Stop tracking buyer enquiries in WhatsApp threads and text messages. This pre-built Google Sheets template gives you a simple, powerful CRM for manufacturers — track every RFQ, quote, and follow-up from one place.
| # | Date | Buyer Name | Company | Product Enquiry | Qty | Value (₹) | Source | Status | Quote Sent | Follow-up Date | Notes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Apr 2 | Rajesh Kumar | Tata Auto Components | MS Flat Bar 40×6mm | 5 MT | 2,40,000 | 🔥 Hot | ✅ Apr 3 | Apr 7 | Budget confirmed, needs delivery in 2 wks | |
| 2 | Apr 1 | Ahmed Al Rashidi | Gulf Steel Trading | SS 304 Sheets 2mm | 10 MT | 8,50,000 | IndiaMart | 💬 Quoted | ✅ Apr 2 | Apr 8 | Competing with 2 other suppliers |
| 3 | Mar 28 | Suresh Mehta | Mehta Fabricators | HR Coil 6mm | 20 MT | 14,20,000 | GeM Portal | ✅ Won | ✅ Mar 29 | — | PO received. Delivery Apr 15 |
| 4 | Mar 25 | Priya Shah | Shah Industries | GI Pipes 1 inch | 500 pcs | 75,000 | Website | 🌡️ Warm | ✅ Mar 26 | Apr 5 | Negotiating on price |
| 5 | Mar 20 | Vikram Nair | — | CRC Sheets | 2 MT | 82,000 | Trade Show | ❄️ Cold | ❌ No | Apr 10 | No response to 2 follow-ups |
Log every enquiry — date, buyer name, company, product specification, quantity, estimated value, and source channel (WhatsApp, IndiaMart, GeM, trade show, website, referral).
7 built-in status tags: 🔥 Hot, 🌡️ Warm, 💬 Quoted, 📝 Negotiating, ✅ Won, ❌ Lost, ❄️ Cold. Colour-coded with conditional formatting.
Auto-highlights overdue follow-ups in red. Set follow-up dates per lead — the dashboard shows you exactly who needs a call today.
Auto-calculates total pipeline value, win rate, average deal size, and monthly enquiry trend. No formulas to set up — it all works on copy.
Filter by status, source, product type, or date range. Find any lead in seconds using the built-in search filter.
Print or export any view as PDF for team meetings or management reporting. Works on mobile through the Google Sheets app.
Every column is designed for manufacturing sales — not generic B2C CRMs.
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Click "Make a copy" to save it to your own Google Drive — no sign-up required to use the sheet.
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Click below to open the template, then go to File → Make a copy to save to your Drive.
Open in Google SheetsWant something more powerful? Try FactoryOS free — auto-tracks all your leads from WhatsApp, web forms, and email in one dashboard.