Sales CRM
Small sales teams and solo sellers
Small sales teams: a deal pipeline board, a contact book and every call logged.
Use this templateSales CRM
For a small team working deals one by one. Keep every deal and contact in one place. Move deals across the pipeline, log each touch, and use the lists below to decide who to call next.
Pipeline dashboard
Playbook
Weekly pipeline review
Deal qualification checklist
Pipeline
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 19, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 15, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 10, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 22, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 10, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 21, 2026 |
| Tidewater parts catalog sync | Negotiation | $64,000 | 75 | Noor Al-Hashimi | Luis Fontaine | Oct 24, 2026 |
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 19, 2026 |
Contacts
| Name | Company | Main deal | Phone | Preferred channel | Role | |
|---|---|---|---|---|---|---|
| Beatriz Camargo | Sunnyvale Learning Co-op | Sunnyvale co-op membership system | beatriz@sunnylearn.net | (408) 555-0118 | Director | |
| Felix Ostrander | Cobalt Ridge Solar | Cobalt Ridge site survey platform | felix@cobaltridgesolar.net | (303) 555-0114 | VP operations | |
| Gareth Pilkington | Millbrook Veterinary | Millbrook clinic intake forms | gareth@millbrookvet.net | (617) 555-0116 | Clinic owner | |
| Henrik Solvang | Fjordline Outfitters | Fjordline wholesale portal | henrik@fjordlineoutfitters.net | (206) 555-0119 | Founder | |
| Imani Chukwu | Brightleaf Dental Group | Brightleaf scheduling pilot | imani@brightleafdental.net | (415) 555-0113 | Practice manager | |
| Noor Al-Hashimi | Tidewater Marine Supply | Tidewater parts catalog sync | noor@tidewatermarine.net | (757) 555-0117 | Procurement lead | |
| Odalys Vance | Ironwood Property Mgmt | Ironwood maintenance requests | odalys@ironwoodpm.net | (480) 555-0120 | Regional manager | |
| Priyanka Deshmukh | Lumen & Loom Textiles | Lumen & Loom renewal and expansion | priyanka@lumenloom.net | (212) 555-0115 | Head of buying |
Interactions
| Summary | Contact | Deal | Type | Date | Due | State |
|---|---|---|---|---|---|---|
| Send revised contract | Rosalind Achterberg | Harborline fleet tracking rollout | — | Oct 19, 2026 | Upcoming | |
| Book on-site pilot walkthrough | Imani Chukwu | Brightleaf scheduling pilot | — | Oct 20, 2026 | Upcoming | |
| Follow up on proposal | Tomasz Wierzbicki | Northgate taproom reporting | — | Oct 21, 2026 | Upcoming | |
| Check in on questionnaire | Felix Ostrander | Cobalt Ridge site survey platform | — | Oct 21, 2026 | Upcoming | |
| Send sandbox credentials | Noor Al-Hashimi | Tidewater parts catalog sync | — | Oct 24, 2026 | Upcoming | |
| Intro call about fleet visibility | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 9, 2026 | — | Done | |
| Sent pricing for three tiers | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 27, 2026 | — | Done | |
| Contract redline review | Rosalind Achterberg | Harborline fleet tracking rollout | Oct 13, 2026 | — | Done |
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 19, 2026 |
| Fjordline wholesale portal | Won | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 28, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 10, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 10, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 15, 2026 |
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 19, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 21, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 22, 2026 |
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 19, 2026 |
| Fjordline wholesale portal | Won | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 28, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 10, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 10, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 15, 2026 |
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 19, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 21, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 22, 2026 |
| Name | Company | Main deal | Phone | Preferred channel | Role | |
|---|---|---|---|---|---|---|
| Beatriz Camargo | Sunnyvale Learning Co-op | Sunnyvale co-op membership system | beatriz@sunnylearn.net | (408) 555-0118 | Director | |
| Felix Ostrander | Cobalt Ridge Solar | Cobalt Ridge site survey platform | felix@cobaltridgesolar.net | (303) 555-0114 | VP operations | |
| Gareth Pilkington | Millbrook Veterinary | Millbrook clinic intake forms | gareth@millbrookvet.net | (617) 555-0116 | Clinic owner | |
| Henrik Solvang | Fjordline Outfitters | Fjordline wholesale portal | henrik@fjordlineoutfitters.net | (206) 555-0119 | Founder | |
| Imani Chukwu | Brightleaf Dental Group | Brightleaf scheduling pilot | imani@brightleafdental.net | (415) 555-0113 | Practice manager | |
| Noor Al-Hashimi | Tidewater Marine Supply | Tidewater parts catalog sync | noor@tidewatermarine.net | (757) 555-0117 | Procurement lead | |
| Odalys Vance | Ironwood Property Mgmt | Ironwood maintenance requests | odalys@ironwoodpm.net | (480) 555-0120 | Regional manager | |
| Priyanka Deshmukh | Lumen & Loom Textiles | Lumen & Loom renewal and expansion | priyanka@lumenloom.net | (212) 555-0115 | Head of buying |
Biggest open deals
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 19, 2026 |
| Fjordline wholesale portal | Won | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 28, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 10, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 10, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 15, 2026 |
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 19, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 21, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 22, 2026 |
Needs a follow-up
| Summary | Contact | Deal | Type | Date | Due | State |
|---|---|---|---|---|---|---|
| Send revised contract | Rosalind Achterberg | Harborline fleet tracking rollout | — | Oct 19, 2026 | Upcoming | |
| Book on-site pilot walkthrough | Imani Chukwu | Brightleaf scheduling pilot | — | Oct 20, 2026 | Upcoming | |
| Follow up on proposal | Tomasz Wierzbicki | Northgate taproom reporting | — | Oct 21, 2026 | Upcoming | |
| Check in on questionnaire | Felix Ostrander | Cobalt Ridge site survey platform | — | Oct 21, 2026 | Upcoming | |
| Send sandbox credentials | Noor Al-Hashimi | Tidewater parts catalog sync | — | Oct 24, 2026 | Upcoming | |
| Intro call about fleet visibility | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 9, 2026 | — | Done | |
| Sent pricing for three tiers | Rosalind Achterberg | Harborline fleet tracking rollout | Sep 27, 2026 | — | Done | |
| Contract redline review | Rosalind Achterberg | Harborline fleet tracking rollout | Oct 13, 2026 | — | Done |
One way of working keeps the pipeline honest. Adjust it to your own team.
Stages
Habits
Log every call or email the same day.
Give every open deal a next step with a date.
Update the probability when a stage changes.
Close lost deals with a one-line reason in the notes.
Run this in fifteen minutes on Monday.
Open deals with no next step have one
Anything past its expected close date is moved or closed
Every proposal older than a week has had a follow-up
New leads are assigned an owner
Write the forecast number in the notes below
Deals to look at
| Deal | Stage | Value | Win probability (%) | Contact | Owner | Expected close |
|---|---|---|---|---|---|---|
| Sunnyvale co-op membership system | Lost | $9,000 | 0 | Beatriz Camargo | Colm Brennan | Sep 19, 2026 |
| Fjordline wholesale portal | Won | $27,500 | 100 | Henrik Solvang | Mina Takahashi | Sep 28, 2026 |
| Brightleaf scheduling pilot | Qualified | $22,000 | 25 | Imani Chukwu | Colm Brennan | Oct 10, 2026 |
| Lumen & Loom renewal and expansion | Won | $36,000 | 100 | Priyanka Deshmukh | Mina Takahashi | Oct 10, 2026 |
| Northgate taproom reporting | Proposal | $18,500 | 50 | Tomasz Wierzbicki | Mina Takahashi | Oct 15, 2026 |
| Harborline fleet tracking rollout | Negotiation | $48,000 | 75 | Rosalind Achterberg | Luis Fontaine | Oct 19, 2026 |
| Millbrook clinic intake forms | Lead | $12,000 | 10 | Gareth Pilkington | Colm Brennan | Oct 21, 2026 |
| Cobalt Ridge site survey platform | Proposal | $95,000 | 50 | Felix Ostrander | Luis Fontaine | Oct 22, 2026 |
Notes
What changed, what is stuck, who needs help.
Before a deal moves to Qualified, confirm each of these.
There is a named person who can say yes
The problem is stated in their words
A budget range is known
A decision date is known
Competing options are noted
What to do when a box stays empty
Keep the deal in Contacted and add an interaction to ask. Do not guess a probability.
What's inside
4 tables · 13 views · 1 form · 3 row actions · 1 agent5 pages
- Sales CRM
- Pipeline dashboard
- Playbook
- Weekly pipeline review
- Deal qualification checklist
3 tables
- Contacts4 views · 10 sample rows
- Deals6 views · 10 sample rows
- Interactions2 views · 14 sample rows
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