1
Stage 1: New
When to use: A fresh lead from chat, form, email, phone, or Telegram.
Definition: An inbound lead you have not qualified yet.
Exit when: Contact info is captured and the lead has a real need.
CRM Sales Pipeline Template
A clean five-stage inbound pipeline with one clear exit rule per stage, so deals move on facts, not feelings. Set it up in sem.chat's built-in CRM in minutes.
Format
Editable doc
Length
5 stages · ~2 pages
Price
100% free
Setup
Copy or deploy
Copy the whole template, or grab a single block below.
4.9·Free · No signup · Copy-paste ready
Connects toWebsiteWhatsAppTelegramInstagram
5 ready-to-use sections
2
Stage 2: Qualified
When to use: Confirmed need, a budget signal, and the right person involved.
Definition: The lead fits and there is a real opportunity.
Exit when: A demo or scoping call is booked.
3
Stage 3: Demo / Meeting
When to use: Live call held; use case and fit confirmed.
Definition: You have shown the product and confirmed fit.
Exit when: They ask for pricing or a proposal.
4
Stage 4: Proposal
When to use: Quote or plan sent; you are negotiating terms.
Definition: A real, priced offer is on the table.
Exit when: A verbal yes, or a clear no.
5
Stage 5: Won / Lost
When to use: The deal closes one way or the other.
Won: Signed or paid. Hand off to onboarding.
Lost: No fit, no budget, or silent after four follow-ups. Log the reason so you can win them back later.
Tip: Give every stage one clear exit rule, auto-total the value per stage, and move stale deals to a Nurture list instead of deleting them.
Replace the [highlighted fields] with your own details. Free to use.
Do it in sem.chat
Run this pipeline in the built-in CRM
sem.chat captures every chat as a lead and moves it through these stages automatically, so your pipeline updates itself.
- Every conversation becomes a tracked lead
- Auto-totals value per stage
- Deduplicated contacts, no manual entry
How to use this template
- 1
Recreate these five stages in your CRM (sem.chat's CRM ships with them ready to edit).
- 2
Write the single exit rule for each stage and share it with the team.
- 3
Route new chat and form leads straight into Stage 1, deduplicated.
- 4
Review the board weekly: advance, nurture, or close every deal, no stale cards.
Frequently asked questions
Why only five stages?
Fewer stages mean less debate about where a deal sits. One clear exit rule per stage keeps the pipeline honest.
Does sem.chat include a CRM?
Yes. The built-in CRM captures every conversation as a lead and moves it through stages like these automatically.
What about stale deals?
Move them to a Nurture list with a reason, do not delete them. Most win-backs come from there.
Power it up with sem.chat
Everything you need to put this template to work.
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Sales & LeadsPut this template to work in sem.chat
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