Leads tracking management template

Use this Google Sheets based leads tracking template to save time, track sales leads and measure the performance of your sales team.

Data flows between the interconnected spreadsheets automatically, providing a user-friendly system for sales reps and automated sales lead analysis for the manager.

4 SPREADSHEETS
1 CONNECTION

Automate sales lead management

When reps get a new lead or close a sale, they register the details in their personal spreadsheet and the leads tracking template sends the data directly to your master sheet.

Each rep has their own dashboard so they can prioritize and pursue the best leads.

You get an overview of the entire sales pipeline without emails, status meetings, or back-and-forth communication.

Key features

Help reps to sell more

Sales reps get a quick and simple system for tracking and prioritizing sales leads. You get the data automatically so there’s no need for status updates and meetings.

Save admin time

Replace time-consuming emails and manual work with an automated workflow. No more outdated spreadsheets or copy-pasting.

Make data-based decisions

Dashboards give you the latest insights to help you manage your team’s workload more effectively and make sure the best leads are followed up.

Looking for a custom sales workflow?

If you need advice, or a more comprehensive leads tracking solution for your sales team. Talk to our automation experts about custom project design.

Game-changing program. Allows very simple and convenient multi-report updates in the snap of a finger. Thank you to the team for making Google Sheets even more powerful!”

 A Barto | Behemoth Crossfit

Connect spreadsheets, automate your work.