Free template
Free sales follow-up tracker template
Turn every “call me tomorrow” into a row with an owner and a date, so promising leads don't disappear from memory.
- Opens in Excel and Google Sheets
- Sent to your work email as an attachment
- Available immediately after submitting
Your template is ready
We emailed you a copy and notified the CallTrackly team. This secure download link expires in 30 minutes.
Download CSV nowWhat's inside
11 columns, with two example rows you can delete.
| Customer name | Phone | Company | Owner | Last call date | Last outcome | Next follow-up date | Time | Priority | Status | Notes |
|---|---|---|---|---|---|---|---|---|---|---|
| Example: Anil Mehta | +91 98XXX XX201 | Mehta Traders | Priya | 05-10-2026 | Asked for quotation | 07-10-2026 | 11:00 | High | Upcoming | Send revised quote before call |
| Example: Sneha Rao | +91 97XXX XX318 | Rahul | 04-10-2026 | Callback requested | 05-10-2026 | 16:30 | Medium | Overdue |
Column guide
- Customer name
- Who you're following up with
- Phone
- Customer's phone number
- Company
- Customer's organization, if any
- Owner
- Employee responsible for the follow-up
- Last call date
- When you last spoke
- Last outcome
- What happened on the last call
- Next follow-up date
- When the next action is due
- Time
- Agreed time, if any
- Priority
- Low, medium, high or urgent
- Status
- Upcoming, due, overdue, completed or cancelled
- Notes
- Context for whoever calls next
How to use it
Add a row the moment a customer asks you to call back.
Sort by next follow-up date each morning and work top to bottom.
Mark rows overdue when the date passes, and review overdue items daily.
Skip the spreadsheet
CallTrackly creates follow-ups from the call itself, reminds the owner 15 minutes before, and flags overdue ones for managers.
See follow-up remindersLet CallTrackly fill this in for you
Bring business calls, customer context and follow-ups into one place.