CRM for AI
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FREE CRM TOOLS

Create your sales pipeline template

Make each opportunity and its next step visible. Adapt your stages, organize deals and export a process your team can understand.

  1. 1.Name your sales stages
  2. 2.Add and review deals
  3. 3.Download deals and stages

No signup. Up to 500 deals and 20 stages; CSV input up to 1 MiB. Your edits stay in this tab until you save a browser draft or download.

  1. Name your sales stages.
  2. Add deals and review totals by currency.
  3. Download deals.csv and stages.csv.

CSV import uses existing stage keys; start a pipeline to review or add stages first. Examples are fictional.

What do I download?

Two CSV files describe your deals and stages. Stable stage keys connect the files, even when you rename or reorder stages.

Are different currencies added together?

No. Values are grouped by currency. The tool does not apply exchange rates or combine amounts in different currencies.

Does this install a CRM pipeline?

The local tool does not create cloud records. Continue in CRM opens its pipeline destination for explicit setup; keep the CSV files as your source.

Your data and this tool

The tool processes selected data in your browser. Saving a draft keeps it in this browser for up to 24 hours; it is not a backup. Download a copy before clearing site data. Optional CRM import sends only the data you explicitly review and confirm to your selected workspace.