Sales team
A lightweight CRM board to run your sales pipeline end-to-end. Qualify leads, track deal value, and forecast closes without the complexity of a full CRM.
About this template
Turn VAIZ into a simple, fast sales CRM for small teams. This template gives you a clear pipeline from first touch to closed-won/closed-lost so everyone can see what's moving (and what's stuck) at a glance.
Use lead types (Cold/Warm/Hot + MQL/SQL/PQL and more) to separate signal from noise and keep marketing and sales aligned on what "qualified" means.
Built-in fields cover the essentials: contact details, lead source, activity dates, LinkedIn, deal amount, and expected close date perfect when you want pipeline clarity without enterprise overhead.
What's inside
Columns included
Task types
Custom fields
Key features
- Full pipeline workflow from New Lead to Won/Lost
- Lead qualification categories (incl. MQL/SQL/PQL)
- Deal value + close date for forecasting
- Activity timestamps to keep follow-ups honest
- Lead source attribution for channel insights
Who is this template for?
- Startup sales teams and founders
- SDR/BDR outreach pipelines
- Account executives managing deals
- Small B2B teams that don't want a heavyweight CRM
- Agencies tracking prospects + clients
How to use this template
Use this board to qualify leads, move deals through a clear pipeline, and keep forecasting signals visible without a heavyweight CRM.
Step 1
Qualify incoming leads
Capture every new opportunity in New lead and Qualification, then use lead types like Cold lead, MQL, SQL, or Referral to separate early interest from real buying intent before the pipeline gets noisy.
Step 2
Run the active pipeline
Move qualified deals through Initial contact attempt, Contact made, Discovery stage, Proposal, Negotiation, and Contract sent. Keep Lead source, First outreach date, and Last activity date updated so follow-ups stay visible and stale deals surface quickly.
Step 3
Forecast and review outcomes
Use Deal amount and Close date to build a lightweight forecast, then close cards in Won, Lost, or No decision / On hold. Review those outcomes regularly to spot which channels, reps, or deal stages need attention.
Compare this template
Explore how this sales team workflow compares with other tools across real use cases.
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Linear alternative for sales teams. A lightweight CRM board to manage your entire sales pipeline. Qualify leads, track deal value, and forecast closes without the complexity of a full CRM.
Read comparisonFrequently asked questions
What deal stages are included?
What's the difference between MQL, SQL, and PQL?
Can I track forecasts?
How do I prevent deals from going stale?
Can I use this for account management too?
How do I track multiple contacts for one company?
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