Free client tracking templates
Download practical Excel and CSV templates for tracking clients, projects, onboarding, deliverables, deadlines and follow-ups. Use them as spreadsheets or import your data into ClientPlot when you need more.
For an XLSX workbook with filters and dropdowns, choose the client tracker Excel template. For a contact list and a routine for tracking current work and next steps, start with the client management spreadsheet. If you track customers and jobs, use the customer tracker template. For named projects, download the project tracker template. To build a workbook from the fields you actually use, try the client tracker generator.
Free Client Tracker Template
Free XLSX for Excel or CSV for Google Sheets. Simple list or full workbook with projects and follow-ups.
Client Tracker Excel Template
Free .xlsx client tracker with dropdowns, filters and overdue highlighting.
Free Client Tracking Spreadsheet
Manage contacts, current work and next steps in one list. Use XLSX in Excel or CSV in Google Sheets.
Simple Client Tracker Template
Six columns. Name, contact, status, next follow-up, notes.
Client Project Tracker Template
Clients, projects and follow-ups in one Excel workbook, built to import later.
Free Project Tracker Template
Free Excel project tracker: client, status, due date, progress and next task.
Free Task Tracker Template
A client task tracker for Excel: track tasks for multiple clients in one dated list.
Free Client Follow-Up Tracker
A focused Excel and CSV tracker for next dates, waiting-on details, priority, and contact context.
Download follow-up tracker
Free Customer Tracker Template
A customer tracker spreadsheet for businesses that do not say clients.
Freelance Client Tracker Template
Clients, projects, hours this month, invoice status and follow-ups.
Consultant Client Tracker Template
Engagements, next steps, deadlines and between-project follow-ups.
Free Client Task Tracker Template
Individual actions by client and project, with priority, owners and blockers.
Free Client Deadline Tracker
Client delivery promises, internal target dates and upcoming deadlines.
Free Client Onboarding Checklist
Setup steps by client and project: contract, assets, access, kickoff and the first milestone.
Free Client Deliverables Tracker
What each client receives: status, owner, due date and the date it went out.
Free Client Status Report Template
Weekly project updates: progress, next steps, blockers and the upcoming deadline.
Free Client Meeting Notes Template
Decisions and action items with owner, due date and the next meeting.
More templates
Free Job Tracker Template
A job tracker is for work that has a customer, a status, and a finish date. This template keeps one row per job so you can see what is open, what is waiting, and who is on it, without turning Excel into a homemade project manager.
Free Work Order Tracker Template
Work orders are jobs with a number, a customer, a technician, and a scheduled time. This template is a simple work order log for shops and field teams that still dispatch from a spreadsheet.
Looking for the product itself? See the ClientPlot client tracker.