Sales Lead Qualification

Say goodbye to spreadsheets and badly structured processes. With Pipefy’s Lead Qualification Template, you will not miss any sales opportunities.

This template contains a pre-defined pipeline that guarantees visibility into all qualification stages. Customize each phase as you want, and use them to gather information about your clients, such as contact, demographic data, or budget.

Set alerts to notify your team each time there is a new lead, and cut out manual tasks, such as sending emails or moving leads from one stage to another, with automations.