Are these sales tools really free?

Yes — every tool on this page is free to use with no email required. They run entirely in your browser. No account, no trial, no paywall.

Which tool should I start with?

Start with the Sales Diagnostics Hub if you have a problem you can feel but cannot name. It maps symptoms to the right tool. If you already know your issue — pipeline, comp, rep risk, or founder dependency — go directly to that calculator.

How accurate is the Sales Forecast Calculator?

The calculator is as accurate as the inputs you give it. It uses your actual pipeline by stage and your historical conversion rates to build a bottoms-up projection. If your CRM data is clean, the output is reliable. If your pipeline hygiene is poor, clean that first.

What is a Founder Sales Dependency Score?

It is a scored assessment that quantifies how much of your revenue depends on you personally. A high score means the business cannot grow or sell without you in the room. The tool scores five dimensions and tells you which one to fix first.

Can I use the Comp Plan Creator for a team of one rep?

Yes. The Comp Plan Creator works for any team size from one rep to twenty. You can model a single plan, compare two structures side by side, or build out a full team comp model with different tiers and accelerators.

What does the Customer Profitability Analyzer actually measure?

It measures net contribution per customer after accounting for revenue, cost of goods sold, and cost-to-serve. Most B2B companies discover their bottom 20% of customers by revenue are actually unprofitable once cost-to-serve is factored in.

How is this different from hiring a fractional sales manager?

These tools help you diagnose and model — they do not execute. A fractional sales manager runs your pipeline reviews, coaches your reps, holds the team accountable, and builds the process. If the diagnosis points to a leadership gap, that is when a fractional engagement makes sense.

Do these tools work for companies without a dedicated sales team yet?

Yes, and they are especially useful at that stage. The Founder Sales Dependency Score is built for founders who are still the primary closer. The Pipeline Capacity Planner helps you model what headcount you actually need before you hire. Running these tools before your first sales hire is one of the highest-leverage things you can do.

What should I do after running a sales diagnostic?

After running a sales diagnostic, prioritize the highest-scoring problem area. If it surfaces a pipeline problem, start with the Pipeline Capacity Planner or Sales Forecast Calculator. If it surfaces a leadership or process gap, that is typically when a fractional sales manager or interim sales leader makes sense.

How do I calculate how much pipeline I need to hit my sales quota?

Divide your quota by your average close rate to get the minimum pipeline required. A $500K quota with a 25% close rate requires $2M in qualified pipeline. Most sales leaders add a 20-30% buffer for deals that slip. The Pipeline Capacity Planner automates this calculation.

What is a sales diagnostic tool?

A sales diagnostic tool is a structured assessment that identifies the root cause of underperformance in a sales org — pipeline quality, rep performance, process gaps, founder dependency, or customer concentration. It produces a scored output with specific recommendations.

What is a pipeline capacity planner?

A pipeline capacity planner calculates how much total pipeline value your team needs to generate to hit a revenue target, given your close rate, average deal size, and sales cycle length. It also models headcount — showing how many reps you need at current productivity levels.

How do I build a sales comp plan for my team?

A sales comp plan starts with your OTE target, then sets a base-to-variable split for the role. From there you define quota, commission rate, and accelerators for over-performance. The Comp Plan Creator walks through each step and shows monthly payout projections.

How do I know if my sales comp plan is working?

A comp plan is working when top performers earn at or above OTE and middle performers are motivated to improve. Warning signs: top reps leaving for better comp, reps sandbagging deals to hit accelerators in the next period, or the plan paying out but revenue not growing.

Tools & Calculators

Free Sales Tools for B2B Leaders

Diagnostic tools, calculators, and frameworks built for founders and sales leaders who want data before decisions. No email required.

Sales tools for B2B leaders are free diagnostic and planning calculators that help founders and sales managers identify what's broken in their sales org, model revenue scenarios, and build comp plans — without hiring a consultant first. They cover pipeline forecasting, rep risk, customer profitability, founder dependency, and comp plan modeling.

Diagnose before you fix

Sales Diagnostic Tools

Use these tools to identify what's actually broken in your sales org before you spend money fixing the wrong thing.

Sales Diagnostics Hub

Hub

Not sure where to start? The diagnostics hub maps your symptoms to the right tool — pipeline problems, team performance, rep risk, or founder dependency.

Start here

Founder Sales Dependency Score

Assessment

Quantify how dependent your revenue is on you personally. Scores your org across five dimensions and tells you what to fix first.

Run the assessment

Key Rep Departure Risk Audit

Risk Audit

Score the revenue risk if your top rep left tomorrow. Covers pipeline concentration, relationship ownership, and institutional knowledge gaps.

Run the audit

Customer Profitability Analyzer

Calculator

Find out which customers are actually profitable after cost-to-serve. Surfaces the accounts worth protecting and the ones quietly draining margin.

Analyze your accounts

Plan with real numbers

Sales Planning Calculators

Build forecasts, size your team, model comp plans, and choose the right CRM before you commit to headcount, quota, or software.

Sales Forecast Calculator

Calculator

Build a bottoms-up revenue forecast from pipeline stage data. Enter your pipeline by stage, apply historical conversion rates, and get a realistic close projection.

Build your forecast

Pipeline Capacity Planner

Calculator

Calculate how much pipeline your team needs to hit quota. Model headcount scenarios and see the gap between current capacity and your revenue target.

Plan your pipeline

Comp Plan Creator

Builder

Build, model, and compare comp plans for up to 20 reps. Set base, OTE, accelerators, and escalation tiers — see monthly payout projections before you roll anything out.

Build a comp plan

CRM Comparison Tool

Finder

Answer 5 questions and get a personalized CRM recommendation from 20 platforms — ranked by fit for your team size, budget, sales motion, and tech stack. No vendor bias.

Find my CRM

Benchmark your leadership

Sales Leadership Assessment

Structured assessments for founders and sales leaders evaluating their own org or a new one.

Sales Leadership Assessment Tool

Assessment

A structured self-assessment for founders and sales leaders. Covers pipeline management, team development, process discipline, and strategic clarity — with a scored output and recommended next steps.

Take the assessment

What is the best free CRM for a small B2B sales team?

For a small B2B sales team, Pipedrive and HubSpot's free tier are the most common starting points. Pipedrive wins on pipeline simplicity and speed; HubSpot wins if you also need marketing automation. The right answer depends on your sales motion, budget, and whether you need marketing tools in the same platform. Use the CRM Comparison Tool to get a recommendation based on your specific situation.

What sales tools do B2B founders actually need?

Most B2B founders need three things before anything else: a way to track pipeline (CRM), a way to forecast revenue (forecast calculator), and a way to know if their sales org is healthy (diagnostics). Everything else — comp modeling, rep risk scoring, capacity planning — becomes relevant once you have a team. Start with the diagnostic tools if you are not sure what is broken.

How do I know if my sales process is broken?

The clearest signals are: deals stalling at the same stage repeatedly, reps who cannot explain why they lost a deal, a pipeline that looks full but never converts, and a forecast that is consistently wrong. The Sales Diagnostics Hub walks you through a structured symptom-to-diagnosis process and points you to the right tool based on what you are experiencing.

What is a sales capacity planner?

A sales capacity planner calculates how much pipeline your current team can realistically work and close in a given period. It factors in rep count, average deal size, win rate, and sales cycle length to tell you whether your team has enough capacity to hit your revenue target — or how many reps you need to add to close the gap.

How do I build a sales compensation plan?

A sales comp plan starts with your OTE (on-target earnings), split between base and variable. From there you set quota, define the commission rate at 100% attainment, and add accelerators for overperformance. The Comp Plan Creator on this page lets you model all of this with up to 20 reps, compare plan structures side by side, and see monthly payout projections before you commit to anything.

Which CRM is best for outbound B2B sales?

For high-volume outbound, Close is purpose-built — it has a native dialer, SMS, and sequence automation designed for teams that live on the phone. Pipedrive is a strong second for teams that need pipeline visibility without the calling infrastructure. HubSpot works for outbound but is better suited to inbound-heavy or mixed-motion teams. Use the CRM Comparison Tool to get a recommendation based on your team size, budget, and motion.

Frequently Asked Questions

Questions About These Tools

Need more than a tool?

When the diagnosis points to a leadership gap

Fractional Sales Manager

Day-to-day sales management without a full-time hire.

Fractional VP of Sales

Strategic sales leadership for scaling orgs.

Interim Sales Leadership

Coverage when your VP or manager just left.

Outsourced Sales Manager

Full sales management handed off externally.

Talk to a Fractional Sales Leader

Schedule a call See how it works

The System Behind the Tools

Sales Leadership Operating System

The six management disciplines these tools are built around — meeting cadence, playbook, CRM criteria, 1-on-1s, hiring, and coaching.

Need Someone to Run It?

Fractional Sales Manager

These tools diagnose the gaps. A fractional sales manager installs the fixes — without the cost of a full-time hire.

Free Sales Tools for B2B Leaders

Sales Diagnostic Tools

Sales Diagnostics Hub

Founder Sales Dependency Score

Key Rep Departure Risk Audit

Customer Profitability Analyzer

Sales Planning Calculators

Sales Forecast Calculator

Pipeline Capacity Planner

Comp Plan Creator

CRM Comparison Tool

Sales Leadership Assessment

Sales Leadership Assessment Tool

What is the best free CRM for a small B2B sales team?

What sales tools do B2B founders actually need?

How do I know if my sales process is broken?

What is a sales capacity planner?

How do I build a sales compensation plan?

Which CRM is best for outbound B2B sales?

Questions About These Tools

When the diagnosis points to a leadership gap

Talk to a Fractional Sales Leader

Related Terms