Pipeline Templates
Popular
CRM Sales Pipeline Template(Free Download)
A universal 7-stage sales pipeline with weighted forecasting, stage probabilities, and automated deal aging alerts.
Template preview
Pipeline board view
What's included
A universal 7-stage sales pipeline with weighted forecasting, stage probabilities, and automated deal aging alerts.
stages7
Template specs
Difficulty
Beginner
Setup timeUnder 15 minutes
IndustryUniversal
Plan required
Free
Updated 2026-02-15
No credit card · Free forever
The foundational pipeline template for any B2B sales team. Includes 7 configurable stages from Prospecting to Closed Won, with default win probabilities at each stage for weighted pipeline forecasting. Built-in deal aging alerts notify reps when opportunities stall, and automated stage progression rules keep your pipeline clean.
The Problem This Solves
Sales teams without a structured pipeline lose deals in the cracks, can't forecast accurately, and waste time on manual CRM hygiene.
Who It's For
Sales managers, AEs, and RevOps teams at B2B companies with 3+ reps.
Use Cases
- Set up a new sales team's pipeline from scratch in under 10 minutes
- Replace spreadsheet-based deal tracking with automated stage management
- Generate weighted pipeline forecasts for board reporting
How to Use This Template
- 1
Import the template into HelloGrowthCRM via the Templates section
- 2
Customize stage names and probabilities to match your sales process
- 3
Set deal aging thresholds (default: 14 days per stage)
- 4
Assign team members to pipeline and start adding deals
- 5
Review the weighted forecast dashboard weekly
Frequently Asked Questions
Ready to use this template?
Deploy CRM Sales Pipeline Template in HelloGrowthCRM with one click. Get started free — no credit card · free forever.
Free forever · No credit card required · Set up in minutes
Related resources
Related Templates
Real Estate Lead Pipeline
A 13-stage CRM pipeline for real estate agents: New Lead → Contacted → Qualification → Site Visit → Negotiation → Booking → Legal & Docs → Deal Closed.
Enterprise Sales Pipeline
10-stage enterprise pipeline for complex B2B sales cycles of 3-12 months with legal review and procurement stages.