Sales pipeline template

Sales and customers. A ready-made Kindrow section, free to add.

Every deal from first call to signed, with the people, companies and follow-ups behind it.

For a small sales team, an agency or a freelancer who sells to businesses. Deals move across a board by stage, each linked to its company and contact, with a weighted forecast worked out for you. Calls, meetings and emails are logged against the deal, and a reminder comes the morning a follow-up is due. Share your price list with prospects through the portal.

What it does

• Deals on a board by stage, with a weighted forecast
• Companies and contacts linked to every deal
• Follow-ups with a morning reminder when they are due
• A price list you can share with prospects

Pages

Companies

The businesses you sell to.

Fields: Company, Industry, Size, Website, Phone, City, Notes, Contacts (links to Contacts), Deals (links to Deals), Total deal value.

5 sample records.

Contacts

The people you talk to at each company.

Fields: Name, Company (links to Companies), Job title, Email, Phone, Notes, Deals (links to Deals).

5 sample records.

Products

What you sell and its price; the portal shares it as your price list.

Fields: Product, Category, Price, Description, Picture, On the price list.

4 sample records.

Deals

Each opportunity and the stage it has reached.

Fields: Deal, Stage, Company (links to Companies), Contact (links to Contacts), Product (links to Products), Amount, Chance of winning, Weighted value, Expected close, Source, Next step, Notes, Activities (links to Activities).

6 sample records.

Activities

Calls, meetings and emails, and the follow-ups still to do.

Fields: Subject, Type, When, Deal (links to Deals), Done, Notes.

6 sample records.

Apps

• New lead: Add a deal in a few taps, straight into New.
• Log an activity: Note a call, meeting or email against its deal.
• Follow-ups: Everything still to do, soonest first, ticked off in one tap.

Automations

• Deal won: When a deal moves to Won, you get a notification with its amount.
• Follow-up due today: At 9 in the morning, a reminder for each follow-up due that day that is not done.
• Website lead: A new deal from the website notifies you at once, so no lead waits.

Portal

Price list: A link prospects can open to browse what you sell and its price. Only products marked On the price list are shown.

Make it yours with Kindrow AI

Once it is added, ask Kindrow AI to change it, for example:

• I sell solar panels to homes in Amman: call deals Projects, and add a roof size field and a site visit date.
• Add a lost reason to deals and a chart of why we lose them.

Create a free account to add the Sales pipeline template, or see all templates.