Small Business CRM & Sales Pipeline

The sales CRM for small teams of 1 to 10. Keep companies, contacts, deals and every call, email and meeting in one file. Log each touch with its next step and the follow-ups keep themselves current, the pipeline board flags deals that go stale, and every rep sees a forecast against quota. One file, no subscription and no per-seat fees.

What's inside

15 tabs that work together:

• Dashboard: won, forecast and coverage against quota for any rep and period, today's work and insights.
• Pipeline: open deals by stage on a board, largest first, flagged red when stale, stuck or past due.
• Follow-ups: your call sheet: open follow-ups by date, overdue first, with the number to call.
• Forecast: 12 months of quota against won, weighted, commit and best case, with a table by rep.
• Team: each rep's quota, won, win rate, pipeline and activity against goal, sorted by won.
• Analysis: the win/loss funnel by stage, then sources, lost reasons, products and industries.
• Account: one customer on one printable page: people, deals, follow-ups and the latest touches.
• Deals: up to 1,000 deals with stage, status, value, probability and close date, each with its forecast category and flag.
• Activities: up to 3,000 calls, emails, meetings and notes, each with its next step and follow-up date.
• Contacts: up to 1,500 people, linked to their company, with last activity and next follow-up.
• Companies: up to 600 businesses, with open deals, won to date and the relationship.
• Data Checks: mistakes to fix, plus deals worth a look: past due, stale, stuck or with no next step.
• Start Here, Settings and Help: a setup checklist; your reps, quotas, stages and lists; and answers to common questions.

Built to save you time

• Log a touch with its next step and the open follow-up on that deal or person closes by itself; a quick Note never hides one.
• Each stage can set its own probability, Stale after and Max days, so deals that sit idle or stall in a stage are flagged.
• Past-due deals count in the current month until you update the close date, so they don't drop out of the forecast.
• Monthly quotas for each rep, with start and end dates, and a to-date target that turns Won green when you're on pace.
• Coverage compares the pipeline closing this quarter with the quota still to win, and suggests a target from your own win rate.
• Blank owner, source and value fill in from the contact, the company and the product's price.
• Reassign a deal and its value, forecast and quota credit move to the new owner; activities keep the rep typed on them.

Who it's for

Small sales teams of 1 to 10, from an owner who does the selling to a manager with a few reps, selling to businesses or directly to people, who want a shared pipeline, follow-ups and a forecast against quota without per-seat software. Consultants and agencies setting up sales systems for clients need the Professional license. The file holds personal data about your contacts, so keep it private and secure; it's a record-keeping and planning tool, not legal, tax or financial advice.

What you get

• The Excel workbook (.xlsx), blank and ready for your own data
• The Google Sheets edition: open the PDF in your download and use its make-a-copy links to add it to your Google Drive
• An Example workbook filled in with sample data for a commercial cleaning company with four reps, so you can see how everything works before you add your own
• A Quick Start guide (PDF)
• Free updates to the edition you buy
• Instant digital download after checkout

License

Standard covers your own use, personally or in your business, including your employees. Professional adds use with unlimited clients, for example a consultant or agency setting up a sales system for each client; neither license allows reselling or sharing the template itself. Compare licenses

Requirements

Microsoft Excel 2010 or later on Windows, Excel 2011 or later on Mac, or Microsoft 365. For the Google Sheets edition, a free Google account. Best used on a computer. No macros.