Digital product Beginner

Sales CRM & Lead Tracker (Excel / Google Sheets)

Capture every lead, track pipeline stages and follow-ups, and see pipeline value, weighted forecast, conversion and best lead sources.

₹129 ₹24948% off

You save ₹120

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What you get

2,000-lead tracker with stages and owners
Automatic list of today's and overdue follow-ups
Pipeline value and weighted forecast
Conversion rate and lost reasons
Performance by source, owner and month

Look inside

Tap any image to see it full-size — then zoom in to read every detail.

About this product

A simple CRM without monthly fees. Every enquiry gets a stage, an owner and a next follow-up date, so no lead goes cold.

What's inside

Leads — 2,000 rows: date, name, phone, source, interest, deal value, stage, owner, next follow-up, lost reason; status and days open calculate automatically.
Follow-ups — today's and overdue follow-ups listed automatically, oldest first.
Dashboard — open pipeline, weighted forecast (value × stage probability), won value, conversion rate, pipeline by stage, sources and owners, monthly trend charts.
Settings — edit stages and win probabilities, lead sources, products and team members.

Who it's for

Coaching institutes, agencies and consultants
Real-estate, insurance and finance advisers
Small sales teams of 1–10 people

Format

Works in Microsoft Excel (2010 or later), Google Sheets and LibreOffice Calc. Instant download after payment — available any time in your account.

How it works

1
Pay securely
UPI, cards or net banking — checkout takes under a minute.
2
Get instant access
Your download appears in your account immediately, and the link is emailed to you.
3
Start using it
Open the file and follow the built-in “Start here” guide.

Frequently asked questions

How do I receive it?

Right after payment the download appears in your account, and a download link is also sent to your email. No waiting.

Which software do I need?

Microsoft Excel 2010 or later, or the free Google Sheets (upload to Google Drive → Open with Google Sheets) or LibreOffice Calc. No macros or add-ins are needed.

Can I use it on my phone?

Yes — open it in the free Excel or Google Sheets app. Entering lots of data is easier on a computer, but you can check your numbers anywhere.

Can I share or resell it?

The licence is for your own personal or internal business use. Sharing or reselling the file is not allowed.

Is this investment advice?

No. All our products are for education. They do not recommend buying or selling anything, and trading always involves risk of loss.

What if I need help?

Message us on WhatsApp or email — a real person will help you set it up.

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BullishBrush provides stock market education only. We are not a SEBI-registered investment adviser or research analyst and do not give buy/sell recommendations or tips. Investments in securities markets are subject to market risks; read all related documents carefully before investing. Past performance does not guarantee future results.