Track every deal, together.

The Sales template gives your team one shared pipeline: every opportunity, the people behind it, and the notes from every call.

Familiar lists, forms, and filters, so your team is up and running in minutes.

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Free for up to 3 people. No credit card needed.

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Opportunities in a Sales workspace, each with its step: New, Contacted, Qualified, Proposal, Won, or Lost.

Why teams use Tracker for sales

Everyone sees the same pipeline, knows who owns each deal, and can pick up a relationship where a teammate left it.

01
One shared pipeline
Opportunities move through New, Contacted, Qualified, Proposal, Won, and Lost, grouped by where they came from: inbound, outbound, referral, or partner.
02
Clear ownership
Assign each opportunity, set a priority and a due date, and filter the list to your own deals or a teammate’s.
03
Prospects the team can see
Contacts hold the company, title, email, phone, and relationship. Share a contact with everyone, or keep it to yourself.
04
Calls you can find later
Write up each call in Notes, tag it, and search for it before the next conversation. Share a note with a teammate or the whole team.

Everything about a deal, on one screen.

See the opportunity, its source, owner, priority, and due date, the notes from each conversation, and every step from New to Won.

An opportunity being edited in Tracker, with its description, details, comments, and status history.

Your prospects, in one shared list.

See every customer, prospect, and past customer with their company and how to reach them. Filter by relationship, see who is responsible for each contact, and keep private contacts private.