Lead Qualification CRM Free Template

Make conversions easier and faster! Pipefy’s customizable Lead Qualification CRM template is an excellent resource for categorizing, standardizing, and sending the hottest leads to the sales team.

Qualification made simple and fast

Use the Lead Qualification CRM template to analyze opportunities in a structured workflow in phases to filter the best leads for sales. With full visibility from the beginning to the end of the pipe, from the leads backlog to qualification, discovery calls and demos, you guarantee that all steps are followed properly.

With all data centralized in one place, the team can detail cards’ different information such as lead’s business size, demographic info, industry type and more. Conditional and mandatory fields also allow standardization, and with labels and SLAs, no data or leads are forgotten.

Save time and create an error-proof process by automating manual tasks, such as sending emails to schedule calls with leads. Create connections with other processes in Pipefy, such as the Sales Pipeline pipe, to ensure greater integration in your operation.

Boost the sales team operation with better leads

Visibility and centralized information

Identify the best opportunities and organize information easily and visually.

Connection with other processes

Build processes connected with other business areas, and set the handoff to the Sales Pipeline.

Automation of manual tasks

Automate manual tasks, like sending emails, to free up the team to focus on other activities.

Different ways to receive and filter leads

Add leads to the pipe through the Start Form, where team members register the needed information to proceed with the qualification process. This form can be transformed into a Public Form and added to a Portal if you want people outside the pipe to add leads to the qualification flow.

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The forms are customizable and you can add or remove the information and create new filters, categories, mandatory or conditional fields, deadlines, alerts, checklists, labels, etc. You’ll have full visibility of the hottest leads so you can prioritize the right opportunities and avoid bottlenecks in the process.

Configure custom integrations with third-party platforms to establish a complete and truly integrated process. Either way, you and the sales team will always receive the correct information for a quick and efficient process.

A standardized process from start to finish

Pipefy offers different features to standardize your workflow. This way, there is no lack of relevant information for the team to identify, categorize and filter the best opportunities.

Conditional and mandatory fields collect all necessary information, labels help to categorize leads in a glance, alerts ensure that no lead goes out of touch or spends too much time in a phase, and automations help to speed up the whole workflow.

Set up rules in each phase to streamline the process, such as creating email automations whenever you need to schedule a product demo with leads. Use the dynamic fields in Pipefy’s email templates and customize them so each lead receives a personalized message.

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Track data closely to uncover powerful insights

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

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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