Control every opportunity without paying for a CRM you don't need yet
Contacts, stages, probability, forecast, next action and alerts in a single file.
One-time payment
$29
Hosted checkout by Recurrente · immediate on-site fulfillment after payment confirmation · 15-day refund period.
Recognize the problem
Three signals that the current approach is costing clarity.
You know there are open conversations, but you cannot say with confidence what the next action is for each one or what should happen this week.
Dates and probabilities live in messages, notes, and different versions of a sheet. The final number cannot be traced back to specific opportunities.
You don't need an implementation, integrations or an administrator. You need a system that forces the essentials to be recorded and shows exceptions.
Practical outcome
Move from a list of names to a managed pipeline. Each opportunity is linked to its company, contact, activity, stage, amount, probability, closing date and next action. The file calculates forecasts, opportunity age and alerts, and brings the results together in an executive dashboard. Result: Manage accounts, contacts, opportunities, activities, and forecasts without paying for a complex CRM.
What is included
The working pieces, connected.
Minimum scope
Siete o más tabs conectados, fórmulas funcionales, tabla de 500 filas preparada y dashboard.
Safe preview
The demo shows the executive Dashboard and traces OPP-0001 from Nexo Cloud to the next-action alert. Recording an activity updates the latest activity, days without activity and related alerts. The forecast recalculates when the stage or probability, amount or estimated close date changes.
The preview shows structure and a limited example; it does not expose the complete paid editable or delivery file.
How it works
From context to a reviewable output.
- 1
Define the context and decision.
- 2
Complete the required inputs.
- 3
Produce a first working version.
- 4
Review, validate and adapt.
This is for
Independent consultants and high-value freelancers. Small agencies and professional services firms. Founders who still sell directly. B2B sellers with irregular pipeline and scattered tools. Small teams that do not need complex integrations.
This is not for
Companies that need permissions, auditing or advanced simultaneous collaboration. Teams that require automatic synchronization with email, calendars or billing. Anyone who expects a template to generate leads or close sales on its own. Operations that already exceed the capacity of 500 rows per table.
Method and limits
Useful when judgment stays in the loop.
Methodology and author
The system follows five operational decisions: stable IDs, verifiable relationships, next action per opportunity, explicit probability, and review for exceptions. It was structured by Julio Alonzo to convert B2B pipeline practices into a file usable by consultants and micro-businesses. The probabilities and targets in the example are editorial assumptions. The product does not promise meetings, sales, revenue or decisions by third parties. Designed and signed by Julio Alonzo.
Requirements and limitations
Microsoft Excel with support for tables, formulas, data validation and charts. No integrations, email automation, simultaneous users or guarantee of results. Note: This text is the standard contractual license for the product and does not constitute legal advice to the buyer.
Cutoff date: 20 de agosto de 2026
FAQ
Before purchasing.
Answers derived from the product file and its commercial kit.
Secure purchase
Pay at Recurrente. Download here.
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$29
- ✓ One-time payment in USD
- ✓ Verified ZIP package
- ✓ 15-day refund period
- ✓ Support by email
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