Centralize Contact Info
Keep lead and client details — phone, email, company, notes — organized in one place.
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Organize sales contacts with this free spreadsheet template. Track names, emails, stages, and notes to manage your pipeline more effectively.
Download the free Sales Contact Directory Template app to turn your contact list into a mini CRM — with searchable filters, activity tracking, and real-time updates.
Keep lead and client details — phone, email, company, notes — organized in one place.
Monitor which contacts are in discovery, negotiation, or post-sale stages.
Quickly filter and sort contacts by rep, industry, deal size, or stage.
Collaborate on contact management by giving your team access to one shared directory.
Store essential info including communication history and next steps.
See where each contact stands in your funnel — from cold lead to closed deal.
Assign contacts to specific team members and monitor ownership.
Track calls, emails, and meetings to keep follow-ups timely and consistent.
Categorize contacts by source, industry, product interest, and more.
Instantly find contacts based on any field — without digging through rows.
Turn your static contact list into a real-time CRM. Track interactions, manage pipelines, and collaborate with your sales team — no code needed.
Manage your sales contacts the easy way with this free template — or build a custom CRM with Tadabase to scale your outreach.