Sales CRM Free Template

To increase your earnings, you need full visibility of your sales process. With Pipefy’s CRM Template, you can closely monitor the stages of every lead in your pipeline to identify where your opportunities and bottlenecks are.

Create forms and share them in your online sales channels to collect information from potential clients. Receive all your data in a structured way, and automatically inform your team about contacting customers.

Also, send emails without leaving Pipefy, monitor deadlines and contracts, generate reports, connect processes, software, and more!

Start using Pipefy within minutes. Our Sales CRM Template comes with a pre-configured pipeline, which can be adapted at any time according to your business’s unique rules.

Add or remove phases, edit forms, and automate your work. Whenever you need, generate a report to evaluate your sales performance, making quick decisions to keep your business increasingly competitive.

You can also integrate Pipefy with other CRMs to transfer your contact directory. Easily import data with our integrations.

Your sales pipeline is essential for creating commercial strategies, driving prospects, and closing deals. Enjoy these Sales CRM Template features to organize and standardize your team’s work.

Record every interaction with your customers and manage your teams. In Pipefy, you can set up alerts, labels for categories, lead temperature, automatic follow-up emails, and more!

Use our shared inbox to interact with your contacts and facilitate access to information.

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 or lost, team’s productivity and more.