Build your own client tracker
Choose the fields you actually use, then download a formatted Excel workbook. No signup required.
Questions people ask
What should a client tracker include?+
Start with who the client is, how to reach them, status, and the next follow-up. Add projects, tasks, deadlines, last contact, priority, value, hours, source, and notes only if you will keep them current.
How do I make a client tracker in Excel?+
Use one header row, one row per client, real date cells, and a short status list. Turn the header into a table so filters stay on. This generator builds that file for you from the options you pick.
What columns should I use for client tracking?+
Client Name, Company, Email, Phone, Status, Last Contact, Next Follow-Up, and Notes cover most lists. When a client has more than one job, add a Projects tab instead of stuffing extra names into one cell.
Should I track clients and projects separately?+
Yes once a client can have two live projects. Keep contact details on a Clients tab and give each project its own row with a matching client name.
When should I use multiple tabs?+
Use extra tabs when projects, tasks, or follow-ups stop fitting in one client row. One tab is easier until that happens. Do not add a tab you will not update.
What is the difference between a client tracker and a CRM?+
A client tracker is a working list of people, work, and next dates. A CRM is usually built around a sales pipeline, automations, and lead scoring. ClientPlot is a client workspace, not a sales CRM.
Outgrown the spreadsheet? Import it into ClientPlot
Bring your Excel or CSV client tracker into ClientPlot to keep clients, projects, tasks, deadlines, and follow-ups in one workspace. Preview your import, then create a free account to save it.