Track deals, contacts and pipelines in the same workspace as your tasks, docs and automations. No separate tool, no copy-paste between sales and delivery, no silo.
Your pipeline is a sheet of deals with the stages you define. Drag cards across a board during the weekly review, switch to a table to clean up amounts and close dates, or open a timeline to see what lands this month. It is the same data in every view, so nothing has to be copied or kept in sync.
| Deal | Stage | Value | Owner |
|---|---|---|---|
| Mosaic Partners | Won | $15,000 | Ana R. |
| Beta Labs annual | Qualified | $12,000 | Ana R. |
| Kite Agency | Proposal | $9,750 | Sam K. |
| Northwind rollout | Lead | $8,400 | Sam K. |
| Beta Labs onboarding | Qualified | $5,600 | Lea M. |
Companies, contacts and deals live in their own sheets and link to each other. Open a company and you see its people, its open deals and the total in play, rolled up for you. Link the projects and tasks you run for a client too, and the account history stays in one record instead of spread across five tools.
Every deal opens as a full record: fields at the top, then the comments, files and tasks around it. Mention a teammate to pull them in, set a next-step date so the follow-up shows up on someone's list, and anyone who picks up the account later reads the whole story in one place.
Workflows react the moment a deal changes. When a deal is won, create the onboarding project and tell the delivery team. When a new lead arrives through a form, assign an owner and set the first follow-up. The built-in AI assistant can summarise a long deal thread, draft a follow-up email or tidy up the notes from a call, right next to the record.
Build a sales dashboard from the same deals: pipeline value by stage, deals won and lost, deals by owner and what is due to close this month. Charts update as the board moves, so the Monday meeting starts from current numbers rather than last week's export.
Each template sets up the sheets, stages, views and relations for you. Install it in one click, then rename, add or remove anything to fit your team.
Track companies, contacts and deals through your pipeline, with a live revenue dashboard. A good fit for teams that sell to businesses.
Use this templateA pipeline for software sales, from demo to closed-won, with trials and renewals tracked on every account.
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No. Deals, contacts and companies are sheets in the same workspace as your projects, docs and automations, so sales and delivery share one source of truth instead of syncing two tools. When a deal closes, the work it creates starts in the same place.
Yes. Stages are options on the deal sheet, and every field is yours to add, rename or remove. Add a field for the lead source, a date for the next step or a number for the deal value, and the board, table and dashboards pick it up straight away.
Import a spreadsheet into the contacts sheet and its columns map to typed fields on the way in. For new leads, share a form: every submission lands as a row in the right sheet, ready to assign.
Yes. A workflow can create a project, assign tasks or notify a team the moment a deal reaches a stage you choose. Because the deal and the project are linked, the delivery team sees the account history from day one.
Yes. The Sales CRM and SaaS sales CRM templates set up the sheets, views and relations in one click. Start from either one and shape it to how your team sells.