Lead Tracker

8.5" x 11"

Lead Tracker

8.5" x 11"

Growing your real estate agent leads is crucial to growing your business. When you have leads, track them in your CRM, a customer relationship management platform. (See the New Agent Guidebook if you are unfamiliar with how a CRM works.)

If you aren't in front of your computer to access your CRM or need a break from screens, track your leads on the go with this worksheet.

Use it to:

Never Miss a Lead: Keeps all your contacts in a central place so you don't have to worry about lost business cards or forgotten follow-up calls.

Craft Targeted Communication: Tailor your messages to specific needs and interests, fostering stronger relationships and increasing engagement.

Stay on Top of Your Sales: Utilize the notes section and identify the deeper leads in the home buying or selling process to prioritize your follow-ups.

Nurture your leads, personalize communication, and turn your prospects into clients.

Download Your Lead Tracker

This is a PDF you can download to your computer. Print it out and get going.

Copy Link


Technology, marketing, & strategy your real estate business needs!

Being a Real Estate Professional is challenging. Finding the time and technology to stay top of mind and generate new business is a full-time job. Breakthrough Broker is here to help.

Equipped with features such as:

Workbooks, checklists, playbooks, and workshops to support the growth and management of your business.
Easy-to-use marketing technology to create and customize professional marketing designs.
Direct mail marketing services and engaging social media content.

Create your free account and join over 600,000 other real estate pros.

Create Free Account