Cold Calling Free Template

Pipefy´s Cold Calling template will help your sales team perform perfectly and close some big deals.

Warm up to cold calling

Cold calling is challenging, but Pipefy’s Cold Calling template makes it easy for teams to structure their calls for better results.

Use the Start Form to record information about the caller, the date, company name, and other information. Next, document any pre-call research, and document the goal of the call. You can also use the template to build a call script, record the content and the outcome of the call.

Finally, document any suggested improvements to the process, so your team’s cold calls get better over time.

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

Sales teams love Pipefy

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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.

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