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Sales Lead Qualification Free Template

This Lead Qualification Template can help your company to find the best business opportunities available and increase your revenue. Optimize your sales process with Pipefy tools.

Find the best opportunities

Say goodbye to spreadsheets and badly structured processes. With Pipefy’s Lead Qualification Template, you will not miss any sales opportunities.

This template contains a pre-defined pipeline that guarantees visibility into all qualification stages. Customize each phase as you want, and use them to gather information about your clients, such as contact, demographic data, or budget.

Set alerts to notify your team each time there is a new lead, and cut out manual tasks, such as sending emails or moving leads from one stage to another, with automations.

Try Pipefy's Lead Qualification Template

Customize your pipeline

Create a qualification pipeline according to your business needs. Add or remove stages, and define what information is required at each step in the process.

Automate your process

Set automations to send emails, notify people, update data, and move leads from one stage to the other.

Data-based decisions

Build dashboards and reports to evaluate your team’s performance and your sales.

Increase your sales

Start using Pipefy in just a few minutes. After downloading our Sales Qualification Template, you can adapt it at any moment, based on your own business criteria.

Customize forms with your company’s branding, and add mandatory fields to guarantee data collection and standardize your process. These forms can be shared in public mode through your website or inserted in email templates.

Every time a form is filled out and sent, you’ll find a new contact in your qualification pipeline.

Define your own qualification rules and negotiation deadlines. Identify each contact with different labels, so you can easily find the most promising ones.

With Pipefy, your team can prioritize the right opportunities — meaning no more bottlenecks and wasted time.

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A standardized process end to end

Pipefy’s Lead Qualification Template offers many resources to organize and optimize your sales process:

  • Easily import all your contacts with the Importer App
  • Integrate Pipefy to other software to share information
  • Centralize your team’s communication with our email tools
  • Get more speed and agility with automations
  • Analyze your sales performance with dashboards and reports

In Pipefy, you are the one in charge! Define your process criteria and set automated emails to schedule meetings or create alerts so no client is left unanswered.

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Make faster decisions

With Pipefy’s Dashboards, you can create charts in different formats such as lines, bars, tables, calendars, pie charts and more, combining different information to gain insights, such as the volume of leads per month, lead time of each card in the process, how many leads each team member attended in a given period, etc.

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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