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Sharing our sales prospects spreadsheet

Although there seems to be plenty of choice, I haven’t found any CRM software that tickles my fancy yet. I need to get better at keeping on top of prospective business though, so the first step was to make a spreadsheet. If it’s useful to anyone, I’m happy to share it. There are Apple Numbers and Microsoft Excel versions in a ZIP file. I’m keen to hear your suggestions for improving it, as well as your recommendations for CRM software/services.

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About Andy

Hello. I’m Andy Clarke, an internationally recognised product and website designer and writer on art direction for products the web. I help product and website owners captivate customers by delivering distinctive digital designs.


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Hire me. I’m available for coaching and to work on design projects.