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

This Client Call and Email Tracker Spreadsheet on Google Sheets helps small business owners organize and manage client interactions efficiently.

It tracks calls, emails, and client details, summarizing contact frequency and last interaction dates.

This template also functions as a CRM lead tracker, featuring a simple dashboard showing monthly and weekly call/email summaries and the ratio of answered and unanswered communications.

It includes a task list for managing client-specific actions during calls and emails, simplifying client management.

• Client Tracker

• Call List

• Client To-Do List

• Labels and Colors Customization

You'll get a PDF with links to access these spreadsheets.

Please note:

• This is a digital product; no physical item will be shipped.

• You'll receive a Google Spreadsheet link upon purchase.

• Personal use only; not for commercial resale.