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Sales & CRM

A pipeline and a drag-and-drop deal board.

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About this template

Track deals through stages, never lose a follow-up, and see the forecast. Move a card and the change is saved.

What's included

  • Pipeline funnel with conversion
  • Drag-and-drop kanban that saves every move
  • Follow-ups and next steps
  • AI drafts proposals and chases stalled deals

What Plank handles

The everyday jobs this workspace hands off to Plank — you review the finished work, not the busywork.

  • Collect leads from everywhere

    Pulls requests from your website, email and chat, removes duplicates and logs them in the CRM with their source.

    "Log the new requests from the website"

  • Lead qualification

    Assesses budget, industry and urgency, sets a probability and assigns an owner.

    "Qualify the request from Carbon Classifieds"

  • Proposal drafting

    Builds a proposal from the deal details and your service catalog, prices the quote and sends it to the client.

    "Draft a proposal for Riverstone"

  • Follow-up reminders

    Finds deals with no next step and overdue touches, and reminds the owner each morning.

    "Whose follow-up is overdue?"

  • Client messaging

    Writes and replies over chat and email, confirms meetings and syncs statuses back to the CRM.

    "Message the client about the proposal"

  • Scheduling meetings

    Agrees on a time with the client, adds the meeting to the calendar and sends an invite and reminder.

    "Schedule a meeting with Vertex Electronics"

  • Moving deals down the funnel

    Updates a deal's stage after a call or email and keeps the pipeline current.

    "Move Riverstone to negotiation"

  • Loss analysis

    Analyzes why deals are lost and shows where and why the most money slips away.

    "Why are we losing deals?"

  • Sales forecast

    Computes a probability-weighted pipeline and a monthly revenue forecast by stage.

    "What's the revenue forecast for July?"

  • Sales report

    Builds a summary of the funnel, conversion and rep activity and sends it to the manager.

    "Send the weekly sales report"

  • Invoice and contract on win

    When a deal moves to "won", prepares the contract and a deposit invoice with company details and business ID.

    "Invoice Summit Bank"

  • Reactivating dormant deals

    Finds deals with no activity for weeks and suggests a reason to reopen the conversation.

    "Wake up stalled deals"

  • Sync with your CRM and accounting system

    Updates deals, contacts and invoices in external CRMs and accounting systems so every system shows the same picture.

    "Export deals to your CRM"

See it working

This is what it looks like in Plank — real dashboards with data. Everything is interactive: drag cards, check off tasks. Sample data.

CRM & Sales — Deals by stage, conversion, follow-ups

Demo mode — changes aren't saved and reset on reload.

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