Sales CRM template

This Sales Tracker template is ideal for all teams and sizes. Whether you’re managing a handful of customer relationships or tracking hundreds of leads, this template provides you with the perfect overview of your sales pipeline. Providing better visibility than spreadsheets, without the complexity of a software package, this template will give you all the information you require, with the ability to adapt and scale to match your specific sales processes.

Use a Calendar Screen to see previous and upcoming meetings, or a Board Screen to easily see which stage a contact is in your pipeline. Even create Workflows to provide real-time email notifications to users, for example when leads are created and require contacting, or are updated and require a proposal.