← All templates
Client CRM & Sales Pipeline Google Sheets template
Client CRM & Sales Pipeline Google Sheets template, screenshot 1
Green belt

Client CRM & Sales Pipeline

$10

  • ✓Every lead and deal in one list, with stage, value and the next action
  • ✓Get flagged when a next action is overdue or a deal has gone quiet
  • ✓See your pipeline by stage, a weighted forecast and your win rate
  • ✓Find out which lead sources actually bring in business

Secure checkout. Instant download. Google Sheets + Excel.

What you get

  • ✓Google Sheets version
  • ✓Excel (.xlsx) version
  • ✓A filled-in example
  • ✓Blank tabs for your numbers
  • ✓A README with AI Booster prompts
  • ✓Lifetime updates

Included in these bundles

FAQ

Do I need Excel?
No. It works in free Google Sheets, and an Excel version is included.
How do I get it after buying?
You get an instant email with the Google Sheets link and the Excel file.
What if it doesn't work for me?
Email hello@opsbites.com within 14 days and we'll fix it or refund you.

You might also like

Monthly KPI Dashboard Google Sheets template
Green belt

Monthly KPI Dashboard

Track up to 8 KPIs on one page your manager will actually read

$10

Secure checkout. Instant download. Google Sheets + Excel.

Details
Headcount & Hiring Cost Planner Google Sheets template
Green belt

Headcount & Hiring Cost Planner

See what your team really costs each month, including employer costs, pay rises and hiring costs

$13

Secure checkout. Instant download. Google Sheets + Excel.

Details