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QuickBooks Field Quotes
Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
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Sales CRM with Pipeline template
A sales CRM for small businesses.
by AgentUIUpdated November 13, 2026
What's inside the Sales CRM with Pipeline template
- Drag deals across a pipeline you set up yourself, see the next activity on every deal, and get flagged when a deal has gone quiet with nothing scheduled.
- Includes a weighted forecast by month, won and lost reasons, a full history per deal, contacts and companies, a daily activity list, email sequences, optional Gmail and Google Calendar sync, Excel import (up to 500 rows) and sample data for retail, services, logistics, manufacturing and health.
- English and Spanish.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
Describe it. We'll build it with you.
Every template started as someone's idea. Tell Agent UI what you need and get your own version. Hand off to a human at any time.
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Every tool below runs on the data you already have, with role-based access, a full audit trail and a real person behind it.