Mini CRM Tool

Keeping your marketing process organized is critical to a successful sales effort, which is why today's sales teams turn to
HubSpot's modern CRM system to better serve their customers. If your team is not ready for, or is still considering a full CRM
system, our Mini CRM Tool is perfect to get your sales organized today. Simply follow the instructions below to fill
in your data, and use the Dashboard sheet to track your progress. Feel free to customize this template
with your own branding and logo.

How to use this tool

1 Customize the Dropdowns sheet to match your sales process. There, you can set the names of
your account managers, opportunity stages, and more.

2 Fill in the Organizations, Contacts, Opportunities, and Interactions sheets, and keep these up to date.
For example, if your team sends new communications to potential customers, log these in the Interactions
sheet. If you meet a new contact, enter their organization and contact info into the Organizations and Contacts sheets.

3 Track your team's progress using the Dashboard sheet. There, you can see
your sales pipeline and other useful statistics.

Why track all this information?

Organizations and Contacts
Keeping your contacts' and their organizations' details in one place saves your team time when they need to reach out to
potential customers.

Opportunities
Each opportunity should be its own entry. This way, you can track the potential value of upcoming business, assess your sales
funnel, and calculate your team's win/loss ratio.

Interactions
Recording interactions with your customers helps you keep track of how much effort you are making toward each sale.
This way, your team can get a better idea of which efforts lead to sales and which are less productive uses of time.

Attribution

A special thanks to the following illustrators for their icons:

Icon Name Author Source, License

"Company" Freepik from www.flaticon.com, licensed by CC 3.0 BY

"Avatar" Gregor Cresnar from www.flaticon.com, licensed by CC 3.0 BY

"Handshake" Tomas Knop from www.flaticon.com, licensed by CC 3.0 BY

"Phone Call" Gregor Cresnar from www.flaticon.com, licensed by CC 3.0 BY

"List" Chanut from www.flaticon.com, licensed by CC 3.0 BY

 Enter your Organizations in the table below. An Organization is any company, government agency, non-profit, or any
Organizations Instructions: other group you are doing business with or pursuing Opportunities with.The Organizations listed here can be referenced via
dropdowns in the other input sheets.
x

Priority Name Type Acct. Manager Website Linkedin Phone Street Address City State Zip Notes
394 West Lantern Street
A Astrodeo Pro Gaming Inc. Customer Sandra Nichols www.astrodeogaming.com https://www.linkedin.com/company/astrodeoprogaming
239-839-9495 Huntsville AL 35803
34 Sherwood St.
A AutomboParts Co. Prospect Lisa Jones www.automboparts.com https://www.linkedin.com/company/automboparts
617-440-1163 Mount Airy MD 21771
494 E. Grant Drive
A+ Binte Ingredients Ltd. Prospect Sandra Nichols www.bintefoods.com https://www.linkedin.com/company/bintefoods
308-235-7449 Huntington Station NY 11746
8803 Highland Dr.
A+ Cogitz Technologies Inc. Prospect Isaac Gains www.cogitz.com https://www.linkedin.com/company/cogitztechnologies
201-248-9620 West Orange NJ 17052
9810 E. Taylor Ave.
A+ Eadeo Audio LLC Prospect Lisa Jones www.eadeollc.com https://www.linkedin.com/company/eadeoaudio
401-267-9785 Apopka FL 32703
742 Old York Court
A+ Execuvee Placement Inc. Other Isaac Gains www.execuveeplacement.net https://www.linkedin.com/company/execuveeplacement
754-888-6737 De Pere WI 54115
311 Sheffield Drive
B Finoid Financial LLC Prospect Isaac Gains www.finoidfinancial.com https://www.linkedin.com/company/finoidfinance
410-377-9390 Canfield OH 44406
8196 Border Ave.
B Frontescent Bank Prospect Sandra Nichols www.frontescentbank.com 315-204-7057
https://www.linkedin.com/company/frontescentbank Bridgeport CT 16606

A Genous Genetics LLC Prospect Henry Kramer www.genousgen.com https://www.linkedin.com/company/genousgenetics

571-488-4238 8656 Military St. Urbandale IA 50322
401 North Cedarwood Drive
B HomovaHomes LLC Prospect Isaac Gains www.homovahomes.com https://www.linkedin.com/company/homovahomes
269-623-5487 Aberdeen SD 57401
9495 Cross Lane
B MultinduTV Inc. Prospect Lisa Jones www.multindutv.com 816-835-1901
https://www.linkedin.com/company/multindutv Akron OH 44312

B Omnifix Inc. Prospect Isaac Gains www.omnifixco.net https://www.linkedin.com/company/omnifix

530-823-5402 599 Cleveland Ave. Dracut MA 11826
96 West Drive
C Outescent Co. Prospect Sandra Nichols www.outescentco.com https://www.linkedin.com/company/outescentco
219-712-9604 Grand Island NE 68801
895 N. Arlington Street
A+ Peritri Laboratories Prospect Henry Kramer www.peritrilabscorp.com https://www.linkedin.com/company/peritrilabs
240-237-1167 Park Ridge IL 60068
7765 Brookside Lane
A Roocero Farm Equipment Co. Prospect Sandra Nichols www.rooceroco.com https://www.linkedin.com/company/rooceroco
414-575-9481 Chelmsford MA 11824
71 Sutor Street
B Tare Weights Co. Prospect Henry Kramer www.tareweightsco.com https://www.linkedin.com/company/tareweightsco
727-232-6660 Bakersfield CA 93306
479 Vale Drive
A The Megadoo Institute Prospect Evan Yates www.megadooinstitute.org https://www.linkedin.com/company/megadooinstitute
580-837-3489 Kernersville NC 27284
7215 Purple Finch Drive
A+ Voocy Garages LLC Customer Henry Kramer www.voocygaragesllc.com https://www.linkedin.com/company/voocygaragesllc
440-432-2132 Burke VA 22015
68 Eagle St.
C VRIC Corporation Prospect Evan Yates www.vriccorporation.com 470-839-5241
https://www.linkedin.com/company/vriccorp Elizabethton TN 37643
 Contacts Instructions:
Enter your Contacts in the table below. A Contact is anyone you are doing business with or anyone part of an Organization
you are doing business with. The Contacts listed here can be referenced via dropdowns in the other input sheets.
x

Priority Full Name (First, Last) Type Acct. Manager Organization Position Email Linkedin Phone Street Address City State Zip Notes
394 West Lantern Street
A Jonathan Springs Customer Sandra Nichols Astrodeo Pro Gaming Inc. CEO jonathan.springs@astrodeogamhttps://www.linked239-839-9495 Huntsville AL 35803
34 Sherwood St.
A Cameron Ingram Prospect Lisa Jones AutomboParts Co. VP of Sales cameron.ingram.@autombopart https://www.linke 617-440-1163 Mount Airy MD 21771
494 E. Grant Drive
A+ Elena Marshall Prospect Sandra Nichols Binte Ingredients Ltd. COO [email protected]://www.linked308-235-7449 Huntington Statio NY 11746
8803 Highland Dr.
A+ Luis Lawrence Prospect Isaac Gains Cogitz Technologies Inc. Director [email protected] https://www.linked201-248-9620 West Orange NJ 17052
9810 E. Taylor Ave.
A+ Peter Beck Prospect Lisa Jones Eadeo Audio LLC Executive [email protected] https://www.linked401-267-9785 Apopka FL 32703
742 Old York Court
A+ Nadine Welch Prospect Isaac Gains Execuvee Placement Inc. CEO nadine.welch@execuveeplaceme
https://www.linke 754-888-6737 De Pere WI 54115
311 Sheffield Drive
B Dexter Pierce Prospect Isaac Gains Finoid Financial LLC Managing [email protected] https://www.linked410-377-9390 Canfield OH 44406
8196 Border Ave.
B Brooke Bradley Prospect Sandra Nichols Frontescent Bank CFO brooke.bradley@frontescentbanhttps://www.linked315-204-7057 Bridgeport CT 16606

A Fredrick Cobb Prospect Henry Kramer Genous Genetics LLC Lab Director [email protected] https://www.linked571-488-4238 8656 Military St. Urbandale IA 50322
401 North Cedarwood Drive
B Monica Clarke Prospect Isaac Gains HomovaHomes LLC Founder monica.clarke@homovahomes. https://www.linked269-623-5487 Aberdeen SD 57401
9495 Cross Lane
B Lydia Burton Prospect Lisa Jones MultinduTV Inc. Executive [email protected] https://www.linked816-835-1901 Akron OH 44312

B Juan Poole Prospect Isaac Gains Omnifix Inc. CTO [email protected] https://www.linked530-823-5402 599 Cleveland Ave. Dracut MA 11826
96 West Drive
C Carolyn Garcia Prospect Sandra Nichols Outescent Co. CEO [email protected] https://www.linked219-712-9604 Grand Island NE 68801
895 N. Arlington Street
A+ Saul Reid Customer Henry Kramer Peritri Laboratories CEO [email protected] https://www.linked240-237-1167 Park Ridge IL 60068
7765 Brookside Lane
A Doug Gibson Prospect Sandra Nichols Roocero Farm Equipment Co. COO [email protected] https://www.linke 414-575-9481 Chelmsford MA 11824
71 Sutor Street
B Jake Hopkins Prospect Henry Kramer Tare Weights Co. Vice President [email protected] https://www.linked727-232-6660 Bakersfield CA 93306
479 Vale Drive
A Henry Palmer Customer Evan Yates The Megadoo Institute Vice President henry.palmer@megadooinstitutehttps://www.linke 580-837-3489 Kernersville NC 27284
7215 Purple Finch Drive
A+ Malcolm Lopez Customer Henry Kramer Voocy Garages LLC Director malcolm.lopez@voocygaragesll https://www.linke 440-432-2132 Burke VA 22015
68 Eagle St.
C Jeannette Chandler Prospect Evan Yates VRIC Corporation CEO jeannette.chandler@vriccorporahttps://www.linked470-839-5241 Elizabethton TN 37643
 Opportunities Instructions:
Enter your Opportunities in the table below. An Opportunity is a deal, potential sale, or any other business opportunity.
The Opportunities listed here can be referenced via dropdowns in the other input sheets.
x

Priority Name Deal Owner Organization Status Stage Loss Reason Source Value Probability Exp. Close Notes

A System Redesign Project Lisa Jones AutomboParts Co. Open Lead Social Media 1,000,000 5% 11/10/2019

A+ System Redesign #2 Lisa Jones Eadeo Audio LLC Open Lead Email Campaign 687,000 5% 10/31/2019

B Quality Testing Process Henry Kramer Tare Weights Co. Open Lead Networking 670,000 10% 10/21/2019

A+ New Website Isaac Gains Execuvee Placement Inc. Open Lead Email Campaign 549,000 10% 10/11/2019

A+ Supplies Project Sandra Nichols Binte Ingredients Ltd. Open Lead Phone Outreach 801,000 15% 10/1/2019

A+ Backend Systems Upgrade Isaac Gains Cogitz Technologies Inc. Open Lead Networking 522,000 20% 9/21/2019

B Database System Upgrade Isaac Gains Finoid Financial LLC Open Qualified Social Media 49,000 25% 9/11/2019

A+ Lab Renovation Henry Kramer Peritri Laboratories Open Qualified Email Campaign 60,000 25% 9/1/2019

A Product Branding Henry Kramer Genous Genetics LLC Open Qualified Phone Outreach 441,000 30% 8/22/2019

B Advertising Campaign Sandra Nichols Frontescent Bank Open Qualified Website 68,000 35% 8/12/2019

B Site Search Project Isaac Gains HomovaHomes LLC Open Qualified Website 38,000 40% 8/2/2019

B Tool Supply Project Isaac Gains Omnifix Inc. Open Demo Email Campaign 867,000 45% 7/23/2019

B Production Project Lisa Jones MultinduTV Inc. Open Demo Phone Outreach 914,000 50% 7/13/2019

C Consulting Project Sandra Nichols Outescent Co. Open Demo Social Media 679,000 55% 7/3/2019

A Product Design Sandra Nichols Roocero Farm Equipment Co. Open Proposal Phone Outreach 684,000 65% 6/23/2019

A Equipment Supply Project Evan Yates The Megadoo Institute Lost Proposal Other Phone Outreach 271,000 0% 6/13/2019

A Astrodeo Automation Project Sandra Nichols Astrodeo Pro Gaming Inc. Closed Closed Networking 1,150,000 100% 3/3/2019

A+ Tool Resupply Henry Kramer Voocy Garages LLC Closed Closed Networking 1,002,000 100% 6/3/2019
 Log Interactions with your Contacts here. Interactions are efforts like calls, emails, and demos
Interactions Instructions: related to Opportunities that may result in new sales or contracts. Make sure to keep this sheet updated so you can
track the effort your sales team is making versus the amount of revenue or new deals generated.
x

Priority Interaction Deal Owner Date Opportunity Contact Notes

A+ Call Isaac Gains 6/11/2019 Backend Systems Upgrade Luis Lawrence

A+ Linkedin Isaac Gains 6/10/2019 New Website Nadine Welch

A+ Email Sandra Nichols 6/10/2019 Supplies Project Elena Marshall

A+ Call Isaac Gains 6/10/2019 Backend Systems Upgrade Luis Lawrence

B Email Sandra Nichols 6/10/2019 Advertising Campaign Brooke Bradley

A+ Call Henry Kramer 6/9/2019 Lab Renovation Saul Reid

A+ In Person Henry Kramer 6/9/2019 Lab Renovation Saul Reid

A+ Linkedin Isaac Gains 6/8/2019 New Website Nadine Welch

A+ Email Sandra Nichols 6/8/2019 Supplies Project Elena Marshall

A+ Call Isaac Gains 6/8/2019 Backend Systems Upgrade Luis Lawrence

A+ Linkedin Isaac Gains 6/7/2019 New Website Nadine Welch

B Email Sandra Nichols 6/6/2019 Advertising Campaign Brooke Bradley

A+ Linkedin Isaac Gains 6/5/2019 New Website Nadine Welch

A+ Direct Mail Henry Kramer 6/3/2019 Tool Resupply Malcolm Lopez

B Email Isaac Gains 6/2/2019 Database System Upgrade Dexter Pierce

A+ In Person Henry Kramer 6/1/2019 Tool Resupply Malcolm Lopez

A Email Sandra Nichols 6/1/2019 Product Design Doug Gibson

A Call Henry Kramer 6/1/2019 Product Branding Fredrick Cobb

C Email Sandra Nichols 5/30/2019 Consulting Project Carolyn Garcia

B Direct Mail Henry Kramer 5/30/2019 Quality Testing Process Jake Hopkins

A Call Evan Yates 5/29/2019 Equipment Supply Project Henry Palmer

B In Person Lisa Jones 5/29/2019 Production Project Lydia Burton

A+ Email Sandra Nichols 5/27/2019 Supplies Project Elena Marshall

A+ Email Sandra Nichols 5/25/2019 Supplies Project Elena Marshall

B Email Lisa Jones 5/24/2019 Production Project Lydia Burton

A+ Call Lisa Jones 5/23/2019 System Redesign #2 Peter Beck

A+ Linkedin Henry Kramer 5/22/2019 Lab Renovation Saul Reid

A Call Sandra Nichols 5/20/2019 Product Design Doug Gibson

A+ Call Isaac Gains 5/20/2019 Backend Systems Upgrade Luis Lawrence

A Email Evan Yates 5/19/2019 Equipment Supply Project Henry Palmer

A+ Call Isaac Gains 5/18/2019 Backend Systems Upgrade Luis Lawrence

A+ Call Henry Kramer 5/14/2019 Tool Resupply Malcolm Lopez

C Direct Mail Sandra Nichols 5/10/2019 Consulting Project Carolyn Garcia

A Linkedin Evan Yates 5/9/2019 Equipment Supply Project Henry Palmer

B Email Sandra Nichols 5/9/2019 Advertising Campaign Brooke Bradley

A Linkedin Sandra Nichols 5/8/2019 Product Design Doug Gibson

B Email Sandra Nichols 5/7/2019 Advertising Campaign Brooke Bradley

A Email Lisa Jones 5/5/2019 System Redesign Project Cameron Ingram

A+ Email Henry Kramer 5/4/2019 Tool Resupply Malcolm Lopez

B Direct Mail Henry Kramer 5/2/2019 Quality Testing Process Jake Hopkins

A Linkedin Henry Kramer 5/2/2019 Product Branding Fredrick Cobb

B Direct Mail Henry Kramer 4/30/2019 Quality Testing Process Jake Hopkins

A+ Call Lisa Jones 4/25/2019 System Redesign #2 Peter Beck

A+ Email Henry Kramer 4/24/2019 Tool Resupply Malcolm Lopez

A+ Linkedin Henry Kramer 4/24/2019 Lab Renovation Saul Reid

A+ Call Lisa Jones 4/23/2019 System Redesign #2 Peter Beck

B Call Isaac Gains 4/22/2019 Tool Supply Project Juan Poole

A+ Linkedin Henry Kramer 4/22/2019 Lab Renovation Saul Reid

B Email Isaac Gains 4/15/2019 Site Search Project Monica Clarke

A+ Direct Mail Henry Kramer 4/14/2019 Tool Resupply Malcolm Lopez

A Linkedin Henry Kramer 4/4/2019 Product Branding Fredrick Cobb

B Call Isaac Gains 4/3/2019 Tool Supply Project Juan Poole

A Linkedin Henry Kramer 4/2/2019 Product Branding Fredrick Cobb

B Email Isaac Gains 4/1/2019 Database System Upgrade Dexter Pierce

B Linkedin Isaac Gains 3/24/2019 Site Search Project Monica Clarke

B Email Isaac Gains 3/4/2019 Database System Upgrade Dexter Pierce

A In Person Sandra Nichols 3/3/2019 Astrodeo Automation Project Jonathan Springs

B Email Isaac Gains 3/2/2019 Database System Upgrade Dexter Pierce

A Call Sandra Nichols 2/21/2019 Astrodeo Automation Project Jonathan Springs

A Call Sandra Nichols 2/11/2019 Astrodeo Automation Project Jonathan Springs

A Call Sandra Nichols 2/1/2019 Astrodeo Automation Project Jonathan Springs

A Email Sandra Nichols 1/22/2019 Astrodeo Automation Project Jonathan Springs

 Dashboard x
Report as of October 22, 2020

Open Opportunities Value 2,294,550 Contacts Interactions Opps Pursued Opps Closed Win Rate

Potential Value 8,029,000 19 62 18 2 11.1%

Opportunities by Stage Interactions, Last Quarter

Direct Mail Linkedin Email Call In Person

Lead 6
1
1
Qualified 5 1
1
1
Demo 3 1
0
0
Proposal 2 0
0 – – – – – – – – – – – – – – –
–
Closed 2 10/22/2020 9/30/2020 8/31/2020
Month Ending
– 1 2 3 4 5 6 7

Potential Revenue by Stage, Next 2 Quarters Potential vs. Probable Revenue, Next 2 Quarters

Lead Qualified Demo Proposal Closed Potential Probable

1 1
1 1
1 1
1 1
1 1
1 1
0 0
0 0
0 0
0 0
– –
10/1/2020 11/1/2020 12/1/2020 1/1/2021 2/1/2021 3/1/2021 10/1/2020 11/1/2020 12/1/2020 1/1/2021 2/1/2021 3/1/2021
Month Ending Month Ending
 The columns below control dropdown menus in
Dropdowns Instructions: the input sheets. Change the entries below to match your
naming system and sales process
x

Priority Type Acct. Manager Stage Loss Reason Source Interaction

A+ Customer Lisa Jones Lead Price Social Media Direct Mail

A Prospect Henry Kramer Qualified Functionality Email Campaign Linkedin

B Supplier Isaac Gains Demo Competitor Phone Outreach Email

C Other Sandra Nichols Proposal Complaint Networking Call

D Evan Yates Closed Other Website In Person