The Lead Tracker & Mini CRM
A ready-made Google Sheets mini CRM with 5 connected tabs — Lead Pipeline, Contact CRM, Follow-Up Tracker, Deal Status Board, and Client Notes. Built for freelancers who want to organize leads, manage follow-ups, and keep every opportunity visible without complex CRM software.
- ✓5 Connected Tabs — leads, contacts, follow-ups, deal status, and notes
- ✓Lead Pipeline — track every opportunity from first contact to decision
- ✓Contact CRM — keep prospect details, context, and notes organized
- ✓Follow-Up Tracker — know who needs a reply, next step, or check-in
- ✓Instant Download — access immediately and duplicate to your Google Drive
- ✓Lifetime Access & Support — one-time payment with email support included
Secure checkout by Stripe • Instant digital delivery • One-time payment • Works in Google Sheets
How it works
Start tracking leads in under 2 minutes
From checkout to working mini CRM, the setup is fast, simple, and beginner-friendly.
Secure Checkout
Complete your purchase with a one-time payment and get instant confirmation right away.
Instant Delivery
Receive your mini CRM access link by email immediately after purchase. No waiting, no manual delivery.
Duplicate & Start
Open it in Google Sheets, duplicate it to your Drive, and start tracking leads, contacts, and follow-ups in minutes.
No installation, no complex CRM software, and no monthly tools to manage.
Everything Included
5 connected tabs, one simple client pipeline
Lead Tracker & Mini CRM gives you one organized Google Sheets system to track leads, manage contacts, plan follow-ups, monitor deal status, and keep client notes without complex CRM software.
01 - Lead Pipeline
Track every opportunity clearly
Keep new leads organized from first contact to decision so no opportunity disappears in scattered notes.
- Track leads by stage or status
- See active opportunities in one place
- Keep next steps easy to review
02 - Contact CRM
Keep client details in one place
Store contact details, context, and relationship notes so every client conversation is easier to manage.
- Organize contacts and prospects
- Keep client details easy to find
- Reduce scattered contact records
03 - Follow-Up Tracker
Never lose the next step
Track follow-up dates and actions so warm leads keep moving instead of going quiet.
- Plan follow-ups by date
- Keep conversations moving
- Avoid missed outreach moments
04 - Deal Status Board
See where every deal stands
Get a clear view of leads, open conversations, won clients, and paused opportunities.
- Review open deals quickly
- Separate won, lost, and pending leads
- Understand pipeline health at a glance
05 - Client Notes
Keep context for every conversation
Capture important details, project context, and relationship notes so you can follow up with confidence.
- Save notes from calls and emails
- Remember client needs and context
- Make future follow-ups more personal
06 - Simple Setup
Built to use without CRM complexity
Start with a lightweight client tracking system that works in Google Sheets and stays easy to maintain.
- No heavy CRM software
- Easy to duplicate and customize
- Simple enough to use every week
Everything is built to help you track leads faster, follow up consistently, and manage client opportunities with less friction.
BENEFITS
Why freelancers use this mini CRM every week
Lead clarity
See every active lead, status, and next step in one place instead of searching through scattered notes.
Better follow-ups
Know who needs a reply, when to follow up, and what conversation should happen next.
Organized contacts
Keep client details, context, and relationship notes easy to find before every call or message.
Built for freelance sales
Designed for client leads, outreach, discovery calls, proposals, and simple deal tracking.
“I stopped losing track of warm leads. Now every prospect, follow-up, and client note is in one simple place.”
SUPPORT
Frequently asked questions
No. Lead Tracker & Mini CRM is a one-time purchase. You pay once and get lifetime access with no recurring fees.
You will receive access by email immediately after purchase. Open the file in Google Sheets, duplicate it to your Google Drive, and start using it right away.
No. This mini CRM works directly in Google Sheets, so there is no complex CRM platform to install or manage.
Yes. After duplicating it to your Google Drive, you can edit stages, labels, contacts, notes, and follow- up fields to match your workflow.
No. This is a digital product. Nothing is shipped physically. You get instant access online after payment.
Yes. Because the tracker is built in Google Sheets, you need a free Google account to duplicate it to your Drive and use it normally.
Yes. Email support is included if you need help accessing or using the mini CRM.
Keep every lead and follow-up in one place
Get instant access to your mini CRM. No subscription. No complex software. Just a clearer client pipeline.
Get Instant Access — €34.99