Simple Client Tracker (Excel CRM)

Never forget a follow-up again.

Every client, deal, and follow-up in one simple Excel file. See who to contact today, who's going cold, and what your open deals are really worth. No macros, no monthly fee.

WHAT IT DOES

• Clients: contact details, source, status, next follow-up, and next step

• Flags for every client: Overdue, Today, In x days, or Going cold

• Activity log: note each call, email, or meeting, and last contact updates by itself

• Deals pipeline: Lead, Contacted, Proposal sent, Negotiating, Won, Lost

• Weighted value: each deal times its chance of winning (you set the chances)

• Won and open deals added up for every client

• Dashboard: follow-ups for the next 7 days, pipeline by stage, top clients, going cold list, win rate, won this year and a won each month chart

• Room for 200 clients, 150 deals, and 1,000 activity notes

• Start Here guide and example data

WHO IT'S FOR

Freelancers, service businesses, and side hustles who want a simple CRM without the monthly fee.

GOOD TO KNOW

• Works in Microsoft Excel: Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac

• Normal .xlsx file: no macros to enable

• One-off payment, instant download

Made by Lee at Sheet Leveller, whose tutorials have been watched 6.3 million times on YouTube.