A simpler way to track clients
GetClientTracker is a browser-based workspace for independent professionals who want client records, retainers, and reports without a complex CRM.
What is GetClientTracker?
GetClientTracker is a simple client tracking workspace that runs in your browser. You can record client details, assign a category and status, track a monthly retainer value, log last-contact dates and notes, then search, filter, and export your records. There is no account to create and no backend to configure — open the page and start tracking.
Who is it for?
It is built for independent professionals such as freelancers, consultants, coaches, personal trainers, real estate agents, and small service practices. If you manage a personal list of clients and want a calmer alternative to spreadsheets and heavy CRM platforms, this tool fits that workflow.
How does local storage work?
Your client data is stored locally in your browser using local browser storage. It is not uploaded to our servers, there is no cloud sync, and no account is required. Data stays on this device, so clearing browser storage or switching to another device will not transfer your records automatically. Export CSV, PDF, or JSON backups regularly to keep a copy you control.
How to add and manage clients
- Click Add New Client and enter a name, category, status, retainer value, last-contact date, and notes.
- Use the search bar and category or status filters to find records quickly.
- Update notes after check-ins, mark a client contacted today, or edit and delete records as your list changes.
How CSV and PDF export works
Use Export CSV to download your records as a spreadsheet-compatible file that opens in Excel, Google Sheets, or Apple Numbers. Use Import CSV to bring an existing client list into the app. Use Export PDF to generate a readable summary report with client totals and retainer values for reviews or record-keeping.