Description
A simple customer tracker for small businesses that don’t need expensive CRM software. Record every contact, where they came from and where the deal stands, and never miss a follow-up.
What it does
- Contacts with company, phone, email, lead source and notes
- Deal stages from Lead to Won, Customer or Lost
- Next follow-up dates, with overdue follow-ups flagged in red
- Pipeline value, win rate and follow-ups due today
- Breakdown by stage and by lead source, with conversion %
How it works
- Settings: enter your business name and currency, and edit the lead sources and stages if you like.
- Customers: add contacts, their stage, deal value and next follow-up date.
- Pipeline Summary: see pipeline value, win rate, follow-ups due and the breakdowns.
What’s inside
Start Here guide, Pipeline Summary, Customers and Settings sheets.
Good to know
- Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
- Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
- Example rows included: sample entries show the expected format. Overwrite or delete them when you start.
- Any currency: amounts show without a symbol, and you set your currency once in Settings.
Delivery
Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.
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