A clean, no-nonsense client tracking template for freelancers, consultants, and small teams. One CSV for clients and contacts, one for tasks and due dates. Works in Google Sheets, Excel, and Numbers. No signup needed to download.
CSV format, opens in any spreadsheet app. Sample rows included.
The client tracker keeps one row per client with four columns. Fewer columns is the point: trackers with twenty fields stop getting filled in by week two.
nameThe client or company name. The only required column.
emailPrimary contact email, so it is one copy-paste away.
phonePhone number for quick calls.
notesContext that matters: preferences, agreements, history.
The task tracker adds a second sheet with title, client, status, due date, notes, so deadlines live next to the client they belong to.
A spreadsheet cannot email you when a follow-up is due, group today's work by client, or show your week on a calendar. When you catch yourself missing follow-ups, import this exact template into ClientPlot: the importer reads the same columns, you review every row, and it takes about 2 minutes. Free for one user and up to 5 clients, no card needed.
Yes. Download the CSV files and use them in Excel, Google Sheets, or Numbers. No signup, no email required.
Open Google Sheets or Excel and import the CSV file (File > Import in Sheets, or just open the file in Excel). Add one row per client and keep the notes column honest: it is the memory your future self will thank you for.
The usual breaking point is reminders: a cell with a date does not chase a quote for you. When you get there, ClientPlot imports this exact template in about 2 minutes and adds follow-up reminders, a daily dashboard, and a page per client. The free plan needs no card.
Yes. ClientPlot's importer accepts any CSV with name, email, phone, and notes columns, and you can review and edit every row before it is added.