{"product_id":"small-business-crm-lead-tracker-google-sheets-excel-dashboard-template","title":"Small Business CRM \u0026 Lead Tracker – Google Sheets + Excel Dashboard Template","description":"\u003cp\u003e\u003cstrong\u003eStop losing leads in scattered notes, emails and messages.\u003c\/strong\u003e The Small Business CRM \u0026amp; Lead Tracker gives freelancers, agencies, consultants and small businesses one organized system to manage leads, follow-ups, proposals, clients and sales performance.\u003c\/p\u003e\u003cp\u003eBuilt as a practical spreadsheet CRM, it combines a lead database, sales pipeline, follow-up tracker, communication history, client database, proposal tracker, revenue tracking, lead-source analysis and a visual dashboard.\u003c\/p\u003e\u003ch2\u003eA Quick, Honest Note\u003c\/h2\u003e\u003cp\u003eThis is a spreadsheet-based CRM system, not a full enterprise CRM platform. It is designed for small businesses that want a simple, flexible and affordable way to organize sales activity. The Excel workbook can be uploaded to Google Drive and opened with Google Sheets.\u003c\/p\u003e\u003ch2\u003eWhat’s Included\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\u003cstrong\u003e12-sheet CRM \u0026amp; sales management workbook\u003c\/strong\u003e\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExcel .xlsx template\u003c\/strong\u003e with editable fields, dropdowns, formulas and dashboard reporting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eGoogle Sheets compatible workflow\u003c\/strong\u003e — upload the Excel file to Google Drive and open with Google Sheets\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCRM Dashboard\u003c\/strong\u003e with total leads, new leads, follow-ups due, open deals, pipeline value and conversion rate\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLead Database\u003c\/strong\u003e for prospects, contacts, sources, status, value and next follow-up\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Pipeline\u003c\/strong\u003e for tracking opportunities from New Lead through Won\/Lost\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFollow-Up Tracker\u003c\/strong\u003e with overdue follow-up highlighting\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCommunication Log\u003c\/strong\u003e for email, phone, meetings, WhatsApp and other interactions\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Database\u003c\/strong\u003e for active customer and project information\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProposal Tracker\u003c\/strong\u003e for proposals, estimates, values, statuses and follow-ups\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eRevenue Tracker\u003c\/strong\u003e and \u003cstrong\u003eLead Sources Analysis\u003c\/strong\u003e\n\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly CRM Review\u003c\/strong\u003e and \u003cstrong\u003eQuick Start \/ Instructions\u003c\/strong\u003e sheets\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePremium Quick Start Guide PDF\u003c\/strong\u003e with setup instructions, use cases and practical CRM guidance\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWho This Is For\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eFreelancers and independent service providers\u003c\/li\u003e\n\u003cli\u003eCreative, marketing, web and consulting agencies\u003c\/li\u003e\n\u003cli\u003eConsultants and coaches\u003c\/li\u003e\n\u003cli\u003eLocal service businesses\u003c\/li\u003e\n\u003cli\u003eSmall B2B businesses\u003c\/li\u003e\n\u003cli\u003eCreators and service-based sellers\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eHow It Works\u003c\/h2\u003e\u003col\u003e\n\u003cli\u003e\n\u003cstrong\u003eMake your working copy\u003c\/strong\u003e — Keep the original master untouched.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAdd your leads\u003c\/strong\u003e — Enter prospects in the Lead Database.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eTrack and update\u003c\/strong\u003e — Move leads through the pipeline, schedule follow-ups and log communication.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eReview your results\u003c\/strong\u003e — Use the Dashboard and analysis sheets to understand your sales activity.\u003c\/li\u003e\n\u003c\/ol\u003e\u003ch2\u003eDigital Use \u0026amp; Software\u003c\/h2\u003e\u003cp\u003eYou receive an editable Excel workbook and a PDF Quick Start Guide. The workbook is designed for Microsoft Excel and can be imported into Google Sheets. You can customize names, services, statuses, sources and workflow fields for your business.\u003c\/p\u003e\u003ch2\u003eFAQ\u003c\/h2\u003e\u003cdetails\u003e\u003csummary\u003e\u003cstrong\u003eIs this a Google Sheets template?\u003c\/strong\u003e\u003c\/summary\u003e\u003cp\u003eThe included master file is an Excel .xlsx workbook designed to work with Google Sheets after uploading it to Google Drive and opening it with Google Sheets.\u003c\/p\u003e\u003c\/details\u003e\u003cdetails\u003e\u003csummary\u003e\u003cstrong\u003eCan I customize the CRM?\u003c\/strong\u003e\u003c\/summary\u003e\u003cp\u003eYes. The workbook is editable, so you can adapt fields, dropdown terminology, notes and workflow to your business.\u003c\/p\u003e\u003c\/details\u003e\u003cdetails\u003e\u003csummary\u003e\u003cstrong\u003eDo I need expensive CRM software?\u003c\/strong\u003e\u003c\/summary\u003e\u003cp\u003eNo. This template is designed as a practical spreadsheet-based CRM for small businesses that want to start with a simpler system.\u003c\/p\u003e\u003c\/details\u003e\u003ch2\u003eReady to Organize Your Sales Process?\u003c\/h2\u003e\u003cp\u003eKeep your leads visible, follow up consistently and understand where your opportunities are. \u003cstrong\u003eStart building a more organized sales workflow with waohhARTZ.\u003c\/strong\u003e\u003c\/p\u003e","brand":"waohhARTZ","offers":[{"title":"Default","offer_id":49708987056384,"sku":null,"price":499.0,"currency_code":"INR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0781\/5472\/7680\/files\/waohhartz-crm-lead-tracker-final-01.jpg?v=1788866319","url":"https:\/\/waohhartz.com\/products\/small-business-crm-lead-tracker-google-sheets-excel-dashboard-template","provider":"WAOHHARTZ","version":"1.0","type":"link"}