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Client CRM Spreadsheet, Lead Tracker, Sales Pipeline, Follow Up Reminders, Small Business CRM, Customer List Template, Excel Google Sheets

NowPrice:$4.99

Original Price: $9.99

50% off

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Sale ends on November 22

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Highlights

Client CRM Spreadsheet for Microsoft Excel and Google Sheets, instant digital download. Keep every lead, deal and follow-up in one place and see exactly who to contact next. Perfect for freelancers, agencies and consultants.

🎥 WATCH THE FULL WALKTHROUGH VIDEO before you buy, every tab explained: https://youtu.be/ThDtxG3rbtA

✨ NOW INCLUDES 4 FILES: Excel + Google Sheets, each in a SAMPLE version (filled in so you can see exactly how it works) and a BLANK version (cleared and ready for your own info).

★ WHAT'S INCLUDED ★
• Pipeline Dashboard: open pipeline value, weighted forecast, won this year vs goal, win rate, average deal size, average days to close, new leads this month and overdue follow-ups, plus 2 charts
• Leads & Clients (500 rows): 8 pipeline stages with win %, deal value, weighted value, next follow-up date with Overdue / Today / This week flags, owner, source, service, contact details, lost reason
• Follow-Ups: your next 25 open leads sorted by follow-up date, overdue first, with days late
• Activity Log (1,000 rows): calls, emails and meetings with outcome and next step. Last contact date and activity count fill in on each lead
• Monthly Report: new leads, deals won and lost, won value, win rate, average deal and days to close for all 12 months, with 2 charts
• Lead Sources: leads, win rate, revenue and average deal by source, with 2 charts
• Clickable Start Here page, Setup tab for stages, sources, services, owners and lost reasons, and sample data

★ PERFECT FOR ★
✓ Freelancers, agencies and consultants
✓ Small businesses and service providers
✓ Real estate, coaching and B2B sales
✓ Anyone tired of losing leads in their inbox

★ COMPATIBILITY ★
• Microsoft Excel (desktop, Mac, web)
• Google Sheets (upload to Google Drive and open with Google Sheets)
• 2 files included: an Excel version + a Google Sheets edition
• Not designed for Apple Numbers

★ HOW IT WORKS ★
1. Check your pipeline stages and win % on Setup and add your lead sources and services
2. Add each lead with a deal value, stage and next follow-up date
3. Log calls and emails on the Activity Log as you go
4. Open Follow-Ups each morning and watch the Dashboard update

Works in any currency ($, £, €, C$, A$ and more): just change the currency symbol.

★ PLEASE NOTE ★
• This is a digital download. Nothing will be shipped.
• Because it's a digital file, returns aren't accepted, but if you have any trouble with the file, message me and I'll fix it or help you right away.

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Listed on Oct 23, 2026
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