For entrepreneurs who want to track every lead, automate follow-ups, and close more deals — all with one AI-powered tool.
2,587+ teams are saving 3-9 hrs/wk
Bonus templates
Your guaranteed, Two extra Bonus Templates
Good sales management is essential, but you’ll also get two extra bonus templates that make it super easy to manage your whole business in one place.
Works with ClickUp AI
AI THAT KEEPS EVERY
LEAD MOVING
Your free template uses AI to track leads, follow up automatically, assign next steps, and organize your entire pipeline—so you can focus on closing deals instead of managing spreadsheets.
AI organizes your leads, adds follow-up tasks, and updates deal stages in real time. No more manual tracking or forgetting who to message next—just consistent follow-through that drives results.
AI scans your notes, emails, and chats to identify next actions—creating tasks, reminders, and updates automatically. Stay on top of every opportunity and close faster with zero guesswork.
Instantly search your pipeline and connected apps for leads, deals, or client details. AI summarizes what’s been done and what’s next—so you always know exactly where every deal stands.
YOUR SALES PROCESS IS BROKEN, HERE’S THE FIX
Manual tracking and scattered tools cost you leads. This template unites your entire sales process in one AI-powered system — so you can follow up faster, close more deals, and stop letting opportunities slip away.
Leads scattered across spreadsheets, CRMs, and inboxes
Follow-ups forgotten or buried in messages
No clear view of your pipeline or next actions
One hub for all your leads, deals, and follow-ups
Smart reminders so no lead slips through the cracks
Automated updates and deal tracking powered by AI
Instant pipeline insights to know exactly where to focus
2,587+ teams are saving 3-9 hrs/wk
Testimonials
Real Entrepreneurs. Real Results.
Discover how business owners, freelancers, and sales teams use the AI-Powered Sales Tracker Template to stay organized, close more deals, and never lose a lead again.
Sarah M
Using this template completely changed how I handle leads. It tracks follow-ups automatically, keeps every deal visible, and saves me from digging through old messages. Total game changer.
Jason R
After setting it up, I stopped missing follow-ups. The AI reminds me exactly when to reach out and updates my pipeline for me. It’s like having a personal sales assistant inside ClickUp.
Emma W
I started using the template for my freelance business and instantly felt more in control. Every lead, call, and note is in one place—and the AI takes care of the routine stuff.
Tom V
This template helps me stay consistent. I can see who to follow up with, what stage each deal is in, and what to focus on next. It keeps my pipeline clean and my conversions up.