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Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

YOUR BUSINESS. CONNECTED.

Trackify CRM | 15 In 1 Google Sheets CRM Toolkit

4.7 / 5 46 customer reviews

Your customers, deals, follow-ups and business insights—together in one thoughtfully designed spreadsheet CRM. Plus optional Google connections to help your workflow go further.

$57.00

One-time purchase. No recurring Trackify fee.

Secure Shopify checkout. Digital product; no physical item will be shipped.

  • Excel + Google Sheets workspaces
  • Optional Gmail, Tasks, Calendar & Forms tools
  • 2,000 prepared rows per ledger
  • Quick Start and reusable email templates included
What’s included

Bring your customers, sales and everyday business work together in one connected spreadsheet workspace.

Trackify CRM includes 18 connected tabs for contacts, customer profiles, deals, a sales pipeline, tasks, calendars, interactions, invoices, purchases, inventory, transactions, support tickets and reusable email drafts.

What is included

  • A clean CRM workbook with 2,000 prepared record rows per ledger
  • A dashboard with linked summaries, charts and business metrics
  • Customer and deal tracking, follow-up planning and calendar views
  • Invoice balances, inventory monitoring and cash-based revenue and expense tracking
  • Quick Start and Settings tabs to personalize your workspace

How it works

This is a digital spreadsheet toolkit for Microsoft Excel and Google Sheets. Open your copy, personalize the settings and enter your business records. The workbook formulas update linked summaries as you work.

One-time purchase. No recurring Trackify subscription fee. A compatible spreadsheet application or Google account is required. Some visual features and dropdown styles differ between Excel and Google Sheets.

Before purchasing

Email drafts are prepared for manual sending. Trackify does not send email automatically, synchronize external calendars or collect invoice payments. Inventory, payment records and calendar entries are maintained by you. Product graphics are illustrative; the actual interface is spreadsheet-based.

Digital product only. No physical item will be shipped. Review the store policies for delivery, support, licensing and refund terms.

Read compatibility details →
Trackify CRM | 15 In 1 Google Sheets CRM ToolkitPurchase options
  • Lifetime updates

    Future Trackify updates included.

  • One-time payment

    Your toolkit. No Trackify subscription.

  • Easy to use

    Familiar spreadsheets. A guided start.

  • Chat & email support

    A helping hand with your Trackify toolkit.

THE FEATURES. THE TOOLS. THE POSSIBILITIES.

Your business, beautifully in sync.

From the first hello to the next big win, keep your customer workflow together. Connect your Google tools when you want to take it further.

18 features & connected tools
Excel + Google Sheets

Everyday essentials

A clear home for the details that keep your business moving.

Contacts & lead management

Keep names, companies, contact details and lead status together. Find the right person, see the relationship and pick up where you left off.

Deals & sales pipeline

Follow every opportunity from new lead to won or lost. Manage multiple deals per contact, track stage progress and see what needs your attention next.

Invoices & payment tracking

Keep invoice amounts, due dates, payments and outstanding balances in view. Spot overdue invoices and plan your next follow-up.

Customer lifetime value

See the revenue recorded against each customer, so you can understand your most valuable relationships and give them the attention they deserve.

Inventory & purchases

Organize products and services, record purchases, and monitor stock against reorder levels. Keep the operational details beside your customer and sales records.

Transactions & cash flow

Record income, expenses, purchases and refunds. Review revenue, costs and cash-flow summaries from the entries in your workbook.

Issues & support tickets

Log customer issues, set priorities and track progress to resolution. Keep support requests connected to the people and conversations behind them.

Interaction history

Record calls, emails and meetings against a contact. Keep conversation notes, outcomes and next follow-ups in one relationship history.

Performance dashboard

Get a clear picture of sales, revenue, tasks, support and customers. Formula-powered charts and summaries update as you maintain your records.

Google Sheets edition

Connected possibilities

Give your spreadsheet a little more superpower with the Google tools you already use.

Google Contacts & Gmail import

Preview saved Google Contacts or discover contacts from Gmail email headers. Select the people you want to import; existing email and phone matches are skipped.

Personalized Gmail campaigns

Send personalized email campaigns from your own connected Gmail account. Review the exact recipients and message content before approving a batch.

Sales tasks in Google Tasks

Sync selected sales activities to a dedicated Google Tasks list. Keep supported notes, due dates and completion in step across the CRM and Google Tasks.

Client tasks in Google Tasks

Connect selected client tasks to their own Google Tasks list. Bring supported title, notes, due-date and completion changes back into your CRM.

Lead capture with Google Forms

Create and connect a six-field inquiry form. Submissions create or match a CRM contact and log the inquiry automatically as an interaction.

Google Calendar & Meet

Sync selected sales activities and client meetings to Google Calendar. Request Meet links and choose when to send invitations. Conflicting edits are flagged for review.

Team email notifications

Queue email alerts for supported CRM edits and send a daily overview of overdue tasks and open support tickets to the recipients you configure.

Call, SMS, WhatsApp & email

Prepare contact links that open your compatible calling, SMS, WhatsApp or email app. Log the conversation afterward. Calling and message delivery happen in those apps.

Scheduling & sending safeguards

Schedule approved campaign rows, set daily sending limits and pause automatic jobs. Email preferences, duplicate-send protection and visible status logs help keep outreach in order.

Google connections are optional and use your own account. Authorization and Google service limits apply. Calling and messaging open compatible apps.

THE DETAILS THAT MAKE A DIFFERENCE

Meet your new everyday workspace.

From the first hello to the next follow-up, your business information belongs together.

Customers
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

01 / Customers

Know the customer behind every conversation.

Give every relationship a home. Connect contact details, deals, activity notes, and upcoming follow-ups so you can pick up the conversation with context.

  • Search by name or company in Customer Hub
  • See lifetime revenue and linked deals
  • Keep contact status and lead source together
  • Plan the next follow-up
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Sales pipeline
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

02 / Sales pipeline

See where your next sale stands.

Move from scattered opportunities to a clear view of your pipeline. Update a deal’s stage and let the workbook calculate the probability and weighted value.

  • Track opportunities from lead to won or lost
  • Review open and weighted pipeline value
  • Spot overdue or inactive deals
  • See conversion and deal-age summaries

Update deal stages in the Deals ledger; the pipeline overview follows automatically.

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Tasks & calendars
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

03 / Tasks & calendars

Make room for the work that moves you forward.

Keep upcoming calls, meetings, and client commitments visible alongside the tasks that need your attention.

  • Separate sales activities and client events
  • Review today, this week, and upcoming work
  • Flag overdue tasks with priorities
  • Link tasks and events to contacts and deals

Keep dates in the workbook, or connect selected activities to Google Calendar and selected tasks to Google Tasks in the integrated Google Sheets edition.

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Invoices
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

04 / Invoices

Keep a clear view of what’s still owed.

Bring invoice amounts, payment records, and due dates together. See the balance change as you record linked payments in Transactions.

  • Track issued invoices and due dates
  • Reconcile recorded payments by Invoice ID
  • Identify unpaid and part-paid balances
  • Keep a link to your invoice document

The workbook tracks invoices and payments; it does not collect payments or automatically send invoices.

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Inventory
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

05 / Inventory

Know what you have. Know what to reorder.

Connect purchases and stock movements to a single product record, with calculated stock levels and clear reorder flags.

  • Track SKUs, suppliers, costs, and selling prices
  • Add stock from delivered purchases
  • Account for sales, returns, and adjustments
  • See low-stock alerts and inventory value
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Email templates & campaigns
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

06 / Email templates & campaigns

Start your next follow-up with the right words.

Prepare consistent, personalized messages with reusable templates and recipient details. Use your own email app, or connect Gmail in the Google Sheets edition to send approved campaigns.

  • Keep a library of reusable email templates
  • Personalize one recipient per campaign row
  • Preview drafts and replace remaining placeholders
  • Record sent dates and follow-up status

Optional Gmail sending and scheduling are available in the integrated Google Sheets edition. Review recipients and content before approving a batch; Google sending limits apply.

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Cash flow
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

07 / Cash flow

Understand the money moving through your business.

Record income, expenses, refunds, and purchases in one ledger. The dashboard turns those entries into a practical view of cash performance.

  • See paid revenue, expenses, and net cash profit
  • Track unsettled amounts
  • Connect transactions to customers and deals
  • Compare revenue and expenses over time

Cash management uses one selected currency. The workbook is not tax software or an accrual accounting system.

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Customer support
Illustrative product visual. See the workbook guide for the actual spreadsheet interface.

08 / Customer support

Keep every customer issue in view.

Track support requests with the same customer context as your sales and service work. Make priorities, ownership, and resolutions easy to find.

  • Link each ticket to its customer
  • Use configurable categories, status, and priority
  • Identify overdue and unresolved issues
  • Calculate resolution time from recorded dates
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A FAMILIAR WAY TO GET STARTED

Get organized in 3 simple steps.

01

Get your toolkit

Purchase Trackify CRM and use the delivery instructions to access your digital files.

02

Set up your workspace

Open a working copy, follow Quick Start, and personalize Settings for your business.

03

Make it part of your day

Add customers, organize deals, record transactions, and review your next actions.

BUILT AROUND YOUR WORKFLOW

Built for the tools you already know.

Choose your familiar spreadsheet workspace. Add optional Google connections in the Google Sheets edition.

Desktop use is recommended. Core spreadsheet tracking works without scripts. Connected Gmail, Contacts, Tasks, Calendar, Forms and notification tools require Google Sheets and authorization for the services you choose. Layout and dropdown appearance vary by platform.

Microsoft Excel

Open the .xlsx workbook in a current Excel version. Keep calculation on Automatic and preserve the prepared formula columns.

Google Sheets

Make your own copy of the native Google Sheets template. Connect Gmail, Contacts, Tasks, Calendar and Forms when you want those optional tools.

CUSTOMER EXPERIENCES

See what customers are saying.

4.7 / 5 46 customer reviews

Really happy with how straightforward Trackify CRM feels. I don't have to jump between different spreadsheets anymore just to see where my leads stand. Makes my daily routine a lot easier.

Emily Carter United States

We've been looking for a simpler way of organising our client follow-ups, and Trackify has been a pleasant surprise. Nothing overly complicated, just a practical way to stay on top of things. Very pleased so far.

Oliver Bennett United Kingdom

Honestly, the biggest difference for me has been not forgetting who I need to contact next. Having client details in one place saves a surprising amount of time.

Maya Thompson Canada

Good bit of software. I run a small business and didn't want something that would take weeks to figure out. Trackify CRM feels manageable and helps me keep my sales work organised.

Jack Morrison Australia

I like how much easier it is to keep track of conversations with potential customers. It's a small change to the way I work, but it's made a noticeable difference.

Lauren Mitchell United States

Managing enquiries from multiple clients used to get confusing, especially on busy days. Trackify CRM has helped me bring more structure to the process. Very useful for our sales workflow.

Daniel Brooks United States
Read all 46 reviews Show fewer reviews

A practical CRM for keeping customer information organised. I appreciate being able to focus on my clients instead of spending so much time updating separate files.

Sophie Richards United Kingdom

I was initially worried that shifting from Excel would be difficult, but the overall workflow feels much more organised now. My team can keep better track of which prospects need attention.

Aisha Patel Canada

Simple and useful. We deal with many customer enquiries and needed something to help us follow up consistently. Trackify CRM fits nicely into our daily work.

Brian Ellis United States

For our small sales team, staying organised is very important. I like having a clearer picture of ongoing customer discussions. It makes planning the next day's work easier.

Charlotte Price United Kingdom

Love having a more organised way to handle leads! I used to keep notes everywhere, which was stressful when things got busy. This feels much more convenient.

Melissa Grant United States

Clean workflow and easy to understand. We've been trying to reduce unnecessary admin work, and Trackify CRM is a useful addition to how we manage prospects.

Rachel Tan Singapore

What I appreciate most is the simplicity. I don't need a complicated system to manage everyday client relationships. This gives me a more structured way to work.

Ethan Cooper Australia

Very helpful for someone handling lots of conversations with customers. I feel more organised and can see what needs to be done without checking multiple documents.

Kevin Harris United States

I was looking for a CRM that wouldn't make our existing process harder. So far, Trackify has been comfortable to work with and makes tracking customer progress clearer.

Hannah Wilson New Zealand

Our sales process feels less messy now. Keeping lead information together makes it easier to pick up conversations where we left off. Happy with the experience.

James Fletcher United Kingdom

Exactly the kind of straightforward customer management tool I was looking for. My business isn't huge, but having a proper system instead of scattered notes is a big improvement.

Thabo Mokoena South Africa

Trackify CRM makes my work feel more structured. There are days when enquiries come in quickly, and it's helpful to have a clear way of keeping up with them.

Brittany Cole United States

I've tried managing customers manually for a long time. Moving that work into a CRM has made it easier to stay organised and give each lead proper attention.

Amelia Parker United Kingdom

Very useful for managing daily client activities. I especially like having a clearer overview of ongoing opportunities rather than relying on memory for everything.

Noah Campbell Canada

A nice, practical solution for our customer management needs. Our team has a better idea of what needs following up, and the overall process feels more professional.

Isla Morgan United Kingdom

I value organisation and clarity in business software. Trackify CRM gives me a more consistent way to manage customer relationships, without relying on several disconnected files.

Andrew Walsh United States

After working with spreadsheets for years, having a dedicated place for our leads feels much better. Straightforward, practical and useful for keeping our team coordinated.

Rebecca Shaw United Kingdom

Does what I need from a CRM without making everyday tasks unnecessarily complicated. The biggest benefit for me is having a better overview of potential deals.

Chris Reynolds United States

Great for staying on top of customer follow-ups. I work with several clients at once, and having everything organised makes my mornings much easier.

Gabrielle Price United States

Really enjoying the more organised workflow. When dealing with many prospective customers, even small improvements in how you track conversations make a difference.

Liam O'Connor Australia

I wanted to stop switching between notes, messages and spreadsheets all day. Trackify CRM has given me a more central way to organise my customer information.

Harry Collins United Kingdom

Simple is exactly what we needed. A CRM should make our work easier, not add unnecessary steps. This has been a positive change in the way we handle sales leads.

Freya Clarke United Kingdom

Happy with the overall experience. I particularly appreciate having a clearer structure around customer follow-ups. It helps me work through my day with fewer distractions.

Aoife Murphy Ireland

Our team needed a better method for managing opportunities and client information. Trackify CRM has helped make our daily sales activities more consistent.

Nina Patel United States

Very happy with this CRM! Keeping track of interested customers used to be a challenge, but now the process feels much more manageable. It's made my workday easier.

Lucas Rivera United States

I work with different clients every week, and keeping my notes organised matters a lot. Trackify helps me keep everything in order so I can focus on the conversations.

Sophie McKenzie Canada

What I like is that I can work in a more organised way without overcomplicating things. It's been a useful improvement for managing our customer pipeline.

Emma Rodriguez United States

Good experience overall. I used to spend too much time figuring out which leads needed attention. A more structured CRM workflow has made that much easier.

Tyler James United States

Really useful for our small business. We wanted a simple way to keep track of customer relationships and follow-ups. Trackify CRM has been a good fit for that.

Cian O'Sullivan Ireland

Trackify CRM is helpful for keeping customer information together. It took me a little time to get comfortable with the workflow, but after that it became much easier to use. Overall, a positive experience.

Nathan Foster United States

A good CRM for daily sales management. I like the organised approach, although I would appreciate a few more personalisation options. Still, it's doing a good job for my business.

Eleanor Hughes United Kingdom

Pretty solid so far. It helps me keep track of leads and follow-ups without constantly updating spreadsheets. I'd like a few parts of the experience to feel quicker, but generally I'm happy with it.

Jacob Anderson Canada

Useful for keeping client records organised. I needed some time to adjust my routine, but the more structured approach has been worthwhile. There is still room for refinement.

Ashley Morgan United States

I like the overall simplicity of Trackify CRM. It works well for keeping an eye on ongoing customer activities. Some additional flexibility would make it even better.

Chloe Bennett Australia

Good tool for managing customer conversations. It took our team a little while to get used to entering information consistently, but we are seeing the benefit now.

Thomas Bradley United Kingdom

Overall, I'm satisfied. The CRM gives me a better way to organise prospective customers and keep up with follow-ups. I'd still welcome more options for adapting the workflow to my preferences.

Priya Singh Canada

Helpful and fairly straightforward. I mainly use it to organise my sales activities. There were a few things I had to learn at the beginning, but it has been useful.

Oliver Fraser New Zealand

A practical solution for our team. We like having a more structured way of handling customer information, although there are some small workflow improvements I would like to see.

Michelle Dawson United States

Trackify CRM is useful for basic customer organisation, but it took me longer than expected to adjust my process. I can see the benefits, although I'd like a bit more flexibility in how I manage things.

Brandon Miller United States

It's an okay CRM for keeping track of leads and customer information. The general idea is good, but I still find some parts of my old workflow more familiar. I think there's room for improvement.

Lucy Harrison United Kingdom

GOOD QUESTIONS. CLEAR ANSWERS.

A little clarity before you start.

Everything you need to know about the spreadsheet workflow.

Contact us →
What exactly is Trackify CRM?

Trackify CRM is a spreadsheet toolkit for contacts, deals, follow-ups, calendars, inventory, invoices, transactions and support. The integrated Google Sheets edition also includes optional connections to Gmail, Google Contacts, Tasks, Calendar and Forms.

Is Trackify a spreadsheet or an app?

Trackify is a spreadsheet CRM. Its dashboard, dropdowns, formulas, and summaries work inside your spreadsheet software. It does not require a separate hosted CRM account.

Does it work with Microsoft Excel?

The toolkit includes an .xlsx workbook using standard formulas and dropdowns. Use a current version of Excel with automatic calculation enabled. Older Excel releases have not all been validated, and display can vary by platform. Review the compatibility details before buying.

Does it work with Google Sheets?

Yes. Make your own copy of the native Google Sheets template. Core spreadsheet tracking works immediately. Optional tools connect your own Gmail, Google Contacts, Tasks, Calendar and Forms after you grant the permissions you choose.

Is this a one-time purchase?

Trackify is offered as a one-time digital toolkit purchase. The current price and any available options are shown in the purchase section.

Are there any monthly fees?

There is no recurring Trackify software fee for the purchased workbook. Your own Microsoft 365, Excel, or Google Workspace plan may have separate costs.

What happens after I purchase?

Your order confirmation records your purchase. Digital access is supplied using the store’s configured delivery service after payment. Keep your order email, and contact us if you need help locating access.

Do I need technical skills?

Basic spreadsheet skills are enough to get started: enter records, choose dropdowns and follow Quick Start. Core tracking needs no macros or scripts. Google-connected features use the included Apps Script and require Google authorization; no browser extension or code uploader is needed.

Can I customize the CRM?

Yes. Start in Settings to adjust company details, currency labels, stages, categories, and dropdown choices. Keep calculation columns and record IDs intact; make a backup before structural changes.

Can I use this for my business?

The workflow is designed for small businesses, freelancers, agencies, and consultants. Each ledger has 2,000 prepared rows. Check that this capacity and a spreadsheet workflow fit your needs, and review the store’s license terms.

How do updates work?

Your one-time purchase includes future Trackify CRM product updates. Keep your order confirmation for help accessing new releases. An update does not automatically overwrite the working spreadsheet you have customized.

Is customer support included?

Chat and email support are included for product questions and help with your order. Use our contact page and include your order number when asking about a purchase. Support availability is shown through the channels on the site.

Can I use it with my team?

Owner fields are optional. You can use your spreadsheet platform’s sharing features where available. Manage permissions and edits carefully, and check that your purchased license covers your intended use.

What is the refund policy?

Please read the store’s published refund policy before purchasing. If no policy is available, contact us to confirm the terms before placing your order.

Do I have to connect my Google account?

No. Ordinary spreadsheet tracking works without connecting Google services. Importing contacts, sending Gmail campaigns and syncing Google tools are optional. Customers authorize the services they want in their own copies; they do not use the template creator’s account.

How do calling and messaging work?

Trackify prepares contact links for your compatible phone, SMS, WhatsApp or email app. Those apps handle the actual call or message. Trackify does not include embedded telephony, call recording or automatic SMS/WhatsApp delivery.

BUILD YOUR NEXT CHAPTER

Ready to take control of your business?

Less time organizing. More time growing.

Get Trackify CRM