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Business

Sales CRM Tracker

A lightweight CRM tracker for small teams and solo operators who need pipeline visibility without a full CRM database.

Activate purchase Launch tracker How it works

Best For

  • Agencies
  • Consultants
  • Creators
  • Service businesses

Outcomes

  • Keep leads from going cold
  • Forecast pipeline value
  • Prioritize next actions
  • Track lead sources

Features

  • Deal stage pipeline
  • Weighted deal value
  • Next action and last contact fields
  • Source attribution

Getting Started

Use this quick walkthrough when you open the tracker for the first time.

1

Review

Scan the fields below so you know what this tracker captures.

2

Activate

Use the purchase activation code or Etsy order details to unlock this tracker.

3

Launch

Open the tracker app after activation to see the working dashboard.

4

Connect

Connect the Google account where you want your tracker Sheet to live.

5

Create

Create the Sheet and let the tracker add the starting tabs and sample rows.

6

Track

Add your first real record, then use Sync after editing directly in Google Sheets.

Recommended first actions

Create the tracker sheet.
Import or add active opportunities.
Update stage and next action after each touch.
Review pipeline metrics weekly.

Sheet Structure

Each tracker creates an organized Google Sheet with the tabs below. These are the main areas you can use, edit, export, or customize in your own Google account.

Deals

Lead and opportunity pipeline.

Company / Contact Stage Deal Value Probability Close Date Source Owner Last Contact Next Action Next Action Date Notes

How Customers Use It

Update next action after every conversation.
Keep lost deals in the sheet so source quality remains visible.
Use source consistently for marketing decisions.
Review overdue next actions daily.