Client Tracker CRM Pro | Google Sheets Tutorial for Small Business скачать в хорошем качестве

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/list... 👍 Like this video if it helps, and subscribe for more small business tools and productivity tutorials! Stay Connected • Etsy Store: SmartKitDesigns.etsy.com • Pinterest: @smartkitdesigns #ClientTracker #LeadManagement #TaskTracker #GoogleSheets #SmallBusinessTool #Productivity #ProjectManagement #SmallBusinessCRM #ClientDatabase #InvoiceTracker #QuoteGenerator #CommunicationLog #AutomationsCRM