Lead Tracker
Lead & Follow-Up Tracker
Keep every inquiry, next step and follow-up date visible.
$29one-time
Purchasing will be available in a future release.
Preview
A closer look inside
A focused tracker for agents who need a simple, repeatable way to organize lead status and next actions outside a full CRM.
What’s Included
- Master lead tracker
- Follow-up queue
- Status guide
- Weekly review checklist
Who It’s For
- Agents managing leads without a CRM
- New agents establishing follow-up habits
- Small teams needing a lightweight shared view
Features
Next-action planning
Follow-up date tracking
Clean pipeline overview
How It Works
Open your resource
Use the included file in the supported spreadsheet or document app.
Make it yours
Add your business details, goals and workflow without rebuilding the structure.
Use it each week
Keep the resource current as leads, transactions and priorities change.
Frequently Asked Questions
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