Skip to main content
Back to products
🏠 Real Estate

Motivated Seller Lead Tracker CRM

A 200-lead wholesale CRM in Excel that scores leads and flags overdue follow-ups

A 3-sheet Excel CRM for wholesalers: a 200-row Leads sheet with lead scoring and spread math, a 300-row Call Log, and a Pipeline Dashboard that counts leads by status, hot leads, and overdue follow-ups.

Most wholesale deals close on the fifth to seventh touch, and most lost deals die in a forgotten notebook or a spreadsheet nobody rebuilt after the last one broke. If you cannot see today which leads are overdue and which are hot, you are working your pipeline by memory.

This tracker is a 3-sheet Excel workbook with 415 formulas, 3 dropdown lists, and 9 conditional-formatting rules. The Leads sheet holds 200 rows with name, phone, address, source (7-option dropdown), motivation 1-5, estimated ARV, asking price, a spread-percent formula, a 7-stage status dropdown (New through Closed and Dead), next follow-up date, and a lead score formula (motivation x 12 plus spread percent x 100, capped at 100). Each status has its own color, any open lead whose follow-up date is today or past turns red, and scores of 70 or more highlight as hot. The Call Log gives 300 rows for date and time (Ctrl+; and Ctrl+Shift+; enter them), lead name, a 6-type dropdown, notes, and next step date. The Pipeline Dashboard counts every status, follow-ups due, hot leads, average motivation, total estimated equity in negotiation, conversations logged, contact rate, and close rate, all live from the other two sheets.

In the first fifteen minutes: paste your current list into the Leads sheet (name, phone, address at minimum), set a status and a next follow-up date on each row, and open the Dashboard. The red cells tell you who to call first. Log each call on the Call Log as you go, and the dashboard's conversation count and close rate start telling you which sources are worth more money.

Who it's for

For solo wholesalers and small acquisition teams tracking up to a few hundred seller leads who want scoring and overdue alerts without paying for a CRM. Not for teams that need multi-user access, automated dialing, or texting from the CRM; at that point move to a hosted tool and keep this as your pipeline report.

Use it when

  • You open the file Monday morning and need to know which five sellers to call first
  • A seller gives you ARV and asking on the phone and you want a score before you hang up
  • You want to see whether direct mail or driving for dollars produced your closed deals
  • You just finished a call and need a dated note tied to the lead name
  • You want a weekly contact rate and close rate without building any formulas

What you download

Every file in the XLSX download.

Motivated Seller Lead Tracker CRM (.xlsx, 3 sheets, 415 formulas, 3 dropdown lists, 9 formatting rules)

Inside the files

  • Leads sheet with 200 rows, 7 lead sources, and 7 pipeline statuses
  • Lead score formula: motivation x 12 plus spread % x 100, capped at 100
  • Color-coded status cells and red highlight on overdue open follow-ups
  • Hot-lead highlight on any score of 70 or more
  • Call Log with 300 rows, date-and-time entry, and 6 contact types
  • Dashboard: status counts, follow-ups due, contact rate, close rate

What changes once you use it

  • 1
    See every overdue follow-up in red the moment you open the file
  • 2
    Work the hottest leads first with a score built from motivation and spread
  • 3
    Keep every call, text, and voicemail in one log tied to the lead name
  • 4
    Know your contact rate and close rate without building a pivot table
  • 5
    Replace a paid CRM for a one-person wholesale pipeline

Common questions

What software do I need?

Microsoft Excel (2016 or later, or Microsoft 365). The dropdowns, conditional formatting, COUNTIFS, and TODAY() formulas also work in Google Sheets after importing the .xlsx.

Why not a free CRM or a blank spreadsheet?

A free CRM trial expires or caps contacts, and a blank sheet has no scoring, no overdue logic, and no dashboard. This file ships with the lead score, the red overdue rule, the hot-lead rule, and 15 dashboard formulas already wired, so the first lead you paste in is already scored and counted.

Can I import leads from a list?

Yes. Paste name, phone, address, and asking price into the matching Leads columns. The spread percent and lead score fill in for each row, and the Dashboard counts update as you set statuses and follow-up dates.

How does the lead score work?

Score = motivation (1-5) x 12 plus spread percent x 100, capped at 100. A motivation-4 seller with a 30 percent spread scores 78 and lights up as hot. The formula is on the Dashboard so you can change the weights.

Does it hold more than 200 leads?

The Leads sheet is built for 200 rows and the Call Log for 300. You can extend the rows by dragging the formulas down, but the Dashboard ranges end at row 203 and 303 and would need to be widened.

Motivated Seller Lead Tracker CRM - a page from the delivered file
Rendered from the real delivered file - not a stock image or mockup.
$19
XLSX fileInstant download
Buy now - $19
One payment - yours to keep
Future updates included
Instant download after checkout
Secure checkout via Gumroad
wholesale crmlead trackermotivated sellersfollow-uplead scoringexcel crmpipelinereal estatespreadsheet
Next step in your deal

📊 Analyze: Underwrite the numbers before you offer

Got this handled? Here's what comes next in the deal.

Bestseller
Wholesale Deal Analyzer Pro - preview of the delivered file
🏠 Real Estate
XLSX

Wholesale Deal Analyzer Pro

Comps to MAO to a scored verdict before you make the offer

  • ✓Deal Analyzer: 3 comps to ARV, MAO, buyer equity, spread vs MAO
  • ✓Rehab Estimator: 50 line items in 12 categories with contingency
  • ✓Deal Scorecard: 4 automatic tests, STRONG / WORKABLE / PASS verdict
$39
Buy
Rental Property Cash Flow Calculator - preview of the delivered file
🏠 Real Estate
XLSX

Rental Property Cash Flow Calculator

Monthly cash flow, cap rate, and 5-year equity before you write the offer

  • ✓Cash Flow sheet: purchase, financing, monthly P&I from rate and term
  • ✓12 itemized monthly expense categories, including CapEx and turnover
  • ✓Vacancy rate and other-income rows feed effective income
$49
Buy
Fix & Flip Profit Calculator - preview of the delivered file
🏠 Real Estate
XLSX

Fix & Flip Profit Calculator

Net profit, return on cash, and a worst case before you sign the contract

  • ✓Deal & Financing: purchase, closing, hard-money points and interest
  • ✓Rehab Budget: 50 line items, Budget and Actual columns, contingency
  • ✓Holding Costs: six monthly lines times months held
$49
Buy
Browse all Real Estate products, or explore our other categories: Contractor & Trades.