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Sales CRM

Sales CRM

Track companies, contacts, and deals through your pipeline — with a live revenue dashboard.

SalesCRM

About this template

A clean, opinionated CRM for sales teams getting started.

  • Companies — the accounts you sell to, with industry and size.
  • Contacts — the people, linked to their company, with role and relationship stage.
  • Deals — opportunities with amount, pipeline stage, and expected close, linked to the contact and company.

Includes a Pipeline dashboard showing total pipeline value and a breakdown by stage, so you always know where revenue stands. Comes with sample accounts, contacts, and deals so you can explore immediately.

What's inside

3 sheets0 views1 dashboard1 page10 sample rows
CompaniesContactsDeals