Track customers, clients, leads, and follow-ups with the JR’S THINGS Professional Small Business Customer & Client Tracker — an editable Excel workbook with automatic follow-up alerts, customer summaries, and dashboard charts.

✓ Track up to 100 customers & clients
✓ Customer and company contact management
✓ Lead & prospect tracking
✓ Customer type & lead source tracking
✓ Product/service interest tracking
✓ Customer status management
✓ Last contact & next follow-up dates
✓ Automatic OVERDUE / DUE TODAY / UPCOMING / NO FOLLOW-UP status
✓ Customer value tracking
✓ Automatic customer summary dashboard
✓ Customer status & value charts
✓ Built-in drop down menus
✓ Completed example workbook included
✓ Instructions & license included
✓ Instant digital download

Perfect for freelancers, consultants, online sellers, service businesses, repair businesses, designers, coaches, educators, and other small businesses that manage customers or clients.

Organize contacts. Track relationships. Never miss a follow-up.