Inventory & Purchasing
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Workbook overviewVerified Product Library facts
Turn scattered customer notes into one visible follow-up rhythm.
Customer records and a chronological activity log calculate last contact, days since contact, follow-up status, and contact health. Owner summaries and the dashboard surface overdue work, inactive relationships, recent activity, and scheduled actions.
What it helps you do
✓Maintain up to 100 customer records.
✓Log up to 200 interactions without overwriting history.
✓Separate overdue, due-today, upcoming, and undated work.
✓Compare relationship health and workloads by owner.
Sales & Customers
Small Business Customer Follow-Up Tracker
Keep customer details, contact history, and follow-up priorities in one clear workbook.
✓ Verified Product Library facts
Available file languages
EN · v1.0.0AR · v1.0.0ES · v1.0.0
LSTBooks Launch Collection
FREEFree during our launch offer
Download workbook · EN✓ No registration or payment required.
Early public previewProduct purchasing is not open yet. This page is available so you can review the verified scope, compatibility, and language coverage.
100customers
200activities
6worksheets
8KPIs
3languages
6 / 6
Inside the workbook
Inside the workbookPurpose
01START-HEREWorkflow, colors, and limitations.
02SETUPReporting controls and editable lists.
03CUSTOMERSCustomer register and calculated follow-up state.
04ACTIVITY-LOGChronological contact history linked by customer ID.
05FOLLOW-UP-SUMMARYWorkload and relationship-health summaries.
06DASHBOARDEight KPIs and two charts.
Compatibility
Compatibility
✓Microsoft ExcelExcel 2021 · Desktop
Microsoft Excel 2021 desktop · Macro-free XLSX · Standard formulas, tables, validation, conditional formatting, and charts · No external links or connections.
Scope
A focused follow-up tracker—not a full CRM.
It does not send messages, create reminders, synchronize systems, manage permissions, forecast revenue, or provide regulated recordkeeping. Customer IDs must remain unique and users remain responsible for lawful data handling.
Language editions
Version and updates
ENv1.0.0Verified editionARv1.0.0Verified localized edition with RTL sheet viewsESv1.0.0Verified localized edition
An entitlement remembers the Product and purchased license. Patch and minor updates are included; major upgrades remain separately priced under the approved policy.
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