Client Tracker CRM / Customer List for Google Sheets

Do you own a store and want a way to track your clients or a easy to use and cheap Client Relationship Management tool (CRM) then look no further

What’s included

- A digital download of the Client Tracker / CRM Excel tool (Free Google account required)

- Instructions of what everything is and how to use it 

- A built-in dashboard of graphs to really see your results

- Drop down lists to help categorise and speed up entering details

- The ability to filter, sort and search

- Download the free Google Sheets app to use on your mobile devices

How is works

-         You will need Google Sheets on your computer

-         You will receive the template via a zip file which will contain a PDF containing a link and instructions

-         The PDF will also contain instructions of how to set up a free Google Account if you haven't got one already

-         Open the Zip file and then save the PDF file to your computer, you can then open the template via the link

-         Click on the link to open the template and then make a copy before you start using it

-         The template itself will also have a tab which includes the instructions

-         To use the template again and again just keep making another copy

Don’t have a Google account? Simply set up an account with Google at no cost. Instructions here: 

https://edu.gcfglobal.org/en/googleaccount/creating-a-google-account/1/

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