What a client database should hold
- Name, business, phone, email, and website
- Notes on needs, preferences, and past conversations
- The current deal stage
- The next follow-up date
Start with a template
Not ready to create an account? Download the free client tracker template and fill it in. When you are ready, move your list into crm47 and keep it up to date online.
Download the free client tracker template (CSV)
Why an online database?
A spreadsheet on one laptop is hard to share and easy to lose. An online client database keeps your list available from any device with a login.
Common questions
What is a client database?
A client database is a list of your customers with their contact details, notes, and history.
Track your next client in crm47
Free to start. No recurring fees.
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