CRM & Lead Tracking Spreadsheet System

Description

Early-stage businesses often need a CRM before they can justify paying for one. This spreadsheet system includes a contacts database, a visual pipeline board by stage, an activity log, task reminders, a lead source analysis, a win and loss tracker and a monthly forecast dashboard with charts, all driven by formulas that work in Excel and Google Sheets. The setup guide explains how to define your stages, enter data consistently and run a 15-minute weekly pipeline review, and when it is time to migrate to HubSpot, Pipedrive or Zoho.