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.

54 Templates
Business Agreement

Business Agreement

ClickUpBy ClickUp
Sales Pipeline Management

Sales Pipeline Management

ClickUpBy ClickUp
Sample Client Project

Sample Client Project

ClickUpBy ClickUp
Client Hub

Client Hub

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