Description

Track Every Sales Opportunity — Before You Invest in a CRM

Before paying for an expensive CRM system, try this Excel-based CRM template as your starting point. Everything is pre-configured and ready to use — all you need is Microsoft Excel.

Key Features

Sales Opportunities Tracker — A dedicated tab for tracking every opportunity, with fields for leads, stages, dates, and more.

Visual Dashboard — Review and analyze your key sales metrics at a glance.

Parameters Setup — Configure the file to match your own sales process and stages.

Step-by-Step Instructions — Built-in guidance for setting up and customizing the template.

What’s Included

• One ready-to-use Excel workbook
• Pre-built sales tracker, dashboard, and parameters setup
• Step-by-step setup instructions
• Instant digital download after purchase
• Email support for setup questions

Please note: because this is an instant digital download, all sales are final. We do not offer refunds — please review the system requirements below before purchasing.

Why Excel?

• One-time purchase — no subscription or monthly fees
• Works offline — your customer data stays on your computer
• No new software to learn — runs inside Excel you already have

System Requirements

• Microsoft Excel for Windows (desktop) — not compatible with Excel Online or Google Sheets

Perfect For

Freelancers · Small business owners · Sales teams testing a CRM workflow before committing to paid software

Frequently Asked Questions

Is this a subscription?
No — it’s a one-time purchase. Use it for as long as you like.

Can I customize the sales stages and fields?
Yes — the Parameters Setup tab lets you match the file to your own sales process.

What if I need help setting it up?
Email support is included — reach out and we’ll help you get started.

Can I share or resell this file?
This purchase is licensed for your own business use only — not for resale or redistribution.

Do you offer refunds?
No. Because this is an instant digital download, all sales are final. Please review the system requirements above before purchasing.

Questions or feedback before or after your purchase? Reach out any time — happy to help.
Thank you,
Elad