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Get 13 More Small business excel templates that will help small business owners save time and be more organized.

Includes Cap Table, Earned Value Analysis, Work Order Management, Marketing Budget Analysis, Leads Generation Analysis and more!

Compatible with Google Sheets and Microsoft Excel

Get this one time offer for half-off, normally $99 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.