Stay on top of your leads and client relationships with this Simple CRM and Lead Management Spreadsheet – a powerful yet easy-to-use Google Sheets tool designed for coaches, service providers, and small business owners 📋💼 Organize your contacts, track communications, and manage your sales pipeline without the overwhelm of complicated CRM systems!

• 📇 Organize Leads, Clients, and Contacts in One Place: Keep essential client details at your fingertips for easy reference and follow-up.

• 🔄 Track Communication and Follow-Ups: Stay consistent with timely follow-ups and relationship building using a visual tracking system.

• 📊 Sales Pipeline Overview Dashboard: See where each lead stands in your sales funnel at a glance to prioritize your efforts.

• 📈 Automated CRM Dashboard: Auto-updates when you move leads through different stages—saving you time and reducing mistakes.

• 🚀 Built for Coaches, Service Providers, and Entrepreneurs: Tailored to solo business owners who want a no-fuss, practical CRM.

• 🖥️ Simple and Streamlined Google Sheets Layout: No complicated setups—just open, personalize, and start managing today.

• 📥 Instant Digital Download: Get immediate access to the tool and start organizing your business contacts right away.

• 🧹 Fully Editable and Customizable: Adjust the fields and stages to perfectly match your business flow.

• 🎯 Focus on Growing Relationships, Not Managing Software: Spend more time connecting and less time wrestling with tech!

✨ Finally, a CRM that fits your small business needs—organized, easy, and effective.

What You’ll Receive:

• 1 link to a Google Sheets template

• Instant Download & Easy to Use: Open in Google Sheets, start customizing, and gain control of your digital spending.

PLEASE NOTE: You’ll receive an email with a link to the Google Sheets file. A Google account is required to access the template, and no physical copy will be sent.