Sales CRM Free Template
This Sales CRM Template connects all of your pipeline’s stages, from lead generation to conversion.
Use Pipefy to build your contact list and lead directory so they always stay up to date — and, you don’t have to do it manually! Use automations to handle repetitive tasks and dedicate your team’s time to what really matters: closing more deals!
Increase your revenue
To increase your earnings, you need full visibility of your sales process. With Pipefy’s CRM Template, you can closely monitor the stages of every lead in your pipeline to identify where your opportunities and bottlenecks are.
Create forms and share them in your online sales channels to collect information from potential clients. Receive all your data in a structured way, and automatically inform your team about contacting customers.
Also, send emails without leaving Pipefy, monitor deadlines and contracts, generate reports, connect processes, software, and more!
Try Pipefy's Sales CRM Template Pack
Automate your processes
Cut out manual tasks. Set up automations to trigger emails and notifications, update data, and move leads to the next stage of your pipeline.
Utilize dashboards and reports
Check on all your business’s data and extract complete reports on the performance of your team and sales.
Customize your pipeline
Create a sales process according to your unique demands. Add steps and define what information is critical in each phase.
Easy to use CRM Template
Start using Pipefy within minutes. Our CRM Template comes with a pre-configured pipeline, which can be adapted at any time according to your business’s unique rules.
Add or remove phases, edit forms, and automate your work. Whenever you need, generate a report to evaluate your sales performance, making quick decisions to keep your business increasingly competitive.
You can also integrate Pipefy with other CRMs to transfer your contact directory. Easily import data with our integrations.
Control your commercial process
Your sales pipeline is essential for creating commercial strategies, driving prospects, and closing deals. Enjoy these Sales CRM Template features to organize and standardize your team’s work.
Record every interaction with your customers and manage your teams. In Pipefy, you can set up alerts, labels for categories, lead temperature, automatic follow-up emails, and more!
Use our shared inbox to interact with your contacts and facilitate access to information.
Monitor data, make faster decisions
Analyze data to obtain insights about the health and efficiency of your Sales CRM. Through Reports and Dashboards, search for specific data about the whole operation and build personalized charts to target bottlenecks and track performance.
Create charts in formats such as lines, bars, tables, calendars and much more, combining different information to gain insights, such as opportunities volume, deals won or lost, team’s productivity and more.
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.
Sales Lead Qualification
Streamline your lead qualification process and never lose a sale again.
Ensure the best onboarding experience for your new customers with this free template.