Templates

Ready-to-use templates

Get started quickly with pre-built templates for pipelines, emails, workflows, and more.

Featured Templates

Sales Pipelines

B2B Sales Pipeline

A complete sales pipeline for B2B companies with customizable stages.

2,340 usesPreview
Industry-Specific

Insurance Client Onboarding

Automated workflow for onboarding new insurance clients.

1,890 usesPreview

All Templates

Email Templates

Follow-up Email Sequence

5-email sequence for following up with leads who went cold.

3,120 uses
Reports

Monthly Sales Report

Comprehensive monthly sales report with key metrics.

1,560 uses
Industry-Specific

Real Estate Pipeline

Property listing pipeline with buyer qualification stages.

980 uses
Workflows

Lead Nurturing Workflow

Automated workflow to nurture leads over 30 days.

2,100 uses
Industry-Specific

E-commerce Customer Journey

Map customer touchpoints from first visit to repeat purchase.

1,200 uses
Email Templates

Meeting Confirmation Email

Professional email template for confirming client meetings.

890 uses

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