Sales

Sales Templates

Discover your next workflow with Kizen’s hand-crafted templates for your team.

Seamlessly create invoices with no disparaging data loss.

Streamline the customer onboarding workflow to grow accounts.

Build a robust sales pipeline with all MEDPICC Qualifications required.

Create an extensive account base around current SaaS needs.

Collect new web leads using Kizen’s embedded form.

Create action item lists & manage status from “in progress” to “complete.”

Handoff deals to Project Management. Schedule activities and notifications.

Handoff deals to Customer Success. Schedule activities and notifications.

Manage and track your B2B sales pipeline. Manage leads, activities and more.

View all your deals at every stage. Track, analyze & prioritize leads.