Sales CRM
Unlock full visibility of the sales funnel, help leads during their initial steps and never …
Close deals faster with Sales process templates that enable you to connect the entire pipedrive, from prospecting to closing and retaining.
Sales Lead Qualification
Streamline your lead qualification process and never lose a sale again.
Customer Onboarding
Ensure the best onboarding experience for your new customers with this free template.
Sales Prospecting Plan
Increase the speed of your active prospecting efforts with custom workflows.
Sales Pitch
Keep track of your preparation and organize your tasks easily.
Sales Team Resources CRM
Structure and manage your sales team, tracking its progress.
Sales teams love Pipefy
Pipefy enables me to track the progress of our sales machine and make custom reports for my sales staff and owners. I can customize my pipelines to what I want to see most.
Keely Warner Sales Coordinator at Modern Machinery Company Inc.CRM templates we love
Sales Pipeline
Convert the best-qualified leads with an efficient Sales Pipeline Template.
NDA Requests
Easily standardize and automate the NDA process in a single place.
Lead Generation Form
Gather the exact information you want from your leads in one place.
Sales and Legal Contracts
Streamline contract collection and analysis, and centralize information to close faster.
Sales for Digital Marketing Services
Manage your client's needs and prepare a strong commercial proposal.
Request for Proposal
Save a lot of money from the release of the RFP to the proposal evaluation.
Reseller prospecting
Organize and coordinate your reseller prospecting process.
Real Estate Sales
Manage your sales process, from listing to contract.
Salesperson Onboarding
Designed to help your team welcome a new sales employee aboard.
Price Quotation
This template will help you control all your price quotations.
Outbound Marketing – Prospecting Leads
It helps your sales reps go through their outbound business development process.
New location prospecting for franchises
Prospect new partners for your franchise’s new project.
Funding Request Pipeline
Are you looking for investors to fund your idea, project or startup?
Franchise lead management
For franchise owners who want to manage their prospectives.
Exceptional pricing approval for SaaS
Manage an exception pricing approval for your Saas company.
Commodities Strategy
Traders can never have enough data for forecasting the market’s future.
Cold Calling
Help your sales team perform perfectly and close some big deals.
Commercial Proposal for Services
Define all involved expenses, allocate your team, it’s tasks and working hours.
Sales promotion management
Help to monitor your actions to increase sales.
Want to start from scratch?
Create a customized pipe