Sales & CRM Templates
Optimize your sales strategy with Jotform's Sales Plan Template. Use this customizable board to manage lead generation tasks, track outreach efforts, and collaborate with your team efficiently.
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Optimize your sales process with Jotform's Sales Pipeline Template. Use this customizable board to track leads, manage follow-ups, and collaborate with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Sales Strategy Template. Organize tasks, analyze competitors, and enhance lead generation with this customizable board template.
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Track and manage your sales calls effectively with Jotform's Sales Tracker Template. Use this customizable board to organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
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Achieve your sales targets with Jotform's Sales Goals Template. This customizable board helps sales teams track tasks, set priorities, and collaborate effectively using a drag-and-drop interface.
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Streamline your client onboarding process with Jotform's Customer Onboarding Template. This customizable board helps manage tasks, track progress, and collaborate with your team using a drag-and-drop interface.
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Manage your call tasks effectively with Jotform's Call Notes Template. This customizable board helps track follow-ups, schedule meetings, and document important notes using a drag-and-drop interface.
Go to Category:Meetings & Collaboration
Optimize your sales strategy with Jotform's Sales Action Plan Template. Use this customizable board to define goals, track tasks, and collaborate effectively with your sales team using a drag-and-drop interface.
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Enhance your sales strategy with Jotform's Sales Account Planning Template. This customizable board helps you organize tasks, set priorities, and collaborate efficiently using a drag-and-drop interface.
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Manage client relationships effectively with Jotform's Account Mapping Template. Use this customizable board template to track tasks, prioritize client onboarding, and enhance collaboration with your team.
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Efficiently manage client accounts with Jotform's Account Management Template. Use this customizable board to track tasks, collect information, and collaborate with your team using a drag-and-drop interface.
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Efficiently manage your sales process with Jotform's Pipeline Template. This customizable board helps track leads, set priorities, and collaborate with your team using a drag-and-drop interface.
Go to Category:Sales & CRM
Manage your commission statements effectively with Jotform's Commission Tracker Template. This customizable board template allows you to track tasks, communicate with your team, and automate workflows using a drag-and-drop interface.
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Manage your vendor registration process effectively with Jotform's Vendor Management Template. This customizable board helps you track applications, review vendors, and collaborate with your team using a drag-and-drop interface.
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Streamline your client onboarding process with Jotform's Crm Implementation Plan Template. Use this customizable board to track tasks, assign responsibilities, and enhance collaboration with your team using a drag-and-drop interface.
Go to Category:Retail & E-commerce
Enhance your business growth strategies with Jotform's Business Development Template. Use this customizable board to manage tasks, set priorities, and collaborate effectively with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Prospect Tracker Template. This customizable board helps manage leads, track follow-ups, and enhance collaboration with your team using a drag-and-drop interface.
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Optimize your sales process with Jotform's Lead Tracking Template. Track leads, manage follow-ups, and collaborate with your team using this customizable board template for effective online task management.
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Streamline your project management with Jotform's Pipeline Review Template. Use this customizable board to define project scope, assign tasks, and track progress with a drag-and-drop interface for efficient online task management.
Go to Category:Sales & CRM
Optimize your sales strategy with Jotform's Sales Target Template. Manage tasks, set priorities, and collaborate with your team using this customizable board template for effective online task management.
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Manage your commission payments efficiently with Jotform's Commission Schedule Template. Use this customizable board to track tasks, verify details, and collaborate with your team using a drag-and-drop interface.
Go to Category:Operations & Support
Enhance your sales productivity with Jotform's Sales Daily Planner Template. This customizable board helps you manage daily tasks, prioritize activities, and collaborate with your team effectively using a drag-and-drop interface.
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Enhance your sales processes with Jotform's Sales Enablement Template. This board template helps sales teams manage client interactions, proposals, and project timelines efficiently using a drag-and-drop interface.
Go to Category:Sales & CRM
Create a strategic approach to sales with Jotform's Sales 30-60-90 Day Plan Template. Use this board template to outline goals, manage tasks, and collaborate with your team effectively.
Go to Category:Sales & CRMOptimize your sales strategy with Jotform's Sales Plan Template. Use this customizable board to manage lead generation tasks, track outreach efforts, and collaborate with your team efficiently.
Optimize your sales process with Jotform's Sales Pipeline Template. Use this customizable board to track leads, manage follow-ups, and collaborate with your team using a drag-and-drop interface.
Optimize your sales process with Jotform's Sales Strategy Template. Organize tasks, analyze competitors, and enhance lead generation with this customizable board template.
Track and manage your sales calls effectively with Jotform's Sales Tracker Template. Use this customizable board to organize tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
Streamline your client onboarding process with Jotform's Customer Onboarding Template. This customizable board helps manage tasks, track progress, and collaborate with your team using a drag-and-drop interface.
Manage your call tasks effectively with Jotform's Call Notes Template. This customizable board helps track follow-ups, schedule meetings, and document important notes using a drag-and-drop interface.
Efficiently manage client accounts with Jotform's Account Management Template. Use this customizable board to track tasks, collect information, and collaborate with your team using a drag-and-drop interface.
Manage client relationships effectively with Jotform's Account Mapping Template. Use this customizable board template to track tasks, prioritize client onboarding, and enhance collaboration with your team.
Manage your vendor registration process effectively with Jotform's Vendor Management Template. This customizable board helps you track applications, review vendors, and collaborate with your team using a drag-and-drop interface.
Manage vendor relationships effectively with Jotform's Vendor Tracking Template. Use this customizable board to track applications, monitor performance, and streamline the vendor management process with a drag-and-drop interface.
Efficiently manage vendor performance with Jotform's Vendor Risk Management Template. Use this customizable board to collect information, review contracts, and assess delivery performance with your team.
Manage your vendor selection process with Jotform's Vendor Management Plan Template. This customizable board helps you track tasks, set priorities, and collaborate with your team using a drag-and-drop interface.
About Sales & CRM Templates
Sales & CRM Templates are crafted to streamline the management of customer interactions, lead tracking, and sales processes into a single, unified system. These Board Templates are invaluable for sales professionals and CRM managers who need to capture every prospect detail, schedule follow-ups, and monitor conversion rates. By consolidating activities like lead qualification, client communications, and opportunity tracking, these templates address challenges such as scattered customer data, missed follow-ups, and inconsistent sales reporting. They enable effective Task Management by ensuring that each step in the sales cycle is visible and actionable, ultimately enhancing customer engagement and revenue growth.
Enhanced by the advanced features of Jotform Boards, these Jotform Board Templates convert CRM form submissions—from lead capture forms to client inquiry feedback—into Structured Task Management boards that streamline the sales process. The intuitive drag-and-drop interface, real-time notifications, and integrated activity logs allow teams to update lead statuses, assign follow-up tasks, and capture essential client details. This robust system not only improves communication but also demonstrates the process of Turning Form Submissions into Structured Task Management, driving efficiency and measurable sales success.