Sales
A CRM worksheet fillable in Excel is a list of customers, the next step, and the deal stage. Harbor Service Co. keeps fifteen customers in the sample. Deal values are in dollars. Won and lost rows stay on the list so you can see history, but they are not part of the open pipeline.
The free fillable CRM worksheet uses names you would say on a call. Harbor Street Apartments and Lena Ortiz are customers. Harbor Street Apartments is Won at $256.50, so it is not in the open pipeline. Jordan Hale is Lost at $0. Priya Shah Design is New at $0, which means the work is not priced yet. Change a stage from Quote sent to Won and that value leaves the open total.
This is the same workbook as the free fillable CRM worksheet page. The free CRM Excel template and the free CRM spreadsheet template are the longer contact lists if you need phone, email, and the next date on every row.
It will not email the customer. It works offline in Excel. Google Sheets needs a connection unless Drive is set to offline. When the price is ready, send it with the free quote template.
Open the free fillable CRM worksheet. The other sales guides are on the blog.
Workbooks for a small shop, a freelancer, or a contractor. Sample amounts are in dollars.
Yes. The free fillable CRM worksheet is a spreadsheet. You type the customer, the next step, and the stage.
No. Contacts stay in your file. Nothing is emailed for you.
Won and Lost stay on the list so you can see history. They are not part of the open total.