CRM Client Follow-up Tracker - Automated Status & Follow-up Dates Excel system to track leads, co...

CRM Client Follow-up Tracker - Automated Status & Follow-up Dates Excel system to track leads, co...CRM Client Follow-up Tracker - Automated Status & Follow-up Dates Excel system to track leads, co...

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Venessa Mashaba

• Sep 13

CRM Client Follow-up Tracker - Automated Status & Follow-up Dates Excel system to track leads, contact dates, follow-up reminders, Win and Loss status with conditional formatting (green andred). For sales teams & VAs.

Completed work

Data Entry CRMX Google Sheets Microsoft Excel

Cole Brydson

pro

• Sep 14

Just wrapped up my first Contra project!

Check it out

Figma Framer Google Sheets

Maty Sandoval

max

• Sep 14

Congrats on the first one! Landing on a workforce solutions angle for schools is a pretty specific niche. Was that the client's ask from the start, or did the positioning come out of your own research?

Abhinav Bajpai

• Sep 14

Check it out

Microsoft Excel Data Analysis Data Entry

Aziz Akobirov

• Sep 14

New marketing site for a CRM platform

The easy trap with a SaaS homepage is listing every feature and hoping something lands. What actually moves people to book a demo is picking the few that matter most and stringing them into one story, not a feature dump.

Right now, that story centers on three things: surfacing overdue follow ups before anyone has to ask, keeping the full client relationship visible on one screen, and automations that handle renewal flags and follow ups in the background. Each one earning its place before the next gets added.