# Sales CRM: Jestor template

Canonical URL: https://jestor.com/templates/sales-crm/
Portuguese URL: https://jestor.com/pt/templates/sales-crm/
Markdown URL: https://jestor.com/ai-search/templates-sales-crm.md

## English Summary

A sales CRM for B2B teams that run deals through a visual pipeline. Track every deal from first contact to won or lost, keep companies, contacts and activities in one place, and see your forecast and win rate in real time.

## Portuguese Summary

Template em inglês da Jestor. A sales CRM for B2B teams that run deals through a visual pipeline. Track every deal from first contact to won or lost, keep companies, contacts and activities in one place, and see your forecast and win rate in real time.

## Detailed Facts (English)

Structure: Pipeline, Leads, Activities, Companies, Contacts, Dashboard, Insights, Products, Labels & reasons, Workflow rules. Tables: Deals, Leads, Companies, Contacts, Activities, Notes, Products, Monthly Sales Goals.

How it works: A lead arrives in the Leads inbox and is converted into a deal. The deal gets an owner, value, expected close date and an automatic follow-up activity. The team moves the deal across the pipeline stages; probability updates by stage. Activities and notes build a timeline on the deal page. The deal is closed as won or lost, and the dashboard and insights update.

Details: Works on desktop and mobile. Stages, default probabilities, idle limits, labels and loss reasons can be changed without code, and you can add fields, tables and automations to fit your sales process.

## Detailed Facts (Portuguese)

Template em inglês da Jestor: Sales CRM. Visual deal pipeline with companies, contacts, activities and a live forecast. Estrutura: Pipeline, Leads, Activities, Companies, Contacts, Dashboard, Insights, Products, Labels & reasons, Workflow rules. Tabelas: Deals, Leads, Companies, Contacts, Activities, Notes, Products, Monthly Sales Goals.

## Best Search Topics

- sales crm
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## When To Use This Page

Use this page when researching Jestor in relation to sales crm, Sales CRM, sales.