Description
Know exactly who to call every morning
Every lead, client and follow-up in one sheet, with reminders.
- 9 tabs
- 150 contact rows
- Auto-sorted follow-ups
- 3 live charts
- 25-contact example
Get Agent CRM & Lead Tracker · $39
Instant download · Spreadsheet (Excel + Google Sheets) · Digital download · All sales final
You’re here because…
- You met a buyer at an open house a few weeks ago, meant to call back, and just saw they bought with another agent.
- Your leads live in your phone, a notebook, sticky notes and two inboxes, and none of them tells you who to call today.
- You tried a full CRM, and stopped opening it after the second week.
- Past clients you helped months or years ago have not heard from you since closing day.
- And when someone asks where your business comes from, you honestly are not sure which sources are worth your time and money.
This tracker keeps every contact in one sheet, works out the next follow-up date from the stage and how warm they are, sorts your call list every morning, sums your pipeline, shows what each lead source turns into, reminds you of closing anniversaries and totals your weekly activity. Templates and tools. Results depend on your market and your work.
What it does for you
A buyer from your open house, a seller who called from a sign, a referral from a past client: they all live somewhere different, in your phone, a notebook, two inboxes. The full CRM you tried felt like a second job, and none of it tells you who to call this morning. This tracker keeps every contact in one sheet: source, stage, A / B / C temperature, last contact, price, area and how they agreed to be contacted.
From the stage and temperature it works out the next follow-up date, and the Follow-ups tab sorts your call list by itself: overdue first, then today, then soon. Pipeline sums your contacts and price totals by stage, Sources shows what each lead source turns into from your own numbers, Past clients reminds you of closing anniversaries, and Activity totals your week with a chart. Fifteen minutes a day, one sheet. Templates and tools. Results depend on your market and your work.
What’s inside
A look inside
How it works
Made for
- Solo agents and realtors who want a simple CRM they will actually open
- Newer agents building a sphere and follow-up habit
- Small teams that want one shared contact list in Google Sheets
Format
- Excel .xlsx
- Google Sheets
- Quick Start PDF · A4 + US Letter
- Instant download
Questions
Do I need Excel?
No. You get the Excel .xlsx file and a one-click Google Sheets copy link (inside the Quick Start PDF), so it works in Excel, Google Sheets or Numbers.
Is there an example?
Yes. Every tab comes filled with a worked example first, then your own blank tabs. Every formula is explained in the Quick Start PDF.
Does it work where I live?
It is written for the US, UK and Canada in plain language. Rules differ by country, state and province, so every tool tells you what to check locally.
When do I get it?
Straight after checkout: you get a download link by email and on the confirmation page.
This product alone is $39. Or upgrade and save.
The Realistely Pro Agent Suite
Agent CRM & Lead Tracker + 13 more tools + Start Here + bonus
Same instant download · Digital download · All sales final
Agent CRM & Lead Tracker
Every lead, client and follow-up in one sheet, with reminders.
Instant download · Digital download · All sales final
Templates and tools. Results depend on your market and your work. Educational information only, not legal, tax or financial advice. Rules differ by country and state; check your local rules.
