Before spending a cent on CRM tools, try out this 100% free and effective sales reporting template.
If you work with less than 10 deals at a time, or are a budding business strapped for cash, then sales reporting templates are a cheap and effective way to stay on top of your deals.
This spreadsheet is tailor-made by our team of sales experts, but you can adjust and customize them in any way you see fit. Just download it, enter your contact and deal details, and watch all the reporting work get done for you. Easy peasy, right?
Should you outgrow this template and need a more powerful way to manage your deals, check out our sales tracking software.
At just $15 a month, Pipedrive gets your team organized with plenty of tools, third party apps, and integrations while keeping things simple.
Pipedrive gives you all the benefits of CRM with none of the hassle. It was created for salespeople, by salespeople.
Simple to learn, you and your team can be up and running in a matter of minutes. No technological expertise needed.
Comfortably import all your data from spreadsheets, including this template. Pipedrive has one of the easiest import tools on the market.
Wherever you are, simply pick up your smartphone, open the app, and in a couple of taps you’ll have everything you need.
I love the visual presentation of deals in Pipedrive. The platform clearly shows where all active deals are in the sales process and when they need attention - and does so in a visually compelling way. The "Deal Rotting" feature is especially motivating to make sure you drive deals through your sales process.
We’ve built a CRM-replacing sales management tool that’s not just great for salespeople, but for anyone wanting to get organized and close deals in less time.
Nearly half of our customers liked our simple yet powerful approach so much, they switched from an existing CRM tool. The other half? Well they didn’t even know they needed Pipedrive until they tried it.
The ability to completely customize the data fields and workflow gives me a tailor made CRM. Much different than my past experiences with these types of programs! The mobile app is just as functional as the desktop version, and even has a few little extras.
It has made our sales department more effective and efficient. It's easy to use and it's constantly updated.
Working with Pipedrive has been a breeze! The clean visuals give me a great look into my pipeline and I can easily update deals and opportunities as they progress. As our sales team grows, so does our pipe. And Pipedrive makes sharing and giving updates to one another so simple.
Immediate access. No credit card required.