Templates / Sales leads
Free template · Sales
Sales lead tracker template
Every new prospect is a ticket with the contact, the deal value and where they came from. Move it from qualify to proposal to won or lost, and see what's in the pipeline.
Free during the pilot · Change any field or step
The steps
- Qualify · NewIs this a good fit?
- Proposal · WorkingSend pricing.
- Negotiation · WorkingWork out the details.
- Won or lost · Closed (closed)Record the outcome.
What your team tracks
- Company · Short text
- Contact name · Short text
- Contact email · Email
- Deal value · Money
- Source · Choice
These stay on the ticket for your team; requesters don't see them on the form.
Sales leads
Your logo and colors go here
This one is for your team: there's no public form. Tickets are added by your staff or created on a schedule.
Who it's for
Service businesses
Quotes and proposals that need follow-up.
B2B suppliers
Wholesale and corporate accounts from first contact to signed.
Teams not ready for a CRM
A simple pipeline without the setup.
Tips for using it
Track the source
Website, referral, event or cold outreach: see which brings in the best leads.
Remind on stale leads
A step reminder nudges the owner when a proposal sits for a week.
Use the board view
See the pipeline as columns from New to Closed.
Report deal value by stage
Know what's in the pipeline at a glance.
Questions
Is this a CRM?+
It's a lightweight lead tracker. If you need contact histories, email sequences and forecasting, a CRM fits better.
Can website inquiries become leads automatically?+
Yes. Turn on the web form or email address, or send leads in through Zapier.
Can I see won and lost deals?+
Yes. Record the outcome in the Won or lost step and report on it.
Learn more
- How-toHow to track sales leads without a CRMA simple sales pipeline for small businesses: every prospect with its contact, deal value and source, from qualify to proposal to won or lost.
- BlogReports that answer real questions, dashboards that build themselves, and a scorecard in your inbox every Monday
- BlogSwitching from spreadsheets? Bring your whole history over in a few minutes
- BlogShared to-do list or request tracker? When your team outgrows Google Tasks
- FeatureYour own fields, steps and rulesStacks with the fields, steps, rules and automatic emails each kind of work needs.
- FeatureReports and dashboardsCharts in your brand colors, dashboards from templates, and a scorecard by email.
- FeatureAPI, webhooks and integrationsA public API, webhooks, Zapier and a connector for your own AI assistant.
See how it works, step by step
- Help articleList and board viewsSwitch between a sortable list, a Kanban board and a calendar, pick your columns, filter, and export.
- Help articleRemindersNudge the owner, requester or a location when a ticket sits in a step too long, and keep nudging until it moves.
- Help articleConnect TicketStacker to other appsUse Zapier, Make or n8n to link TicketStacker with Slack, Google Sheets, QuickBooks and thousands of other apps, without writing code.
More templates
Start with the sales leads template
Free while we build TicketStacker with a small group of businesses.