes, and in Excel 365.
- Can I import it into Stelaah later?
- Yes. The column names match Stelaah’s client fields.
- Is it free?
- Yes.
- Which apps does it work with?
- Excel 365 and Google Sheets.
- What do I download?
- Stelaah Client Tracker Sheet.xlsx (130 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.