Templates
Sales & CRM
4 ready-made boards for Sales & CRM — deal pipelines and client relationships. Each one arrives with both axes already defined, so the second dimension is there before you type anything, and each one can be pivoted to answer a different question from the same cards.
Boards for Sales & CRM
- Sales PipelineManage deals by size and probability of closing.Deal Size × Stage
- Client Health MonitorTrack accounts by sentiment and renewal date.Sentiment × Renewal Quarter
- Networking RolodexOrganize contacts by industry and relationship closeness.Industry × Closeness
- Partner ManagementTrack strategic partners by tier and collaboration status.Partner Tier × Status
Not quite the right shape?
Every template is a starting point, not a schema. Change the values, add a facet, or swap the axes — the board is yours the moment it is created.
Frequently Asked Questions
Yes. Swapping which facet drives the rows and which drives the columns is one click from the origin dock, and it re-sorts the whole board without touching a single card. You can also add a third facet and put that on an axis instead.
No. Every template is free on every plan, including Free. Free caps the number of boards per space at five, not which templates you can use.