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Sales CRM – Improve your Sales Pipeline

USD$ 49,00

(5 customer reviews)

Simplify your sales pipeline with Excel CRM – Sales Tracking Spreadsheet!

✓ Close every deal and project with our unique sales tracking solutions
✓ Gain powerful insight into your sales
✓ Stay ahead of the competition and effectively predict costs and sales


➤ The spreadsheet includes Invoice Tracker, Estimate Template, Movable Kanban Tiles, Task Management with Time Tracking, Profit and Loss Statement, Sales Sensitivity Analysis and much more!

Compatible: Windows OS, Excel 2013, 2016, 2019, 365 (Excel with macros)

★ Download the Sales Tracking Spreadsheet and start growing your business today! ★

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Excel CRM - Spreadsheet to track your sales


Focus on tasks, estimate, schedule work, grow your freelance business

Small Business

Organize your work and sell more, focus on company finances, manage the sales funnel. Use it for direct sales or in e-commerce


Plan your team's workload, view work and performance reports, review profit and loss statements

Project Management

Track time spent on a task and close deals with Kanban

Sales Tracker - Manage your deals like a pro

The Excel CRM Sales Spreadsheet is a unique combination of an Excel spreadsheet and an app – edit records directly in the table as well as in the detail view.

Speed up your work with drop-down lists with search, date picker, and filter panels.

Detail View to show Sales Progress

Basic Info Area

Sales Progress

Customer Details

Employee Details: Open Deals & Tasks

Revenue & Profit Section

Sales progress by Date

Sales progress by Tasks

Activity Log with Filters

Kanban Board - Move your business forward with drag & drop tiles

Our Kanban is created without formulas, which makes it faster and more efficient than the Kanban boards created in spreadsheets available on the market.

The moveable tiles make the Sales CRM Spreadsheet a unique and powerful tool.

Sales CRM Dashboard Overview

Revenue, YOY, MOM, Trend

Expenses, YOY, MOM, Trend

Profit, YOY, MOM, Trend

Dynamic Chart, choose between Monthly/Weekly & Deals/Profit

Current Month Summary

To-Do list for Deals, Tasks & Invoices

Saless Funnel | Conversion | Failed

CRM Software with Dashboard & Income Statement

Keep track of the work you do, sales funnel, expenses, profit, next deals, tasks & invoices.

Still not enough? Sales CRM also includes a profit and loss statement for the last 3 years and the projected 3 years. On the same sheet, sensitivity analysis helps you with budgeting.

Review the performance of your project, direct sales, or e-commerce business with Sales Analysis

Task Management & Time Tracker

Best CRM software should include task management and time tracking and workload planning. That is why we have included these solutions in our Sales CRM

The sales tracking spreadsheet make customer service easier. You can quickly create tasks, assign them to people, link them to a customer and project, or use the Kanban board.

A special view for tasks allows to track time in the background

View Modifiers

Autocomplete dropdowns

Pick-up calendar for Deadlines

Time-tracking columns

Add/Remove task & Clear Filter Buttons

Time Tracking widget

Show details button

Sales Spreadsheet Customer Invoices

Track Customers

Count Deals, Expenses & Revenue linked with customer

Invoice Tracking

Easy access to overdue invoices

Contact Details

Customers & Invoicing with Bill Statement in Excel CRM Sheet

The customer table includes the status of the lead (e.g., new lead, returning customer, VIP customer, etc.), basic information such as address, and primary contact details.

In addition to creating and tracking sales and expense invoices, generate an invoice statement for a selected customer with a single click.
Track when payments are due to avoid getting paid late or overdue.

Expense Tracker & Employee Workload Planner

The key to success is controlling your expenses. That’s why this CRM template has an expense tracker that allows you to create your own cost structure – set up groups and then assign categories to them.

Workload Planner helps you get the right person for the job. Color coding of available work time will help you delegate tasks

View Modifiers

Autocomplete dropdowns

Pick-up calendar for Deadlines

Time-tracking columns

Add/Remove task & Clear Filter Buttons

Time Tracking widget

Show details button

Replace your old sales tracking spreadsheet with our Sales CRM spreadsheet and make more sales!

Excel CRM Sales Spreadsheet - List of all features

  • Working with Deals & Tasks
    Deals, Tasks, Customers, Employees, Invoices Database
  • Link deals to all tables
  • Advanced data filtering
  • Define your own sales stages
  • Define and tag customer sources
  • Create custom dropdown lists
  • Custom color coding for statuses
  • Dedicated detail view to manage deals/tasks and all activities associated with the deal
  • Browse Deals & Tasks in a detailed view
  • Notes pane to keep track of what you’re working on
  • Focus on tasks related to a deal
  • Use the Workload Planner in the Task Details view
  • Automatically adjust view to fit monitor size
  • Custom filter panels
  • Activity log to show ‘history’ of the deal
  • Auto-complete in drop-down lists
  • Floating sidebar menu for easy navigation
  • Full screen mode
  • Effectively estimate deadlines for tasks and projects
  • Delegate tasks according to employee workload
  • Convert quote to deal (with or without tasks)
  • Generate PDFs – quote template
  • Manage your deals/tasks with movable tiles in Kanban board
  • Edit Deals/Tasks data directly on the Kanban tile

Innovative feature you won’t find in any other Excel spreadsheet!

  • Designed to help you stay focused
  • Hide the entire Excel toolbar with one click.
  • Fullscreen mode
  • Spreadsheet automatically adjusts view to fit monitor size
  • Predefined reports for deals and tasks
  • Flexible report filtering
  • Define your report template – no Excel skills required
  • Advanced Pivot Tables
  • Revenue, Expense & Profit YTD and Full Year Summary
  • This Month Summary for Lead, Active, Failed & Success Deals
  • Dynamic chart (monthly/weekly and deals/profit)
  • To-Do List for Deals,
  • Tasks & Invoices
  • Sales Funnel
  • Tasks summary (Open, Overdue, Success, Lost)
  • Monthly average – statistics for transactions, sales, expenses & profit
  • Product analysis (top products + scatter chart)
  • Sales by month
    Opportunity vs. Sales
  • Full Income Statement (IS) for 2 previous years (Full Year Income Statement)
  • Income Statement YTD + Full Year Forecast for current year
  • Forecast for 3 next years
  • Sensitivity analysis – check your net income or loss with modifiers:
  • Revenue % Growth, COGS % Growth, Operating Expense % Growth
  • Sales CRM automatically logs every action related to customer, deal, and task
  • Help with creating custom categories

No hidden fees or features. Everything is available with a single payment.


5 reviews for Sales CRM – Improve your Sales Pipeline

  1. O.Willis

    I only bought it for drag & drop kanban. It’s worth it!

  2. LAdetailing

    First, I bought Excel CRM and asked for a modification. Then I got Sales CRM as a free update.
    The difference between the sheets is huge! More tables and above all sheets are unlocked

  3. F.Hiatt

    good product and easy to work with

  4. O.Bre

    Very easy to use and works great for our business

  5. B.Walter

    Sent fast, great communication, great time tracking feature

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  • *Editable: Modifiable/Professional/Business: Sheets are protected due to unexpected formula modification. You can unprotect sheets. No password is required
  • *VBA code: Templates using the VBA code are marked with the appropriate information in the description
  • *Support: We help in the implementation of the file and in small modifications of the template
  • *Users: If you intend to have more than 5 users or copies of the template, then you must choose the Business license.
  • *Apps: VBA supported templates are available only on MS Excel.

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