Feeling scattered trying to track leads and clients?
This simple, Ecel-based CRM is made for business owners who want to track leads, manage their pipeline, and stay organized without relying on expensive software. Easily monitor new inquiries, discovery calls, proposals, and closed deals with automatic dashboard updates that give you a clear view of your pipeline.
What’s Inside:
- Color-coded lead stage dropdowns
- Follow-up reminders
- Client notes and deal values
- Auto-updating visual dashboard
Lead & Client Tracker
All digital products offered by Pink Shield Consulting are intended for informational and educational purposes only. They do not constitute legal, financial, or tax advice and should not replace consultation with a qualified professional. Due to the digital nature of these products, all sales are final and non-refundable. By purchasing, you agree to use these tools for personal or business use only and not to redistribute, resell, or replicate them without express written permission.