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USR Apps
Template

Sales pipeline tracker

Leads by stage, value, next step and follow-up date, with a pipeline summary. Free to download, in Excel.

45+ apps, AI in every appISO 27001 · ISO 42001 · DPDP ReadyPrices in INR and USDMSME (Udyam) registered
EXCEL · FREESales pipeline trackerLeads by stage, value, next step and follow-up date, with a pipeline summary.For Sales heads and founders
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How to use it

  • Download and open it in Excel or Google Sheets.
  • Replace the sample text and fill in your details. Grey notes at the top explain each part.
  • Keep one copy per person or deal, and share it only with the people who need it.

When the spreadsheet gets hard

USR CRM Lite does the same job with one login, reminders, approvals and history, and shares the same record with every other USR app. Free for up to 10 people. See USR CRM Lite →

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One sign-in One record PeopleSalesServiceFinanceOperations

USR One: one record, one sign-in, every department

Enter a person, customer or vendor once and every USR app uses it. Your team signs in once for all five suites: People, Sales & Marketing, Service, Finance and Operations. Start with one suite and add the next with nothing to re-key.

  • Free for up to 10 people
  • One sign-in for every app
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  • ISO 27001 · ISO 42001 · DPDP Ready

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Why companies choose USR One

Connected apps, not scattered dataEvery app shares one record for people, customers and finance. Enter data once and it flows everywhere.
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