Dynamic Client Management Spreadsheet

I need an Excel-based worksheet that lets me oversee every aspect of my client relationships from a single file. The sheet must cover three core areas:

• Contact information management
• Client interaction tracking
• Sales and follow-up recording

For each client record I will capture at minimum: Email address, Phone number, and a unique Client ref. Please organise the data so it is easy to sort, filter, and search. A clean, table-driven layout with clearly labelled columns and consistent data validation will keep everything tidy.

Automatic date-stamping for interactions, drop-down status fields, and a summary section that totals open follow-ups will help me stay on top of next steps. Feel free to add formulas, conditional formatting, or a simple dashboard if that speeds up spotting overdue actions—just keep it intuitive so anyone on my team can use it without extra training.

Deliverables
1. A finished Excel workbook containing the structured client table and all requested functionality.
2. Brief, inline instructions or a separate tab outlining how to add new clients and record interactions.

Once the file is in place I’ll test it with a few sample clients; if everything works smoothly, we’re done.