Sales Pipeline Template
Use this plug-and-play template to get started with Pipefy for Sales Pipeline and customize anything you want along the wayUse this template
This is where all new opportunities arrive. Easily input relevant information to better understand the lead’s potential value.
Get in contact with your leads and learn more about their needs to determine if they are qualified or not.
Register when the first proposal was sent, set follow-up reminders and estimate when the proposal should be approved.
Answer customers questions, overcome their objections and negotiate with them until you can close the deal.
Start using Pipefy for Sales Pipeline todayUse this template
African Subsidiary of Top 5 Global Telecom Provider
Manages hundreds of marketing requests per month in Pipefy.
Why they chose Pipefy:
- To be able to improve consistency of briefing;
- To manage the approval flows easily;
- To improve the measurability of work and better report it;
- To keep stakeholders updated on statuses through notifications.
Companies that reap the benefits of implementing Pipefy:
More Sales and Marketing templates
Receive structured requests, communicate easily and visualize all your team’s activities.
Build experiments to keep improving your processes and grow faster.
Integrate Pipefy with your favorite tools and apps
Easily enable native apps like Slack, GitHub and Google Hangouts and integrate with hundreds of other tools via Zapier. Or, if you prefer, access our public API, that uses GraphQL data query language that is flexible and returns predictable results.Read more
Start managing you Sales Pipeline with Pipefy todayUse this template