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

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

Mike Barugel

Founder

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

Ian Ray

CTO – Airshark

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

Salesmate is very easy to use and affordable. It’s a one stop shop when it comes to managing my clients.

Jessica Williams

Fashion Designer - Irregular Exposure

We can see our pipeline, including the sales process stages and the dollar volume at each stage. Since our inception 90 days ago, our pipeline has grown 100%

Jacqui Sabo

Vice President - Faciliteq

With Salesmate, Sales is Fun & Productive

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