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!

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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.

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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.

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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.

No/low-code

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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