A sales pipeline kanban board for AEs, sales managers, and BDR teams tracking deals stage-by-stage in Taskade.
What's Included
- Deal Board: Discovery, Demo, Proposal, Negotiation, Closed-Won, Closed-Lost columns on a Board view
- Deal-Value Swimlanes: Enterprise, mid-market, SMB — each with stage-appropriate WIP
- CRM Sync: Bidirectional sync with Salesforce, HubSpot, or Pipedrive — column moves match deal-stage moves
- AI Deal-Coaching Agent: AI agent reads call notes and suggests next-best-actions per deal
- Stall-Alert Automation: When a deal hasn't moved in 7 days, automation DMs the rep with a coaching prompt
Why This Template Wins
- Coaching at scale: Agent reviews call notes and surfaces what to do next — manager focuses on high-stakes deals
- No more pipeline neglect: Stall alerts catch silent deaths before they become quarterly misses
- CRM stays clean: Bidirectional sync means reps update the kanban; CRM follows automatically
How to Use
- Clone this template into your Taskade workspace
- Customize stages and deal-value swimlanes
- Connect Salesforce, HubSpot, or your CRM
- Train the AI Deal-Coaching Agent on the playbook
- Set up automation triggers for stage changes, stall alerts, and forecast roll-ups
FAQ
Does this work for inbound and outbound sales?
Yes. Inbound starts at Demo or Proposal; outbound starts at Discovery. The agent adapts coaching prompts to where the deal entered.
Can the agent forecast quarterly close?
Yes. Agent reviews stage durations, deal sizes, and historical conversion to project quarter-end revenue with confidence ranges.
What plan supports a 30-rep sales team?
Pro ($10/mo annual) handles the team. Business ($25/mo) adds advanced forecasting analytics.
CTA
Try this template free in Taskade. For CRM setup, see /learn/automation/automations-execution. Pair with Sales Pipeline Templates. Browse sales apps in the Community Gallery.