Sales stages
Use stages for new leads, follow-up, negotiation, won deals or the process your team actually follows.
Sales pipeline template
Simple sales pipeline and follow-up software.
Use a simple visual pipeline for leads, opportunities, follow-ups and deal stages. Give each opportunity an owner and next action so the team can see what needs attention.
The working view
Leads, opportunities and follow-ups in one pipeline.
Move opportunities through the stages that match your sales process, keep ownership visible and use follow-up dates to prevent promising conversations from disappearing.
What it organizes
The essential structure of a small-team sales pipeline.
Opportunity ownership
Assign a sales owner so it is clear who should make the next call, email or follow-up.
Next action visibility
Set follow-up dates, priorities and notes to keep active opportunities moving toward a decision.
Built for sales work
Use pipeline language instead of generic task language.
The template is positioned around customer acquisition: leads, opportunities, sales owners, stages, next follow-ups and closed outcomes.
Card → OpportunityPhase → Sales stageTeam member → Sales owner
Start with your pipeline
Give sales opportunities one clear place to move forward.
Step-by-step guide
How to Track Sales Follow-ups in a Kanban Pipeline
Make the next sales action visible. A useful pipeline tells the team which customer opportunity needs attention, who owns it and what should happen next.
Read the guide →Before you start
Product questions
Can website contact forms feed the pipeline?
Yes. Generate the Contact Us embed code in the destination Kanban workspace. Submissions become inquiry tasks in that workspace for staff follow-up.
What information belongs on an opportunity?
Keep the customer, sales stage, owner, next follow-up date and notes together so the team can see the next action.
Is it free, and where is my data stored?
VolaCRM Cloud is free during early access, with up to 6 workspaces and 2 concurrent sessions. No credit card required. The cloud workspace stores data online. Free Personal Tools instead keep data in the current browser without cross-device synchronization.
Which languages are available?
Public product pages and guides are available in English and Turkish. Open the matching language page to review the workflow.