Never lose the next action
See overdue, upcoming and missing follow-ups in one place.
CRM workspace overviewSee clients, tasks, follow-ups and activity from one clear dashboard.1 of 7
Sample data is shown for demonstration.
CLIENT MANAGEMENT SYSTEM
Client Tracker CRM Dashboard
See which clients need attention, what work is overdue and what to follow up next.
Keep client details, tasks, follow-ups and recent activity in one visual system instead of spreading them across emails, reminders and separate spreadsheets.
Freelancers, consultants, coaches, creatives, virtual assistants, agencies and other client-based businesses.
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One-time purchase · Digital delivery · No Studio subscription required
Available soonDirect purchase on Insplify is opening soon.
Connect work to the right client
Link tasks, priorities, deadlines and notes to each relationship.
See the workload at a glance
Use dashboard panels and reports to identify overdue work, high-priority clients and open tasks.
Keep client history together
Record calls, emails, meetings, proposals, outcomes and next steps.
What you receive
- Hosted interactive CRM dashboard
- Editable Google Sheets CRM template
- Excel workbook workflow
- CSV import workflow
- Sample-data workbook
- Blank workbook
- Quick Start guide
- CRM setup checklist
- Client follow-up checklist
- Troubleshooting guide
- Standard Single-Business Licence
INSIDE THE SYSTEM
What you can organise and review.
Home CRM DashboardClient DatabaseTask TrackerFollow-Up OverviewClient Activity LogClient SegmentsReportsSettings
HOW IT WORKS
Move from setup to a clearer working view.
Choose the supported Google Sheets, Excel, CSV or optional Apps Script workflow.
Add or import clients, tasks, follow-ups and activity.
Open the dashboard to review priorities and next actions.
Who it is for
Freelancers, consultants, coaches, creatives, virtual assistants, agencies and other client-based businesses.
This is a ready-made Digital Product. It does not create an Insplify Studio account or subscription.
FILES, ACCESS AND SUPPORT
The practical details before you choose.
What files or access are included?
Hosted dashboard plus Google Sheets, Excel and CSV workflows.
What software do I need?
Use the current supported Google Sheets or Excel workflow, or the hosted dashboard in a current Chrome or Safari browser.
How long does setup normally take?
Approximately 10–20 minutes for Excel or CSV. The optional Apps Script setup may take approximately 25–40 minutes. Historical data migration is separate.
What support is included?
30 days of basic file-access and documented setup support.
Can I request another download?
A re-download may be requested for 12 months with proof of purchase, under the applicable terms.
FAQ
Questions about this product.
Is invoicing included?
No; this is the CRM-only edition.
Do I have to use Apps Script?
No. Apps Script is optional.
Can employees use it?
Yes, internally for the licensed business.
Can I give the template to clients?
No, not under the Standard Single-Business Licence.
Is customisation included?
No. Custom work is a separate Service.
Does Insplify store my client data?
Connected customer data is not sent to Insplify servers by this product workflow. The hosted interface runs on Netlify; review the Privacy Policy and apply appropriate access controls for your own data.
READY-MADE DIGITAL PRODUCTS
Find the dashboard that fits your workflow.
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