Digital · Foundation Tools
Lead / CRM Tracker
Lightweight CRM in Excel — for contractors who do not want a SaaS subscription.
What this is
Lead pipeline with stages, source, follow-up dates, conversion tracking. Substitute for a real CRM until volume justifies one.
How it fits
This is one of the 44 working Excel tools in the ETA Contractor Toolbox. Buy this single tool standalone, or pick up the bigger pack it belongs to and save 50%+ vs buying tools individually:
- Contractor Foundation Toolbox ($129) — 24 universal tools
- GC & Remodeler Construction Pack ($99) — 12 build-phase checklists
- HVAC / Plumbing / Electrical Maintenance Excel Packs ($39 each) — trade-specific visit workbooks
- Complete ETA Contractor Toolbox ($299) — all 44 tools, the flagship
Instant download. Yours forever.
Digital product — instant download to your library after purchase. No DRM. Yours forever.
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