Sales & CRM Template

Deal Cycles (instead of Sprints)

Sales projects land on a Sales Cycles overview showing every cycle with its pipeline progress, a count of deals in each of your board stages (your own stage names, in board order), and dates. Each cycle is a time-boxed unit - like a sprint for sales - grouping the tasks around a deal or initiative.

Sales-Specific AI Documents

• Sales Proposal - value proposition, scope, pricing, terms.
• Deal Review - stage, health, blockers, next steps.
• Sales Playbook - ICP, discovery questions, objection handling, scripts.
• Win/Loss Analysis - reasons, patterns, recommendations.
• Sales Forecast - pipeline-based expected revenue, risks, assumptions.

Open AI Docs → New Document inside a sales project to generate any of these in under a minute; the document is saved to the project automatically.

Client Request Intake

Clients submit change requests through a structured intake form. Requests are logged, assigned, and tracked with clear status - no more digging through inboxes.

Parallel Cycles

Sales templates allow multiple active deal cycles at once - ideal for running several deal streams or motions simultaneously.