📋 Template
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Free
Beginner
Why we picked it Before a CRM is worth the overhead, a clean spreadsheet is often the honest answer, and this one downloads with no email wall or contact form. You copy the Google Sheets file, drop in your deals against stages and probabilities, and it totals amounts and builds a rough forecast for you. Start here to build the habit of tracking every deal, then graduate to a CRM once the sheet feels cramped.
Free Sales Pipeline Template (Excel and Google Sheets)
From OnePageCRM by OnePageCRM
- No email gate: you just copy the Google Sheets file (or download the Excel version) and start editing.
- It comes pre-built with deal stages, probabilities, contact links, and automatic deal-value totals, so you are not designing columns from scratch.
- A spreadsheet is the right first step when you have a handful of deals; move to a CRM when manual updates start to hurt.