Basic CRM Funnel Template

This CRM template gives you a ready-to-use sales funnel structure that you can import into most popular CRM systems (like HubSpot, Zoho, or Pipedrive). It’s ideal for small businesses looking to organize leads, manage deal stages, and automate customer interactions.

The template includes defined stages (Lead, Contacted, Proposal Sent, Negotiation, Closed) with suggested actions and automations for each. It also comes with tagging presets and example email templates.

We’ve designed this funnel to be lightweight, intuitive, and scalable — great for teams just starting with CRM tools. Whether you’re selling services or products, the logic behind the funnel helps shorten your sales cycle.

You’ll also get a short installation guide and video walkthrough, so you can set it up in less than 30 minutes.