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
paul H

The ability to customise this software to do exactly what you want is incredible, it can create workflows so repetitive literally the support will set it up to copy and routine / field you want.

Paul H

CEO - Printing

Alan Peterson

It integrates very well with GMail and Chrome – It’s extremely easy to set up and truthfully Salesmate has THE best customer service team bar none. That is truly the benefit. Oh- I almost forgot, it’s insanely cheap.

Alan Peterson

President - Skytop Business Loans LLC

brittany

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

Brittany Canaski

Director of Partnerships

Eric Griego

If you are looking for an intuitive, lightweight, and customizable sales platform, you have to get a demo from the Salesmate team.

Eric Griego

VP, Business Development – HoldMyTicket

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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