Gain full control of your Sales operation, from new leads to closed deals, and achieve quotas faster by executing error-proof processes.
Reduce your sales cycle by converting your best-qualified leads quickly with a CRM.
Streamline your lead qualification process and never lose a sale again.
Increase the speed of your active prospecting efforts with custom workflows.
Sales Pitch Process
Keep track of your preparation and organize your tasks easily.
Sales Team Resources
Structure and manage your sales team, tracking its progress.
Designed to help your team welcome a new sales employee aboard.
Goal Management for Sales Teams
Designed to help you set some bold goals and make sure your team reaches them.
Simple To-do List
Manage your day-to-day activities in a more organized and productive way.
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.
Sales templates we love
Easily standardize and automate the NDA process in a single place.
Sales and Legal Contracts
Sales and Legal Contracts template reduces the strain of managing contracts.
Sales for Digital Marketing Services
Manage your client's needs and prepare a strong commercial proposal.
Save a lot of money from the release of the RFP to the proposal evaluation.
Organize and coordinate your reseller prospecting process.
Sales pipeline for marketing
Control your team’s workflow, and create and send proposals.
Property selling process
Designed for real state agencies that want to buy property.
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.
New franchise opening analysis
Manage the process of new franchise opening with great Kanban view.
Employees can request materials from the team to support the negotiation process.
This template is designed to manage companies’mystery consumer evaluations.
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.
Traders can never have enough data for forecasting the market’s future.
Commercial Proposal for Services
Define all involved expenses, allocate your team, it’s tasks and working hours.
Want to start from scratch?Create a customized pipe