Best money I have spent on the office side in a long while.
- Instant DownloadDelivered the moment you pay
- Demo Video IncludedWalk through every tab
- Lifetime UpdatesEvery future version, free
- 30-Day RefundFull refund if it's not for you
Google Sheets & Excel
Scope and Features Review
DASHBOARD TAB
All your client activity at a glance
Active clients, open actions, open feedback, and overdue follow-ups up top, with charts for communication volume, response time, and top clients.
CLIENT MASTER TAB
Every client in one master list
Each client with their type, project, location, start date, and preferred contact method, so the basics are always one click away.
CLIENT CONTACTS TAB
Hold every stakeholder per client
Store multiple contacts for each client with role, phone, email, and a primary-contact flag, so you always reach the right person.
COMMUNICATION LOG TAB
Log every interaction and action
Record each conversation with its summary, any action required, who owns it, the due date, and status, so nothing said gets forgotten.
FEEDBACK TRACKER TAB
Turn feedback into closed actions
Log client feedback with its category, priority, owner, and target date, then track it through to resolution and client confirmation.
FOLLOW-UP SCHEDULER TAB
Never miss a client check-in again
Set each client's preferred contact frequency and the tool calculates the next due date and days overdue, flagging anyone slipping.
SETTINGS TAB
Set your lists and your rules once
Define communication modes, feedback categories, priorities, client types, and contact frequencies once, and every dropdown stays consistent.
What buyers say Reviews
4.8
(12 Reviews)
Good for anyone juggling a few clients at once. It quietly keeps you straight.
Genuinely useful. I follow up on time now, which I never used to.
Easy to keep on top of, and keeping on top was always my problem before.
Fine. Takes a bit of discipline to keep it up to date.
Simple, tidy, and I have not had a single issue with it since buying.
I know who I am calling on Monday without having to think about it.
I can hand it over when I am away now. Could not do that before.
No more digging through WhatsApp to find what somebody agreed to.
Really simple, and it does the one thing I actually needed it to do.
Client asked about a conversation from months back. Found it straight away.
Pleased with it. Does more than I expected for what it cost.
