Overview

Streamline your client relationship management with this comprehensive tracking template. Designed for freelancers, agencies, and consultants, this table helps you maintain clear visibility of your client pipeline from initial leads to active projects.

Key Features

• Complete client tracking with contact information, project details, and current status
• Visual priority indicators to help you focus on high-value opportunities
• Organized follow-up scheduling to ensure no client gets overlooked
• Billing status tracking to monitor payment milestones
• Customizable fields for tailoring to your specific business needs

How to Use

1. Replace the sample data with your client information
2. Update statuses and follow-up dates regularly to maintain accuracy
3. Add notes for important context about each client relationship
4. Sort by priority, next follow-up, or status to organize your outreach effectively

Benefits

Keep all client information centralized and accessible, eliminate follow-up gaps, and maintain a professional approach to client management that scales with your business growth.

General Customer Relationship Management (CRM)

Sales Deal Room