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.