Is this template free?

Yes. Download it with no credit card required.

Can I customize the stages and labels?

Yes. Rename, reorder, add, or remove stages and labels to match how your team actually works.

What if my sales process has more stages than this?

Add them. Most teams slot in a "Discovery Call Scheduled" or "Demo Sent" stage between Qualified and Proposal Sent. The template gives you the standard backbone; your process fills in the gaps.

Is this different from just using a CRM?

FluentBoards is a project management tool, not a CRM. But connected to FluentCRM, they work together: the board handles the visual pipeline and the task-level deal work, while FluentCRM handles contact data, email history, and automations. You get both without paying for a bloated all-in-one platform.

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