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.

Salesmate is the better, faster, and cheaper way to automate sales tracking.

  • Manage leads and contacts

    Turn opportunities into actual revenues by systematically managing your leads and contact database.

  • Track your sales opportunities

  • Automatically log sales activities & tasks

  • Improve your sales with reports

  • 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’

Happy & Growing Customers
  • 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

  • It’s very user-friendly, easy to navigate, and simple to use. Not much training is involved for the new staff to get them off the ground. I like how stages are set and we can move the deals accordingly!

    Johnny Beig

    CEO - Alanic International

  • 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

  • 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

  • This tool is great for our growing small business. It keeps all communication all in one place which helped me stay organized with all day-to-day operations. The support I received was amazing and I would highly recommend using this CRM software for your business.

    Staci Fasano

    Product Sales Specialist - Ecomdash

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