Client Management Dashboard to Track Clients, Tasks and Payments
Pharma Sales $25.00 / task 📍 Remote

Posted 56 minutes ago

Description

Stop juggling clients across notes, chats and spreadsheets. ClientFlow Lite is a clean, ready-to-use client management dashboard that puts everything in one place. What you get: - Dashboard overview: total clients, active clients, revenue and pending payments at a glance - Today's assistant: tasks due today, clients needing follow-up and your priority client - Client health score: quickly see which relationships are excellent, good, need attention or are critical - Smart insights: revenue growth, your most profitable client and overdue invoices flagged automatically - Revenue trend chart: track your monthly income visually - Quick-add buttons for clients, tasks and payments Ideal for freelancers, consultants and small agencies who want to stay organized and never miss a follow-up or an invoice. I can also customize the layout, colors and fields to fit your workflow.

Skills & Technologies

Google SheetsSpreadsheet DesignDashboard DesignCRM SetupData VisualizationClient ManagementBusiness AutomationExcelTemplate DesignInvoice and Payment Tracking

Price

$25.00 / task

Status

Active

Start Date

October 1, 2026

Service Provider
SENINA.Hayet

Member since
September 29, 2026

Based in
Madrid, Madrid, Spain