Sales project management templates

Clients are the heart and soul of any business, and the best way to use your existing customer base for marketing is through customer testimonials!

The GoodDay competitive analysis template is a structured workspace for collecting, organizing, and analyzing competitor data in one place. It helps teams track key market players, compare product positioning, and monitor pricing, features, and strategic moves.

Use this lead management template to organize, track, and manage your sales pipeline with a structured and scalable workflow. It helps sales teams and business leaders improve visibility into lead progress, prioritize opportunities, and maintain consistent follow-ups across the funnel.

This sales pipeline template is designed to help teams track deals, organize sales activities, and manage the full sales cycle in one place. It combines visual pipeline management with structured task tracking, so you can clearly see how leads move through each stage and where attention is needed.

Template that creates a dedicated organized space to share all your approved sales content that can be accessed by the sales team anytime and anywhere

To ensure the organization has a documented sales plan, use this template to set up sales representative, territory, and market segment plans and quotas