Small Business CRM Dashboard Bookkeeping Tracker Task & Invoice Tracker | Financial Planner | Budget Spreadsheet for Service Businesses
Small Business CRM Dashboard Bookkeeping Tracker Task & Invoice Tracker | Financial Planner | Budget Spreadsheet for Service Businesses
Over 3,000+ client all over India
Say goodbye to the chaos of managing your service business with multiple tools and hello to streamlined success with our All-In-One Service Business Tracker Google Sheets. Designed for entrepreneurs, small business owners, and service providers, this comprehensive tracker is your ultimate solution for staying organized, boosting productivity, and achieving your business goals.
Set and accomplish tasks with clarity and precision.
Plan your days, weeks, and months for optimal time management.
Harness data to make informed choices and enhance productivity.
Stay connected on all devices for on-the-go productivity.
16 Tabs and More than 30 Features: Designed to meet all your business needs.
Effortless Financial Management: Simplify income & expense tracking and accurate tax calculation.
Enhanced Task & Project Efficiency: Organize tasks and projects seamlessly to boost productivity.
Strong Client Relationship Management: Centralize client information and improve communication tracking.
Professional Invoicing: Generate and track invoices easily, ensuring timely payments.
Comprehensive Dashboard Insights: Monitor key metrics and financial summaries in real-time for informed decision-making.
Organized Client Information: Maintain a comprehensive and easily accessible database of client details.
Efficient Client Management: Streamline client relationships and track interactions for better business growth.
Recording Communication Details: Log key communication details to keep track of client interactions.
Interactive Communication Board: Manage and select communication entries efficiently.
Pre-set Communication Options: Use pre-set options for communication methods to ensure consistency and save time.
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Organized Client Information: Maintain a comprehensive and easily accessible database of client details.
Efficient Client Management: Streamline client relationships and track interactions for better business growth.
Recording Communication Details: Log key communication details to keep track of client interactions.
Interactive Communication Board: Manage and select communication entries efficiently.
Pre-set Communication Options: Use pre-set options for communication methods to ensure consistency and save time.
Invoice Management: Easily enter, edit, and manage invoices, ensuring timely payments.
Offers and Drafts: Create offers or drafts for client review, improving communication and transparency.
Automatic Invoice Generation: Generate professional invoices automatically, saving time and effort.
Task Management: Track tasks and project-related tasks with detailed columns for better organization.
Task Prioritization: Set priorities and statuses, delegate tasks, and mark completion for efficient task management.
Default and Custom Tax Settings: Apply default or custom tax percentages to transactions for accurate financial records.
Reconciliation Feature: Easily reconcile income and expenses with one-click tools.
Highlighter Tool: Quickly find specific transactions using the highlighter tool.
Filter Options: Sort and organize data efficiently with advanced filter options.
Automatic Calculations: Save time with automatic calculation of net and tax amounts for each transaction.
Monthly Analysis: Analyze financial data on a monthly basis for better financial planning.
12-Month Overview: Gain insights into financial trends over the year with the 12-month view.
Custom Period Analysis: View detailed financial data for specific timeframes to understand trends or issues.
Informative Graphs and Summary Bars: Use graphs and summary bars to visualize financial performance.
Revenue and Profit Summaries: Get detailed summaries of revenue, profit, and loss for better financial decision-making.
Payment Method Analysis: Breakdown income and expenses by payment method for detailed insights.
Reconciled and Unreconciled Transactions: Easily distinguish between reconciled and unreconciled transactions for accurate record-keeping.
Budget Allocation: Allocate budgets to individual subcategories and monitor spending against your budget.
Detailed Financial Views: View income and expenses for each subcategory and analyze financial data for custom periods.
Effortless Reconciliation: Reconcile financial records effortlessly with intuitive tools, ensuring accuracy and organization.
Critical Events Tracking: Never miss important events with ‘Today’s and Tomorrow’s Summary’ bars for up to 6 critical events.
Financial and Operational Metrics: Monitor key metrics like income, expenses, and client activity month by month.
Client Management: Efficiently manage and organize client information, communications, and tasks.
Invoice Management: Keep track of invoice status and payments for better financial oversight.
Graphs and Charts: Visualize business performance through various informative graphs and charts.
Whether you are a professional, or entrepreneur, our template can help you stay organized and productive. From managing daily tasks to planning long-term goals, our template is versatile and easy to use.
Designed for entrepreneurs, small business owners, and service providers, this comprehensive tracker is your ultimate solution for staying organized, boosting productivity, and achieving your business goals.
DISCLAIMER
Google: We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with Google, or any of its subsidiaries or its affiliates.
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We are not affiliated, associated, authorized, endorsed by, or in any way officially connected with Google, or any of its subsidiaries or its affiliates. This site is not a part of the Facebook website or Facebook INC. Additionally, this site is NOT endorsed by Facebook in ANY WAY. FACEBOOK is a trademark of Facebook INC. In no way is FaceBook™ affiliated with Content Genie . Once you leave Facebook or their partner networks you are no longer a part of their terms of service. Every effort has been made to accurately represent the product(s) sold through this website and their potential. The special discounted launch offer on this page will be a fully supported in the future, and has our support guarantee for two years from purchase, after this special launch. Any claims made or examples given are believed to be accurate, however, should not be relied on in any way in making a decision whether or not to purchase. Any testimonials and examples used are exceptional results, don’t apply to the average purchaser and are not intended to represent or guarantee that anyone will achieve the same or similar results. Each individual’s success depends on his or her background, dedication, desire and motivation as well as other factors not always known and sometimes beyond control. There is no guarantee you will duplicate the results stated here. You recognise any business endeavour has inherent risk for loss of capital. Basically, we can’t force you to take action, so therefore we cannot promise success.
Disclaimer: each client testimonial that you see is based on what our clients tell us. We don’t verify their financial statements, we take their word on it. Getting results in building a business is hard, and each of our clients works really hard to get results. We don’t guarantee any results.
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