Description
Run a complete lightweight CRM and sales tracking system inside Smartsheet — without paying for Salesforce or HubSpot at your current scale.
What’s included
- Personal CRM — track relationships, last contact, and next actions across every prospect and client
- Sales Pipeline — visualize active deals by stage, value, and close probability
- Sales Activity Tracker — hold yourself and your team accountable to weekly activity targets
- Sales Funnel — track conversion rates at each stage to find where deals stall
- Customer Onboarding — structured 30-day onboarding checklist with client-facing shared access
- Sales Plan — break quarterly revenue targets into channel-by-channel action plans
Requirements: Free Smartsheet account (smartsheet.com — no credit card needed).
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