30+ free sales pipeline templates with AI deal-scoring agents, multi-channel sequences, and Salesforce/HubSpot two-way sync. Clone the pipeline used by 150K+ Genesis builds.
35 templates available • Page 2
Track agency and consulting deals from discovery call to signed SOW with scoping stages, an AI scoping agent, and two-way CRM sync. Free to clone in Taskade.
Manage insurance prospects from quote request to bound policy with quoting, underwriting, and renewal-tracking stages plus an AI follow-up agent. Free in Taskad…
Track car buyers from showroom visit to signed deal with test drive, financing, and trade-in stages plus an AI deal-scoring agent. Free dealership pipeline in T…
Track staffing deals from job-order intake to placement with requisition, submittal, and interview stages plus an AI matching agent. Free recruiting pipeline in…
Manage long-cycle industrial deals from RFQ to purchase order with sample, quoting, and procurement stages plus an AI forecast agent. Free B2B pipeline in Taska…
Track medical device and healthcare deals through clinical evaluation and committee approval with compliance-aware stages and an AI deal agent. Free in Taskade.
Run account-based selling across named accounts with research, multi-threading, and buying-committee stages plus an AI research agent. Free ABM pipeline in Task…
Track customer renewals, upsells, and cross-sells with health-check, expansion, and renewal stages plus an AI health agent. Free expansion pipeline in Taskade.
Revive closed-lost and dormant deals with re-qualify, new-offer, and reopened stages plus an AI re-engagement agent that drafts outreach. Free win-back pipeline…
Tighten the late-stage funnel from booked demo to signed contract with proposal, procurement, and legal stages plus an AI close agent. Free pipeline in Taskade.
Plan and balance sales territories across reps and segments by mapping accounts, quotas, and coverage gaps with an AI balancing agent. Free template in Taskade.
Track rep attainment against quota and calculate commissions across monthly, quarterly, and annual targets with an AI summary agent. Free tracker in Taskade.
Clean up SDR-to-AE handoffs with a shared board tracking qualified leads, meeting context, and acceptance plus an AI qualification agent. Free pipeline in Taska…
Track every RFP and competitive bid from received to awarded with go/no-go, drafting, and submission stages plus an AI response agent. Free bid tracker in Taska…
Run a structured weekly pipeline review surfacing at-risk deals, next steps, and forecast changes with an AI prep agent. Free sales review template in Taskade.
