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Free Client Tracker Template in Google Sheets & Excel
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Free Client Tracker Template in Google Sheets & Excel

Free Client Tracker Template in Google Sheets & Excel

OnePageCRM Team
February 28, 2025
19 min read

Sales Insights

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Free Client Tracker Template in Google Sheets & Excel

OnePageCRM Team
May 7, 2025
13 min read

Free Lead Tracker Template in Google Sheets and Excel

Anastasia Chechkova
May 1, 2025
15 min read

[Ultimate Guide] How to perform CRM audit + FREE checklist

Guest Author
April 24, 2025
14 min read

Top 5 GTD apps for Getting Things Done in 2025

Michael FitzGerald
April 11, 2025
8 min read

How to use Google Sheets as a CRM (+ free template)

Anastasia Chechkova
April 3, 2025
15 min read

Why your jewelry business needs a CRM

OnePageCRM Team
April 1, 2025
7 min read

Product Updates

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Action Templates: Organize and Manage Repetitive Tasks in CRM

Evelyn O'Donnell
February 27, 2025
4 min read

What is mobile CRM? Simple guide for beginners

Evelyn O'Donnell
October 24, 2024
13 min read

Sales targets: How to track them in your CRM?

Brian McHale
October 1, 2024
5 min read

Custom Fields vs. Tags: How to segment your client database?

Carmel Granahan
July 16, 2024
5 min read

Organizing meeting notes has become simpler

Anastasia Chechkova
July 16, 2024
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Centralize customer data with Widgets for CRM integrations

Anastasia Chechkova
June 19, 2024
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Case Studies

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ChessKid.com: Growing B2B sales for nearly 10 years with OnePageCRM

Anastasia Chechkova
January 3, 2025
6 min read

From small business to a leading platform: Scaling with a simple CRM

Anastasia Chechkova
November 26, 2024
4 min read

Recruiting insurance sales agents: The power of a simple CRM

Anastasia Chechkova
December 11, 2023
5 min read

How a CRM helps attract and retain tax clients: A case study from L&J Tax

Anastasia Chechkova
December 6, 2023
6 min read

Customer Story: Using a simple CRM instead of Trello

Anastasia Chechkova
April 27, 2023
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Sutherland Black: Bringing Order to Financial Sales with OnePageCRM

Nadia Reckmann
December 17, 2020
4 min read
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