Active Prospecting CRM Free Template

Manage your team’s active prospecting with Pipefy. Track the status of each lead throughout their journey in the pipe, connect your process to the Sales Pipeline and hand off the best opportunities to the sales team.

Don’t miss a touch with your leads

When it’s time to get hands-on during active prospecting, it’s essential to gather up-to-date lead data in a single place. With this template, you will establish a clear communication flow with your opportunities, making rapport easier and smoother. Set automated email messages or send outbound communications manually to follow-up with prospects.

From calls to emails, don’t miss a single step in your active prospecting process. Classify your leads with different labels to better identify hot, warm or cold opportunities.

Pipefy gives your team the opportunity to create an integrated system by connecting with other tools and processes, like Sales Pipeline, making the distribution of information much easier.

Get the most out of your process

Get full visibility

Keep track of the status of lead ownership and touchpoints.

Automated communication

Establish an automated email flow to communicate with leads, avoid errors and save time.

Connected workflows

Create a standardized flow to connect with other key processes, like Sales Pipeline.

Keep up with all prospects in a single place

A well-made lead discovery process is key to successful active prospecting. With this template, the Sales Team can receive lead details and prospect status, in a standardized and organized way. Collect data through online forms and organize opportunities in one place.

Through forms and portals, the Sales Team can gather relevant leads from other departments and channels with the guarantee that those leads will follow the same standardized steps as their own in-bound process. Forms can be fully customized according to your needs to ensure that the team will always receive the required information to start the prospecting.

Play by your own rules

When it comes to active prospecting, the Sales Team must adapt to different business’ terms and preferences. That’s why Pipefy allows you to customize each phase. You can add or remove fields from cards and adapt them to your team or business needs.

It’s also possible to level up your sales game by adding conditional or automation rules, mandatory fields, customized alerts or labels, and much more. By automating repetitive tasks, such as sending emails or toggling between different channels, you free up time to build rapport with prospects and focus on more strategic activities. You decide how you will ensure the quality of execution.

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You can’t improve what you can’t measure

The Active Prospecting template comes with a prebuild Dashboard that you can measure data and better understand your process health, from bottlenecks to opportunities for improvement.

Collect key information from your process and track indicators like numbers of leads per period or contacts collected per team member. View information, customize charts and make different combinations to optimize your sales operation.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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