Lead Tracker
Small sales teams and agencies
Small sales teams: capture leads, follow up on time and turn the best into deals.
Use this templateLead Tracker
Catch every lead, follow up on time and convert the good ones into deals. Share the intake form so new leads land here by themselves.
Dashboard
Qualification questions
Follow-up playbook
Hand-off checklist
Pipeline
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Ingrid Solheim | Pinecrest Property Group | ingrid@pinecrestpropertygroup.net | (404) 555-0131 | Converted | 88 | |
| Marcus Delacroix-Boyd | Marlow & Sons | marcus@marlowandsons.net | (678) 555-0132 | Converted | 92 | |
| Aiyana Redcloud | Eastgate Dental | aiyana@eastgatedental.net | (404) 555-0133 | Converted | 81 | |
| Bartholomew Nguyen | Harbor Row Apartments | bartholomew@harborrowapts.net | (770) 555-0134 | Converted | 77 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
Follow up now
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Noemi Castellano | Castellano Bakery | noemi@castellanobakery.net | (404) 555-0145 | Contacted | 47 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Emeka Strand | Strand Dental Lab | emeka@stranddentallab.net | (770) 555-0142 | Contacted | 58 | |
| Zuri Mensah | Mensah Pharmacy | zuri@mensahpharmacy.net | (404) 555-0139 | Qualified | 66 | |
| Ansel Whitcombe | Whitcombe Printing | ansel@whitcombeprinting.net | (678) 555-0144 | New | — | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
Converted deals
| Deal | Value | Stage | Owner | Expected close |
|---|---|---|---|---|
| Marlow & Sons office services | $9,800 | Won | Valentina Ruiz-Okoro | Oct 7, 2026 |
| Eastgate dental janitorial | $15,500 | Negotiation | Valentina Ruiz-Okoro | Oct 28, 2026 |
| Pinecrest property cleanup contract | $24,000 | Proposal | Valentina Ruiz-Okoro | Nov 8, 2026 |
| Harbor Row apartments grounds | $38,000 | Discovery | Valentina Ruiz-Okoro | Dec 3, 2026 |
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Noemi Castellano | Castellano Bakery | noemi@castellanobakery.net | (404) 555-0145 | Contacted | 47 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Emeka Strand | Strand Dental Lab | emeka@stranddentallab.net | (770) 555-0142 | Contacted | 58 | |
| Zuri Mensah | Mensah Pharmacy | zuri@mensahpharmacy.net | (404) 555-0139 | Qualified | 66 | |
| Ansel Whitcombe | Whitcombe Printing | ansel@whitcombeprinting.net | (678) 555-0144 | New | — | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Noemi Castellano | Castellano Bakery | noemi@castellanobakery.net | (404) 555-0145 | Contacted | 47 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Emeka Strand | Strand Dental Lab | emeka@stranddentallab.net | (770) 555-0142 | Contacted | 58 | |
| Zuri Mensah | Mensah Pharmacy | zuri@mensahpharmacy.net | (404) 555-0139 | Qualified | 66 | |
| Ansel Whitcombe | Whitcombe Printing | ansel@whitcombeprinting.net | (678) 555-0144 | New | — | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Noemi Castellano | Castellano Bakery | noemi@castellanobakery.net | (404) 555-0145 | Contacted | 47 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Emeka Strand | Strand Dental Lab | emeka@stranddentallab.net | (770) 555-0142 | Contacted | 58 | |
| Zuri Mensah | Mensah Pharmacy | zuri@mensahpharmacy.net | (404) 555-0139 | Qualified | 66 | |
| Ansel Whitcombe | Whitcombe Printing | ansel@whitcombeprinting.net | (678) 555-0144 | New | — | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
Scores run from 0 to 100. Treat anything above 70 as a call today; below 30 as nurture by email only.
Hottest leads
| Name | Company | Phone | Source | Status | Lead score (0-100) | |
|---|---|---|---|---|---|---|
| Lucia Fernandez-Hale | Hale Fitness Studio | lucia@halefitness.net | (404) 555-0137 | Qualified | 71 | |
| Jasper Okonkwo | Okonkwo Logistics | jasper@okonkwologistics.net | (678) 555-0136 | Contacted | 44 | |
| Noemi Castellano | Castellano Bakery | noemi@castellanobakery.net | (404) 555-0145 | Contacted | 47 | |
| Clementine Aberdeen | Aberdeen Realty | clementine@aberdeenrealty.net | (404) 555-0135 | New | — | |
| Emeka Strand | Strand Dental Lab | emeka@stranddentallab.net | (770) 555-0142 | Contacted | 58 | |
| Zuri Mensah | Mensah Pharmacy | zuri@mensahpharmacy.net | (404) 555-0139 | Qualified | 66 | |
| Ansel Whitcombe | Whitcombe Printing | ansel@whitcombeprinting.net | (678) 555-0144 | New | — | |
| Tobias Wren | Wren Architects | tobias@wrenarchitects.net | (770) 555-0138 | Contacted | 52 |
What problem are you trying to solve?
Who else is involved in the decision?
What is your budget range?
When do you need this in place?
What are you using today?
Score 20 points for each answer that is clear and specific.
The cadence
Most deals are lost to silence, not to a no. Follow up on a rhythm so nothing depends on memory.
Day 0: reply within an hour in working hours. Say what happens next.
Day 2: a short, useful email. Answer the question they did not ask yet.
Day 6: call. Leave a voicemail that names one reason to call back.
Day 14: a polite last note. Offer to close the file, and mean it.
Set Next follow-up every time you touch a lead. The Overdue list is your morning to-do list.
Lead is Qualified with a score
Deal created with a value and expected close
Notes copied to the deal
Account executive introduced by email
Lead status set to Converted
What's inside
3 tables · 8 views · 1 form · 2 row actions · 1 agent5 pages
- Lead Tracker
- Dashboard
- Qualification questions
- Follow-up playbook
- Hand-off checklist
2 tables
- Deals1 view · 4 sample rows
- Leads6 views · 15 sample rows
Related workspaces
- Account CRM for ConsultantsConsultants and B2B firms: companies first, then their contacts, deals and follow-ups.
- Fundraising CRMStartup founders: run an investor pipeline with rounds, updates and a cap table.
- Partnerships TrackerPartner and business development teams: partners, milestones and referral revenue share.
- Proposals TrackerAgencies and freelancers: track proposals from draft to decision, with line items.
- Sales CRMSmall sales teams: a deal pipeline board, a contact book and every call logged.
- Sales Pipeline ForecastSales managers: forecast revenue from deal stages and weighted value.