Manage your sales pipeline with a lightweight CRM spreadsheet that tracks leads, deal stages, and expected revenue. This template is designed for startups and small sales teams that want pipeline visibility without the complexity of a full CRM platform. Each row represents a deal with the company name, contact person, deal value, current stage, expected close date, and the sales rep responsible. The stage column follows a standard pipeline: Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost. By populating this through the API, you can sync it with your lead generation tools — when a new lead comes in from your website form or a third-party enrichment service, it automatically gets added as a row. Sales managers can share the pipeline link with leadership for weekly reviews, and export to XLSX for revenue forecasting models.
| Company | Contact | Deal Value | Stage | Expected Close | Sales Rep |
|---|---|---|---|---|---|
| Acme Corp | Jennifer Wu | $45,000 | Proposal | 2026-04-15 | Brian Foster |
| Globex Inc | Mark Stevens | $12,000 | Qualified | 2026-05-01 | Sara Knight |
| Initech | Peter Gibbons | $28,500 | Negotiation | 2026-04-08 | Brian Foster |
| Umbrella LLC | Alice Wong | $8,000 | Lead | 2026-06-01 | Sara Knight |
Generate this crm programmatically with a single POST request. The API returns a shareable URL that anyone can open in the browser.
curl -X POST https://openofficeai.com/api/v1/sheets \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
"title": "My CRM",
"sheets": [{ "rows": [["Company","Contact","Deal Value","Stage","Expected Close","Sales Rep"],["Acme Corp","Jennifer Wu","$45,000","Proposal","2026-04-15","Brian Foster"],["Globex Inc","Mark Stevens","$12,000","Qualified","2026-05-01","Sara Knight"]] }]
}'Returns { "id": "...", "url": "...", "created_at": "..." }. See the full API docs for formatting, formulas, and export options.
This template comes with 6 columns designed for a standard crm workflow. Each column can be renamed, reordered, or extended through the API or the browser editor.
The business name of the prospect or customer.
The primary point of contact at the company.
The estimated total value of the deal in your pipeline.
The current pipeline stage: Lead, Qualified, Proposal, Negotiation, Closed Won, or Closed Lost.
The date you expect the deal to close.
The sales team member who owns this deal.
This template is a starting point. Here are specific ways to adapt it to your workflow:
Add a "Lead Source" column (website, referral, cold outreach, event) to track which channels generate the highest-value deals.
Include a "Next Action" and "Next Action Date" column so sales reps always know their immediate next step for each deal.
Add a "Deal Probability" percentage column to weight your pipeline forecast — multiply Deal Value by probability for a weighted revenue projection.
Yes. Fetch the current sheet, then send a PUT request to update the Stage cell for any deal row. Your sales automation tool can trigger stage changes based on events — for example, moving a deal to "Proposal" when a proposal document is sent, or to "Closed Won" when a contract is signed in DocuSign.
You can add a formula row at the bottom of the spreadsheet that sums the Deal Value column. Alternatively, read all rows via the GET endpoint and calculate pipeline totals in your backend, broken down by stage, rep, or expected close month for more detailed reporting.
Not for large teams with complex workflows. This CRM template is best for early-stage startups or small teams that need basic pipeline tracking without the cost and onboarding time of enterprise CRM software. It shines when you need a quick, shareable view of your deals.
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