Free Sales Pipeline Template
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excel calculator for your business

What can you do with Excel templates?

With sales pipeline templates in-built inside your CRM system, you can fasttrack your sales processes without
wasting any time on manual tasks of creating a template. Deal tracking, planning your sales activities, and much
more- Salesmate is here to make your day more productive!

Track Your Deals

Track Your Deals

Start tracking new, in-progress and closed deals along with next steps and potential dollar value into this Excel template to build your own pipeline.

Plan Your Sales Activities

Plan Your Sales Activities

Do not let any deals fall through the cracks by continually monitoring them. Plan the clear next steps for each deal to increase your odds of winning.

Customize the Template

Customize the Template

You could customize the deal stages to emulate your sales process. Also, customize the winning probabilities of each deal stage for improving forecasting.

Report on Deals

Report on Deals

Know how many deals are lost, won, and in-progress, how many deals your sales reps are working on, and how much revenue the deals are yielding for each quarter.

Do you want to move away from tedious excel sheets and manual data entry? Would you like to automate your sales process and
focus on growing your revenue? You should try our CRM software. Salesmate lets you organize the sales process, engage customers, and automate the busy work.

Salesmate excel templates to make your business faster

It’s powerful, fun, and fully customizable
for your business

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.

Organize your sales process

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.

Spend more time selling, not entering data

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.

Interact with your prospects & customers

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.

Improve sales performance with powerful insights

Organize your sales process
Spend more time selling, not entering data
Interact with your prospects & customers
Improve sales performance with powerful insights

Still not convinced? Here is more

  • Super Easy – No Training Required
  • Affordable & Flexible Pricing
  • Integrates with Your Favorite Apps
  • Sell from iOS and Android Devices

Happy & Growing Customers

I have tried many CRM for my real estate business, and found none like Salesmate. Really impressed with its excellent features like email tracking, email scheduling, and workflow automation.

Andrew James

Andrew James

Chrome User

After trying over 30 different CRM software, I found everything I need in Salesmate without paying over the odds. It gives flexibility to customize. Besides, they have outstanding customer support too.

Brett Thomas

Brett Thomas

Chrome User

Great CRM with more features than other CRMs that's triple the cost. Very user friendly interface, very friendly and responsive support

Alan Quan

Alan Quan

Android

An absolutely outstanding CRM with built-in email and text scheduling / templates, extensive organization & customization capabilities, and robust workflow automation. And all at a great price! Very highly recommended!

Bruce Driggers

Bruce Driggers

Chrome User

The chrome plugin (Gmail CRM) of Salesmate has been a huge help. It's incredibly simple to use and super intuitive. The support is quick and precise. Would definitely recommend.

Nate Jones

Nate Jones

Chrome User
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