Free Sales Pipeline Template

Just getting started with sales and not ready for spend money on CRM yet? Salesmate’s free sales pipeline template is everything you need to get started.

Download The Excel Sheet

What can you do with this Excel template?

  • Organize your sales process

    Build your most intuitive Visual Sales Pipeline that is always accurate. The simple drag-and-drop pipeline is not only super easy to use, but also boosts productivity, accountability and collaboration for your entire business.

  • Spend more time selling, not entering data

  • Interact with your prospects & customers

  • Improve sales performance with powerful insights

  • Organize your sales process

    Build your most intuitive Visual Sales Pipeline that is always accurate. The simple drag-and-drop pipeline is not only super easy to use, but also boosts productivity, accountability and collaboration for your entire business.

  • Spend more time selling, not entering data

    Spend more time taking actions, not doing data entry. Save yourself about 6 hours of manual labor of tracking emails, calls, meetings, and tasks. Salesmate automatically tracks all interactions as they happen.

  • Interact with your prospects & customers

    Automate your sales playbook by creating email templates, sending automated bulk emails, tracking email opens/clicks, organizing meetings, and scheduling follow ups. Salesmate’s built-in interaction and automation features supercharges every single customer interaction.

  • Improve sales performance with powerful insights

    All insights about pipeline, reps, leads and customers are available at your fingertip. Keep your important sales metrics in front of you with custom reports and dashboards.

Still not convinced? Here is more

Happy & Growing Customers

Improved sales effectiveness. It’s got everything we need, works efficiently and it is affordable. The team picked this over all of the others and they’re using it. Great sales app.

Robert Allen

Principal - RKA Ventures, LLC

mikeB

Solid CRM for small business looking for an easy to use, yet impactful CRM

Mike Barugel

Founder

brittany

I’ve been using this platform for over a month now and have seen my productivity double!

Brittany Canaski

Director of Partnerships

zoraz

Very convenient and easy CRM with all the necessary features, quick and professional support

Zora Zamecnikova

Brand Ambassador

Ian Ray

Fantastic value for a CRM platform with easy staff onboarding and great back-end webhook integration support.

Ian Ray

CTO – Airshark

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