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Client Call Tracker & Email Tracker, Google Sheets, Call Log, Small Business Template, CRM Lead Tracker, Business Tracker, Business Planner

$7.18

This Client Call and Email Tracker Spreadsheet for Google Sheets allows small business owners to track their call log and manage their large amount of contact records with their clients in an organized manner. This business tracker for calls and emails also summarizes the number of calls & emails sent per clients and the last contacted date.

This small business template can also serve as a CRM lead tracker and comes with an intuitive dashboard that displays the monthly overview of calls & emails, past 7 days overview of calls & email. You can also view the ratio of your unanswered and answered calls / emails.

This template can serve as a business planner as it also comes with a to do list with allows you to set tasks for each of client as you make your calls and emails. By keeping a record of the tasks you have done for your clients, it makes managing your clients much easier.

INCLUDES
✏️ 1 Google Sheet Template with 6 tabs
– 1 tab for Client Tracker
– 1 tab for Call List
– 1 tab for Dashboard
– 1 tab for Client Status Board
– 1 tab for Client To Do List
– 1 tab for Labels and Colors Customization

COMPATIBILITY
✔️ This spreadsheet is specifically designed for Google Sheets
✔️ Works on a Mac & PC with a web browser
✔️ Works on iPhone, iPad, Tablet and any smart phones with the free Google Sheets App
❌ Does NOT works on Excel

WHAT YOU WILL NEED:
✔️ A free Gmail account, to access Google Sheets.

WHAT YOU WILL RECEIVE
✔️ A PDF file containing instructions and link to the Google Sheets template.

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