Sales CRM Pack Free Template

#Sales #automation #visibility

Unlock full visibility of your sales process with the Sales CRM Template Pack (Lead Qualification, Sales Pipeline and Customer Onboarding). Shorten sales cycles, keep track of all negotiation steps, help leads during their first steps, and eliminate double data entry with all three processes connected.

Sales made simple and fast

With the Sales CRM Template Pack, it’s easy to track your leads’ journeys through the Lead Qualification process and prioritize the most interesting opportunities for your company with the Sales Pipeline. By connecting to the Customer Onboarding pipeline, all relevant data is transferred from one process to the other, avoiding double work, and ensuring a great experience for future customers.

Use fully connected processes to speed up conversions as soon as a lead enters the funnel with all the data needed to kick off the process. Apply labels, deadlines, company size fields, assign team members for each new opportunity, and more.

All your data in one place

Manage all your leads in one place

Easily identify the best opportunities and qualify your leads

Track all negotiation steps

Centralize information and quickly follow up with your leads

Assist the customer during onboarding

Have full access to customer history and work on their main gaps

No opportunities left behind

Receive new leads from different sources, like Public Forms or integrations with other software. The Sales team can add leads manually or you can build a public form to be shared externally outside the platform with other people.

Forms are customizable according to your needs so you can request all essential data, such as the name of the opportunity, contact, phone number, etc. When a lead is added to the process, the Sales team can start the qualification process, move hot opportunities to negotiations, and automatically forward them to the onboarding process once they’re won.

Keep all information standardized

Customize your forms with conditional and mandatory fields so the correct information is filled in. Labels help categorize opportunities, deadlines ensure no lead is forgotten, and databases let you build a centralized hub with all lead details, from phone numbers to emails.

Keep up with your leads throughout all phases, which can also be customized as you wish. Make Pipefy your definitive source of truth with integrations and automations, establishing standardization and speed of execution.

Track performance, monitor team productivity, predict revenue with reports, and use Pipefy features to level up team efficiency. With a clear process, everyone in the team knows exactly what to do and when to do it.

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Track data to uncover powerful insights

Analyze data to obtain insights about the health and efficiency of your Sales and Onboarding processes. 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, deals won/lost, team productivity, and much more. With databases, create a table with all leads and their key information, ensuring easy and centralized access.

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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Sales CRM Pack Template

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