Lead Tracker
Sheets + Excel4 slides
FreeCrm templates
3 templates
All templates
Sales Pipeline Dashboard
Sheets + Excel3 slides
Free
Simple CRM
Sheets + Excel4 slides
Free- Browse all templates
Compare crm versions
 Lead Tracker |  Sales Pipeline Dashboard |  Simple CRM | |
|---|---|---|---|
| Format | Spreadsheet | Spreadsheet | Spreadsheet |
| Works in | Google Sheets and Excel | Google Sheets and Excel | Google Sheets and Excel |
| Length | 4 slides | 3 slides | 4 slides |
| Style | Modern | Modern | Corporate |
Writing a simple customer and lead tracker that gets read
A simple CRM keeps your contacts, leads and sales stages in one place, so you know who to follow up with and when. It suits small teams that have outgrown a plain contact list.
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Cover contact details, company, lead source, stage in the pipeline, expected value, next action and date, and notes.
Record a next action and a date for every open lead, because missed follow-ups are what usually lose a sale.
Compare Lead Tracker, Sales Pipeline Dashboard, and Simple CRM, all 3 to 4 pages long, then pick the closest match and replace the sample text with your own.
Questions
What is a simple customer and lead tracker?
A simple CRM keeps your contacts, leads and sales stages in one place, so you know who to follow up with and when. It suits small teams that have outgrown a plain contact list.
What should a simple customer and lead tracker include?
Include contact details, company, lead source, stage in the pipeline, expected value, next action and date, and notes. Record a next action and a date for every open lead, because missed follow-ups are what usually lose a sale.
What is a CRM?
CRM stands for customer relationship management. It is a system or spreadsheet that tracks who your customers and prospects are, what they have bought and what happens next.
What stages should a sales pipeline have?
Most pipelines run from a new lead, to qualified, proposal sent, negotiation, and then won or lost. Define what must be true before a deal moves to each stage.
How do I track leads in a spreadsheet?
Give each lead its own row with the source, status, owner and next action. Filter by status each week to see which leads need attention.
What is the best crm template to begin from?
Start with Lead Tracker: Log every lead, score it and see which sources and campaigns win the most business. If that is not the right fit, compare it with Sales Pipeline Dashboard.
How long is a simple customer and lead tracker?
The templates here are 3 to 4 pages long. Cut any section you do not need; each template explains what its sections are for.
Which apps can I use for a simple customer and lead tracker?
Yes. These crm templates work in Google Sheets and Microsoft Excel. All 3 templates are free, with no account or email needed.