CRM & Sales Software Budget Planner

Budget Plan Name:

Budget Period:

Total Number of Sales Team Users: Used for calculating average cost per user across all tools.

Define categories to classify your sales software (e.g., CRM, Sales Intelligence).

New Category Name:

Current Categories:

Software/Tool Name:

Category:

Pricing Model:

Cost per Unit ($): Enter cost per user or flat fee based on model.

Number of Users/Licenses for this Tool:

One-Time Setup/Implementation Fee ($) (Optional):

Notes (e.g., Plan Tier, Contract Details):

Software Name	Category	Pricing Model	Cost Details	Licenses	Setup Fee ($)	Est. Cost for Period ($)	Actions

Plan Name:

Budget Period:

Total Estimated Software Spend for Period: $0.00

Category	Total Estimated Cost ($)	% of Total Spend