ClickUpThe everything
app, for work.
PricingEnterprise
Log in
  • Templates
  • Categories

Sales & CRM

Boost your sales process with ClickUp's Sales & CRM templates. Track leads, nurture relationships, and close deals with tools designed for sales success.

53 Templates
Business Agreement

Business Agreement

ClickUpBy ClickUp
Sales Pipeline Management

Sales Pipeline Management

ClickUpBy ClickUp
Sample Client Project

Sample Client Project

ClickUpBy ClickUp
Account Hub

Account Hub

ClickUpBy ClickUp
Weekly Sales Report Template by ClickUp™

Weekly Sales Report Template by ClickUp™

ClickUpBy ClickUp
Steps to Create Sales Funnel Template by ClickUp™

Steps to Create Sales Funnel Template by ClickUp™

ClickUpBy ClickUp
Salesman Report Template by ClickUp™

Salesman Report Template by ClickUp™

ClickUpBy ClickUp
Simple CRM Template by ClickUp™

Simple CRM Template by ClickUp™

ClickUpBy ClickUp
Subscription Form Template by ClickUp™

Subscription Form Template by ClickUp™

ClickUpBy ClickUp
Sales Tracker Template by ClickUp™

Sales Tracker Template by ClickUp™

ClickUpBy ClickUp
Sales Strategy Guide Template by ClickUp™

Sales Strategy Guide Template by ClickUp™

ClickUpBy ClickUp
Sales Report Template by ClickUp™

Sales Report Template by ClickUp™

ClickUpBy ClickUp
ClickUp

The everything app, for work.

24/7 support

Weekly updates

Secure and compliant

99.9% uptime

  • ClickUp
    • Download
    • About Us
    • Careers
    • Customers
    • Community
    • Affiliate & Referrals
    • Reviews
    • Press
    • Brand
    • Product Roadmap
    • Status
  • Resources
    • Help Docs
    • On-Demand Demo
    • ClickUp University
    • Webinars
    • Events
    • Templates
    • Import
    • API
    • Consultants
    • Partners
    • Contact Us
  • Features
    • Gantt Chart
    • Dashboards
    • Native Time Tracking
    • Mind Maps
    • Automations
    • Notepad
    • Integrations
    • Email
    • To-Do List
    • Kanban Board
    • Sprints
  • Compare
    • vs Monday
    • vs Asana
    • vs Jira
    • vs Trello
    • vs Airtable
    • vs Notion
    • vs Basecamp
    • vs Wrike
    • vs MS Project
    • vs Todoist
    • vs Smartsheet
  • Learn
    • Blog
    • Software Team Hub
    • Agency Hub
    Connect
ClickUp

The everything app, for work.

Apple App StoreApple App StoreGoogle Play StoreGoogle Play StoreMicrosoft App StoreMicrosoft App Store
© 2025 ClickUpSecurityPrivacyTerms