Free Business Tools

Free tools to improve your sales and CRM processes

Use our free tools to plan sales processes, measure performance and evaluate the potential return on your CRM investment.

Tools

Choose the free tool that fits your needs

Organize sales opportunities more effectively or estimate the potential return on your CRM investment using your own business assumptions.

Excel Template

Sales Pipeline Excel Template

Track sales opportunities, pipeline stages, deal values and expected closing dates in a structured Excel template.

  • Opportunity tracking
  • Pipeline stages
  • Expected revenue visibility
  • Ready-to-use Excel template
Calculator

CRM ROI Calculator

Estimate first-year CRM return on investment by evaluating expected time savings, sales contribution and CRM cost together.

  • Time-saving analysis
  • Sales contribution
  • First-year total CRM cost
  • Estimated ROI and payback period
CRM Assessment

CRM CheckUp

Evaluate your CRM processes across multiple dimensions, measure your current state and identify areas for improvement.

  • CRM score out of 100
  • Dimension-based assessment
  • Optional AI analysis report
  • Downloadable PDF report
Calculator

Sales Forecast Calculator

Use pipeline size, estimated win rate and sales target to calculate expected sales revenue and the additional pipeline required to reach your goal.

  • Total and weighted pipeline
  • Estimated sales revenue
  • Target attainment rate
  • Additional pipeline required
Practical Resources

Make your processes visible before making decisions

DinamikCRM free tools are designed to help businesses organize sales processes, measure their current situation and evaluate CRM investments using more concrete business assumptions.

Start using them quickly
Work with your own business data
Use the results to plan your CRM processes
Try DinamikCRM

Start bringing your business processes together today.

Try DinamikCRM free for 14 days. Get started without installation and test it with your team using your real business processes.

01 14-day free trial
02 No credit card required
03 Quick start