Sales CRM Pack Free Template

The Sales CRM connects data across different steps of your sales funnel. From collecting leads to closing deals and onboarding customers, ensure your team gets updates intakes at all times, and let Pipefy automate everyday tasks, so you can save time to focus on closing deals.

Close deals faster, boost revenue growth

This template suite integrates all steps of your sales funnel, from lead qualification and prospecting to onboarding new customers. Track customer data end to end, and ensure your team gets updated information to work on negotiations at all times.

Create shareable and customizable forms to collect leads, and receive the exact intakes you need to turn them into prospects. Assign and notify representatives, exchange emails without leaving Pipefy, monitor SLAs and much more.

You can create databases or import existing CRM data to use at any stage of the funnel. Pipefy connects it to your processes, so your team won’t need to manually update information. Everything you need gets stored in one place.

And, to quickly spot bottlenecks and make quick decisions, build dashboards with data from your funnel to analyze metrics, monitor performance, predict revenue and leverage efficiency.

Transform negotiations into sales

Monitor data in one place

Get updated customer data at all steps of your sales funnel.

Build a single source of truth

Integrate Pipefy with any software to import essential data.

Automate manual tasks

Get repetitive tasks done automatically and save time to work on your deals.

Ensure no lead is left behind

Add leads to your sales funnel from a form that you can customize and share, or integrate any software of your everyday use. Ensure your team receives the exact intakes they need from leads, such as name, email, contact or phone number, for example, and begin qualification in no-time.

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Pipefy automatically transfers a lead, prospect or customer from one stage of your funnel to another. This way, you can run a fully-integrated workflow, and save time to build a great experience for your future customers.

Keep your data updated and standardized

Make the most of Pipefy’s resources, such as SLA alerts to track deadlines, labels to categorize the opportunity’s temperature, automated emails to follow-ups or contract closings, and much more. There are infinite ways that you can adapt it to your needs.

Automate almost any activity in your sales funnel, from exchanging emails with contacts inside or outside Pipefy to generating proposals and integrating them to e-signature platforms, like DocuSign.

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Analyze data to unfold key improvements

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.

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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