Sage 100 Contractor can be used to track leads quite effectively. First of all, Receivable Clients can be characterized as Current Clients or Prospects. Client referrals can be tracked through the Referrals table. Every time a revenue opportunity arises, you can create a Job with a Status of 1-Bid. You can use existing date fields for tracking the process from first call through contract or refusal.

With the customizable additional fields that we can create and report out introduced with version 20.5, we can do a lot more than you can do with excel.

Most importantly, figure out what you want to record, track and report. The rest should be quite easy for your certified consultant to help you with.