Simple CRM Template
$29.00
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Simple CRM Template
$29.00
Most deals aren't lost to a competitor. They're lost to silence. This CRM makes sure every lead has a next step and a date, and tells you who to call today.
What's inside
- Pipeline tab: room for 200 leads, with drop-downs for stage and source. Rows that are due or overdue for follow-up turn orange
- Automatic win probability, weighted deal value and days since last contact
- Summary tab: pipeline value by stage, win rate and follow-ups due, plus a chart
- Settings tab: rename stages, change probabilities and add your own lead sources
Why it works
No software to learn and no monthly fee. If you're under a few hundred leads, a good spreadsheet beats a CRM you never open.
Format: Excel (.xlsx), works in Google Sheets. Instant download.