Sales Workflow Free Template

Pipefy’s CRM workflow template 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. This CRM Kanban board 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.

Add leads to your Sales process template 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.

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.

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.