Use this Sales Pipeline Template to gather information about new leads and gain full visibility into your pipeline, from lead qualification to closed deals. Categorize opportunities, create a process with centralized data, and don’t miss any sales opportunities!
An efficient sales process requires a well-structured CRM to improve conversion rates. Say goodbye to sales spreadsheets, and count on Pipefy’s solutions to close more deals.
Our Sales Pipeline 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 sales activities, such as sending emails, your team has time to focus on what really matters: selling.
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