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Prospect Tracking
Manage your prospects, opportunities, and calls in a clear sales follow-up
Structure your sales follow-up in a ready-to-use no-code application to centralize prospects, follow up at the right time, track opportunities, and keep a history of calls without losing information.
Move from scattered follow-up to a shared sales process
This template replaces Excel spreadsheets, personal notes, and scattered exchanges with a common base for tracking prospects. Each contact, each opportunity, and each call is linked, allowing for better lead qualification, faster follow-ups, and securing business continuity.
3
ready-to-use forms
100%
Customizable without development
France
Technology and hosting
3 linked forms to cover all prospect tracking
Prospect
Central file of the business contact, with identification information, context, follow-up, and links to opportunities and calls.
Opportunity
Business file linked to a prospect, designed to track amounts, stage, probability, and sales planning.
Call
Summary of a phone exchange related to a prospect, with scheduling, status, result, and next action.
A complete template to organize daily sales follow-up
Prospects
Centralize qualification information, contact details, priority, source, and status of each prospect to maintain a clear view of the sales portfolio.
Opportunities
Track sales files associated with a prospect with their stage, estimated amount, probability of success, and weighted value.
Calls
Record phone exchanges, call status, summary, result, and next action to ensure reliable follow-up.
Business Relationships
Link each prospect to multiple opportunities and calls to maintain a complete view of the relationship history.
Dashboard Views
Utilize lists, kanbans, a calendar, a timeline, and dashboards to track activity, deadlines, and sales volumes.
A simple flow: prospect, qualify, convert, follow up
The template is based on a progressive work logic: a prospect is created, which can then lead to one or more opportunities, while calls feed operational follow-up and the next action to be taken. The dashboard views help teams prioritize follow-ups and measure sales activity.
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01
1. Creating the prospect
The prospect gathers identity, company or establishment, source, priority, contact details, and business context. It is the entry point for follow-up.
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02
2. Qualification and prioritization
The status, priority, and date of the last contact allow for quick identification of prospects to follow up and guide sales action.
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3. Creating opportunities
From a qualified prospect, the team creates one or more linked opportunities. Each opportunity tracks its stage, estimated amount, probability, and weighted value.
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4. Planning calls
Calls are linked to the prospect and documented with the subject, status, date, duration, result, and summary of the exchange to keep a usable business memory.
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5. Management and follow-up
Lists, pipeline, calendar, and dashboards allow tracking of calls to be rescheduled, ongoing opportunities, and activity indicators.
An interface designed for sales follow-up and reminders
All forms offered in the app templates are editable and adjustable to your business, as well as the colors and layouts.
A useful foundation for teams tracking leads and follow-ups
SMEs
Structure a simple and rigorous sales follow-up without deploying a complex CRM.
Large Accounts
Harmonize follow-up practices among multiple salespeople, teams, or territories.
Public Sector
Track contacts, exchanges, and files with clear traceability.
Yes. It covers the prospect, associated opportunities, and follow-up calls, with views that help manage follow-ups and deadlines.
Yes. The planned relationship allows a prospect to reference multiple opportunities, which corresponds to a frequent business reality.
Yes. A prospect can be linked to multiple calls, which allows keeping a record of exchanges and better preparing for the next actions.
The views To Follow Up, Pipeline, Ongoing, Today, and To Reschedule are particularly useful for prioritizing actions and not missing any follow-ups.
Yes. Dashboards provide a quick overview of the volume of prospects, opportunities, and calls, as well as trends, distribution by status, and performance indicators.
Install this prospect tracking template and adapt it to your sales method
Start with a structured base for your prospects, opportunities, and calls, then customize fields, views, and indicators to fit your organization.
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