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Redbooth Templates

Choose a Template to get your workspace instantly built and ready to go.

Are you still using an Excel spreadsheet....or an overly complex and heavy CRM system to manage your sales funnel and pipeline? Use the "CRM Light" workflow template to create a simple and elegant way to manage the flow of sales opportunities. Are you in business development? You can also use this to track your partner opportunities as well.

Suggested use: create a single instance of this workspace for your sales team or business development team. If your team is too large for a single workspace, you can create multiple workspaces such as "SMB Sales" and "Large Company Sales" or "US Sales" and "International," etc.

If you have any suggestions or additions to this workflow, or want to share feedback, contact: workflow@redbooth.com

CRM Light

Are you still using an Excel spreadsheet....or an overly complex and heavy CRM system to manage your sales funnel and pipeline? Use the "CRM Light" workflow template to create a simple and elegant way to manage the flow of sales opportunities. Are you in business development? You can also use this to track your partner opportunities as well.

Suggested use: create a single instance of this workspace for your sales team or business development team. If your team is too large for a single workspace, you can create multiple workspaces such as "SMB Sales" and "Large Company Sales" or "US Sales" and "International," etc.

If you have any suggestions or additions to this workflow, or want to share feedback, contact: workflow@redbooth.com

CRM Light

Opportunities

  • Read before you begin...
  • Pro tip: CUT and PASTE new opportunities into a workspace
  • Forward emails into this workspace

Appointments

Qualifying/Needs Assessment

25% Probability of Closure

50% Probability of Closure

90% Probability of Closure

Closed/Won!