Client Tracker CRM Pro | Google Sheets Tutorial for Small Business

Learn how to manage every client, deal, and invoice with our step-by-step Client Tracker CRM Pro tutorial in Google Sheets. In this video, we cover:

✅ Setup & Configuration – business profile, tax rates, automations, email templates
✅ Clients Database – log clients, track statuses, industries, and churn risk
✅ Client Profile Lookup – get a 360° dashboard of each client’s history, tasks, and invoices
✅ Deals & Sales Pipeline – track opportunities from proposal to closed won/lost
✅ Quotes & Invoices – generate quotes, issue invoices, and sync with payments
✅ Payments Tracker – log payments, track balances, and auto-generate receipts
✅ Task Tracker & Smart Calendar – manage tasks, deadlines, and follow-ups in one place
✅ Interactions & Follow-ups – log calls/emails and get notified of overdue follow-ups
✅ Reminders System – confirm what was sent and access archived PDFs in one click
✅ Dashboard – 60+ KPIs, metrics, and trends for a complete business overview

Whether you’re a small business owner, freelancer, consultant, or agency, this all-in-one CRM system will save you hours, keep your team aligned, and give you a crystal-clear view of your clients and revenue.

Chapters
00:00 Introduction
01:14 Instructions
04:41 Setup & Personalization
09:18 Master Client Database
12:06 Client Profile Lookup
13:38 Deals Tracker
16:20 QuoteItems
18:17 Quote Generator
20:18 Invoices
21:39 InvoiceItems
23:05 Invoice Generator
24:55 Payments Tracker
27:24 Task Tracker
29:38 Smart Calendar
31:01 Interactions
32:38 Follow-ups
34:42 Reminders System Log
36:30 Business Dashboard
38:25 Conclusion

🔗 Grab your own Client Tracker CRM Pro template here:
https://smartkitdesigns.etsy.com/listing/4368586316/client-tracker-crm-pro-google-sheets

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Видео Client Tracker CRM Pro | Google Sheets Tutorial for Small Business канала Smart Kit Designs