Automated Client & Sales CRM Pipeline Dashboard

The Zero-Subscription CRM Engine for Growing Businesses

Replace expensive CRM subscriptions with this formula-driven sales operating system. Designed for founders, agencies, and sales teams who need instant clarity over deals, follow-ups, and revenue forecasting.

Key Features & Architecture:

• Visual Kanban & Pipeline Tracker: Track leads across Prospecting, Discovery, Proposal Sent, Negotiation, and Closed-Won stages.
• Automated Revenue Forecasting: Dynamic probability weighting calculates projected monthly recurring revenue (MRR) and gross commissions.
• Client Health & Interaction Logs: Log touchpoints, next action dates, and contact history with conditional formatting alerts for overdue follow-ups.
• Executive KPI Dashboard: Auto-updating conversion rate charts, average deal size visualizers, and rep leaderboards.

File Formats & Compatibility:

Includes Microsoft Excel (.xlsx) file with macro-free native formulas and a 1-click Google Sheets copy link. Works seamlessly on Mac, Windows, iOS, and Android. Instant electronic delivery via email upon checkout.