Ready to streamline your sales process and close deals faster? Download this free sales pipeline template to map every stage of your customer journey—from initial outreach to signed contract. Whether you’re a solopreneur or part of a growing team, having a clear, visual pipeline ensures no lead falls through the cracks.

Why You Need a Robust Sales Pipeline Template

A well-designed sales pipeline template helps you:

• Visualize each deal’s progress at a glance
• Identify bottlenecks and move prospects along quickly
• Prioritize high-value leads to maximize revenue
• Forecast sales more accurately for better planning

Key Sections of Our Free Sales Pipeline Template

Our template breaks down your process into five easy stages. Customize the labels and fields to fit your business model.

• Prospecting: Capture new leads with contact details, source, and initial notes.
• Qualification: Record budget, decision-maker, timeframe, and pain points.
• Proposal: Attach quotes, proposals, or demos and track follow-up dates.
• Negotiation: Log negotiation rounds, discounts offered, and objections addressed.
• Closed-Won / Closed-Lost: Move deals to won or lost and add final notes for future reference.

From Template to Automation with Close CRM

Building your pipeline on paper or a spreadsheet is a great start—but you can supercharge your efficiency by pairing it with Close CRM. Close CRM is an all-in-one CRM built for fast, automated selling. It perfectly mirrors your sales pipeline template and removes tedious admin work so you can focus on what really matters: closing deals.

• Up to 50% faster: Make calls, send emails, and log activities without switching tabs.
• Unlimited pipelines: Manage multiple processes—Inbound, Outbound, and Renewal—all in one place.
• Built-in communication: Email, phone, and SMS are seamlessly integrated, so every touchpoint is tracked automatically.
• Automated workflows: Trigger follow-up reminders, stage moves, and task assignments based on deal activity.
• Customizable filters: Slice and dice your pipeline with advanced lead and activity filters to focus on hot opportunities.

How to Get Started in Minutes

1. Download the free sales pipeline template and map your current process.
2. Sign up for Close CRM.
3. Import your template as a custom pipeline and watch your deals flow.

It really is that simple. No lengthy onboarding or technical headaches—just hours, not weeks, from zero to a streamlined, automated pipeline.

Try Close Free for 14 days Today and pair your new sales pipeline template with the fastest, easiest CRM for growing teams.