Simple CRM & Lead Tracker (Excel + Google Sheets)

A spreadsheet CRM for service businesses, contractors and freelancers who don't want another monthly subscription. Every open lead automatically gets a follow-up date (last contact + 7 days unless you set one), so nothing slips through the cracks, and the Dashboard shows which lead sources actually turn into money.

What you get:

• Leads tab: source, stage, deal value, owner, created and closed dates, notes
• Follow-up date filled in for you from the last contact; status OVERDUE / Today / This week / Later
• Activity log: every call, email or visit; 'last contact' and 'days since contact' update automatically
• Pipeline stages and win chances you can rename (e.g. 'Quote sent'); weighted forecast
• Dashboard: open pipeline, weighted forecast, overdue follow-ups, due this week, win rate, won this month
• Follow-up list: today's and overdue leads with phone number, oldest first
• Lead sources: leads, won, win rate and won value per source, with chart
• Duplicate emails flagged; exports as CSV to HubSpot or Pipedrive when you outgrow it

Included files:

• Simple CRM and Lead Tracker.xlsx (blank)
• Simple CRM and Lead Tracker - SAMPLE.xlsx (painting-business demo data)
• 'Start here' instructions tab

Works in: Microsoft Excel 2019, 2021, Microsoft 365 (Windows and Mac), Google Sheets (free), LibreOffice. One .xlsx file for both Excel and Google Sheets; no separate versions to mix up.

After purchase you get an instant download link by email (Payhip). This is a DIGITAL DOWNLOAD. Nothing physical will be shipped.

Refunds: because this is an instantly downloadable file, sales are final, but if the file doesn't open or a formula misbehaves, email me and I will fix it or refund you.

Designed, built and tested by me. I used AI tools to help write formulas and copy; every formula was recalculated and checked against hand calculations before listing.

This is a planning and record-keeping tool, not legal, tax or accounting advice.