Top 21 Free CRM Templates to supercharge your business [2024]

CRM usage increasing every year on year. According to Grand View, Research CRM Market size is expected to reach USD 163.16 billion by 2030. This signifies the increasing importance businesses place on managing customer interactions effectively.

A Free CRM template offers a cost-effective solution for businesses and entrepreneurs to manage customer interactions easily and effectively.

Stackby CRM Templates are pre-designed structures or formats that businesses can use to organize, control, and track their interactions with customers and potential leads. These templates typically include fields for storing and updating consumer information, tracking communication history, managing sales pipelines, and analyzing consumer statistics.

Common Uses Cases of CRM Templates

CRM templates can be used in various industries and business sectors where maintaining strong relationships with customers is essential. Some common uses include:

Sales Management:

CRM templates help the sales team track leads, manage pipelines, and prioritize sales activities. They offer a centralized platform for storing customer information, tracking sales opportunities, and monitoring progress through the sales cycle.

Marketing Campaigns:

CRM templates can be used to track the effectiveness of marketing campaigns and initiatives. They allow marketing teams to segment purchaser lists, track marketing campaign responses, and analyze customer behavior to optimize marketing strategies.

Customer Service:

CRM templates enable customer services teams to track consumer inquiries, monitor service requests, and provide well timely support. They help streamline communication with customers, track issue resolution, and make certain a consistent and positive customer experience.

Account Management:

CRM templates assist account managers in managing relationships with key clients and accounts. They provide visibility into account history, track interactions and touchpoints, and facilitate communication among account managers and clients.

Lead Generation:

CRM templates assist lead generation efforts by way of capturing and monitoring leads through various channels such as website inquiries, social media, and events. They help qualify leads, assign them to sales representatives, and track their progress through the sales funnel.

Data Analysis:

CRM templates enable businesses to analyze customer data and gain insights into customer behavior, preferences, and trends. They provide reporting and analytics features that help businesses make data-driven decisions and perceive opportunities for growth and development.

11 Free Stackby CRM Templates

Stackby offers customizable CRM templates that require no coding knowledge. These templates are flexible and can be tailored to fulfill the specific needs of businesses. Stackby's platform provides a user-friendly interface for managing customer data, interactions, and workflows.

1. Stackby's Sales CRM Template

For startups and small enterprises looking to efficiently manage their sales process, Stackby's Sales CRM Template is ideal. It can assist you in streamlining your sales management procedures and increasing total sales and revenue, regardless of how long you've been in business.

• Streamlined Processes
• Spreadsheet-style Interface
• Enhanced Performance and Productivity
• Customizable Features
• Integration Capabilities
• Increased Sales and Growth

2. Stackby’s Business Development CRM Template

A pre-built framework that combines business development tactics with Customer Relationship Management (CRM) concepts is called a Business Development CRM Template. Stackby's Business development CRM template operates as a centralized hub for managing contacts, keeping track of leads, analyzing sales pipelines, and streamlining correspondence. This template supports companies in their quest of expansion by keeping them focused, organized, and adaptable.

3. Stackby’s Dealflow CRM Template

The amount and caliber of possible investments that an investor, company, or finance institution has access to is sometimes referred to as deal flow. Deal flow management is the process of handling deal flows more skillfully. Using a deal flow CRM template by Stackby might help you make sure you don't pass on any profitable opportunities that could transform your company.

Features of Stackby's Deal-flow CRM template include:

• Storing deal details
• Managing business enterprise records and contacts
• Tracking interactions
• Assigning team roles
• Customizing startup pitch forms

4. Stackby’s Personal CRM Template

When utilizing spreadsheet-based CRM systems, customers can get started with a Personal CRM template. It is made to be more accessible and simple to use.

Stackby’s Personal CRM template is ideal for freelancers, contractors, small business owners, entrepreneurs, or anybody else who wants to advance their career or body of work. It is very adaptable to help anyone attempting to expand and build their business and network in a methodical manner.

• Managing multiple channels for various business needs can be challenging
• Convenience of consolidating all necessities onto a single platform
• Stackby’s Personal CRM template offers centralized contact management
• Facilitates management of private and professional contacts for future communication and relationship management
• Targeted towards entrepreneurs, small business proprietors, freelancers, contractors, and others seeking career or business enhancement
• Designed for easy, quick use, and enhanced accessibility
• Caters to individuals, business owners, managers, business development teams, sales personnel, and small to medium-sized enterprises (SMEs)
• Users can organize and track all clients and relations efficiently
• Records details including client title, location, contact information, meeting date, current employer, notes, and more
• Customizable nature allows users to tailor the layout to suit their network management preferences
• Ensures a customized and effective approach to relationship nurturing and business growth

5. Stackby's Lightweight CRM Template

For those looking to establish and nurture relationships with their clientele, Stackby's lightweight CRM template is ideal for startup founders, entrepreneurs, small business owners, sales managers, marketing and sales teams, and public relations agencies.

Stackby's Lightweight CRM Template Feature:

• Keep a record of every sales activity.
• Monitor every lead and deal activity.
• Bring in every lead and contact from CSV files or Google Sheets.
• Monitor investor and sales pipelines.
• Organize all of your work in one location.
• Obtain a summary of sales performance.

6. Stackby's Free Customer Development CRM Template

The Customer Development CRM introduced by Stackby is a powerful tool inspired by Steve Blank's methodology, aimed at helping businesses effectively manage their customer interactions, problem statements, and requested features. Customer development, vital for acquiring and retaining profitable clients, involves understanding and validating customer needs, creating appropriate products, testing acquisition methods, and efficiently allocating resources.

Challenges without a dedicated CRM system:

• Disorganized customer data
• Ineffective communication channels
• Cumbersome reporting processes
• Difficulty in classifying and organizing contacts

Stackby's CRM solution:

• Centralized platform for tracking customer interactions
• Generating reports
• Organizing contacts
• Managing customer issues

Tools offered by Stackby's CRM:

• Product-market fit assessment
• Sales pipeline management
• Marketing strategy evaluation
• Comprehensive reporting

7. Stackby's Sales Pipeline CRM Template

This CRM gives you a clear picture of which activities are bringing in the most money and enables you to assess whether your present plan is effective. A sales pipeline provides comprehensive information that is essential to your sales department, including specifics about upcoming opportunities, the status of your present deals, and your sales process.

• Efficient sales pipeline crucial for product development and marketing success
• Sales pipeline visual representation of the sales process
• Provides insights into deal progression, revenue generation, and upcoming opportunities
• Customization key to adapt stages to business needs
• Stackby's Sales Pipeline Template streamlines and optimizes sales processes
• Tracks deal details, assigns representatives, monitors deal sources, prioritizes tasks, and manages deal statuses
• Enables recording of crucial information like deal dates, expected sales values, and weighted values
• Facilitates comprehensive analysis and decision-making

8. Stackby's Free Real Estate CRM Template

The management can enter all the required information, including the land used, date of establishment, depreciation, and value of the property, using this Stackby template. They are able to offer their clients the same information while purchasing or selling real estate.

The template gives the estate management and the clients a comprehensive overview of the property by projecting the estate's condition, the name of the current owner, and its indoor and outdoor amenities.

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Use Free Real Estate Listings Management Template

• Enables managers to record crucial details such as property value, depreciation, establishment date, and land use
• Facilitates comprehensive overview of the estate such as status, ownership, amenities, pricing
• Enhances transparency and efficiency in property management
• Proves invaluable for Real estate management companies and Private brokers
• Streamlines handling various aspects of property management
• Centralizes data and automates tasks such as Property valuation and Tracking customer engagement
• Simplifies manager's workload
• Fosters trust and transparency with clients
• Accommodates changes in real estate features
• Ensures adaptability to evolving market dynamics
• Indispensable tool for professionals in the real estate industry
• Seeks improved organization, efficiency, and client satisfaction

9. Stackby's Free Fundraising CRM Template

Businesses can use Stackby's fundraising CRM template as a tool to gather, arrange, and utilize investor data. It functions similarly to CRM software that has been combined with marketing features. With the help of this template, your team may work together on the pitches and you can establish a central database with the details of your investors. Data may be rapidly filtered, shown, and lasty the point of contact with an investor can be swiftly determined.

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Use Free Agency Talent Management Template Template

• Centralizing investor data
• Collaborate on pitches
• Filter and visualize data
• Track last touchpoint with each investor
• Managing all contacts and investor details in one place
• Streamlining investment pitches
• Monitoring fundraising process through status boards and calendar views
• Automation of fundraising process
• Segmentation of investors
• Gathering insights about fundraising efforts
• Enhancing investor relationships
• Invaluable tool for entrepreneurs, CEOs, CFOs, COOs, and startups

Advantages of Stackby's Fundraising CRM template:

• Centralized database for investor information
• Efficient collaboration among team members
• Accessibility to crucial details like contact information, fundraising status, and pitch documents

10. Stackby's PR Agency CRM Template

Public relations (PR) teams may benefit from the use of CRM templates offered by Stackby, to better manage their contacts with both present and potential customers. As everyone knows, a CRM is about developing and managing connections with your clients, not only about keeping and managing contacts, Stackby fulfills that criteria at its best. Therefore, by utilizing this CRM tool function, public relations teams may manage their client interactions in a more structured way.

11. Stackby's Free Marketing Agency CRM Template

For marketing professionals, the Marketing Agency Client CRM template in Stackby is an all-inclusive solution that simplifies client administration, teamwork, and content preparation. Three main tables make up the template: "Clients" "Team" and "Content" You can keep track of interactions, manage client information, and keep an eye on the health of each client relationship with the "Clients" table.

A consolidated location for organizing team members, their responsibilities, and contact information is the "Team" table. Last but not least, the "Content" table makes content planning easier by associating titles with team members and clients as well as crucial information like keywords, descriptions, channels, and content kinds. With this template, marketing teams can more effectively manage client interactions, teamwork, and content production all from within one tidy workspace.

Use Free Sales Asset Management Template

Use Free Sales CRM Template

12. Customer Persona CRM Template by Stackby

Businesses that invest a significant amount of time and money in developing client personas have greater long-term success. With Stackby’s Customer Persona CRM, you may better understand what your customers want and approach them with timely, relevant information by creating a well-designed customer persona. This will enable you to adjust your product, marketing tactics, messaging, and content to match the expectations of your target audience.

13. Multiple Product CRM Template by Stackby

All of your current and prospective deals, along with the accompanying clients, can be tracked on a single platform with our user-friendly Multiple Product CRM Template. It will make sure that you hit and even surpass your sales goals, which will increase your earnings and the profitability of your business.

14. Sales Asset Management CRM Template by Stackby

Having problems keeping track of and updating all of your whitepapers and sales stacks? We know how to fix this. Use our specially designed Sales Asset Management Template to find solutions for all of your asset management issues!

Give your sales staff access to our asset management template so they can save a ton of time. Your sales team can now store and update any asset with a single click, including landing pages, demos, and sales decks.

15. Product Catalog CRM Template by Stackby

Using a product catalog template will make it easier for you to manage all of your goods' associated data. It can be utilized to easily access all of the things that you currently own, have ordered, and still need to order.

Information about every thing you sell or own is readily available. It is customizable and allows you to add notes and photographs. To further organize the items by build, seller, or any other criteria you choose, you can also utilize a product catalog template.

16. Customer Development CRM Template by Stackby

This CRM can assist you in ensuring a successful business by streamlining the previously mentioned operations in one location. Numerous companies, particularly new ones, deal with problems related to client development like:

• Utilizing spreadsheets and Post-it notes to record meeting details with customers gets cumbersome.
• Workers not know who to call when they have a customer-related problem.
• Reporting gets complicated since you have to gather information from several platforms.
• Sorting contacts and classifying consumers can be challenging tasks.

17. Data Enrichment CRM Template by Stackby

Your business can execute more individualized email campaigns and achieve smarter lead scoring by enriching the leads created using the appropriate instrument. Data enrichment solutions improve the quality of your gathered customer data and increase its applicability for identifying possible customers.

There is a higher likelihood that the lead information gathered will be turned into actual customers and used for marketing purposes. There is a very high return on investment with data enrichment. It follows that using our Data Enrichment Template makes perfect sense. And all these things can be managed with Stackby's data enrichment CRM template

18. B2B Lead Generation CRM Template Stackby

It is an affordable, user-friendly marketing tactic that is still effective today. It raises brand awareness and enables you to send targeted material to prospective customers. Emails are six times more likely to be clicked on than tweets, so they aid in increasing website traffic. So if you are looking for a template that can do all these then Stackby's B2B CRM is a perfect option.

19. PR and Media CRM Template by Stackby

Real-time collaboration between PR management teams is greatly facilitated by Stackby's PR and Media CRM Template. Using this template, you can accomplish the following tasks:

• Keep track of every detail regarding the PR articles that have been released for your company (author, date of publishing, deadline for publication, URL, status, media outlet, publication outlet, etc.)
• Keep tabs on your PR connections' information, including their experience, contact data, status, articles published, channels of distribution, and so forth.
• Manage all aspects of your publishing channels in one location, including published articles, published numbers, published types of publications, etc.

20. PR Outreach CRM Template by Stackby

By using the PR Outreach template by Stackby, you can manage all of your PR outreach responsibilities, including who you have reached out to, which channels you have pitched to, contacts for PR outreach, PR articles you have written, and more. You may plan out every step of your PR outreach strategy with the aid of this template.

21. Marketing Agency Client CRM Template by Stackby

For marketing professionals, the Marketing Agency Client CRM template in Stackby is an all-inclusive solution that simplifies client administration, teamwork, and content preparation. Three main tables make up the template: "Clients," "Team," and "Content." You can keep track of interactions, manage client information, and keep an eye on the health of each client's relationship with the "Clients" table.

A consolidated location for organizing team members, their responsibilities, and contact information is the "Team" table. Last but not least, the "Content" table makes content planning easier by associating titles with team members and clients as well as crucial information like keywords, descriptions, channels, and content kinds. With this template, marketing teams can more effectively manage client interactions, teamwork, and content production all from within one tidy workspace.

Tips for Using CRM Templates

Using a CRM template saves your time and helps you customize your needs. Dho there are some tips for using CRM templates.

• Always ask important questions about your leads and sales process. What information do you want to track? What are the lead sources? What will be the pipeline stages?, etc.
• You can use pivot tables to analyze the data of your customer. This provides an easy and effective way to identify the trends about sales goals and evaluate the opportunities.
• If you are dealing with a large enterprise make use of multiple sheets to organize the data separately for better future use.
• Try exporting data from current locations such as email contact list or online tools that will help you manage the template if you have too many contacts to enter manually.
• Sector security preference is always an important consideration when you use a CRM template.

CRM Template FAQs

Q1. Can I customize a CRM Template to fit my business needs? How?

Yes, you can easily customize a CRM template for your business needs. As the templates are pre-built and easily customizable you can use them anytime.

Q2. What are the limitations of Excel or Google Sheets CRM Template?

Google Sheets and Excel have limited functionality that may lakh for businesses to manage their CRM.

Data security and collaboration are also limited for team members.

Q3. Can I use a CRM Template instead of the best CRM software?

Yes, Stackby offers you a wide range of CRM templates that can be customized for your needs. You can easily use that template without the need to use templates and the entire software.

Why is Stackby Better than Other CRM Templates?

Stackby stands out from other CRM templates due to its comprehensive features and customizable functionalities tailored specifically for modern businesses. Unlike traditional CRM templates, Stackby offers a flexible and modular approach, allowing users to create custom workflows and databases that suit their unique requirements. This flexibility empowers businesses to adapt their CRM system as their needs evolve, ensuring scalability and long-term usability.

Say goodbye to rigid templates and hello to dynamic workflows that grow with your business. Sign up today and unlock the power of Stackby to boost productivity, enhance collaboration, and drive growth.

Benefits of using Stackby CRM Templates

Stackby stands out from other CRM templates due to its comprehensive features and customizable functionalities tailored specifically for modern businesses. Unlike traditional CRM templates, Stackby offers a flexible and modular approach, allowing users to create custom workflows and databases that suit their unique requirements. This flexibility empowers businesses to adapt their CRM system as their needs evolve, ensuring scalability and long-term usability.

Say goodbye to rigid templates and hello to dynamic workflows that grow with your business. Sign up today and unlock the power of Stackby to boost productivity, enhance collaboration, and drive growth. Start using these templates for free by signing up on Stackby today.

Conclusion : Would like to try Stackby best CRM Templates for free?

Stackby offers a wide range of CRM templates that are made for use by small startups to big enterprises. There is no code and customizable features can help you manage your data more efficiently.

So don't stick to the harsh management of data in the software, try Stackby today to experience the difference.