Sales pipeline

For sales reps and managers to track conversations with prospects

Track prospects from initial contact to closed/lost. Features a contact list for each prospect, and a record of meetings, with date and notes for each.

More Templates

Simple task list

Simple contact list

Simple inventory

Project tracking

Sprint tracker

Professional services

Client tracking

Sales pipeline

Recruiting

Contract recruiting

Workshop planning

Office inventory

Personal CRM

Donor database

Club membership

Class tracker