A simple alternative to managing sales in spreadsheets
Spreadsheets can hold names and numbers. They cannot keep your next sales action moving. Sales Day brings contacts, deals, tasks, meetings and follow-ups into one clear daily workflow.
When a sales spreadsheet starts costing you time
A spreadsheet can work when sales activity is small. As prospects, conversations and opportunities grow, the system depends on someone remembering to update every row, tab and reminder.
Follow-ups are easy to miss
Important next actions become notes in cells or depend on someone remembering them.
The pipeline becomes difficult to read
Deal status is spread across rows, columns, tabs and separate versions of the same file.
Tasks and meetings live somewhere else
The spreadsheet records information, while the work itself happens across calendars, inboxes and separate task lists.
Maintaining the sheet becomes another job
Time spent formatting, filtering and checking the spreadsheet is time not spent moving opportunities forward.
Sales spreadsheet versus Sales Day
| Feature | Sales spreadsheet | Sales Day |
|---|---|---|
| Contacts | Names and details across rows and tabs | Organised contact records connected to sales activity |
| Deals | Manually maintained stages and status fields | A clear deal pipeline showing where opportunities stand |
| Next actions | Notes, colours and reminders maintained manually | Tasks and follow-ups within the daily sales workflow |
| Meetings | Meeting information stored separately | Meetings visible alongside the rest of the sales day |
| Daily priorities | Sort and filter the sheet to find what needs attention | A clear daily view of the work that moves sales forward |
Move from tracking sales to moving sales forward
Sales Day is a simple CRM built around the work salespeople need to complete each day, without turning the system itself into another project.
Keep contacts organised
Keep the people and businesses you sell to in one clear place.
See every deal clearly
Understand where opportunities stand and what needs to happen next.
Keep tasks and follow-ups moving
Turn next steps into visible actions instead of relying on spreadsheet notes.
Bring meetings into the sales day
See meetings alongside the other activity competing for attention.
Built for people who have outgrown the sales spreadsheet
Founders managing their own sales
For founders who need a clear way to manage prospects, follow-ups and opportunities while running the rest of the business.
Salespeople organising a busy pipeline
For salespeople who want to spend less time maintaining spreadsheets and more time progressing deals.
Small sales teams needing one clear system
For teams moving beyond shared spreadsheets, separate task lists and inconsistent updates.
Self-employed or a sole trader? See Sales Day for the self-employed — or if you're running the business as well as selling, see Sales Day for founders.
Already doing CRM work without calling it CRM?
If you track prospects, conversations, follow-ups and opportunities, you are already doing customer relationship management. Sales Day simply gives that work a clearer home and helps you see what needs attention each day.
Frequently asked questions
Ready to leave the sales spreadsheet behind?
Start free on the Free plan. Try Pro for 14 days when you're ready—no card required.