Spreadsheets

Client Lead Tracker

Keep your client pipeline organized, from the first inquiry to a won project. Track contacts, proposals, important dates, deal values, and next steps while the dashboard turns your entries into a useful overview.

• Track 250+ client leads and their next steps
• Proposal, meeting, and follow-up dates
• Quote values and won-deal totals
• Pipeline dashboard and selectable top-10 views
• Individual client profiles, notes, and lead ratings

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