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Sales pipeline template

A sales pipeline with 5 columns: Lead, Contacted, Proposal, Won and Lost. Each deal is a card holding its notes, files and next follow-up date. It's for small teams who need to see every deal at a glance and aren't ready for a CRM.

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Free for 3 projects, forever. No credit card.

Lead2

Northwind, 40 seats

Referral from Priya

Contacted1

Blue Fern Studio

Proposal1

Harbour Health, annual plan

Won1

Oakline Logistics

Lost1

Fieldwork Co, went with in-house

The board you get, with example cards. The template starts empty.

The 5 columns

What each one is for. Rename, reorder or add columns whenever the work needs it.

Lead
Someone who might buy. Not contacted yet.
Contacted
You've been in touch and there's a conversation.
Proposal
A price or proposal is with them.
Woncounts as done
Signed. Counts as done.
Lostcounts as done
Not this time. Counts as done too. Write why in a comment, so you can look for patterns later.

How to run a pipeline on it

The full guide: Sales pipeline stages

  1. Step 1

    One card per deal

    Put the company and what they might buy in the title. Contacts, notes and files go on the card.

  2. Step 2

    Use the due date for the next follow-up

    Not the close date. When the follow-up is due, the card shows up in Focus, so nobody goes quiet by accident.

  3. Step 3

    Move cards only on real progress

    A reply moves Lead to Contacted. A sent proposal moves it to Proposal. Hope doesn't move cards.

  4. Step 4

    Close deals either way

    Won and Lost both count as done. A closed board is easier to read than one full of deals nobody will admit are dead.

With your AI agents

An agent can add leads from a list, log a call summary as a comment, and tell you which deals have had no follow-up this week.

Agents connect over MCP or the REST API, on every plan, and act as you.

agentbulk_create_cards("Pipeline", 10 leads from leads.csv)

agentadd_comment("Harbour Health, annual plan", "Call notes: wants SSO, decision by Friday")

agentget_focus()

Keep it working

  • Use priority for deal size, so the big ones stand out on the board.
  • Assign each deal to one person. Shared deals tend to be nobody's deal.
  • Archive Won and Lost cards each quarter. They stay searchable.

Questions

About this template

Is the sales pipeline template free?

Yes. It's on the Free plan, with 3 projects and unlimited cards, forever. No credit card.

Is this a CRM?

No. There are no contact records, deal values or email sync. It's a board for seeing every deal and its next step. If that's all you need, it's enough.

Can I import my existing leads?

Yes. Import any spreadsheet as CSV, up to 2,000 cards at a time, and match its columns to card fields. See import.

Other templates

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Start from this template

Free for 3 projects, with no credit card to enter. Every board exports as JSON or CSV whenever you want to leave.

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