Sales & CRM Workflow Free Template

An efficient sales process requires a well-structured CRM to improve conversion rates. Say goodbye to sales CRM spreadsheets, and count on Pipefy’s solutions to close more deals.

Our Sales Workflow Template offers total visibility into all the opportunities in your pipeline, with all the required data to start selling as soon as a potential client reaches you.

You can add labels to your leads to differentiate them, and define an SLA for each stage of your pipeline. It is also possible to customize forms to gather data about your leads in each step of the negotiation process.

These forms may contain conditional or mandatory fields, ensuring data registration and standardization. With this, you can build an error-proof sales pipeline.

Import contacts from your spreadsheets into Pipefy to quickly create a smart, integrated workflow. Track performance, monitor team productivity, forecast revenue with reports, and use Pipefy’s features to increase your efficiency. By automating manual activities, such as sending emails, your team has time to focus on what really matters: selling.

Use Pipefy’s Sales Pipeline Template to register leads in two ways: through integration with other software or through public forms that may be shared on your website or by email.

All forms are customizable according to your needs. You can request essential data to begin your sales processes, such as the company’s name, contact, phone number, and more. When adding a lead to a pipe, the sales team will start the qualification process and move the most relevant opportunities to the negotiation stage.

In addition, you can connect your sales process to other pipes, such as Customer Onboarding or Customer Success, so all clients’s information is shared between different areas of your company. With an integrated pipeline, you can avoid time spent on rework and instead ensure an amazing customer experience.

An effective sales process is ordered and systematized. Count on Pipefy’s Sales CRM workflow tools to create your own lead database. You can choose what information you want to record and who will have access to it.

You can also adapt your sales pipelines based on your business needs, adding new stages or selecting what data should be saved in each phase. This gives your team access to everything they need in every step of the negotiation, with just a few clicks.

To speed up your work, you are able to connect Pipefy to other software, like DocuSign. Then, whenever a lead is moving forward in a deal, just send the proposal for signature.

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/lost, team’s productivity and much more. With databases, create a table with all leads and their key information, ensuring easy and centralized access.