Leads & Data Enrichment

Free Leads & Data Enrichment for Teams

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client.

Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients.

This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer.

What is Clearbit, and how will it help you?

Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities.
With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation.
Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park.
Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface.

Using our tailor-made data enrichment template, you will now be able to:

Keep detailed records of all the potential customers in one place.
Import data automatically from Clearbit directly to your enrichment template.
Add a description to each company for a better understanding of the same.
Record the year in which the company was founded and its current employee strength.
Monitor the company’s global site rank and the current number of AngelList followers.
Add information generated from the Person Enrichment API to the template.
Store the full name and current location of your company contacts/leads.
Record the current title of the individual in the company and add a description to the same.
Get access to other personal information including, but not limited to, the alma mater of the concerned person.
Import and update details as and when required.
Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease.

On-page SEO Reporting

On Page SEO Reporting for SEO Teams

SEO, or Search Engine Optimization, is the strategy used to optimize the content of your website to increase its visibility and ranking in organic search engine results. SEO increases the quality and quantity of traffic through your website.

When a person looks for something on a search engine, the latter crawls through websites looking for content that matches the keywords entered by the user. Your job is to make sure that the search engine picks and displays your website first if it matches the user’s query.

Why is SEO important?

Companies across the globe are devoting increasing time and resources to SEO in recent times. The question arises: why?

SEO focuses on organic results which are considered by users to be more credible and generate far more traffic than paid advertisements.
It increases visibility and enhances the user experience to a large extent.
It increases traffic to your website, which can lead to greater conversions.
Effective SEO can give you that extra edge over your competitor.
Allows you to understand what users search for and optimize your website content accordingly.
It is a cost-effective strategy to increase brand awareness and loyalty.

Thus, SEO is the cornerstone of online marketing and brand awareness and Stackby’s On-page SEO Reporting Template serves as the foundation for SEO Success.

What is On-Page SEO?

When you optimize the contents of your website itself to increase website traffic, it is called on-page SEO. On the other hand, when you optimize content by taking actions outside your website, it is called off-page SEO. External backlinks form a part of off-page SEO. What is covered under on-page SEO?

Use of keywords in your website content and URL.
Tracking the speed of your web pages.
Adding a meta description to your article content.
Adding paragraph subheadings (H1, H2) to enhance user experience.
Perfect your website using all such methods and move on to off-page and technical SEO.

Mastering the art of SEO and keeping track of every aspect can be a daunting task. That’s why we’re here. Stackby’s Website SEO Performance Tracking Template is tailor-made to assist you in your SEO strategy!

With Google PageSpeed API integration, this Website SEO reporting template will track your SEO reports and help you optimize your website in real-time by allowing you to:

Keep track of every page or website that is a part of your SEO process.
Record the document title and meta description used on the website.
Record and update the SEO audit score.
Monitor the crawlable and canonical aspects of the website.
Monitor and update all SEO related data as and when required.

Now keep track of every detail of your website's technical SEO process with the On-page SEO Reporting template. Use it in tandem with Website Performance Tracking template to cover both performance and SEO metrics with Google PageSpeed API integration.

Check out More Related Templated :
Google Search Console Report
Google Analytics Report
Facebook Ad Campaign

Sales CRM

Free Sales CRM for Sales Teams

Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template!

This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze.

What is Customer Relationship Management or CRM?

Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences.

What is Sales Management?

Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business.

Why is Sales CRM Important for Your Business?

A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider:
Improves customer relationships and loyalty by providing personalized experiences.
Increases efficiency and productivity by automating routine tasks and workflows.
Helps identify and prioritize high-value sales opportunities.
Provides real-time insights into sales performance and trends.

Digging into Details About Stackby's Sales CRM Template

Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers.
The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities.

Who is This Sales CRM Template for?

Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue.

Why Do You Need Stackby's Sales CRM Template?

Get organized and stay on top of your sales game with this Sales CRM template!
Keep track of all your company dealings in one place - no more scattered information!
Store essential company details like industry type, employee strength, and website information.
Maintain up-to-date records of all your contacts within these companies.
Record contact details, including titles and relevant information.
Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track.
Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives.
Assign team leaders for each task for more effective task management.
Stay on top of your sales deals and their status (Won/Lost/Negotiating).
Update your CRM data regularly for a more accurate and effective system.

How to Use This Sales CRM Template?

If you have multiple products to keep track of, you may find our Multi Product CRM template useful.
If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template.
For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider.

Ways to Customize Our Sales CRM Template

After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how:
Add custom fields to capture specific information relevant to your business needs.
Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template.
Utilize filters and views to narrow down and focus on specific data subsets within your CRM.
Streamline your workflow by incorporating automation features into your Sales CRM Template.
Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc.

Tables Included in Our Sales CRM Template

Opportunities: It allows you to track the potential deals that your company is currently pursuing.
Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings.
Companies: It enables you to maintain a comprehensive database of all the companies that you deal with.
Contacts: With its aid, you can manage all your contacts in one place.
By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance.
You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips.

Ready to Simplify Your Sales Management Tasks and Customer Relationships?

With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!

Check out more related Templates:

Business Development CRM
Dealflow CRM
Fundrasing CRM
Customer Development
Lightweight CRM
Personal CRM

Video Production Management

The Video Production Management Template Your Team Actually Needs

Managing a video project without a system is basically controlled chaos. Scripts are in Google Docs. Shot lists are buried in email threads. Client feedback lives in a Slack message nobody can find three weeks later. And your shoot day is in three days.

A solid video production management template changes all of that. Instead of hunting across five different tools, your whole team works from one place, tracking every stage from concept to final upload. That's exactly what Stackby built its video production template for, and it's surprisingly easy to get running.

Here's what's in it, how to use it, and why it's the smarter choice for most video teams.

Why Video Teams Keep Dropping the Ball

The honest answer? It's not a talent problem. It's a systems problem.

Video production has three distinct phases, each with its own chaos. Pre-production needs scripts approved, locations scouted, and shot lists finalized. Production needs crew scheduled, equipment booked, and call times locked in. Post-production needs edit versions tracked, client reviews managed, and publishing deadlines met on time.

Without a dedicated video production tracker, tasks fall through the gaps. A scene gets reshot because nobody flagged a script revision. A video misses its go-live date because two people assumed the other was handling captions. These aren't big failures. They're small ones that compound until the project is late, over budget, or both.

The fix isn't more meetings. It's a structured system that maps every task, assigns an owner, and shows where things actually stand.

Template Features:

Title:Customisable Fields & Views
Desc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.

Title:Campaign & Content Planning
Desc:Plan campaigns end-to-end — from brief to publication — with status columns, owner assignments, and linked asset tables all in one place.

Title:Multi-Channel Performance Tracking
Desc:Pull live metrics from Google Analytics, Facebook Ads, or YouTube via API connectors and display them alongside your campaign records.

Title:Editorial Calendar View
Desc:Visualise all scheduled content on a built-in calendar to prevent publish-date clashes and maintain a consistent content cadence.

Title:Team Collaboration & Approvals
Desc:Assign reviewers, leave comments on individual records, and track approval status to streamline content sign-off workflows.

Key Features of a Proper Video Production Management Template

Not all templates do the same job. A genuinely useful one should cover:

Phase-based task tracking - pre-production, production, post-production, and publishing, each with its own status and clear ownership
Team assignments with deadlines - who owns what, when it's due, and whether it's blocked by something upstream
File and asset management - attach scripts, raw footage links, or edit files directly to the project row, not floating somewhere in Drive
Approval and review tracking - know exactly which version is pending client sign-off and which is cleared to publish
Publishing checklist - thumbnail status, captions, metadata, platform scheduling, all in one place

Stackby's template ships with all of this pre-built. No formulas to configure, no custom fields to build from scratch.

How to Use This Template: Step-by-Step

Getting started takes about 15 minutes.

1. Duplicate the template from the Stackby template library. It opens with all phases and column types already in place.

2. Add your video projects. Each row is one video. Fill in the title, assigned team members, and go-live date.

3. Set the production phase. Use the status column to mark each video: In Pre-Production, In Production, In Post, or Published. Filter by phase to see what's active right now.

4. Assign tasks to team members. Tag editors, shooters, or writers on each row. They get notified when something changes or needs action.

5. Attach assets directly. Drop in script documents, Dropbox folders, or raw footage links inside the row. No more digging through email chains at 11pm.

6. Track approvals. When a cut is ready, mark it "Pending Review." Once the client signs off, flip it to "Approved." The full version history stays logged in the row.

That's your entire video production workflow visible in one grid.

3 Real Use Case Examples

A B2B SaaS marketing team producing 10-12 YouTube videos per month uses this as their core video planning template. The content lead reviews the "Pending Approval" queue every Monday morning before anything goes live.
A boutique video production agency managing three active clients groups projects by client, tracks shoot dates in calendar view, and adds location notes and equipment lists per shoot. Before they set this up, double-booked shoot days were a recurring problem. They haven't had one since.
A solo creator running a faceless YouTube channel uses the template to manage outsourced work, like editing, thumbnails, and voiceover, with freelancer names, task deadlines, and payment status all in the same row. It functions as their entire content production management system for near-zero extra cost.

How Stackby Helps With Video Production Management

Stackby isn't a spreadsheet with a fresh coat of paint. It combines a relational database, a spreadsheet interface, and API connections in a way that genuinely serves video project management without requiring technical skills to set up or maintain.

Here's what makes it work for video teams specifically:

Column types built for media work - file attachments, URL fields, dropdown statuses, date pickers, and team member tags all live in one row
Multiple views for different roles - switch between grid (spreadsheet-style), kanban (by production phase), calendar (by shoot or publish date), and gallery for visual content
Approval workflows - mark for review, get sign-off, log it, without leaving the platform or hunting for the feedback in a separate email thread
API integrations - connect YouTube, Google Drive, or Dropbox directly through Stackby's API columns so assets are always one click away
Linked tables for agencies - connect a client database to a project database to a deliverables database so everything is related and nothing is duplicated

The pricing is reasonable, too. You're not hitting a steep paywall after the first month like you would with some competing platforms (that particular jump hits hard when you're bootstrapped). Stackby's free tier is actually usable, which is more than you can say for most tools in this space.

Ready to stop duct-taping your workflow together? Start your free trial on Stackby and have your video production management template running today.

Conclusion

A proper video production management template maps every phase of production in one place, from scripting through publishing
The best templates include task ownership, approval tracking, file management, and a publishing checklist, all built in
Stackby's no-code platform makes this easy to set up and run without any technical help, and the free tier is actually generous

Managing video content at scale doesn't have to feel like juggling. The right system makes it methodical. Try Stackby and see how quickly your video production workflow clicks into place.