PLATFORM
Sales Process
Sales Pipeline management tools to effectively track and manage deals.
Lead Management
Capture and manage leads from multiple sources and partners.
Quote Management
Create and send custom quotes. Pricebook, stock control and client e-signature.
Workflow Automation
Save time on sending emails, creating follow-up activities and creating events.
Tasks & Activities
Schedule and track custom activities like tasks, calls, emails, and meetings.
Team Collaboration
Teams share valuable information while managers supervise and motivate.
Appointment Booking
Online appointment scheduling lets customers book meetings and calls.
Web Forms
Create lead generation forms with our online form builder in just a few clicks.
Invoicing
Invoicing features are already integrated into the CRM for billing management.
Customer Portal
Request, collect and share customer documents securely.
Inventory
Automate stock management by integrating it with your sales processes.
API & Integrations
We integrate with external databases and software to meet your needs.
View all features
RESOURCES
Blog
Read articles about sales, marketing, and teamwork on Onpipeline’s blog.
Help Center
Maximize your Onpipeline experience with our knowledge base and support.
Partner Program
Join and unlock new opportunities for growth and success together!
Developers
Connect Onpipeline through APIs to enhance the experience for your team or customers.
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Sales Pipeline Template Builder

Customize every stage of your sales pipeline for free. No signup required.
Download a ready-to-use Excel template or save your professionally designed pipeline as a PDF.

Pipeline Details

Choose a template Pipeline name PDF accent color

Pipeline overview

Sales Stages

0 stages

Edit the stages, re-order them, and set the activities and criteria for moving each opportunity forward.

Additional Notes

Your information is saved locally in this browser only. It is not sent to Onpipeline.

Your Sales Pipeline, Two Ways

Design your sales pipeline once and choose the format that works best for you. Download a ready-to-use Excel spreadsheet to manage your sales opportunities, or save a professionally formatted PDF to document and share your sales process. Both formats are completely free and customized to your business.

Sales Pipeline PDF Template

Best for Sales managers, consultants and teams who need to document, standardize and communicate their sales process.

A professionally formatted document that clearly defines your sales process and the steps required to move opportunities forward.

What you can do:

Document every stage of your sales process.
Define stage objectives and recommended activities.
Include win probabilities and target durations.
Share your sales workflow with colleagues.
Print or save a consistent reference document.

Turn your sales process into action.

A documented pipeline is the first step. With Onpipeline, you can create customized sales pipelines and manage opportunities as they move through each stage.

Sales Pipeline Excel Template

Best for Sales representatives, small businesses and teams looking for a simple, spreadsheet-based deal tracker.

A practical, editable spreadsheet designed to help you track deals and manage your sales pipeline.

What you can do:

Track opportunities, deal values and sales stages.
Select stages from a predefined dropdown.
Calculate weighted revenue automatically.
Monitor your total pipeline value.
Customize the spreadsheet in Microsoft Excel.

Ready to move beyond spreadsheets?

Excel is a great starting point. With Onpipeline, you can manage deals, track activities and collaborate with your team in one centralized platform.

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