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The CRM - sales pipeline template in Teamwork gives sales leaders a simple way to keep on top of deals and track pipeline health without juggling separate spreadsheets. Each opportunity lives as a task with owner, value, stage, and next step so the team knows what to do to move revenue forward.
It is built for agencies and service businesses that need clear visibility from first contact to signed agreement. Sales leaders and demand generation managers see which deals are new, which are progressing, and which are stalled, which supports more honest pipeline reviews and better forecasting.
Because the template sits alongside delivery projects, you connect won deals to onboarding or project work with minimal friction. That keeps handoffs clean, reduces missed commitments, and gives leadership a more accurate picture of future revenue and workload.
What is the CRM - sales pipeline template in Teamwork?
The CRM - sales pipeline template is a ready made project that turns your sales process into a visual pipeline. Each deal is a task that moves through stages such as new, qualified, proposal, and closed, with clear ownership and deal information.
You track contact details, expected value, probability, and next steps in the same place. This creates a lightweight CRM style view inside Teamwork that lets you manage deals and pipeline without separate tools.
Who should use this CRM - sales pipeline template?
This template is designed for sales leaders, account managers, and demand generation managers who need an accurate view of opportunities and workload. It suits agencies, consultancies, and service based businesses where a small sales team manages a mix of new and existing client work.
Operations and finance stakeholders also use the same pipeline to understand likely revenue and timing. They review the project during forecast meetings instead of working from static exports.
How does this template help me keep on top of deals and track my pipeline?
The template helps you keep on top of deals by centralising every opportunity with stage, owner, and due dates for follow ups. You see which deals need action today, which are on track, and which have gone quiet.
To stay organised you:
Group deals by stage to see volume and value at each step
Filter by owner to prepare one to one pipeline reviews
Sort by next activity date to prioritise outreach
Highlight stalled deals with simple status or tag conventions
This turns your pipeline into a daily working view rather than something you only review at month end.
How do I use this template for forecasting and revenue reporting?
You use this template for forecasting by recording expected value and probability for each deal, then using views and reports to summarise totals by stage and timeframe. When you update stages or values, the forecast view reflects the change immediately.
You also group deals by close month or quarter to see likely revenue in upcoming periods. Combined with your financial tools, this supports more grounded conversations about targets, hiring, and capacity.
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