CRM and pipeline
Customer and opportunity data, stages, probability and expected value for up to 200 rows.
A LittleAI Digital · XLSX
Run your sales work from one practical workbook
A structured kit for Saudi business owners and B2B teams: customer records, pipeline stages, follow-up, pricing and profit, commissions, outreach templates and a KPI dashboard.
What is included?
Seven connected worksheets with Arabic and English labels, pipeline stages, calculation guidance, follow-up messages and AI prompt templates. Both languages use the same data and formulas.
Pricing and commission
Price, profit and commission calculations, including correct handling of full refunds.
Follow-up and KPIs
B2B outreach templates and a dashboard for opportunities, values and win rates.
How to start
- Open the workbook in Microsoft Excel and begin with “Pricing”, then “CRM” in the bilingual sheet tabs.
- Add customers and opportunities, then update stage, probability and next follow-up.
- Review the KPI dashboard weekly to prioritize stalled and high-value opportunities.
Clear before you buy
The “AI Prompts” sheet contains ready-to-copy text templates for use with an AI tool of your choice; the workbook does not embed an AI model or include an external subscription. The product download link is made available in the order flow only after the server verifies payment status, amount, currency and product.
The seven worksheets you receive
Arabic and English labels, stages and calculation guidance are included in the same worksheets, with bilingual follow-up messages and AI prompt templates. Both languages use the same data and formulas.
Pricing CalculatorCustomer CRMProposal PlanFollow-up MessagesAI PromptsSales DashboardCommissions
| Customer | Stage | Value | Next follow-up |
|---|---|---|---|
| Example Company | Proposal sent | SAR 12,000 | Follow-up call |
| Example Business | Qualification | SAR 6,500 | Gather requirements |
Excel CRM template questions
What does the Excel CRM template include?
Seven worksheets: Pricing Calculator, Customer CRM, Proposal Plan, Follow-up Messages, AI Prompts, Sales Dashboard and Commissions.
Is it suitable for small businesses and B2B teams?
Yes. It is designed for teams that want to organize customers, opportunities and follow-up before they need a larger CRM system.
How many opportunities can I record?
The template includes prepared rows for up to 200 opportunities, with filters and stages for organization.
Does it include built-in AI?
No. The AI Prompts worksheet contains text templates to copy into your chosen tool; it does not include an AI model or subscription.
Does it work in Google Sheets?
The workbook is designed for Microsoft Excel; some formatting and functions may differ in other spreadsheet applications.
When is the file available?
The product download link is made available in the order flow only after the server verifies payment status, amount, currency and product.
Final price: SAR 149.
One-time purchase with no automatic renewal.
Sales kit · SAR 149Buy securely