Sales Templates

Optimize your sales process with Infinity’s Sales templates. Save time and money by having all the crucial information available with just a few clicks.

All Templates

Sales Plan

Behind every great project, there’s an even greater plan. It takes time and effort to make a solid sales plan, and this Sales Plan template can help you in the process. Use a simple drag-and-drop interface to add things like revenue goals, different metrics, sales methods, target customers, and whatever else you need to succeed.

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Client Sales Process

The one thing all great sales teams have in common is a well-defined sales process for their leads i.e. potential clients. With Infinity's Client Sales Process template, you'll be able keep track of your leads in the pipeline, define the tasks you need to complete in each stage of the sales process, and ultimately close more clients.

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Client Onboarding

If you want to retain your clients and prevent churn rates, you need to create a great onboarding process that will ease them into your product or service. With Infinity's Client Onboarding template, you'll be able to track all the important steps, tasks, and documents during this process, and ensure you build a great relationship with your clients. 

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Order Tracker

The flexible structure of the Order Tracker template makes it perfect for both e-commerce and physical businesses. Take care of every order from placement to delivery, and use our 21 custom attributes to store any kind of information you need: emails, addresses, numbers, text descriptions, etc. 

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Sales Pipeline

To maximize your sales efforts, you should have a smooth sales pipeline with clearly defined steps and strategies. Our Sales Pipeline template brings the whole sales team together and empowers online collaboration and task management, so everyone can track and nurture their leads and customers and update progress.

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Lead List

Do you find it difficult to navigate through different lists and spreadsheets when managing your lead information? The Lead List template offers a single place to store, organize, and update every piece of data about your leads. Integrate other apps with this template, and automate emails or export information to your preferred CRM.

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Invoice Management

When you're juggling several projects or clients, invoice management can become a mess. Use the Invoice Management  template to create and store invoices, automate invoicing processes, and track invoice status. Infinity lets you integrate with Clockify or another time tracking tool to import hours spent on a project directly into your invoicing template.

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Affiliate Management

Build a vast network of affiliates and drive more traffic to your business by streamlining your affiliate processes. Infinity’s Affiliate Management template helps design and manage affiliate programs, track their success, store affiliate information, handle payments, and much more. If you want a single tool to organize everything about your affiliates, this is the one.

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Client CRM

Closing clients isn't easy, especially if you don't have a well-defined sales process in place. With our Client CRM template, you'll be able to build your own CRM system, track all of your leads, organize client information, and a lot more, which will ultimately help you boost your closing rates and finally stop worrying about new clients on a daily basis.

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Client Work Management

Neither client onboarding nor client retention have to be a nightmare for you. With our Client Work Management template, you'll get to create a well-defined system that will help you successfully onboard all of your clients in the future, as well as keep every project, task, and data piece related to them in a single place, ultimately allowing you to build long-term relationships with your clients.

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Sales CRM

Trying to manage your sales will sometimes appear as mission impossible—especially if you're working in an agency or a company dealing with a number of leads on a daily basis. Luckily, our Sales CRM template presents the perfect way for you to organize your sales process, track all of your leads, and handle all the necessary information.

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