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.

60 Templates
Sales Page

Sales Page

ClickUpBy ClickUp
Stakeholder Analysis Matrix

Stakeholder Analysis Matrix

ClickUpBy ClickUp
Product BOM – Master Component List

Product BOM – Master Component List

ClickUpBy ClickUp
Messaging Strategy Framework

Messaging Strategy Framework

ClickUpBy ClickUp
Consulting Proposal Template

Consulting Proposal Template

ClickUpBy ClickUp
Business Agreement

Business Agreement

ClickUpBy ClickUp
Sales Pipeline Management

Sales Pipeline Management

ClickUpBy ClickUp
Sample Client Project

Sample Client Project

ClickUpBy ClickUp
Project 1

Project 1

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
ClickUp
SOC 2
CERTIFIED
ISO 27001
CERTIFIED
GDPR
COMPLIANT
HIPAA
COMPLIANT