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excel templates for your business
Use this excel template as the sales tracking tool
It makes sense to not spend the dollars when you need to track only handful of sales deals in the early stage of your business. Just download this free sales tracking template and hit the ground running.
Start by adding your existing and new sales deals into the excel spreadsheet. It has a great starter layout which lets you track contact names, deal amount, sales stage, account owner, etc. You can easily customize the sales pipeline stages and forecasting models to your needs.
The template’s reporting sheet generates useful sales insights as you continue tracking more deals. Know how many deals are in each stage of sales pipeline, how much revenue they could generate, and how many deals each salesperson is working on.
Is the template falling short for your needs?
The business is ramping up and you are looking to replace the free sales tracking template – Maybe, with an easy-to-use and affordable sales CRM that could not only let you track sales but also the sales activities and all customer interactions – checkout Sales Tracking Software from Salesmate.
Or simply want to see if Salesmate will fit your needs? Book a Demo
Salesmate excel templates to make your business faster
It’s powerful, fun, and fully customizable
for your business
Manage leads and contacts
Turn opportunities into actual revenues by systematically managing your leads and contact database.
Track your sales opportunities
Don’t miss an opportunity; track a potential business from start to close.
Automatically log sales activities & tasks
Automate all your sales process; automatically assign tasks and follow up with your clients using this smart technology.
Improve your sales with reports
Measure your effectiveness and track the loopholes with well-researched reports.
Not enough? Here is more
- Simple drag-n-drop interface
- Track Sales from Mobile Devices
- Built-in email & calling
- Affordable – starting at $12/month
Happy & Growing Customers
I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.
After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.
Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support
An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!
The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.
Hello Salesmate, let me see it myself!
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