---
title: "CRM workflows: templates for sales and projects | Floral"
description: "Work, Floral’s CRM, has workflow templates for sales, projects, sparring, funding and membership, each with stages, fields, shared views and a report."
canonical: https://floral.so/features/crm/workflows
---

# CRM workflows: templates for sales and projects | Floral

> Work, Floral’s CRM, has workflow templates for sales, projects, sparring, funding and membership, each with stages, fields, shared views and a report.

Source: https://floral.so/features/crm/workflows

Work · Workflows

# Templates and reports for more than sales

Not everything you follow through is a sales deal.

A workflow defines the stages a case moves through. In Work, Floral’s CRM, you start from a template and adjust the stages and fields to the way your team works.

Workflows are part of Work, Floral’s CRM. On the site they are also called pipelines.

[Try now](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)

Templates

## Six places to start

An installed template is your own copy. Change it freely.

### Sales

Stages from first contact to won or lost, with value and forecast.

### Projects

Follow delivery from start to finish.

### Sparring

Advisory courses with a company, step by step.

### Funding pools and applications

Keep track of pools and of each application through its stages.

### Membership

Follow members from prospect to active member.

### Reports

Each workflow has a report with headline figures and breakdowns for the records you have filtered. Export it as CSV or PDF.

Related features

## Pairs well with

[Flexible pipelinesBoard and list views, and how value is tracked per workflow.Learn more ](https://floral.so/features/crm/flexible-pipelines)[Deals and forecastingValue, expected close and forecast for the sales workflow.Learn more ](https://floral.so/features/crm/deals-and-forecasting)[Work, Floral’s CRMEverything in Work, in one overview.Learn more ](https://floral.so/features/crm)

## Frequently asked

Can we change a template after installing it?

Yes. It is your workspace’s own copy, and later changes to the template do not overwrite it.

Can we have several workflows?

Yes. A workspace can run sales, projects and membership side by side.

## Which process do you want to follow?

Tell us what you keep track of today. We show you the template closest to it.

[Try now](https://floral.so/signup)[Let's meet](https://floral.so/book-a-demo)