Client Tracker software package with features and benefits on a pink background
Manage Client Relationships with Outreach Funnel, Client Summary, and Interactive Dashboard
Weekly Schedule Tab: Efficient task tracking, manage daily tasks, filter by employee, and highlight tasks due today.
Client Database List Tab: Manage client information, store details, record interactions, and customize fields.
Reach Out List Tab: Manage outreach history, schedule client interactions, record details, and delegate responsibilities.
Highlighting Features: Auto-calculate columns, reach out history, and schedule leads section.
Examination of task metrics to monitor progress, gain performance insights, and improve efficiency.
Customize the tool's setup based on your requirements using the settings tab.
Client Tracker software package with features and benefits on a pink background
Manage Client Relationships with Outreach Funnel, Client Summary, and Interactive Dashboard
Weekly Schedule Tab: Efficient task tracking, manage daily tasks, filter by employee, and highlight tasks due today.
Client Database List Tab: Manage client information, store details, record interactions, and customize fields.
Reach Out List Tab: Manage outreach history, schedule client interactions, record details, and delegate responsibilities.
Highlighting Features: Auto-calculate columns, reach out history, and schedule leads section.
Examination of task metrics to monitor progress, gain performance insights, and improve efficiency.
Customize the tool's setup based on your requirements using the settings tab.

Client Tracker

$28.00
$28.00
$56.00
Sold Out
Shipping calculated at checkout.
  • Centralize Client Data Tracking
  • Manage Outreach and Scheduling
  • Visualize Outreach Effectiveness
Visa Mastercard American Express JCB Discover Union Pay PayPal
Buy Now
Guaranteed safe & secure checkout

Need it custom built?

We can build a customized system for your team, or build one from scratch.

Get a free quote
Need Customization?
Experts On Demand!
Updated Versions
Always Free
Included Demo Video
Master All Features
One Purchase
Lifetime Access
Dashboard Tab
Client Interaction Overview

Client Tracker is your comprehensive solution for managing client interactions and outreach efforts effectively.

Outreach Funnel Matrix: Analyze outreach effectiveness and conversion rates visually.

Outreach Summary: Track outreach history and measure performance with aggregate summaries.

Client Summary: Evaluate client interactions and gain insights into relationship status.

Weekly Schedule Tab
Task Tracking and Management

Daily Task Tracker: Visualize daily achievements and workload balance with progress bars.

Filtering Options: Filter through the weekly schedule of all employees on a click.

Deadline Highlighting: Stay ahead with highlighted deadlines for key tasks.

Calendar: Select dates easily with a pop-up calendar date picker.

Client Information Management
Client Database List Tab

Client Information: Store essential client details such as name, contact, and company information.

Interaction History: Keep a record of past interactions with each client for better relationship management.

Customizable Fields: Adapt the database with custom fields and information as needed.

Auto Calculate Columns: Automate calculations for metrics like reach count and lead status.

Manage Outreach History and Scheduling
Reach Out List

Outreach Scheduling: Plan and schedule future client interactions for regular communication.

Comprehensive Columns: Utilize extensive columns for outreach details like date, time, status, and notes.

Delegate Responsibility: Assign personnel for each outreach to streamline the process.

Reach Out History: Record detailed history of outreach efforts.

Schedule Leads Section: Efficiently manage and schedule follow-ups with leads for increased engagement.

Personalize For Your Own Needs
Settings Tab

Personalize your tracker with your own type of clients, their source, associated priority, client interest status, reach-out method, and employees.

Can't find exactly what you need? We'll build it for you.

The team behind ACESHEETS builds custom spreadsheets, Google Sheets automations, web apps and AI tools for businesses.

Custom dashboards

Your sales, projects or stock in one live Google Sheets dashboard that updates itself.

Automations

Send emails, reminders and weekly reports straight from your sheet, with no copy-paste.

Web apps & AI tools

Turn your sheet into a simple app for your team, or let AI sort, sum up and draft for you.

Tell us what you need

Free quote. No obligation.