Stay Organized. Stay Paid.
Simplify your client and lead management with the Simply Client & Lead Tracker, built in Google Sheets for seamless tracking and instant clarity. Whether you're juggling leads, managing customer follow-ups, or organizing contact details, this easy-to-use tool helps you stay on top of it all—without the overwhelm.
Perfect for freelancers, consultants, service providers, and growing businesses who want to keep things simple, smart, and stress-free.
✧ WHAT’S INCLUDED ✧
Customizable Invoice Template - with auto calculations, Print & PDF Invoice.
Invoice Tracker - See who’s paid, what’s still owed, and what’s overdue
Lead Client Tracker Tab (with project status & follow-ups)
Organized contact details, status updates, and notes
Automated dropdowns to simplify sorting
Customizable layout – adjust to fit your process
Status & Due Date Automations – Built-in formulas so nothing slips through the cracks
BONUS: Get Started with step-by-step guidance
✧ KEY FEATURES ✧
Invoice template - customize with your logo & branding colors & fonts
Track leads, clients, and communications in one place
See client progress at a glance
Built-in dropdowns for fast updates
Google Sheets = cloud-based access anywhere
Easy to duplicate and reuse
Track Client Invoices
Track Vendor Invoices
✨ WHY THIS WORKS ✨
Designed by a bookkeeper and business owner with over 13 years of experience, this tracker helps you focus on what matters—connection and clarity. Use it alone or pair it with the Simply Bookkeeping Spreadsheet for a complete back-office solution.
Team members only see what they need client and invoice info keeping your full financials private.
📌 IMPORTANT DETAILS
Platform: Google Sheets only – not compatible with Excel
Delivery: Instant digital download – no physical product
Access: You’ll receive a PDF with the link to your copy
Usage: For personal use only – no resale or redistribution
Support: Have questions? I’m happy to help!
Want the full system?
Bundle this tracker with the Simply Bookkeeping Spreadsheet and use code BUNDLE at checkout for 15% off.
Stay Organized. Stay Paid.
Simplify your client and lead management with the Simply Client & Lead Tracker, built in Google Sheets for seamless tracking and instant clarity. Whether you're juggling leads, managing customer follow-ups, or organizing contact details, this easy-to-use tool helps you stay on top of it all—without the overwhelm.
Perfect for freelancers, consultants, service providers, and growing businesses who want to keep things simple, smart, and stress-free.
✧ WHAT’S INCLUDED ✧
Customizable Invoice Template - with auto calculations, Print & PDF Invoice.
Invoice Tracker - See who’s paid, what’s still owed, and what’s overdue
Lead Client Tracker Tab (with project status & follow-ups)
Organized contact details, status updates, and notes
Automated dropdowns to simplify sorting
Customizable layout – adjust to fit your process
Status & Due Date Automations – Built-in formulas so nothing slips through the cracks
BONUS: Get Started with step-by-step guidance
✧ KEY FEATURES ✧
Invoice template - customize with your logo & branding colors & fonts
Track leads, clients, and communications in one place
See client progress at a glance
Built-in dropdowns for fast updates
Google Sheets = cloud-based access anywhere
Easy to duplicate and reuse
Track Client Invoices
Track Vendor Invoices
✨ WHY THIS WORKS ✨
Designed by a bookkeeper and business owner with over 13 years of experience, this tracker helps you focus on what matters—connection and clarity. Use it alone or pair it with the Simply Bookkeeping Spreadsheet for a complete back-office solution.
Team members only see what they need client and invoice info keeping your full financials private.
📌 IMPORTANT DETAILS
Platform: Google Sheets only – not compatible with Excel
Delivery: Instant digital download – no physical product
Access: You’ll receive a PDF with the link to your copy
Usage: For personal use only – no resale or redistribution
Support: Have questions? I’m happy to help!
Want the full system?
Bundle this tracker with the Simply Bookkeeping Spreadsheet and use code BUNDLE at checkout for 15% off.
Image 1 of 10
Image 2 of 10
Image 3 of 10
Image 4 of 10
Image 5 of 10
Image 6 of 10
Image 7 of 10
Image 8 of 10
Image 9 of 10
Image 10 of 10
