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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

New leadQualificationInitial contact attemptContact madeDiscovery stageProposalNegotiationContract sentWonLostNo decision / On hold

Task types

Cold leadWarm leadHot leadMQLSQLPQLUQLReferralInboundOutboundDisqualified

Custom fields

NameEmailPhoneCompanyJob titleLead sourceFirst outreach dateLast activity dateLinkedInDeal amountClose date

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
Ready to get started?
Learn how to create a board from this template in just a few steps.
Read the step-by-step guide

Frequently asked questions

What deal stages are included?

You get stages from New Lead and Qualification through Outreach/Discovery, Proposal/Negotiation, Contract Sent, and Closed Won/Lost, plus a lane for stalled deals (On Hold / No Decision).

What's the difference between MQL, SQL, and PQL?

MQL = engaged via marketing. SQL = vetted by sales with buying intent. PQL = product user showing strong conversion signals.

Can I track forecasts?

Yes! Deal Amount and Close Date give a simple forecast view.

How do I prevent deals from going stale?

Use "Last Activity Date" fields and add a recurring review to surface items with no activity in X days.

Can I use this for account management too?

Yes! Rename late stages to "Onboarding / Expansion / Renewal" and add fields for renewal date and ARR.

How do I track multiple contacts for one company?

Either store a primary contact per card and link to a doc with more contacts, or create a "Company" card type and relate deals to it.

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