Sales CRM and Follow-Up | Excel Starter Workbook

Keep the next sales action visible.

Owner-led service businesses and small sales teams managing leads and deals manually.

WHAT YOU CAN DO

- Track companies, contacts, leads and opportunities

- See open and weighted pipeline values

- Review overdue follow-ups and log activity

- Keep site visits and closed-deal history together

WHAT YOU RECEIVE

Includes a clean Excel workbook, a fictional guided practice workbook, a four-page Quick Start PDF, README and use terms. 250 prepared records per input sheet. Macro-free .xlsx files. Microsoft Excel and a desktop or laptop are required; software is not included. One currency per file. No integrations, automatic imports or ongoing data service.

SETUP

On Overview, set B6 to the review date and B7 to your currency. Add Companies and Contacts first. Enter your team names directly in Owner fields.

SCOPE & REQUIREMENTS

Manual entry and manual updates to next actions. No email sending, calendar sync, automatic lead capture or multi-user permissions. Weighted pipeline is your estimate, not booked revenue.

Google Sheets, Apple Numbers and mobile use are not supported release targets. A single business may make internal working copies; resale or redistribution of the template is not included.

Start with the guided practice file, then enter your own records in the clean file. Contact Bear Digital through Payhip for file support.