Free Excel spreadsheet · English + Hinglish
Lead Tracking Sheet: Free Excel Template for Your Sales Pipeline
Until you move to a CRM, a good tracker beats scattered notes. This spreadsheet lets you record each lead, set its stage from a dropdown, add the next follow-up date and see overdue follow-ups highlighted. A summary sheet counts leads by stage and by source.
What is inside
- Columns for date, name, phone, source, project or service, budget, owner and notes
- Stage dropdown: New, Contacted, Interested, Site Visit or Demo, Negotiation, Closed, Lost
- Next follow-up date with overdue rows highlighted automatically
- A summary sheet counting leads by stage and by source
- Filters, frozen header and room for hundreds of leads
- A How-to-use sheet and a path to the free CRM
Who should use it
- Brokers and small sales teams who track leads in a sheet
- Owners who want a simple pipeline view
- Teams preparing to move to a CRM
How to get it
- Fill in your name, number and email.
- Choose English or Hinglish.
- The file arrives in your inbox. Use it the same day.
Stop losing leads. Start with a free CRM.
The Optimized Leads CRM is free to start. Capture every lead, assign it, set follow-up reminders and see what is working. Need something specific? We can customize the CRM to your requirements: pipeline stages, fields, lead sources, roles and reports.
Frequently asked questions
More free resources
CRM Guide: Why and How to Use It
What a CRM is, why it helps and 6 steps to use it so no lead is ever lost.
Get it free →
Cost-Per-Lead Calculator
Enter your own numbers and see cost per lead, per visit, per closure and ROI.
Get it free →
WhatsApp Follow-Up Templates
Ready-to-send WhatsApp messages for every stage of a lead follow-up.
Get it free →Questions? Reach us on +91 7024110269 · info@optimizedleads.in · optimizedleads.in · Indore, India