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Name: CRM & Lead Tracker Excel Template | Sales Pipeline and Client Management Spreadsheet | Deal Tracker Dashboard
Brand: Excelanss
SKU: 1445613089
Price: 12.90 USD
Availability: InStock
Rating: 4.9 (1100 reviews)

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Price:$12.90

CRM & Lead Tracker Excel Template | Sales Pipeline and Client Management Spreadsheet | Deal Tracker Dashboard

Excelanss

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Star Seller. This seller consistently earned 5-star reviews, shipped on time, and replied quickly to any messages they received.

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Designed by Excelanss
Party decor for gatherings and celebrations
Digital download
Digital file type(s): 1 File

✅ CRM & Lead Tracker Excel Template

Take control of your sales pipeline and client relationships with the CRM & Lead Tracker Excel Template. Designed for small businesses, freelancers, and sales teams, this template helps you capture leads, manage contacts, track interactions, and close deals efficiently—all in one organized Excel file.

📌 Key Features

Lead Management: Track customer contact info, meeting notes, and lead status.

Opportunities Tracking: Monitor deals, agreements, and follow-ups in detail.

Dashboard Overview: Automatically calculates and visualizes leads, deal statuses, financial amounts, and more in charts.

Customizable Settings: Update categories and fields to fit your unique business needs.

User-Friendly: Pre-formatted tables with filtering, sorting, and easy data entry.

💡 Benefits

Streamline your sales process and improve client follow-ups

Easily monitor leads and opportunities in one place

Gain insights from automated dashboards for better decision-making

Perfect for entrepreneurs, freelancers, and small business sales teams

Manage your leads, track deals, and grow your business effortlessly with this CRM & Lead Tracker Excel Template!
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o This is an excel template
o Instant download. Download and use
o Simple and easy to use
o Simple and clean design
o Formatted to Print
o Excel 2007 and later versions
o Macros not used in the template.

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Özgür Bircan

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Reviews for this item

4.6

(3 reviews)

5.0 Item quality

5.0 Shipping

5.0 Customer service

100% Buyers recommend

5 This item

stacey Sep 25, 2025

LOVE THIS!! So easy to use and so very helpful!

stacey Sep 25, 2025

4 This item

Siewe Oct 6, 2023

good app. to recommend to you.

Siewe Oct 6, 2023

3 This item

Rachael Apr 24, 2023

Özgür Bircan

Excelanss ·

Istanbul, Türkiye

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11k sales

6 years on Etsy

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CRM & Lead Tracker Excel Template | Sales Pipeline and Client Management Spreadsheet | Deal Tracker Dashboard

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