Spreadsheet tools for people who sell
Your whole sales territory in one smart workbook.
Pipeline, forecast, customers, credit checks and today's route, all in Excel. No subscription, no login, no learning curve. Buy it once and own it.
Pipeline, forecast, customers, credit checks and today's route, all in Excel. No subscription, no login, no learning curve. Buy it once and own it.
A complete, ready-to-use CRM for B2B and field sales reps, small sales teams and owner-operators who sell. Type in your accounts and deals, and the dashboard, pipeline, forecast and win-loss reports update themselves.
Paste your customer list and sales report from QuickBooks Online or Desktop, Xero, FreshBooks, Wave or Zoho Books. Common columns are detected and mapped into Accounts, Contacts and Sales History.
Track each account's rating, source, credit limit, terms and risk. Get flags for stale checks and high-risk accounts with open deals above their limit.
Pick up to 10 accounts, or choose from the auto-built Visit Due list, set the order, and open the full route in Google Maps on your computer or phone in one click.
16 KPI cards, pipeline by stage, forecast vs quota, win and loss reasons and top customers, filterable by rep, territory and period.
Monthly and quarterly Weighted vs Commit vs Best Case, attainment and gap to quota, plus win rate by rep, source, competitor and industry.
Clearly marked sample data, dropdowns everywhere, shaded formula columns and a 7-step Start Here guide.
SavvySmartCRM is a digital Excel template, not hosted software. It does not connect live to QuickBooks, Xero, FreshBooks, Wave, Zoho Books, any credit bureau or Google Maps: data comes in by copy and paste, and map links are standard Google Maps URLs. All trademarks belong to their owners; this product is not affiliated with or endorsed by them.
One-time purchase through our Etsy shop. No subscription.
Prices in USD. Final price and any sales are shown on Etsy.
A free one-tab Excel mini-CRM: accounts, last touch, next step and overdue highlighting, in the same look as SavvySmartCRM. Enter your email and we'll send it over.
We're planning a simple web-based territory CRM for field sales teams: A/B/C account tiers with visit cadence, a drag-and-drop pipeline, task reminders, accounting CSV imports and a daily route to Google Maps, built mobile-friendly for reps on the road. Join the waitlist to hear when it's ready.
Walkthroughs and tips for getting the most out of your SavvySmartFiles spreadsheets.