Client follow-up · Excel workbook
Real estate lead tracker
Track 1,000 leads, contact details and overdue follow-ups in Excel.
1,000 leadsUSD · one-time purchase
Keep the workbook. No subscription.
Instant ZIP download after payment, with the XLSX workbook and a quick-start guide. Microsoft Excel recommended.
Who this is for
For a solo real estate agent who wants a local lead pipeline without a CRM subscription.
How it works
Add a client, contact details and stage in the yellow cells. Set the next contact date and action. Filter the calculated Follow-up column for Overdue or Today. The dashboard shows pipeline counts, missing dates or stages, open fee estimates and fees received.
What you receive
Includes a pipeline dashboard and 1,000 prepared lead rows with email, phone, property, source, next action, fees and follow-up dates. Filter Overdue or Today to plan your day. Try the matching 10-lead sample free.
Before you buy
1,000 lead rows, a dashboard, filters, stage dropdowns and a quick-start guide. Microsoft Excel is recommended. No messages, notifications, contact sync or subscription. The purchased workbook has blank inputs; preview data is fictional.
Digital download only; no physical item ships. The original workbook and its preview artwork were created with AI-assisted tools and checked before listing.