Free template
CRM Tracker for your business
A simple, powerful CRM in one spreadsheet — no software, no subscription. Track your contacts and deals, log every follow-up, and let the dashboard total your pipeline for you.
- Contacts — leads, customers and suppliers, with source, owner and notes.
- Pipeline — your live deals; pick a stage and value from dropdowns, and it weights them by probability.
- Activity Log — every call, WhatsApp and meeting, with the next follow-up date.
- Dashboard — deals by stage, plus open and weighted pipeline value — all automatic.
⬇ Download the CRM template
Free · .xlsx · works in Microsoft Excel and Google Sheets · KES-ready, with one example row in each tab.
← More sales & marketing tools