15 CRM Examples That Actually Close Deals in 2025 [Templates]

Real CRM examples, pipelines, and templates you can copy today.

What People Mean by CRM Examples

Most “examples” are fluff. You need concrete blueprints you can paste into your CRM today.

Think: stages with entry and exit criteria, required fields, SLAs, scoring rules, automations, and dashboards.

The goal is simple: faster handoffs, higher win rates, and reliable forecasts.

CRM Examples for SaaS, Agencies, Consulting

SaaS (sales-assisted)

• Stages: trial → demo → proposal → security → procurement → won/lost
• Key fields: MRR, seats, renewal date
• Works best when: multi-seat deals, legal/security reviews

Agencies

• Stages: inbound → discovery → scoping → proposal → negotiation → kickoff
• Key fields: budget, services, start date
• Works best when: scoped projects with milestones

Consulting

• Stages: referral → diagnostic → workshop → SOW → signature → kickoff
• Key fields: pain, stakeholders, timeline
• Works best when: C‑level sponsors and defined outcomes

Each template pairs with a 5–8 touch sequence. Industry data shows ~80% of sales require five or more follow‑ups, while many reps stop after 1–4 attempts. That alone justifies automation and reminders. Source: Spotio.

Sales Pipeline Example You Can Steal

Here’s a simple six‑stage pipeline with clear rules that prevent deals from camping in limbo.

Stage	Exit criteria	SLA	Probability
New	Contact verified and routed	First touch in 24h	5%
Qualified	Fit + interest confirmed	Book discovery in 48h	20%
Discovery	Problem, stakeholders, next step defined	Proposal draft in 72h	40%
Proposal	Pricing and scope delivered	Follow‑up in 48h	60%
Commit	Verbal yes + timeline	Paperwork within 7 days	80%
Closed	Signed or lost reason captured	Log outcomes same day	0/100%

Keep stages mutually exclusive.

• One owner per deal. No shared ownership.
• One next step with a date. No vague “circle back.”
• Enter a stage only when exit criteria of the previous stage are met.

Variant for procurement‑heavy deals:

• Add “Security” and “Legal” between Proposal and Commit.
• Track blockers as fields: vendor form status, DPA status.
• Provide procurement deadlines in the proposal to anchor urgency.

Lead Scoring and Qualification Example

Blend fit, intent, and urgency so hot leads rise automatically.

Sample model:

• Fit (0–50): industry, size, tech stack match
• Intent (0–40): pages viewed, demo booked, replies
• Urgency (0–10): timeline, inbound trigger

Example formula: Score = Fit + Intent + Urgency.

Thresholds:

• MQL ≥ 45
• SQL ≥ 65 (auto‑create task and move to Qualified)

Qualification checklist (use live fields, not notes):

Budget — confirmed range and payer.

Authority — decision maker or path to one.

Need — explicit pain and success metrics.

Timeline — compelling event and date.

Automation Examples That Save Hours

1. New lead routing + first touch

• Trigger: lead created or form submitted
• Condition: channel = inbound and score ≥ 30
• Action: assign owner, create call task in 24h, send Day 0 email

2. No‑reply follow‑up and escalation

• Trigger: email sent, no reply after 2 days
• Condition: open or click occurred
• Action: send bump email, create call task; escalate to manager on day 5

3. Proposal momentum

• Trigger: proposal sent status
• Condition: deal in Proposal stage
• Action: set reminders at 48h and 5 days, auto‑log VOIP outcome to timeline, move to Commit on “verbal yes”

These are the boring, repeatable motions that compound. They also enforce the 5–8 touch reality buyers need. Source: Spotio.

Follow Up Sequence Examples That Get Replies

Inbound sequence

Day	Action	Notes
0	Email: “Quick path to [Outcome] for [Company]”	3‑line value, 1 CTA
1	Call + voicemail	20‑second VM: value, next step, number
3	Email: “Playbook + 2 screenshots”	Proof, no pitch
6	Call	Ask for 10‑minute alignment
10	Breakup email	Permission to close loop

Outbound sequence

Day	Action	Notes
1	Email: “Idea for cutting [Metric] by 20%”	Personalized hook
2	LinkedIn connect + note	No pitch
4	Call + voicemail	Short ask for fit check
7	Email: case study snippet	3 bullets, 1 CTA
12	Call + short ask	Offer two time slots

Stop when disqualified, or after Day 12 with no engagement. Recycle to nurture for 30–45 days, then re‑enter with fresh context.

Subject lines that work: “Quick path to [Outcome]”, “Two options for [Team]”, “Worth a 10‑minute fit check?”

Voicemail pointers: state value, propose next step, repeat number, keep it under 25 seconds.

CRM Dashboard Examples Leaders Trust

A dashboard should answer: where are deals stuck, what’s likely to close, and who needs coaching.

Widget	Why it matters	Review cadence
Pipeline by stage with aging	Exposes stall points	Weekly
Win rate by source	Shows channel quality	Monthly
Weighted forecast by close date	Predictable revenue	Weekly
Activities‑to‑meetings ratio	Discipline vs. luck	Weekly
Proposals out vs. won	Proposal effectiveness	Weekly
Revenue by rep	Capacity and coaching	Monthly

Review rhythm:

• Weekly: pipeline health, next steps, stuck deals.
• Monthly: source quality, win rates, coverage.
• Quarterly: process changes, enablement gaps.

Run These Examples Without Tool Bloat

Small teams win with a pipeline‑centric UI, fast onboarding, and built‑in calling, automation, and proposals. That’s what buyers actually want. See CRM overviews like monday.com.

Pricing matters. Entry plans cluster in the low tens per user. Pipedrive ranges roughly $14–$99 per user across tiers. Source: ExpertMarket.

Pipedrive’s ecosystem is deep. The tradeoff is tiering, add‑ons, and integration setup. Great for custom stacks, slower for new teams.

Leadchee takes the opposite path: speed and simplicity.

You get visual pipelines, lead and company tracking, integrated VOIP calling, proposal templates, tasks, calendar, and a multilingual UI.

Flat $29/seat with everything included. No add‑on roulette. Faster ramp, fewer tabs, fewer points of failure.

If you want fewer tools and faster implementation, try these templates in Leadchee. If you outgrow it, you’ll graduate with a clean process instead of a Franken‑stack.