Sales CRM Free Template

With this Sales CRM template, you can collect structured data from new leads and guide them from the top of the funnel to conversion with full visibility. Use it as a CRM and build an automated and standardized conversion funnel to accelerate and boost your company’s sales.

Convert more leads with speed and efficiency

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.

Boost the sales team operation

Monitor all leads in one place

Easily identify the best opportunities and avoid bottlenecks in your process.

Track the team’s performance

Check the leads the team is handling, control execution, and conversion rates.

Automate manual activities

Automate manual tasks like sending emails and allow the team to focus on other activities.

A Sales CRM full of leads

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.

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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.

Standardization for better execution

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.

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Keep track of all data to unlock better insights

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.

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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