GDX-CRM-001v4.5.0Featured
Sales CRM & Pipeline Tracker
Leads, follow-ups, quotations, and win-loss analytics — a full CRM your team will actually use.
4.7(276 reviews) 4.7K downloads 2.1K licenses sold
Overview
Capture leads from any source, schedule follow-ups with overdue alerts, generate branded quotations, and analyse pipeline by stage, owner, and source. Weighted forecast and win/loss reasons included.
What’s inside
- Lead capture with duplicate detection
- Follow-up scheduler with overdue alerts
- Branded quotation generator (PDF)
- Stage-wise weighted pipeline forecast
- Win/loss reason analytics
Specifications & compatibility
Platforms Windows Mac
Excel versionsExcel 2016, Excel 2019, Excel 2021, Microsoft 365
File size8.5 MB
Macros requiredYes (signed VBA)
Licensesingle user
IndustriesCRM, SME, Consulting
Current versionv4.5.0
Latest release — v4.5.0
WhatsApp click-to-chat links on leads; quotation revision history.
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