Free Sales Funnel Template

Need help managing your sales funnel? The HubSpot free sales funnel template is exactly what you need.

Create sales funnel stages

Customize deal stages to suit your sales funnel.

See the funnel stage of each deal

See who has been contacted, bought in, sent a contract and converted to a customer.

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Sick of Excel?

When you are fed up of managing your sales funnel in spreadsheets, get HubSpot CRM for free. Make tireless logging, difficult formulas and annoying Excel errors a figment of your imagination. HubSpot CRM automates the tasks you hate and connects with the tools you already use, so staying organized is a piece of cake.

What Makes Sales Funnel Management Better In HubSpot CRM

  • HubSpot CRM makes it easy to create your ideal sales funnel. Customize your sales funnel stages and deal records to give your team the info they need to close.

    Deals & Tasks Pipeline Management
  • When you add new deals from a contact or company record, HubSpot CRM saves you time by populating most of the deal’s record for you. Then, drag and drop deals into the next stage of the sales funnel when you’re ready.

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  • See where possible revenue is building up by having a look at your Deals Board and Custom Views. Dive into those deals and schedule follow-up emails and phone calls to move those deals along the sales funnel. A detailed timeline and alerts give your team exactly what they need to execute on each task.

    Pipeline Management HubSpot CRM
Deals & Tasks Pipeline Management CRM-024_Contacts_and_Companies__Product_Feature_Page_2016-1.png Pipeline Management HubSpot CRM

Here's Why You'll Love HubSpot CRM

Create your sales funnel without any help.

Add, edit or delete deal stages and properties until they matches your sales funnel. No need for costly training or consultants.

Spend more time selling and less time managing your sales funnel

Let HubSpot CRM handle the bulk of the work required to keep deals, tasks, and sales funnel metrics up to date so that you can be more productive and help your team reach their quotas.

Track individual and team performance

Use your free sales dashboard to instantly view the value of your sales funnel, progress towards sales quotas, monthly trends in sales activities, and the overall health of your sales funnel.

Features

Sources Report

Identify the sources that bring in the most visits, contacts, and customers over time. Drill into each source to see the contacts and companies it is generating.

Contacts & Companies Reports [Enterprise]

Deep dive into your contacts database to discover key trends in your data over time. Break down any report by contact or company-level properties.

Page Performance

Assess key metrics on how your pages are performing in terms of views, keywords, and links. Get customized recommendations on improving SEO performance.

Events [Enterprise]

Drill deeper visitor behavior on your website by generating marketing events on links, buttons, and purchases through your site. Use events to understand your visitors behavior and trigger automation flows.

Competitors Report

The Competitors report makes it easy to monitor other companies that you compete with in your industry through real-time data on key marketing and website metrics.

Marketing Asset Analytics

Analytics in HubSpot are spread across the entire platform. See detailed reports on every marketing asset - Landing pages, emails, your blog, calls-to-action, and more.

Want More Sales Templates?

Sales Pipeline Template

Easily manage your sales pipeline with the HubSpot Sales Pipeline Template. Add, edit and monitor deal stages, calculate the probability of every deal and manage contacts all from one sheet.

Sales Forecasting Template

Project the revenue of every deal in our Sales Forecasting Template. Avoid complex calculations, just plug in the deal stage and the template automatically computes the probability of closing.

Sales Funnel Template

Improve your sales funnel by tracking the stage of each deal. Manage your contacts, see the rep in charge of each deal and customize your sales funnel to suit your sales process.