KHIZHNYAKOV
What it is for
A full CRM system can be overkill for a small team. An Excel spreadsheet covers the essentials: who the client is, what the deal is, what stage it is at, when the next contact is due and how much you are going to earn.
What is inside
- "Settings": managers, sources, funnel stages and probabilities.
- "Clients": up to 300, with the last contact date.
- "Deals": up to 500, with stage, amount, expected revenue and contact status.
- "Contacts": a log of calls, emails and meetings.
- "Funnel": deals and amounts by stage, conversion, average deal value.
- "Managers": results by team member.
Who it is for
Small business owners, sales managers, consultants and freelancers who want their clients in order without an expensive subscription.
What you get
The download includes a blank template and a filled-in sample with fictitious data, so you can see how the formulas and checks work. It is an Excel spreadsheet with ordinary formulas, not an accounting program. All fixes and new versions of the project are free.
Compatibility
Excel 2007 and later, LibreOffice. No macros. The file is in English. Probabilities and thresholds are set in the settings: adjust them to your sales process. Calculations are approximate.