Sales & CRM6 min read
Lightweight Small Business CRM
Track client interactions, deal values, next follow-ups, and communication logs without expensive CRM software.
.xlsxSheets
View & DownloadCategory Hub
Sales & Client Management
Turn leads into repeat customers. Track client communications, monitor your deal pipeline, calculate commissions, and generate itemized sales quotes with zero subscription fees.
8 Verified Templates & Guides•Excel (.xlsx) & Google Sheets Ready•100% Free for Commercial Use
Available Templates in Sales & CRM
Sales & CRM5 min read
Sales Pipeline Tracker
Forecast expected revenue, track stage conversion rates, and manage deal flow visually.
.xlsxSheets
View & DownloadSales & CRM5 min read
Sales Quote & Job Estimate
Produce accurate, itemized customer quotes with parts, labor, markup calculations, and client approval blocks.
.xlsxSheets
View & DownloadSales & CRM5 min read
Client Onboarding Checklist
Streamline new client transitions from sales sign-off to project kickoff with a milestone progress tracker.
.xlsxSheets
View & DownloadSales & CRM5 min read
Customer Order Tracker
Track custom or wholesale customer orders from receipt through packing, dispatch, and final delivery.
.xlsxSheets
View & DownloadSales & CRM5 min read
Product Price List Matrix
Establish consistent tiered pricing for wholesale, retail, and volume discount accounts with margin validators.
.xlsxSheets
View & DownloadSales & CRM5 min read
Sales Commission Calculator
Calculate tiered sales commissions, quota attainment bonuses, and team splits automatically.
.xlsxSheets
View & DownloadSales & CRM5 min read
NPS & Customer Feedback Tracker
Collect customer survey scores, calculate your Net Promoter Score automatically, and categorize feedback.
.xlsxSheets
View & Download