CRM Client Portal Template

Win Leads, Manage Projects and Settle Invoices

A powerful and user-friendly tool designed to help business owners, consultants and service providers manage their client relationships effectively.

About The Template

This template offers a comprehensive solution for organizing client profiles, tracking projects, manage invoices, and optimizing customer relationship management processes. With its intuitive design and customizable features, the Client Tracker template is your go-to resource for enhancing client engagement and driving business growth.

The CRM Client Portal is your client, project, & invoice CRM built to win leads, manage projects, and settle invoices - quick and easy.

• Comprehensive Client Profiles: Store detailed client information and maintain records of client history, including past projects, interactions and payment statuses.
• Sales Pipeline Management: Visualize and manage your sales pipeline with stages from lead generation to deal closure.
• Project Tracking: Report client projects, sales performance, and task completion.
• Invoice Management: Record payment statuses against invoices and keep logs of payment transactions, including dates, amounts, and payment methods.
• Client Communication Log: Document important conversations, feedback, and action items to ensure continuity and follow-up.

Who is this template designed for?

The CRM Client Portal is a perfect tool for business owners, consultants, sales leads & teams, account leads, business developers, customer service representatives.

Key Features

What's Included in This Template

The file contains 9 main Tabs & 1 additional User Guide tab.

• Tab 1: Dashboard (Fully Automated)
  

  

  

  
  

• Tab 2: Client Reports (Full Automated)

  

  
  
• Tab 3: Client Input

  

  
  
• Tab 4: Deal Input

  

  
  

• Tab 5: Project Input
  

  

• Tab 6: Invoice Input
  

  

• Tab 7: Communication Input
  

• Tab 8: Settings
  
• Tab 9: Data Dictionary
  

Tech Specs

FAQ

How do I receive the file?

Upon purchase, you will instantly be redirected to an Instruction page including a PDF file containing your template download link (if you purchase an Excel version) or a link to generate a template copy (if you purchase a Google Sheet version). You’ll also receive an email with the link to the template.

Can I customize the spreadsheet to my preference?

Our spreadsheet is designed to be flexible and customizable, so you can tailor it to your specific business needs. You can easily add or remove columns, change the layout, and adjust the formulas to fit your unique accounting practices.

As you customize the spreadsheet, you'll see some pop-ups warning you to not change the cell. This is because auto-populated cells are formula protected to prevent accidental changes that resulted in wrong calculations.

To remove formula protect settings, go to Menu > click Data > click Protected Sheets and Ranges > remove the protected cells and ranges that you no longer wish to keep.

What if I need customization support for the template ?

Kindly email us at contact@hellotemplately.com and let us know the details. Once we know what you need, we can get you where you want to be.

About the Creators

We're a team of business template creators from Hello Templately - a data consultancy helping professionals maximize what matters with streamlined reports, custom dashboards & good recommendations.

Visit hellotemplately.com/#about to learn how we can help your team move forward.

For any questions, get in touch with us at contact@hellotemplately.com