Templates
Proven templates. One click. Up and running.
Don't start with a blank screen. Pick a ready-made pipeline, email flow, quote or automation — built by teams already making it work — and adapt it in minutes.
Over 120 free templates · no account needed to browse
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Sales pipelines
Pipelines for new business, upsell, lead qualification and account management.
Email campaigns
Welcome flows, nurture sequences, re-engagement and after-sales.
Quotes & contracts
Professional quote layouts by industry, with tax and e-signature.
Automations
Lead routing, task assignment, reminders and follow-up — no code.
Reports
Dashboards for revenue, forecast, team performance and pipeline health.
Projects
Onboarding, campaign and delivery flows with tasks and milestones.
Popular this month
Inbound lead funnel
From first contact to signed deal in 6 clear stages, with automatic follow-up tasks at every transition.
Use templateNew client welcome flow
Five emails that activate new clients, manage expectations and tee up the first upsell.
Use templateAgency quote with scope & phasing
A clear quote template with project phasing, hourly rates and optional add-on blocks.
Use templateRegion-based lead routing
Automatically assign new leads to the right account manager based on region and deal value.
Use templateHow it works
Pick a template
Browse by category or industry and view a live preview before you import.
Import in one click
The template lands straight in your workspace — stages, fields and automations included.
Customise and launch
Change names, rules and copy to match your way of working. Done in minutes, not days.
Find the template that fits your team
Create a free account and import unlimited templates into your workspace.
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