Client Tracker

Regular Price: $37.99

Sale Price: $37.99
Regular Price: $80.00

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Efficiently manage client interactions and outreach efforts with Client Tracker. Centralize client data... Read more

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If you’re looking for a more tailored customization, our team of experts would be happy to help. Just schedule a meeting with us and let’s talk!

In case of any questions about this product or your customization needs, feel free to reach out to us at support@acesheets.com or dial us at +1 289-544-9915.

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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.

Client Tracker

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