# Sales CRM Board Template - Kanera

> Track opportunities from lead intake through proposals, negotiation, and closed outcomes. See the lists, custom fields, labels, checklists, and automations this free Kanera workspace template sets up.

Canonical page: https://www.kanera.app/templates/sales-crm

[All board templates](https://www.kanera.app/templates) Sales workspace

# Sales CRM template. A complete workflow, ready to adapt.

Sales teams managing new business, renewals, expansions, and partner opportunities.

[Use this template](https://board.kanera.app/signup?template=sales-crm)[Preview the workflow](#workflow-preview)

## What it does

Turns each opportunity into a visible pipeline record from lead qualification through proposal, negotiation, and outcome.

## Features of this template

- Deal value and close-date tracking
- Confidence, source, and owner fields
- Won, lost, and risk automations

Workflow stages 7

Custom fields 5

Labels 5

Automations 3

Checklists 0

Workflow preview

## See how work moves from Leads to Follow-up.

The template creates a board named Pipeline with the stages shown below. It starts clean, ready for your team’s work.

01 Leads

02 Qualified

03 Proposal

04 Negotiation

05 Won

06 Lost

07 Follow-up

Built-in structure

## The context your team needs, already attached.

Fields and labels are shared across every board created in this workspace, keeping filtering, Table view, and Portfolio reporting consistent.

### Custom fields

5 fields included

Field Type Options

Deal Value Number Free entry

Close Date Date Free entry

Stage Confidence Select High Medium Low

Account Owner Person Free entry

Source Select Inbound Outbound Referral Partner

### Labels

5 ways to classify work

New Business Renewal Expansion At Risk Partner

Use these labels to surface work by responsibility, type, or outcome without adding more workflow stages.

Repeatable execution

## The process does more than organise cards.

Reusable checklists standardise important work while editable rules handle routine workflow updates.

### Workspace automations

- When a card enters "Won", mark it complete, and remove the "At Risk" label.
- When a card enters "Lost", mark it complete, and remove the "At Risk" label.
- When a card enters "Follow-up", add the "At Risk" label.

More starting points

## Compare another workflow.

[Development Team Plan product work, bugs, QA handoffs, and releases for an engineering team. See the template](https://www.kanera.app/templates/development-team)[Marketing Coordinate campaigns, creative production, publishing, approvals, and launch reporting. See the template](https://www.kanera.app/templates/marketing)[Simple Todo A lightweight workflow for personal work, small teams, admin tasks, and quick follow-ups. See the template](https://www.kanera.app/templates/simple-todo)

[View all templates](https://www.kanera.app/templates)

## Open the Sales CRM workspace with the structure already in place.

Sign up and choose Sales CRM during onboarding. Rename, add, or remove anything afterwards.

[Use this template](https://board.kanera.app/signup?template=sales-crm)[Browse all templates](https://www.kanera.app/templates)

No card required, 30-day Pro trial, free plan available after it

## Machine-readable resources

- [Kanera AI index](https://www.kanera.app/llms.txt)
- [Kanera documentation index](https://www.kanera.app/docs/llms.txt)
- [Agent discovery guidance](https://www.kanera.app/agents.md)