Sales CRM Free Template

A structured Sales CRM is essential to maximize the success of conversions. With Pipefy’s template as your CRM, your team has full visibility of opportunities as soon as a lead enters the funnel. Organize and manage your leads in a standardized manner identifying bottlenecks and areas of improvement along the way.

The Kanban View allows an at-a-glance view of your funnel where you can filter leads by priority, company size, or account assignees. With key information centralized in a single place, the sales team can track and monitor each phase of the negotiation progress, from prospecting to win/loss.

By automating manual activities such as customizing email templates and scheduling notifications, your team frees up time to work on other activities. Conditional and mandatory form fields establish standardization and allow you to create an error-proof workflow with the information you’ll need for each phase of your process.

Receive your new leads into the Sales CRM in different ways, either by a Start Form (filled out by the team itself) or a Public Form (shared with people outside the platform or embedded on a website). You can also build a Portal, which gathers forms of different processes on the same page.

The forms are fully customizable so you can request all essential data to start the sales process, such as the name of the prospect, contact email, phone number, etc. Once a lead is added to the pipe, the sales team can begin their prospecting based on the information received.

With Pipefy you guarantee standardization and speed of execution for your sales process. You can also optimize your process by creating custom integrations with platforms outside Pipefy, with third-party applications, so that you receive leads into the Sales Funnel pipe from other sources.

Connect your sales pipeline to other pipes, such as the Customer Onboarding, so that all customer data and history is carried from one process to another, integrating your whole operation.

Customize your forms with conditional and mandatory fields so all key data is correctly filled in. Labels help categorize leads and alerts to ensure that no lead goes beyond your SLAs, for example.

Automate traditionally manual tasks, such as scheduling a meeting with leads, sending follow up emails, or making introductions to a new sales team member. Pipefy’s templates and forms have customizable fields, so you can personalize them according to your needs and your prospect’s expectations.

Analyzing data is essential to understand the health and efficiency of the process. Access the Reports feature, which provides specific data about your pipe in detail, or the Dashboards feature, which allows you to create custom charts for any information you want to track.

Create charts in different formats such as lines, bars, tables, pie charts, calendars and much more, combining different information to gain insights, such as the volume of leads per month, lead time for each card in the process, how many leads each member of the team handled in a given time and so on.