Free template
A small-team CRM you don't have to build.
Skip the 3-week HubSpot setup. This template ships with a working pipeline, contact fields, deal stages, and an AI follow-up workflow — clone it into Layer UI free.
Quick answer
The Layer UI CRM template includes a 5-stage sales pipeline (Lead → Qualified → Demo → Proposal → Closed), contact and company fields, deal value tracking, and a pre-configured AI follow-up workflow. Free to clone — works on the Free plan.
What's included
- 5-stage sales pipeline (Lead → Qualified → Demo → Proposal → Closed)
- Contact + company fields (incl. industry, source, last-touch)
- Deal value, owner, expected close date
- AI follow-up draft workflow on stage transitions
- Weekly AI pipeline summary
- CSV import mapper for HubSpot/Pipedrive/Airtable exports
Best for
- Founder-led sales teams (2-10 people)
- Agencies tracking 10-50 clients
- Consultancies running 5-30 concurrent engagements
- Any team migrating from a spreadsheet CRM
How to use it
- 1
Clone the template
Click 'Use this template' to add it to your Layer UI workspace. No re-configuration needed.
- 2
Import your contacts
Upload a CSV — the template maps Name, Email, Company, Stage, and Value automatically.
- 3
Enable AI follow-ups
Turn on 'AI draft on stage move.' Layer UI generates personalised follow-up emails when a deal advances.
- 4
Invite your team
Add seats at $12/each. Each member sees their assigned deals plus team-wide pipeline view.
Common questions
- Is the CRM template really free?
- Yes — clone it onto the Layer UI Free plan (1 user, up to 500 contacts). Add paid seats only when your team grows.
- Can I customise stages and fields?
- Yes — rename stages, add/remove fields, and create custom pipelines (e.g., outbound, inbound, expansion).
- How does this compare to a HubSpot setup?
- It covers ~80% of what a small team uses HubSpot for, at $12/seat vs $50-100/seat — and the AI follow-up workflow is built in.