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

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. ✨ 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 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.