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Excel Tools

Lead Management System

Every enquiry in one place, with its source, owner and next follow-up date, so no lead goes cold because someone forgot to call back.

What it covers

  • Lead register with source, owner and status
  • Follow-up dates with an overdue view
  • Conversion by source and by salesperson
  • Monthly pipeline summary

Built in Excel, owned outright by you, handed over with a walkthrough. Simpler tools are formula-driven so your team can adjust them directly; larger ones use macros where the job needs it, and we look after those parts.