Client Tracker

Managing clients doesn’t need to be complicated. Instead of juggling emails, sticky notes, and separate spreadsheets, this template provides a single, clear place to stay on top of every detail.

It’s built to save you hours each week, so you can focus on serving your clients — not fighting your systems.

The template itself includes six dedicated tabs:

• Setup Page – Customize categories, communication methods, and priority levels to match your workflow
  
• Client Database – Store contact details, notes, and history in one centralized table
  
• Task Tracker – Organize client-related tasks and deadlines so nothing slips through the cracks
  
• Communication Log – Track calls, emails, and meetings for complete visibility on client relationships
  
• Dashboard – A bird’s-eye view of your tasks, clients, and updates in one clean summary
  
• Instruction Page – Step-by-step guidance to help you get started quickly and confidently
  

With your purchase, you’ll receive a PDF file instantly after checkout. Inside, you’ll find:

• Clickable links to access both the Google Sheets and Excel versions
  
• A sample template so you can explore before adding your own data
  
• A video tutorial that shows exactly how to access and start using your files

• Small business owners who want all client info in one place
  
• Freelancers managing multiple projects or clients at once
  
• Agencies looking for a simple system to keep tasks and communications on track
  
• Anyone tired of scattered spreadsheets and missed follow-ups

• Stay organized with a centralized client hub
  
• Never miss a task or deadline thanks to automated tracking
  
• Strengthen relationships with clear communication logs
  
• Customize easily to fit your unique business needs
  
• Work anywhere — fully compatible with Google Sheets & Excel on all devices

Please read before purchasing

• Digital download — no physical product will be shipped
• Excel requires a recent version with modern formulas
• Gmail account needed to access the files
• Template is in English (some browsers auto-translate the listing, but the spreadsheet itself is in English)
• Colors may vary slightly depending on screen settings
• Refunds and cancellations are not accepted due to the digital nature of this product. If you experience issues, contact us and we’ll be happy to help
• Personal use only — Copyright © Serenata’s Team (Glys Solutions L.P. / Nimbus Reach LLC). Redistribution, resale, or reproduction in any form is strictly prohibited
• This spreadsheet is a personal organization tool. It does not provide legal, financial, or tax advice. Please consult a licensed professional for those needs
• By purchasing, you agree that Serenata’s Team is not liable for outcomes from its use