Never forget a follow-up again.
Every client, deal and follow-up in one simple Excel file. See who to contact today, who’s going cold, and what your open deals are really worth. No macros, no monthly fee.
✓ One-off payment ✓ Instant download ✓ Excel for Windows & Mac
| Due | Client | Next step | When |
|---|---|---|---|
| Mon, Sep 28 | Hannah Brooks | Send the menu page mockups | Overdue |
| Wed, Sep 30 | Diego Alvarez | Follow up on the proposal | Overdue |
| Thu, Oct 1 | Marcus Lee | Call about the booking form | Today |
| Fri, Oct 2 | Rachel Moore | Discovery call | In 1 day |
| Sat, Oct 3 | Priya Shah | Review class schedule copy | In 2 days |
Losing work you never knew you lost
Forgotten follow-ups
A lead goes quiet, life gets busy, and by the time you remember they’ve hired someone else.
Clients everywhere
Some in your inbox, some in your phone, some on sticky notes.
CRMs cost a fortune
Monthly fees and features you’ll never use, just to remember who to call.
Set it up in ten minutes
Add your clients
Name, company, contact details, status and when to follow up next.
Add your deals
Each job with its value and stage, from Lead to Won.
Open it every morning
The Dashboard shows who to contact today and who’s going cold.
Know who to contact, every day
Every client gets a flag: Overdue, Today, In 3 days, or Going cold when you haven’t spoken in a while. Log a call or email on the Activity tab and their last contact updates by itself.
- Overdue and today flags
- Going cold after the days you choose
- Last contact from your activity log
| Client | Last contact | Days since | Won | Flag |
|---|---|---|---|---|
| Hannah Brooks | Sun, Sep 27 | 4 | $4,200 | Overdue |
| Marcus Lee | Tue, Sep 29 | 2 | $2,700 | Today |
| Tom Fisher | Fri, Aug 14 | 48 | $3,550 | Going cold |
| Grace Kim | Tue, Sep 22 | 9 | $3,600 | In 5 days |
| Sam Patel | Thu, Jul 30 | 63 | $2,300 | Going cold |
What your deals are really worth
See every open deal by stage, with its value and weighted value: the deal times its chance of winning. A realistic number to plan your months with.
- Lead, Contacted, Proposal sent, Negotiating, Won, Lost
- Chance of winning you can change
- Win rate and won this year
| Stage | Deals | Value | Weighted |
|---|---|---|---|
| Lead | 2 | $6,600 | $660 |
| Contacted | 2 | $7,000 | $1,750 |
| Proposal sent | 4 | $9,400 | $4,700 |
| Negotiating | 2 | $2,250 | $1,688 |
| Won | 19 | $43,250 |
Every job in one list
Track each quote and project with its client, value, stage, expected close and closed date. Won deals add up on each client and in the won each month chart.
- Room for 150 deals and 200 clients
- Days open on every deal
- Top clients by work won
| Deal | Client | Value | Stage | Weighted |
|---|---|---|---|---|
| Website and logo | Diego Alvarez | $3,800 | Proposal sent | $1,900 |
| Agent pages | Olivia Grant | $1,600 | Negotiating | $1,200 |
| Catering website | Mia Ortiz | $3,400 | Proposal sent | $1,700 |
| Subscription page | Ben Carter | $800 | Won | $800 |
| Law firm website | Rachel Moore | $5,500 | Lead | $550 |
Built for small businesses, not sales teams
Freelancers
Designers, writers, developers and consultants with a handful of clients on the go.
Service businesses
Cleaners, trades, photographers and coaches who quote for work.
Side hustles
Keep it organized from the very first client.
Everything you get
- Clients with contact details, source and status
- Next follow-up and next step for every client
- Overdue, Today and Going cold flags
- Activity log that updates last contact
- Deals pipeline from Lead to Won
- Weighted value and win rate
- Dashboard with follow-ups, pipeline, top clients and going cold
- Won each month chart
- One-off payment, no monthly fee
One-off payment. Yours to keep.
Get instant access $12.99Secure checkout by Payhip · Card or PayPal
Download link emailed straight away
Hi, I’m Lee
I run Sheet Leveller on YouTube, where I make quick, no-nonsense Excel tutorials.
This tracker uses the IF, SUMIFS and INDEX formulas from my tutorials, so the follow-ups and totals work themselves out.
Questions
Is this a real CRM?
It’s a simple one. It does the things small businesses actually need: clients, follow-ups, deals and a pipeline. No emails sent from it, no logins, no subscription.
Can I change the stages?
The six stages are fixed so the formulas work, but you can change the chance of winning for each one on the Settings tab.
Can I share it with my team?
Yes. Put it in OneDrive or SharePoint and open it in Excel. It works best with one or two people editing.
Does it work with my invoices?
It’s separate from the Invoice Generator, but they pair well: track the deal here, then invoice it there.
Does it use macros?
No. It’s a normal .xlsx file, so there are no security warnings and nothing to enable.
Which versions of Excel does it work with?
Microsoft 365, Excel 2010 or later on Windows, and Excel for Mac. It’s built for Microsoft Excel.
Is this a subscription?
No. You pay once and the file is yours to keep.
Every client remembered. Every follow-up on time.
A simple CRM in Excel, with no monthly fee.
Get the tracker $12.99Want to see it first? Watch how it works on YouTube.