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Get more small business templates to help you manage sales, CRM, marketing, budgeting, and day-to-day growth.

Includes templates like CRM, Sales Forecast, Marketing Budget Analysis, Customer Inquiries Tracker, and related business tools.

Compatible with Google Sheets and Microsoft Excel.

Get this one-time offer for half off, now only $49.

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Sales Management

🚀 Streamline Your Sales Process and Pipeline

  • Hit the Ground Running 🏃 — Skip the struggle of building a janky CRM from scratch with a professional, ready-made system designed for small businesses and entrepreneurs.
  • Fully Customizable Sales Funnel ⚙️ — Easily adapt your CRM as your business grows by adding new sales personnel, prospect categories, products, and outreach activities in seconds.
  • Automated Performance Tracking 📊 — View "sales baseball cards" for your team that automatically calculate key metrics like total contacts, wins, and win percentages.
  • Seamless Activity Logging 📈 — Update your follow-ups and touchpoints in one place, and watch as the logic automatically populates your customer and personnel tracking tabs.
  • Real-Time Team Collaboration 🤝 — Work together with your coworkers in real-time across Excel or Google Sheets, ensuring everyone is aligned on the latest prospect status.