The Ultimate Client Tracker Dashboard
The Ultimate Client Tracker Dashboard
Ultimate Client Tracker Dashboard: Your All-in-One Sales CRM Solution
Manage your entire sales process in one beautifully designed, easy-to-use Excel file. The Ultimate Client Tracker Dashboard is a comprehensive CRM tool built for small businesses and freelancers to keep their client data, tasks, meetings, projects, and communications well-organized.
Client List: Maintain a complete database of all your clients in one convenient place, ensuring you have easy access to their details.
Task List: Track and manage tasks effortlessly to stay on top of deadlines and make sure nothing slips through the cracks.
Meeting List: Schedule and manage your meetings seamlessly, ensuring you’re always prepared and on time with the built-in calendar feature.
Project List: Keep an overview of all ongoing projects, ensuring smooth progress tracking and effective management.
Invoice Log: Organize your billing and finances with a detailed invoice log that helps you keep track of payments.
Call Log: Keep a record of all your client calls for future reference and ensure every communication is documented.
Email Log: Track your email communications with clients to make sure no conversation is forgotten or lost.
Calendar: Visualize your meetings, tasks, and deadlines in one simple calendar view for easy scheduling and planning.
With an intuitive and user-friendly dashboard, this Excel-based CRM is all you need to manage clients and sales. Perfect for small businesses, it simplifies client tracking, improves efficiency, and ensures nothing falls through the cracks—all in one file.
Ready to take your client management to the next level?
Get Your Ultimate Client Tracker Dashboard Today!
About US
I'm Lourdes Paul Agilan, the Director of OROSFORT PRIVATE LIMITED. For the past 5 years, I've been running multiple successful e-commerce stores, diving deep into the world of online retail.
My Experience and Expertise
I've spent around a crore rupees in advertising, honing my skills and gaining strong knowledge in the field. This journey has equipped me with valuable insights and effective strategies that drive results.
Our Commitment to Excellence
At OROSFORT PRIVATE LIMITED, we're committed to excellence. We're constantly improving and innovating to stay ahead in the e-commerce game. Our mission is to help fellow entrepreneurs like you succeed by sharing the insights and tactics that have worked wonders for us.
Why Trust Us
Our track record in the e-commerce industry speaks for itself. By applying the same strategies and tips that have driven our success, you too can achieve remarkable results and take your business to new heights.
Amazing tool for keeping everything in one place. From client meetings to invoices, this dashboard does it all!
I've tried other CRM tools, but this Excel-based dashboard is by far the easiest to use. It's exactly what I needed.
This dashboard has made tracking tasks and projects so much easier. I can focus on growing my business instead of worrying about organization.
Perfect solution for freelancers. I used to struggle with organizing client data, but now it's all so simple.
I love that it's all in Excel! I don't need expensive software to manage my business anymore. This dashboard does it all.
FAQ
What kind of products does Dariet sell?
Dariet specializes in digital products for both businesses and individuals. Our product range includes templates, tools, and resources designed to improve productivity, sales, and operations.
How do I receive my purchased product?
Once your payment is successfully processed, the product will be delivered directly to the email address you provide during checkout.
When will I receive my product after purchase?
You will receive your digital product immediately after payment is confirmed. Please check your inbox for the delivery email. If you don’t see it, also check your spam/junk folder.
What should I do if I don’t receive my product after payment?
If you haven’t received your product after completing your purchase, please contact us at contact@dariet.com with your order details, and we’ll assist you right away.
What payment methods do you accept?
We accept all major credit and debit cards, as well as other popular payment methods such as UPI and net banking, depending on your location.
Are there any additional costs for delivery?
No, since all of our products are digital, there are no additional delivery charges. You will receive your product via email.
Can I use the products for my business?
Absolutely! Our products are designed for both individual and business use. Whether you are a freelancer, a small business owner, or managing a team, our digital tools can help you achieve your goals.
Is there any support available if I have questions?
Yes, we offer support to help you get the most out of the checklist. If you have any questions or need assistance, feel free to reach out to our support team via email.