ActivityTracker

Free template for small businesses and solo sellers

Free CRM template for Excel and Google Sheets, with today's follow-ups at the top

One row per contact: who they are, where the deal stands, what it's worth, when you last spoke and the day you'll follow up. The Excel file flags every follow-up that's due and adds up what's open by stage. Download it for Excel or Word, or copy it. Free, no sign-up.

A small business loses customers in the gap between "I'll get back to you" and actually getting back to them. The details sit in WhatsApp, an inbox and a notebook, and nobody can see who's waiting. This sheet puts every contact on one row with the day you'll follow up. Open it in the morning, and the rows marked Due are today's calls.

The CRM spreadsheet, ready to fill in

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CRM: [your business]

Kept by: [you] Updated: ______

Today

Follow-ups due today or overdue: __

Open deals: __ Worth: ______

Stages: pick one per contact

New. They got in touch, and you haven't spoken yet.

Talking. You've spoken, and they're interested.

Quote sent. They have a price.

Won. They bought.

Lost. They said no, or went quiet for 30 days.

Contacts

NameCompanyPhoneEmailCame fromStageValueLast spokeNext stepFollow up onDue

Value by stage

New: ______

Talking: ______

Quote sent: ______

Won so far: ______

Keep deals by stage instead with the sales pipeline template

How to set it up in ten minutes

Start with the people you're already talking to, not your whole phone book.

  • Add everyone you've spoken to in the last month who might still buy
  • Give each one a stage, and a value if you know it
  • Put a follow-up date on every row that isn't Won or Lost
  • Open the sheet each morning and call the rows marked Due
  • After each call, change the stage, the last spoke date and the next follow-up

Five rules that keep a spreadsheet CRM up to date

A spreadsheet CRM works as long as someone opens it every day.

  • Every open row has a follow-up date. A row with no date gets forgotten.
  • Update the row straight after the call, not at the end of the week
  • One person owns each row, written in the Next step column when you share it
  • Anyone quiet for 30 days moves to Lost, so the open value stays honest
  • Keep one sheet. Two copies means two versions of the truth.

A filled-in sheet for a small team

Harbour Print Co., a three-person print shop, Monday 6 October. The names and numbers are made up.
  • 9 contacts. 3 New, 3 Talking, 2 Quote sent and 1 Won.
  • 4 follow-ups due today: 2 quotes sent last week and 2 new enquiries from Friday.
  • Open value: $4,200 in Talking and $3,600 in Quote sent, so $7,800 open.
  • Won so far: $1,500, a banner order from a gym.
  • One contact had no follow-up date, so it went in for Wednesday.

3 + 3 + 2 + 1 = 9 contacts. $4,200 + $3,600 = $7,800 open. 2 + 2 = 4 due today.

When the spreadsheet can't keep up with WhatsApp

The template is free. ActivityTracker, the app we make, is paid. A spreadsheet is fine until the chats start happening faster than you can type them in.

  • Every maybe gets a follow-up date, not a place in your memory
  • Upload the sheet you already keep, and one tap undoes the import if it's wrong

See how the CRM works

Questions

Don't let a customer slip away because nobody called back

The template is free to use. The app is paid and puts every chat and follow-up on the customer's record.

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