Sales Department Tracker (Template)
A simple system to track leads, invoices, and payments. Running a small creative business means wearing many hats and sometimes sales tracking can get overwhelming. This ready-to-use Trello template gives you a clear system to organize sales inquiries, proposals, invoices, and payments—all in one visual, easy-to-manage board.
Track client inquiries
Easily tag overdue payments (included)
Get an “at a glance” view of every deal’s stage
Use labels to track payment status, fee types, and urgency
Customize with automation using tools like Zapier
Copy the system into your own tracking software
Includes: Video instructions so you can start using it right away
Perfect for creative business owners or freelancers, this board helps you stay on top of every opportunity without letting anything slip through the cracks.
A simple system to track leads, invoices, and payments. Running a small creative business means wearing many hats and sometimes sales tracking can get overwhelming. This ready-to-use Trello template gives you a clear system to organize sales inquiries, proposals, invoices, and payments—all in one visual, easy-to-manage board.
Track client inquiries
Easily tag overdue payments (included)
Get an “at a glance” view of every deal’s stage
Use labels to track payment status, fee types, and urgency
Customize with automation using tools like Zapier
Copy the system into your own tracking software
Includes: Video instructions so you can start using it right away
Perfect for creative business owners or freelancers, this board helps you stay on top of every opportunity without letting anything slip through the cracks.
A simple system to track leads, invoices, and payments. Running a small creative business means wearing many hats and sometimes sales tracking can get overwhelming. This ready-to-use Trello template gives you a clear system to organize sales inquiries, proposals, invoices, and payments—all in one visual, easy-to-manage board.
Track client inquiries
Easily tag overdue payments (included)
Get an “at a glance” view of every deal’s stage
Use labels to track payment status, fee types, and urgency
Customize with automation using tools like Zapier
Copy the system into your own tracking software
Includes: Video instructions so you can start using it right away
Perfect for creative business owners or freelancers, this board helps you stay on top of every opportunity without letting anything slip through the cracks.
