Keep your clients, projects, follow-ups, and payments organized in one streamlined system.
The Astracella Client & Job Manager is an easy-to-use Excel workbook designed to give you a clear view of your customer relationships and day-to-day business activity. Manage client information, track jobs and projects, stay ahead of follow-ups, record partial and full payments, and quickly see what needs your attention.
Your dashboard brings the most important information together at a glance, including client and job activity, revenue, outstanding balances, upcoming follow-ups, open jobs, and recent projects.
Includes: • Client database • Job & project tracking • Follow-up management • Partial & full payment tracking • Client summary with payment history • Monthly calendar • Dashboard with key business activity • Revenue and outstanding balance tracking • Open job and recent project summaries • Reusable system for ongoing client management
Built to grow with your business, this workbook gives you one organized place to manage clients and day-to-day activity without complicated software or unnecessary features.