Your pipeline. Not their subscription.

Professional pipeline discipline. One payment. Yours forever.

Pipeline Tracker is a complete sales pipeline management system built in Excel. No monthly fees. No cloud dependency. No login. Just open it and work.

Built for: Consultants · Fractional executives · Advisors · Independent sales professionals · Solo founders

$49.99 USD. One-time. No renewal.

Get Pipeline Tracker, $49.99
Pipeline Tracker Summary Dashboard showing pipeline value, win rate, and deal distribution

CRMs were built for sales teams.
You're not a sales team.

Salesforce, HubSpot, Pipedrive. Powerful tools for companies with sales managers, reporting dashboards, and a budget to match. For a solo consultant or independent professional, they're overkill wrapped in a monthly invoice.

So most people fall back to a spreadsheet. No structure. No dropdowns. No analytics. Just a list that gets messier every month.

There's a better way.

Pipeline discipline built for how you actually work.

Structure without complexity. Analytics without the learning curve.

Pipeline Tracker gives you the operational system that solo professionals actually need; without the features you'll never use.

Log every call and email in seconds. Track every deal from first contact to close. See exactly where your pipeline stands at a glance. Know which channels are producing your best clients.

It lives in Excel: the original pipeline management template, upgraded to a complete CRM alternative. It works everywhere you already work: on your desk, on your phone, offline, and without a subscription.

Pipeline Tracker Activity Log showing colour-coded status tracking

Everything you need. Nothing you don't.

Activity Log: capture everything

Log every call, email, and meeting in seconds. Double-tap any cell on mobile to type directly. Filter by company to see your complete relationship history. Filter by status to see every open action; your instant to-do list. Open items turn yellow after 7 days and red after 14, so nothing stays forgotten.

Pipeline Tracker: deal-by-deal visibility

One row per deal. Stage, value, source, dates, and notes. Colour-coded so you can scan your entire pipeline in three seconds.

Summary Dashboard: live metrics

Win rate, pipeline value, active deals, average deal size, and relationship health, all updating automatically as you enter data. No pivot table setup required.

Lead Source Analysis: know what's working

See which channels are producing your best deals. Deal count, pipeline value, revenue won, and win rate per source. The pipeline management analytics most CRM alternatives charge monthly for.

Works on mobile

Double-tap any cell to type directly on your phone. Log a call before you leave the parking lot. Your data syncs when you're back at your desk.

Your data, your machine

No cloud. No login. No third party holding your client list. The file lives where you put it. Export, back up, or share it any time you like.

See it in action.

Summary Dashboard with pipeline metrics and deal distribution

Your pipeline health at a glance. Every metric updates the moment you enter data.

Pipeline Tracker sheet showing colour-coded deal stages and Lead Source tracking

Every deal, every stage, every source. Colour-coded so nothing gets lost.

Activity Log on iPhone showing mobile cell editing

Log a call in seconds from your phone. Status dropdown, company dropdown, notes by dictation. Done.

One payment. You get the file.
You own it. It works forever.

Not a subscription. Not a free trial that expires. Not a freemium tier with the useful parts locked.

$49.99 USD

One time. No renewal. Ever.

Built by an independent consultant who got tired of CRMs that weren't built for independents.

  • Activity Log: 20,000 rows (40+ years of daily logging)
  • Pipeline Tracker: 1,000 deals with Lead Source tracking
  • Company Directory: 1,500 contacts
  • Personal To Do List: 20,000 rows
  • Contact Details: 20,000 rows for leads, contacts, and extended information
  • Summary Dashboard: auto-updating metrics
  • Lead Source Analysis: know which channels are working
  • Over 20 pre-built analyses across activities and pipeline
  • Works with any currency
  • Hyperlink integration: link emails, documents, and proposals from any Notes field
  • Works on Excel desktop and mobile
  • Macro-free: no security warnings
  • Your data stays on your machine
Get Pipeline Tracker, $49.99

Delivered as an .xlsx file. Requires Microsoft Excel (desktop or mobile). Does not work in Google Sheets.

Stop managing your pipeline in a spreadsheet that doesn't know it's a pipeline.

Pipeline Tracker does.

$49.99 USD. One-time purchase. Instant download.

Get Pipeline Tracker, $49.99

Secure checkout via Lemon Squeezy. Instant file delivery.

Frequently Asked Questions

Yes. Pipeline Tracker works on Microsoft Excel for Mac (2016 or later), Excel mobile on iOS and Android, and Excel Online in any browser.
No. Pipeline Tracker uses Excel-specific features including data validation dropdowns, conditional formatting, and dynamic formulas that don't translate to Google Sheets.
You receive a download link instantly on the checkout confirmation page and by email. Open the file in Excel and you're ready to go. The built-in Instructions sheet and Quick Tips sheet walk you through everything.
The pipeline sheet holds 1,000 deals: enough for 30+ years at a typical consultant's deal volume. If you genuinely need more, contact us at info@pipelinetracker.co.
Completely. The file lives on your machine. Nothing is transmitted anywhere. There's no account, no server, no third party with access to your client list.
Contact us at info@pipelinetracker.co within 14 days of purchase. If the file doesn't open or doesn't work as described in a supported version of Excel, we'll fix it or refund you. See our full Refund Policy.
Yes. Email info@pipelinetracker.co and we'll get back to you.
Free CRM tiers exist to get you onto a paid plan. They cap contacts, hide analytics, and add features you'll never use. HubSpot's free tier limits you to one deal pipeline with no custom reporting. Pipeline Tracker gives you 1,000 deals, over 20 pre-built analyses, lead source tracking, and auto-updating metrics for a one-time payment of $49.99 with no upsell.
Yes, if you save the file to OneDrive, iCloud, Google Drive, or Dropbox. With OneDrive, you can also open and use Pipeline Tracker directly in your browser through Excel Online; all formulas, dropdowns, and analytics work without the desktop app installed. Pipeline Tracker does not require cloud storage; it works entirely offline if you prefer.
None. Open the file and start entering data. The Instructions sheet and Quick Tips sheet are built in. No accounts, no integrations, no configuration.
Pipeline Tracker doesn't have AI built in, and that's deliberate. Your data is clean, structured, and portable, so it works with whatever AI you already use: Claude, Copilot, Gemini, ChatGPT. They work together without us locking you into our AI.