Growth
Sales CRM
Track customers, pipeline, follow-ups, sales and receivables without another CRM subscription.
One-time payment · Lifetime use · Digital delivery
What is inside
The tabs you actually work in
Every Sales CRM workbook opens to these customer-facing tabs — clean, ready to fill in, no setup grind.
How it works
A walk through the system
Follow the same steps you would use on day one.
Customer List
Keep every customer and contact in one place.
Sales Pipeline
See every deal and what stage it is in.
Orders & Sales
Record orders and track revenue as it closes.
Follow-up Schedule
Never lose a warm lead to a missed follow-up.
Receivables & Payments
Track who has paid and who still owes.
Dashboard
Sales performance and pipeline health at a glance.
Better together
Get this plus 7 more in the Business Suite
Run team execution, projects, HR, attendance, sales, marketing, stock and finance reporting.
Want it all? Get the Complete Suite — all 12 systems for $199.
Pairs well with
Teams often add these next
Ready to run Sales CRM?
Instant digital delivery. You get an email with the Google Sheets link and make your own private copy.
One-time payment · Lifetime use · Digital delivery