Sales template
FreeSales pipeline template
A free sales pipeline board, a simple CRM alternative for small teams. Each card is a deal that moves from new lead to contacted, proposal, negotiation and a result. Labels flag hot deals and follow-ups, due dates make sure nobody goes quiet on a prospect, and the closed columns show what the team won and why deals were lost.
Who it's for
Founders, freelancers and small sales teams who want a clear view of their deals without a full CRM.
What's on the board
Columns
- New lead
- Contacted
- Proposal sent
- Negotiating
- Won
- Lost
Labels
- hot
- follow-up
- large-deal
- referral
- renewal
6 example cards included. Rename, reorder and add columns any time.
Preview
The board you get, with its example cards. Remove them or keep them as a guide.
New lead
1- referral
Design studio: team plan enquiry
Came through a current customer. Reply within a day.
Contacted
1- large-deal
Logistics company: discovery call
- Learn their current process
- Who decides
- Timeline
- Book a demo
Proposal sent
1- follow-up
Dental clinic: proposal for three locations
Follow up on Thursday if no reply.
Negotiating
1- hot
Online shop: annual plan
- Agree the start date
- Send the order form
- Introduce the onboarding lead
Won
1- renewal
Training school: renewal
Lost
1Architecture firm: chose to wait
Budget moved to next year. Check back in six months.