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HR & Recruiting Templates

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Company Intranet Templates
Company Intranet
What is a company intranet template? A company intranet template is an internal hub where employees find announcements, policies, the staff directory, key dates, tools and request forms. Stackby's Company Intranet template gives you an employee intranet built on a database, so every announcement, policy and link has an owner, an audience and a date. It serves as an internal company portal without separate intranet software. Who should use this employee intranet? HR, people operations and internal communications teams at small and mid-size companies, including remote and hybrid teams. It is a practical intranet for small business: an employee hub and internal communications hub you can launch in a day and maintain without IT. Key features of the Stackby Company Intranet template Company announcements: Publish news by department or location, and notify staff by email or Slack. Employee directory: Browse people by team, role and location with photos and contact details. Policy and document library: Store policies and handbooks with category, owner, version and review date. Holiday and events calendar: Show holidays, company events, birthdays and work anniversaries on a calendar view. HR and IT request forms: Route leave, equipment, access and help requests to the right owner. Quick links to tools: Keep a categorized list of the apps and resources each team uses. How to set up your company intranet Copy the template and import your employee list. Upload policies and add quick links and key dates. Edit the request forms and assign an owner to each request type. Share read-only views with all staff and enable announcement notifications. Related templates Employee Directory template HR Knowledge Base template HR Calendar template Meeting Room Booking template Leave Request Form Knowledge Management Database Team Wiki template 
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Marketing Templates

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Restaurant Marketing Calendar preview in Stackby Templates
Restaurant Marketing Calendar
Free Restaurant Marketing Calendar for Marketers  Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby's Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant's products and services are recognized. How is the Stackby's Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising, similar to organizing campaigns with a content planning system. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts using social media calendar features. The template allows the business to record where its content is being posted and its constituents, functioning like a marketing campaign tracker for promotional activities. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons through marketing management tools. Template Features:Title:Customisable Fields & ViewsDesc: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 PlanningDesc:Plan campaigns end-to-end — from brief to publication — with status columns, owner assignments, and linked asset tables all in one Title:Multi-Channel Performance TrackingDesc:Pull live metrics from Google Analytics, Facebook Ads, or YouTube via API connectors and display them alongside your campaign records. Title:Editorial Calendar ViewDesc:Visualise all scheduled content on a built-in calendar to prevent publish-date clashes and maintain a consistent content cadence. Title:Team Collaboration & ApprovalsDesc:Assign reviewers, leave comments on individual records, and track approval status to streamline content sign-off workflows. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers. Teams can integrate this with ad campaign planning for paid promotions and leverage social media analytics to measure campaign performance. Restaurant managers can also benefit from operations management for streamlining workflows, while using a client database to maintain customer relationships. For comprehensive promotional tracking, explore our b2b content calendar to coordinate content across multiple channels and maximize customer engagement. 
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Marketing Campaign Tracker preview in Stackby Templates
Marketing Campaign Tracker
Free Marketing Campaign Tracker for Marketers  Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template! What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign Decide on your target audience Set a budget for your campaign planning strategy Decide on a platform/channel Organize your team and divide the work Determine the content Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you. Consistent monitoring helps you identify which campaigns are meeting their goals and where adjustments are needed. Stackby’s guide to managing marketing campaigns effectively covers campaign planning, execution, and performance tracking.  Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises What is a Marketing Campaign Management Template? A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement, similar to how content planning templates adapt to different editorial needs. Why do you need a Campaign Management Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems! Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities. Template Features:Title:Customisable Fields & ViewsDesc: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 PlanningDesc: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 TrackingDesc:Pull live metrics from Google Analytics, Facebook Ads, or YouTube via API connectors and display them alongside your campaign records. Title:Editorial Calendar ViewDesc:Visualise all scheduled content on a built-in calendar to prevent publish-date clashes and maintain a consistent content cadence. Title:Team Collaboration & ApprovalsDesc:Assign reviewers, leave comments on individual records, and track approval status to streamline content sign-off workflows. How will Stackby's Campaign Management Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Monitor campaign status and progress Track the status of each of your marketing campaigns separately, ensuring nothing falls through the cracks. This visibility is similar to what a project tracker provides for project management. Control budget and spending Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks and calculate your average CPA for better financial planning. Measure conversion performance Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Set clear timelines Set a start and end date for your marketing campaign, coordinating with a social media calendar for multi-channel execution. Update and optimize continuously Monitor and update your ad campaign management plan as and when required, ensuring your campaigns stay aligned with business objectives. Visualize Your Campaign Pipeline You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. This flexible visualization works seamlessly with operations management workflows for comprehensive campaign oversight. Integrate with Your Marketing Stack The Marketing Campaign Tracker integrates perfectly with other marketing tools. Use it alongside an ad campaign planning template for strategic planning, or combine it with social media analytics to measure cross-channel performance. For content-driven campaigns, coordinate with a B2B content calendar to align your content strategy with campaign timelines. Track Specialized Campaign Types Different campaign types require different tracking approaches. For social media campaigns, integrate with a social media calendar. For paid advertising, use commission tracking to monitor affiliate and partner performance. Agencies managing multiple clients can maintain a client database alongside campaign tracking to ensure quick access to client preferences and campaign history. Optimize Your Marketing Process Understanding effective marketing management is crucial for campaign success. Explore resources on the marketing management process to optimize your overall approach, or check out database templates for marketing agencies for additional tools. Use Stackby's Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before! You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 
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Editorial Workflow preview in Stackby Templates
Editorial Workflow
Free Editorial Workflow for Marketers  How Stackby's Editorial Workflow Template will help ? We need not reiterate the importance of your Editorial Workflow. Irrespective of the medium – print or digital, the step-by-step planning and process is what results in successful execution. The ideas, the creating, the timeliness - all contribute to the timely execution. The Stackby Editorial Planning Calendar has a secret agenda. At Stackby, we know how important it is to maintain the creativity of your writers and editors so that they churn out excellent editorials. And we wanted to take off the mundane (or let’s say – the not-so-exciting) task of creating a workflow or an editorial calendar so that they remain focused on their primary duties. We have created an easy-to-adapt-and-use template that also acts as a real time meeting and collaboration place for you. Introduce or share ideas – bombard them here, add articles (as attachments, long texts), make edits, track your quality (yeah, just add in a table and you are good to go – manipulate it as you want), keep track of deadlines and schedule dates (as well as the other odd and even bits and pieces that are so much at home on your editorial workflow). Call it your editorial work space, and have meetings there, put in your comments - in short, have a great time working on your editorials in real time. Now, all you need to do is bring in that cup of coffee.
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Youtube Gaming Banner preview in Stackby Templates
YouTube Gaming Banner
Free Youtube Gaming Banner for Marketers  Creating an impactful YouTube Gaming Banner can make or break your channel’s first impression. With Stackby’s YouTube Gaming Banner Template, you can seamlessly manage, organize, and streamline your entire banner creation workflow—from ideas to final design and publication. Whether you're a solo gamer, creative designer, or gaming content agency, this template helps bring your banner branding to life, while keeping everything organized in one dynamic workspace. This template is ideal for YouTube creators who want to: Manage gaming banner assets Keep design specs handy Collaborate with editors or graphic designers Track banner publishing schedules Store YouTube channel links and brand guidelines Tables Included in This Template This YouTube Gaming Banner template consists of three primary tables: 1. Banner Designs This table acts as your central design repository—where all banner ideas, styles, and files are organized. Key Fields/Columns: Banner Name : Design Preview : Game Category :  Channel Name :  Size :  Design Tool Used :  Status :  Upload Date :  Designer :  Comments :  2. Brand Assets Maintain brand consistency across all banners by organizing key visual elements in one place. Key Fields/Columns: Asset Name :  Asset Type :  Asset File :  Used In Banner :  Notes :  3. Publishing Calendar Plan and schedule banner uploads or updates with ease. Key Fields/Columns: Scheduled Date :  Banner :  Channel Link :  Promotion Type : Status :  Notes :   Key Features & Benefits Visual Planning Made Easy: Upload banner previews, assign design tools, and track statuses all in one dashboard Complete Asset Management: No more digging through folders—centralize fonts, logos, and overlays per banner Collaborative Workflows: Easily assign collaborators or graphic designers and exchange feedback via the comment field Channel-Ready Scheduling: Plan uploads aligned with content drops or major gaming events Customization-Friendly: Tailor this template by adding extra fields like banner performance analytics or designer hours logged  Use Cases YouTube Gaming Creators: Stay visually consistent and organized for every season or content update Graphic Designers & Agencies: Manage banner requests across multiple clients and channels Gaming Startups or Studios: Create consistent branding for developer channels Marketing Teams: Coordinate banner rollout with YouTube ad campaigns or live events Why Use This Template? This YouTube Gaming Banner Template is designed to give creators, teams, and designers full control over banner creation workflows. From version control to publish planning, this template saves time and boosts brand consistency—so you can focus more on gameplay and less on coordination. Start using this free YouTube Gaming Banner Template on Stackby today, and build better visuals that level-up your channel’s first impression. 
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Youtube Channel Art preview in Stackby Templates
YouTube Channel Art
Free Youtube Channel Art for Marketers  Your YouTube channel’s visual identity plays a vital role in attracting viewers and encouraging subscriptions. The YouTube Channel Art Template by Stackby is designed to help content creators, designers, and marketers organize, plan, and manage their channel banners effortlessly. Whether you're launching a new channel or rebranding an existing one, this template ensures you stay on top of design elements, image specifications, and publishing timelines. With an intuitive layout and easy-to-use interface, Stackby’s template makes the design workflow smooth and efficient. Why Choose the YouTube Channel Art Template? Designing channel art involves more than just uploading an image. You need to ensure: Correct dimensions and formats for optimal viewing on desktops, mobile devices, and TVs Consistent branding that aligns with your channel’s identity Efficient collaboration between content creators, designers, and marketing teams Timely updates to reflect promotions, seasons, or milestonesThe YouTube Channel Art Template streamlines the entire process by providing dedicated tables to manage your design projects, visual elements, and publishing schedules. How the YouTube Channel Art Template Works in Stackby The template consists of three primary tables that cover all essential aspects of creating and managing YouTube channel art: 1. Design Assets Table This table serves as a centralized space to store and track all design-related elements. It includes Asset Name – Provide clear, descriptive names for banners or visual elements File Links – Attach image files or design files (e.g., PNG, JPG, or PSD) Dimensions – Track dimensions to ensure compatibility across devices Designer Details – Record who created the asset for easy collaboration Status – Monitor progress with statuses like “In Progress,” “Review,” or “Finalized” 2. Channel Branding Table Maintain a consistent brand identity using this table, which includes: Brand Colors – Record and store hex codes for your channel’s brand colors Typography – Note fonts and sizes used in channel art Logo and Icons – Store logos, icons, and any graphical elements Design Notes – Include guidelines and notes to ensure visual consistency 3. Publishing Schedule Table Efficiently manage the timeline for designing and uploading channel art using this table. Track: Campaign Name – Identify banners used for promotions, events, or collaborations Upload Date – Keep deadlines in check with scheduled upload dates Approval Status – Mark approvals from relevant stakeholders Platform Preview – Ensure channel art looks great across all devices with responsive previews Key Features and Benefits Design Management – Store all design files, assets, and branding elements in one place. Collaborative Workflow – Share the template with team members for seamless communication. Visual Consistency – Maintain brand consistency across channel art designs. Approval Tracking – Easily monitor the progress of designs through approval workflows. Device Optimization – Track dimensions and ensure channel art looks perfect on all screens. Who Can Benefit from This Template? YouTube Creators – Manage channel art and ensure brand consistency. Graphic Designers – Collaborate with clients to design banners using an organized system. Marketing Teams – Plan promotional campaigns and design channel banners for product launches. Agencies – Streamline client communication and approvals by using a transparent workflow. Getting Started with the YouTube Channel Art Template Add the Template: Duplicate the YouTube Channel Art Template into your Stackby workspace. Upload Design Assets: Add your design files and store brand assets in the Design Assets Table. Maintain Brand Consistency: Keep track of logos, colors, fonts, and design notes using the Channel Branding Table. Manage Publishing Schedule: Track deadlines, monitor approvals, and schedule upload dates in the Publishing Schedule Table. Collaborate with Teams: Share the template with designers, marketing teams, or clients for seamless collaboration. Stackby also offers integrations with cloud storage platforms like Google Drive or Dropbox, making it easy to link design files directly within the template.
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Public Relations preview in Stackby Templates
Public Relations
Free Public Relations for Marketers  Public relations (PR) is an essential part of brand communication, helping businesses build credibility, engage with media, and manage public perception. Whether you're handling press releases, tracking media interactions, or managing outreach campaigns, staying organized is crucial. The Public Relations Template by Stackby offers an all-in-one system to streamline your PR activities, ensuring your team stays on top of every media engagement. Designed for PR professionals, agencies, and corporate communication teams, this template enables efficient tracking of press contacts, media coverage, and campaign effectiveness, all in one place. Why Use the Public Relations Template? Managing PR efforts involves coordinating multiple tasks, such as: Tracking media contacts and journalists Planning and executing PR campaigns Managing press releases and announcements Monitoring media coverage and mentions Recording interactions and follow-ups Without a structured system, it’s easy to lose track of conversations, deadlines, and media relationships. This template centralizes all PR activities, allowing teams to manage communication seamlessly and ensure a strategic, data-driven approach. How the Public Relations Template Works in Stackby This template includes structured tables tailored for PR professionals to organize and monitor campaigns effectively: 1. Media Contacts Table Maintain a database of journalists, bloggers, and media outlets Store contact details, social media profiles, and publication history Track past interactions and outreach status 2. Press Releases & Announcements Table Plan, draft, and schedule press releases Assign responsible team members for content creation and distribution Monitor publication dates and media pickups 3. PR Campaigns Table Organize and track ongoing PR initiatives Define campaign objectives, target audience, and key messaging Assign tasks and track progress in real-time 4. Media Coverage Tracking Table Log media mentions, articles, and news coverage Categorize coverage as positive, neutral, or negative Monitor brand sentiment and analyze PR impact 5. Interaction Log Table Record emails, calls, and meetings with journalists and influencers Track follow-ups to ensure timely engagement Improve relationship management with organized notes and communication history Each table offers customizable views, automation, and integrations to streamline PR workflows. Key Features & Benefits Comprehensive Media Contact Management: Keep a well-organized database of press contacts with key details and engagement history. Effortless PR Campaign Tracking: Plan, execute, and monitor multiple PR campaigns simultaneously. Automated Follow-Ups: Set reminders and track journalist interactions to ensure consistent outreach. Press Release Organization: Manage, schedule, and distribute press announcements efficiently. Media Monitoring & Sentiment Analysis: Keep track of how your brand is being covered in the media and assess impact. Collaboration & Real-Time Updates: Share data with team members and work together seamlessly. Who Can Use This Template? Public Relations Agencies: Manage client PR campaigns and media relations efficiently. Corporate Communications Teams: Streamline internal and external communications. Marketing & Branding Teams: Enhance brand visibility and engagement through structured PR efforts. Startups & Small Businesses: Build strong media connections and execute impactful PR strategies. How to Get Started with the Public Relations Template Sign up for Stackby and access the Public Relations Template. Customize tables to align with your PR strategy. Add media contacts, campaign details, and press release schedules. Use Stackby’s automation to set reminders for follow-ups and monitor media mentions. Collaborate with your team to ensure smooth execution of PR campaigns. With Stackby’s intuitive platform, managing PR efforts becomes more strategic, organized, and impactful.
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Project Management Templates

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Risk Assessment preview in Stackby Templates
Risk Assessment
Free Risk Assessment for Teams  In a business where there are profits and losses, there are risks involved too. But some risks can harm your business and business organization and that you want to avoid at all cost. A smart business manager is the one who assesses the risks beforehand and keeps a plan all set in case a contingency arises. As an owner and a business manager, you must: Identify what can be the cause of any illness for your business? (hazard) How dangerous the situation can be, and whether can someone be harmed? (risk) What can be the precautions that you can take to avoid these? (control) There can be different types of risks in a business, and managing all of them individually and taking control of them can get too overwhelming. For this, a risk assessment template is a perfect solution for you. You can record information like what type of risk you can face, who will be in charge of it, what can be done, what will be required, etc., all at one template. You can have the details of what, whom, and when required to facilitate risk management available in a single location with the Risk Assessment Template. Teams can also use workflow automation to organize recurring risk-related tasks, assign follow-ups, and keep corrective actions moving through the right steps, Understanding the differences between spreadsheets and databases can help teams manage risk records, responsible owners, and corrective actions in a more structured way.  Template Features:Title:Customisable Fields & ViewsDesc: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:Task Assignment & DeadlinesDesc:Assign tasks to team members with due dates, priorities, and status labels so everyone knows exactly what needs to be done and when. Title:Kanban & Timeline ViewsDesc:Visualise project progress on a Kanban board for sprint management or switch to Calendar view to spot scheduling conflicts instantly. Title:Dependency & Milestone TrackingDesc:Link related tasks together using relational tables to surface blockers early and keep projects on schedule. Title:Automated Progress UpdatesDesc:Set up Stackby automations to notify stakeholders when task status changes or a milestone is reached — no manual status updates required. What are the Steps needed to Manage the Risk?  Here are the steps every organization should follow to keep the risks at bay: 1. Identify hazards You need to look around your organization and see what kind of work people are doing? What time are they doing the work? Is anyone exposed to harmful chemicals? Does anyone feel uncomfortable or threatened? Do your employees/workers need any protective gear for some particular type of work? Etc. Also, look at your records for any past mishaps. 2. Assessment of risk Now you need to ask yourself whether someone would be harmed from all those risks or not. If yes, what kind of harm can be done and to whom, what will be done in that condition and who will be responsible for taking the corrective measures? 3. Control the risks Now is the time to take corrective precautions to avoid the risks as much as possible. You need to think of how to execute the planning for controlling the risks. If required, you may have to change some policies or redesign your working structure to protect your business and your employees also who are also a part of the organization.  4. Record the findings After executing controlling measures and redesigning the framework, you should record all the changes brought with the measures and note down your findings for future use. You can use a risk assessment form or template for this to avoid confusion, For technology-related risks, the IT Management template can help teams organize IT-related records, responsibilities, and operational activities. Using Stackby views, teams can organize risk records by severity, owner, status, or review date to make follow-ups easier to manage.  5. Review the findings Finally, review & analyze what was done, and if the results are not up to the mark, think about any other work that could have been done and start planning again. Stackby automations can help notify responsible team members about pending corrective actions, upcoming reviews, and risk status changes.  Have your own free risk assessment template with Stackby and be free from the work of managing every little information regarding risk assessment. Teams can use Stackby’s Online Form Builder to collect risk reports and assessment details in a consistent format. Checkout Related Templates :Project Planning Sales Pipeline Sales Asset Management 
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Project Tracker preview in Stackby Templates
Project Tracker
Free Project Tracker for Teams  Managing multiple projects efficiently can be challenging, especially when juggling deadlines, tasks, team collaboration, and resource allocation. Without a structured system, projects can quickly become disorganized, leading to missed deadlines and inefficiencies. The Project Tracker Template in Stackby is a powerful tool designed to help individuals, teams, and businesses track progress, manage tasks, assign responsibilities, and monitor deadlines—all in one place. Whether you're a project manager, freelancer, or part of a growing team, this template provides a seamless solution for managing projects with clarity and efficiency. Why Use the Project Tracker Template? Tracking projects effectively is key to maintaining productivity and meeting goals. This template ensures that all aspects of project management—from task assignments and deadlines to resource tracking and progress monitoring—are structured and easy to oversee. Template Features:Title:Customisable Fields & ViewsDesc: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:Task Assignment & DeadlinesDesc:Assign tasks to team members with due dates, priorities, and status labels so everyone knows exactly what needs to be done and when. Title:Kanban & Timeline ViewsDesc:Visualise project progress on a Kanban board for sprint management or switch to Calendar view to spot scheduling conflicts instantly. Title:Dependency & Milestone TrackingDesc:Link related tasks together using relational tables to surface blockers early and keep projects on schedule. Title:Automated Progress UpdatesDesc:Set up Stackby automations to notify stakeholders when task status changes or a milestone is reached — no manual status updates required. Key Benefits: Centralized dashboard for managing multiple projects Task tracking with status updates, priority levels, and assigned owners Deadline monitoring to ensure timely project completion Resource and budget management for cost tracking Collaborative workspace for team updates and file sharing Instead of relying on scattered spreadsheets and disconnected tools, this template gives you a real-time, all-in-one solution to manage projects efficiently. Understanding the differences between spreadsheets and databases can help teams choose a better way to organize project details, track tasks, and manage updates in one place.  How the Project Tracker Template Works in Stackby This template includes structured tables that cover every critical aspect of project tracking, ensuring smooth execution from start to finish. 1. Project Overview Table List all active projects with key details Assign project owners, due dates, and priority levels Monitor project stages (planning, in progress, completed) 2. Task Management Table Break down projects into individual tasks Assign tasks to team members and set deadlines Track progress with status labels (To-Do, In Progress, Done) Prioritize tasks based on urgency 3. Team Collaboration Table Assign team members to specific projects Track individual contributions and responsibilities Communicate updates and share important files 4. Budget & Resource Allocation Table Monitor project budgets and actual spending Allocate resources effectively to avoid shortages Keep a record of tools, software, or assets used in each project 5. Deadline & Milestone Tracker Set project milestones for major deadlines, For projects with longer-term goals and multiple milestones, the Product Roadmap template can help organize planned initiatives, timelines, and deliverables.  Get automated reminders for upcoming tasks, For teams looking to reduce repetitive project tasks, workflow automation explains how automated processes can support reminders, status updates, and routine follow-ups.  Track progress with percentage completion indicators Each table can be customized to match your project’s specific needs, making it a versatile and scalable solution for businesses of all sizes. Key Features & Advantages Comprehensive Project Dashboard – Get a bird’s-eye view of all your ongoing and completed projects in one place. Efficient Task Management – Assign, track, and prioritize tasks effortlessly with built-in filters and categories. Teams managing product-related projects can also use the Agile Product Planning template to organize priorities, planned work, and team activities.  Automated Reminders & Notifications – Never miss a deadline with Stackby’s automation features. Collaboration & File Sharing – Work with your team in real time by assigning tasks, leaving comments, and sharing files. Budget & Resource Tracking – Stay within budget and allocate resources effectively to avoid overruns. Multiple Views & Customization – Visualize project data in different views like Grid, Kan ban, or Calendar based on your preference. Who Can Use This Template? Project Managers & Teams – Ideal for tracking and managing multiple projects efficiently. Freelancers & Entrepreneurs – Keep track of deadlines, clients, and project deliverables. Agencies & Businesses – Manage internal and client-based projects with structured workflows. Event Planners & Coordinators – Plan and execute projects with clear timelines and resource tracking. No matter your industry, this Project Tracker Template provides the structure and flexibility needed to stay organized and improve efficiency. Getting Started with the Project Tracker Template Sign up for Stackby (if you haven't already). Access the Project Tracker Template and customize it to fit your project requirements. Add projects, assign tasks, and set deadlines for an organized workflow. Utilize automation for task reminders, status updates, and project tracking. Collaborate with your team in real time to ensure projects are completed on time. With Stackby’s intuitive interface, customizable workflows, and powerful collaboration tools, project tracking has never been easier. Teams can also connect their project workflows with other tools through Stackby integrations, helping keep project information coordinated across their work processes. 
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Resource Allocation preview in Stackby Templates
Resource Allocation
Free Resource Allocation for Teams  Resource Allocation Template Effective project management hinges on one key factor: how well you allocate your resources. Whether it’s human talent, equipment, or financial capital, distributing the right resources to the right projects at the right time is vital. Our Resource Allocation Template helps teams stay organized, avoid overallocation, and boost productivity — all in a streamlined, visual format. This template is designed for project managers, department heads, HR teams, and operational leads who need real-time clarity on resource utilization across multiple projects.  About Template The Resource Allocation Template comes with four pre-defined, interlinked tables to track your teams, departments, projects, and resource usage. Here's a breakdown of the tables and how they function together: 1. Resources Table The Resources table helps you manage every available resource in your organization—be it human (employees), equipment, or budget allocations. Track their availability, skill sets, and assigned departments. Key Fields: Resource ID Resource Name Type  Skill Set Availability  Assigned Department Notes 2. Projects Table Organize and categorize your company’s active, planned, or completed projects. Define project timelines, budgets, clients, and overall priorities. Key Fields: Project ID Project Name Client Start Date & End Date Status  Priority Budget Notes 3. Allocations Table This is the heart of the template. The Allocations table links specific resources to specific projects and timeframes, helping you visualize usage, monitor overlapping assignments, and flag resource conflicts. Key Fields: Allocation ID Linked Resource Linked Project Allocation Start & End Dates Allocation  Allocation Status  Notes 4. Departments Table  Track which department is responsible for each resource. This makes it easier to communicate internally and manage departmental-level planning. Key Fields: Department Name Head of Department Contact Email Location Notes Key Features Real-Time Allocation Tracking: See exactly who or what is working on which project. Availability Monitoring: Avoid burnout or idle time by tracking % availability. Multi-type Resource Management: Covers people, hardware, and even budget allocations. Cross-linking Between Tables: Seamlessly link projects and resources using Stackby’s relational database features. Color-coded Status Fields: Instantly visualize project or allocation stages. Customizable Views: Filter by department, resource type, project status, or date.  Use Cases Project Managers: Assign engineers, designers, or equipment to active sprints or tasks. HR Teams: Track employee workload and capacity for new assignments. IT & Ops: Schedule shared equipment or hardware usage across teams. Finance Departments: Monitor budget allocations per initiative or quarter. Startups & Agencies: See how billable time is spread across client projects.  Benefits Improve visibility into project timelines and workforce utilization Minimize idle resources and prevent overbooking Prioritize high-impact projects with the right skills Align cross-functional teams under one clear plan Make data-driven resource decisions instantly  Get Started Today This Resource Allocation Template is ready to use and fully customizable to your business needs. With linked databases, filters, and visual tracking, you can finally take control of your resource planning and improve organizational efficiency. Start streamlining your resource management today — only on Stackby. Let me know if you’d like me to prepare this content in HTML format, a downloadable file, or localized for other audiences. 
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Science Museum Project Tracker preview in Stackby Templates
Science Museum Project Tracker
Free Science Museum Project Tracker for Teams  Streamline Science Museum projects effortlessly using Stackby's comprehensive database template. Organize tasks, teams, resources, and project specifics with ease.
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Project Request Form preview in Stackby Templates
Project Request Form
Free Project Request Form for Teams  The Project Request Form template helps teams collect project ideas, understand business needs, evaluate requests, and manage approvals in one organised workspace. Instead of handling scattered emails, messages, and spreadsheets, teams can use a structured process to review new requests, prioritise work, assign responsibilities, and keep projects moving. With Stackby, teams can organise project request details, track approval statuses, and connect incoming requests to their existing project management workflows. What Is a Project Request Form Template? A project request form template is a structured form used to collect and organise information about proposed projects before work begins. It helps employees, clients, and stakeholders explain what they need, why the project matters, and what resources or support may be required. A typical project request form collects: Project details: Project name, department, requester, and submission date. Business objectives: The problem to solve, expected outcomes, and business value. Scope and deliverables: The work involved and the results expected. Timeline and priority: Proposed start date, target completion date, and urgency. Resource requirements: Estimated budget, team members, tools, and other dependencies. Approval information: Reviewers, decision status, feedback, and approval dates. A project request form creates a consistent starting point for evaluating new work. It gives project managers the information they need to determine whether a request is feasible, how it fits with existing priorities, and what steps should follow. Unlike a project proposal, which usually presents a more developed plan for consideration, a project request form is often used at the initial intake stage. It captures the essential information needed to decide whether a project should move forward. Why Use a Project Request Form Template in Stackby? Managing project requests through email threads and disconnected documents can make it difficult to understand which requests need attention, who is responsible for reviewing them, and which projects have been approved. A centralised template gives teams a consistent way to manage this early stage of project planning. 1. Standardise Project Intake Give every requester the same structure for submitting project ideas. Consistent fields help project managers gather the information required to evaluate requests without repeatedly following up for missing details. 2. Keep Requests and Approvals Organised Maintain project descriptions, requesters, priorities, deadlines, reviewer feedback, and approval statuses in one place. This makes it easier to see which requests are new, under review, approved, or declined. Teams managing multiple project requests can benefit from understanding the differences between spreadsheets and databases, especially when organising structured information and tracking updates.  Teams managing structured information across multiple projects can also benefit from understanding the differences between spreadsheets and databases, particularly when requests need consistent fields, filtering, and ongoing updates. 3. Improve Project Prioritisation Review requests based on business value, urgency, estimated effort, budget, and available resources. A consistent evaluation process helps teams make informed decisions about which projects deserve attention first. 4. Reduce Manual Follow-Ups A structured request process makes missing information and pending decisions easier to identify. Teams can establish clear ownership for reviewing requests and use Stackby automations to support repetitive tasks such as status updates and approval follow-ups. Understanding workflow automation can help teams reduce repetitive work and manage recurring steps in the project request process.  5. Connect Requests With Project Planning Once a request is approved, teams can carry the relevant information into the next stage of planning. For example, the Agile Product Planning template can support teams that need to organise work into planned activities, priorities, and delivery stages.Template Features:Title:Customisable Fields & ViewsDesc: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:Task Assignment & DeadlinesDesc:Assign tasks to team members with due dates, priorities, and status labels so everyone knows exactly what needs to be done and when. Title:Kanban & Timeline ViewsDesc:Visualise project progress on a Kanban board for sprint management or switch to Calendar view to spot scheduling conflicts instantly. Title:Dependency & Milestone TrackingDesc:Link related tasks together using relational tables to surface blockers early and keep projects on schedule. Title:Automated Progress UpdatesDesc:Set up Stackby automations to notify stakeholders when task status changes or a milestone is reached — no manual status updates required. Key Features of the Project Request Form Template The Project Request Form template is designed to help teams collect the information required to review, evaluate, and manage incoming project requests. Structured Request Details Capture project names, requester information, departments, submission dates, descriptions, and supporting details in a consistent format. Business Goals and Expected Outcomes Record the problem a project is intended to solve, its business objectives, and the results stakeholders expect. This helps reviewers understand the reason behind each request. Priority and Timeline Tracking Include priority levels, proposed start dates, target deadlines, and urgency indicators to help project managers assess timing and plan their workloads. Budget and Resource Requirements Document estimated costs, required skills, team capacity, tools, and other resources that may affect project feasibility. Approval Status Management Track whether requests are submitted, under review, awaiting information, approved, or declined. Clear status labels help teams identify the next action required. Request Ownership and Accountability Assign reviewers or decision-makers so each request has a clear owner. Record review notes and decisions to maintain context throughout the approval process. How to Set Up Your Project Request Form Template A useful project request process starts with the right fields and a clear review workflow. The following steps help teams adapt the template to their needs. Step 1: Define the Information You Need Start by deciding what a requester must provide before a project can be evaluated. Include essential fields such as project title, requester name, business objective, problem statement, expected outcomes, and proposed timeline. Keep the initial form focused. Additional details, such as a detailed budget breakdown or technical requirements, can be collected later when necessary. Step 2: Organise Request Fields Group related information into logical sections, such as: Requester information: Name, department, email, and submission date. Project overview: Title, description, objectives, and expected benefits. Scope and delivery: Deliverables, dependencies, and estimated duration. Budget and resources: Cost estimates, team requirements, and tools. Review and approval: Reviewer, priority, decision, comments, and approval date. This structure makes the form easier to complete and helps reviewers assess requests consistently. Step 3: Create the Submission Form Use Stackby's online form builder to create a structured form for collecting project requests. Arrange fields in a logical order and make essential information easy for requesters to provide. Include clear field labels and descriptions so people understand what information belongs in each field. For example, a business-objective field can ask requesters to explain the problem the project will solve rather than simply asking for a project description. Step 4: Establish a Review and Approval Process Decide who reviews incoming requests and what criteria they use. A simple process might include these stages: Submitted: The request has been received. Initial review: The team checks whether the required information is complete. Evaluation: Reviewers assess value, urgency, cost, feasibility, and resource needs. Decision pending: The request is waiting for a final decision. Approved or declined: The outcome is recorded with relevant comments. Ready for planning: Approved requests move into the project planning process. Adapt these stages to your team's size and approval requirements. Step 5: Assign Ownership and Priorities Assign each request to a reviewer or responsible team. Add priority levels such as High, Medium, and Low, along with target review dates, so the team can organise its workload and identify urgent requests. Priority should reflect business needs and available capacity, not just the date a request was submitted. Step 6: Track Progress and Review Outcomes Use Stackby views to organise request information in a way that suits your workflow. For example, a grid can show all requests, while a Kanban-style view can group them by approval status. Review the request pipeline regularly to identify bottlenecks, overdue decisions, incomplete submissions, and recurring project needs. These insights can help you refine the form and make the intake process more efficient over time. How Project Managers Use the Project Request Form Template to Hit Deadlines A project request form supports deadline management by helping project managers understand upcoming work before committing resources or delivery dates. It does not guarantee that a project will finish on time, but it can improve the quality of decisions made before work begins. Identify Dependencies Early Requesters can list dependencies such as approvals, external vendors, access requirements, or input from other departments. Identifying these constraints early gives project managers more time to address potential delays. Evaluate Capacity Before Approving Work Collect estimated effort, required skills, and resource needs before approving a project. This helps managers understand whether the team can accommodate the work alongside existing commitments. Separate Urgent Requests From Routine Work A consistent priority field helps reviewers distinguish time-sensitive requests from work that can be scheduled later. Clear prioritisation reduces the risk of every new request being treated as an immediate commitment. Set Realistic Target Dates Use the requested deadline as an input rather than an automatic commitment. Review project scope, dependencies, resource availability, and approval requirements before agreeing on a delivery date. Reduce Delays Caused by Incomplete Requests Missing details can hold up project decisions. Required fields and a consistent intake process help teams identify gaps earlier and request clarification before a project reaches the planning stage. Connect Approved Requests to Delivery Plans After approval, transfer the relevant objectives, deliverables, and timeline information into the team's project planning workflow. A Product Roadmap template can help teams organise longer-term initiatives, milestones, and planned outcomes when the approved work fits a product roadmap. How to Customise Your Project Request Form Template for Your Team Every team evaluates project requests differently. Customising the template around your organisation's process makes it more useful without making the form unnecessarily complicated. For IT and Operations Teams Include fields for system access, technical requirements, affected systems, operational impact, risk level, and dependencies. These details help technical reviewers understand the work involved before making a decision. For Marketing Teams Collect campaign objectives, target audiences, expected outcomes, budget estimates, channels, and launch dates. This helps marketing teams evaluate new campaign requests against existing priorities and deadlines. For Product Teams Include customer problems, feature requests, expected user impact, strategic alignment, and success criteria. This information can help product managers evaluate requests alongside planned product work. For Internal Business Projects For projects involving HR, finance, administration, or multiple departments, include the requesting department, business justification, affected teams, estimated costs, and the person responsible for approval. For Client-Facing Projects Add client details, requested deliverables, scope expectations, budget range, and target completion dates. A clear intake process helps teams understand client needs before estimating effort or committing to delivery. Keep the Form Simple and Review It Regularly Only request information that is useful at the intake stage. If the form is too long, people may leave fields incomplete or delay submitting requests. Review the process periodically to remove unnecessary questions, clarify confusing fields, and update approval criteria as team requirements change.
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Knowledge Management Database preview in Stackby Templates
Knowledge Management Database
Free Knowledge Management Database for Teams  The Knowledge Management Database helps centralize and manage organizational knowledge. Simplify access to important resources, documents, and insights for better collaboration.
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Sales and CRM Templates

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PR and Media CRM preview in Stackby Templates
PR and Media CRM
Free PR and Media CRM for Sales Teams  Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place. What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place, similar to organizing information in a client database. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only using sales CRM capabilities. You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc., functioning like a content planning system. You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time. Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Who can use Stackby's PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners. How will Stackby's PR and Media CRM Template Help You? Stackby's PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) with marketing campaign tracker features. Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on using customer database software functionality. Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) through social media analytics tracking.A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Teams can integrate this with marketing workflows and utilize social media calendar for scheduling media outreach. PR professionals can also benefit from sales and CRM systems for comprehensive contact management, while leveraging operations management tools for workflow coordination. For media relationship tracking, explore vendor management concepts for managing media partnerships and use free CRM templates to customize your PR relationship management system. 
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Sales CRM Template in Stackby Templates
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. Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. 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. Businesses evaluating different ways to organize customer data can also refer to these free CRM templates for ideas on managing sales pipelines and customer relationships.  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. Understanding the differences between spreadsheets and databases can help businesses choose a more structured approach to managing sales records and customer information.  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. With Stackby Automations, teams can reduce repetitive work and manage routine sales follow-ups more consistently.  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. For a more focused way to organize customer and company information, the Client Database Template provides a useful starting point for maintaining centralized records.  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. Teams tracking sales alongside campaign performance can also use the Marketing Campaign Tracker Template to organize campaign activities and related information.  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. Stackby Views let teams organize CRM information in different formats to support their sales tracking and reporting needs.  Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Stackby Integrations help connect your CRM workflows with other tools, keeping relevant sales information connected across your systems.  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 
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B2B Lead Generation preview in Stackby Templates
B2B Lead Generation
Free B2B Lead Generation for Sales Teams Most B2B sales teams are running on a Google Sheet that's been duplicated three times, has columns nobody remembers creating, and hasn't been updated since the last pipeline call. Sound familiar? Losing track of prospects isn't a motivation problem. It's a system problem. A proper B2B lead generation template gives your team one shared place to track leads, manage outreach, and see exactly where each deal stands - without Slack threads or status meetings eating your week. That's the gap Stackby was designed to fill. This guide covers what your template needs, how to use it, and what most teams get wrong when they set one up. What a B2B Lead Generation Template Should Actually Track A name-and-email list is an address book. A real B2B lead management setup looks different. Your template needs these fields at minimum: Lead source (cold email, LinkedIn, referral, inbound) - so you know which channels are working Company details (size, industry, location) for quick qualification Pipeline stage (New, Contacted, In Conversation, Proposal Sent, Closed Won/Lost) Assigned owner - if everyone owns the lead, nobody does Last contact date - the field most teams skip and then regret Next action + due date - the single column that drives follow-through Estimated deal value - so your team naturally prioritizes high-value prospects Skip any of these and you've got a pretty table that doesn't actually run your B2B sales pipeline. Why Spreadsheets Break Down as Lead Management Databases Spreadsheets aren't bad tools. But using one as your primary sales prospecting system for a growing team creates friction that compounds fast. There are no reminders when a follow-up goes 30 days overdue. Two people editing the same row causes chaos. Filters get rebuilt every Monday. And that one rep who color-codes cells using a system nobody else has learned? That's causing real missed deals. The bigger issue with spreadsheets as a B2B prospect tracking tool: you can see data but you can't act on it. No pipeline view. No automation. No way to roll up conversion metrics without building formulas that break themselves two weeks later. Honestly, the "just use a spreadsheet" approach runs out of road faster than most teams expect.Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets.Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed.Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline.Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. How to Use a B2B Lead Generation Template: 5 Steps Step 1: Define your pipeline stages first. Before you touch the template, agree on what each stage actually means. Four to six stages is the sweet spot. More than that and nobody uses them consistently. Step 2: Set up your core fields. Start with eight fields max. Teams that add 20 fields on day one abandon the system by week three because data entry takes too long. Step 3: Import your existing lead list. Don't start fresh if you already have data. Migrate it in, even if it's messy. Clean as you go. Step 4: Assign owners to every row. Every lead needs a human name next to it. No exceptions. Step 5: Build a weekly review habit. Your lead generation tracker only works if your team opens it. Block 20 minutes every Monday to review the pipeline, update statuses, and flag overdue follow-ups. 3 Real Use Cases Startup sales team (under 10 people): You're doing outbound cold email alongside inbound. You need a simple B2B lead tracking system your whole team can update in real time, without coding or a six-month CRM rollout. One shared template with a kanban view for pipeline stages and a grid view for data entry covers everything. Marketing agency managing client leads: You're handling lead generation across multiple client accounts simultaneously. A separate B2B lead generation template per client, all inside one workspace, lets you track source performance, report on pipeline status, and manage outreach without bouncing between five tools. Mid-size B2B company scaling outreach: Your team is managing 200+ active prospects at any time. You need a lead management database with role-based access, automated reminders, and a reporting dashboard that shows conversion by source. A spreadsheet stopped being viable two years ago. How Stackby Helps With B2B Lead Generation Stackby sits in a genuinely useful middle ground between a spreadsheet and a full CRM. Flexible enough for small teams, structured enough for growing ones, and no developer required to customize it. Pre-built sales pipeline and CRM templates ready to adapt from day one Multiple views per table (grid, kanban, calendar, gallery) so each team member works the way they think API column integrations to pull live data from tools like Hunter, Clearbit, or your existing CRM No-code automation for follow-up reminders and status changes Team collaboration with @mentions, comments, and role-based access controls Custom reporting for tracking conversion rates, lead source performance, and B2B sales pipeline value It's a practical cloud-based B2B lead tracking system for growing businesses and agencies that want to move faster without buying enterprise software they'll use at 30% capacity. The downside? If you need deep native integrations with Salesforce or complex deal scoring out of the box, you might eventually outgrow it. But for most B2B teams under 50 people, it handles everything they actually need. Start your free trial at Stackby - first workspace is free, no credit card needed. Common Mistakes Teams Make With Lead Templates A few things come up constantly when a B2B lead generation template doesn't stick. Too many fields too early. Everyone wants to capture everything on day one. Resist it. Start with eight fields. Add more only when your team actually asks for them, not when you think they might need them someday. No single owner per lead. Shared ownership kills accountability. One name, one row. Every time. Ignoring the "last contacted" date. This field feels optional until you have a 90-day-old prospect in your pipeline you were convinced was almost closed. It's not optional. Treating the template as a record instead of a workflow. Your B2B prospect tracking system should be where work happens, not just where it gets documented after the fact. If reps are updating it at the end of the week from memory, you've already lost most of the value. Conclusion A B2B lead generation template doesn't fix a broken sales strategy. But it does give a working one a real backbone. Without a structured system, you're relying on individual memory and good intentions, and both have a short shelf life in a busy sales team. Your template needs more than contact details - pipeline stage, owner, last contact date, and next action are non-negotiable fields Spreadsheets fail as business lead tracking tools because they can't drive workflow, only store data Start with eight fields max and build from there - complexity kills adoption faster than anything else If you want a practical lead generation tracker your team will actually open every morning, give Stackby a try. The free plan is genuinely useful, and you'll have a working B2B lead generation template set up in under an hour.
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Massage CRM preview in Stackby Templates
Massage CRM
Free Massage CRM for Sales Teams  A well-organized client management system is essential for any ma ssage therapy business, spa, or wellness center. The Massage CRM Template simplifies the process of managing client information, tracking services, and scheduling therapists efficiently.For a broader approach to managing customer relationships, see Stackby’s CRM guide.  Why Use a Massage CRM Template? Managing a massage therapy business involves keeping track of multiple aspects, from client preferences to therapist schedules. This template pro vides a structured system to ensure smooth operations, improved customer experience, and streamlined record-keeping. Businesses managing customer relationships can benefit from a structured CRM workflow. Stackby’s CRM guide explains the fundamentals of customer relationship management. Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Key Features of the Massage CRM Template 1) Client Information Management Store and access detailed client profiles, including contact details, preferences, and medical history. Track past sessions and recommended treatments for personalized services. Businesses managing multiple customer records can also benefit from Stackby’s client database template.  2) Service Details Tracking Maintain a record of all massage services offered, including pricing, duration, and therapist assignment. A Booking Calendar Template can provide a structured way to organize scheduled time slots and availability.  Easily manage bookings and track customer preferences for repeat visits. 3) Therapist Scheduling & Management Organize therapist availability and appointments in one place. For tracking staff schedules and attendance, the Employee Attendance Tracker can help organize employee records.  Avoid scheduling conflicts and optimize workload distribution. 4) Automated Follow-ups & Reminders Send automated reminders to clients for upcoming appointments. Stackby’s Automations help teams reduce repetitive tasks by triggering actions based on defined workflow conditions.  Keep track of follow-up sessions to improve customer retention. 5) Integration & Customization Connect with third-party tools for automated booking and invoicing. Businesses that need to track payments and client transactions can also use Stackby’s Invoice Management Template.  Customize the template to fit your specific business needs. Stackby’s Integrations help connect external tools with business workflows.  How This Template Benefits Massage Businesses Better Organization: No more scattered notes or spreadsheets—store all client and business details in one place. Enhanced Client Experience: Track client preferences for personalized service. Improved Efficiency: Automate appointment scheduling and follow-ups to save time. Get Started with the Massage CRM Template Whether you run a solo practice or manage a team of therapists, this Massage CRM Template helps you stay organized, provide better client service, and grow your business efficiently. Start using it today with Stackby to streamline your massage therapy operations!
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Sales Strategy preview in Stackby Templates
Sales Strategy
Sales success depends on having a clear, structured strategy that aligns with your business goals. The Stackby Sales Strategy Template is designed to help businesses create, execute, and monitor their sales plans with ease. This template provides a comprehensive framework for tracking leads, managing sales activities, and measuring performance—all in one place. Whether you’re building a new sales strategy or refining an existing one, this template offers the flexibility and insights needed to drive consistent growth. What is the Sales Strategy Template? The Sales Strategy Template from Stackby is a customizable solution that helps businesses organize and streamline their sales activities. It includes dedicated tables for tracking leads, sales performance, outreach activities, and conversion metrics. By consolidating all sales data in one place, it becomes easier to analyze trends, identify gaps, and make data-driven decisions. This template is suitable for sales teams of all sizes, from startups to enterprise-level businesses. It helps sales managers and team members collaborate, align goals, and execute a consistent sales process. Why Use the Sales Strategy Template? A well-defined sales strategy eliminates confusion, increases efficiency, and improves conversion rates. The Stackby Sales Strategy Template helps you organize every aspect of your sales process, from lead generation to closing deals. Key Benefits:  Organized Sales Process: Track every lead, deal, and sales activity in one place.  Data-Driven Insights: Measure performance and adjust strategies based on real-time data. Increased Efficiency: Automate follow-ups, outreach, and pipeline updates. Team Collaboration: Improve communication and coordination within the sales team. How to Use the Sales Strategy Template in Stackby 1. Define Your Sales Goals Start by outlining your sales objectives—monthly revenue targets, lead conversion rates, and pipeline growth. Use the template to map out your entire sales funnel, from initial contact to deal closure. 2. Track Leads and Sales Activities Use the Leads Tracker table to log new leads, including source, status, and next steps. Monitor outreach efforts in the Sales Activities table to ensure consistent follow-ups and engagement. 3. Monitor Performance and Conversion Rates Track key performance indicators (KPIs) such as conversion rate, deal value, and sales cycle length. Analyze sales trends over time to identify patterns and opportunities. 4. Adjust Strategies Based on Insights Identify high-performing sales tactics and scale them across the team. Make data-driven decisions to refine your outreach, follow-up schedules, and pricing strategies. Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets.Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed.Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline.Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Key Features of the Sales Strategy Template Leads Management: Track all leads, including source, stage, and priority. Sales Pipeline: Visualize your sales funnel and monitor deal progress. Sales Activities: Record outreach efforts, follow-ups, and client interactions. Performance Tracking: Monitor KPIs, including conversion rate and average deal size. Automation and Integration: Connect with third-party platforms and automate data entry. Use Cases for the Sales Strategy Template Startups: Build a structured sales process from scratch. SMBs: Streamline lead generation and deal tracking. Enterprise Sales Teams: Manage large volumes of leads and deals. B2B and SaaS: Improve outreach efficiency and conversion rates. Sales Consultants: Develop tailored sales strategies for clients. Who Can Benefit from This Template? Sales Managers: Monitor team performance and refine sales strategies. Sales Representatives: Track personal sales targets and performance. Business Owners: Improve sales processes and increase revenue. Marketing Teams: Align sales strategies with marketing efforts for better results. How This Template Enhances Sales Performance The Stackby Sales Strategy Template integrates seamlessly with Stackby’s automation and API connection capabilities. You can connect to third-party CRM platforms, sales outreach tools, and communication platforms to automate data input and ensure that the template is always up to date. By centralizing all sales data in one place, Stackby helps sales teams operate more efficiently and make better decisions. Real-time tracking and performance insights enable faster adjustments to strategies, improving overall sales performance. Conclusion The Stackby Sales Strategy Template is the ultimate tool for organizing, executing, and optimizing your sales process. It helps businesses of all sizes increase efficiency, improve conversion rates, and achieve consistent growth. Get started with the Sales Strategy Template today and build a smarter, more effective sales plan!
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Manufacturing Firm CRM preview in Stackby Templates
Manufacturing Firm CRM
Free Manufacturing Firm CRM for Sales Teams  Running a manufacturing business involves constant coordination between production, inventory, customer orders, logistics, and payments. Without a central system, miscommunication and inefficiencies can lead to missed deadlines and lost business. That’s where the Manufacturing Firm CRM Template comes in — a fully customizable and collaborative solution in Stackby to manage operations from order intake to delivery and beyond. This template is specifically designed for small to mid-sized manufacturers who need a structured system to handle both their customer relationship management and internal production workflows. With intuitive tables, real-time updates, automation support, and flexible layouts (like Kanban, Calendar, and Gallery Views), this template allows your team to stay focused and informed every step of the way. For a broader look at managing customer relationships, What Is CRM? Benefits & Features covers how businesses can organize customer information, interactions, and sales workflows in one system.  Template Structure: Key Tables & Columns The Manufacturing Firm CRM is organized into six core tables, each tailored to handle a specific operational area: 1. Orders Table Manage all manufacturing orders with details like product types, quantities, customer information, timelines, and delivery status. Key Columns: Order ID  Product Name  Customer Name  Quantity Ordered  Order Date Expected Delivery  Status  2. Customers Table Track all customer information and link them to specific orders or payments. For a dedicated customer-data workflow, the Client Database template provides a centralized structure for customer records, contact details, and interactions.  Key Columns: Customer Name  Company Name  Email  Phone Number Industry Status 3. Products Table Maintain your product catalog with details on specifications, pricing, and categories. The Product Catalog template can help organize product information, categories, specifications, and related details in one place.  Key Columns: Product Name  SKU Product Category  Unit Price  Description  Inventory Level  4. Inventory Table Monitor inventory levels, restocking, and movement of raw materials or finished goods. For dedicated inventory tracking, the Inventory Management template provides a structured way to manage products, stock levels, and inventory activity.  Key Columns: Inventory ID Product  Quantity Available  Status  5. Payments Table Track incoming and pending payments associated with customer orders. Key Columns: Payment ID  Linked Order  Customer Payment Amount  Payment Status  Key Features & Benefits Centralized Order Management: Easily track orders and link them to customer, payment, and shipping data. Inventory Alerts: Get notified when stock levels fall below threshold using formulas and filters. Customer Insights: Understand customer buying behavior and history with connected views. Payments & Invoices: Track all your financials, dues, and settled amounts with a clear dashboard. Delivery Planning: Monitor logistics from dispatch to delivery in real time. Custom Views: Use Kanban, Calendar, and Gallery views to visualize different workflows. Stackby Views let teams work with the same operational data through different formats, including Grid, Kanban, Calendar, and Gallery views.  Automation Ready: Integrate with tools like Zapier to automate order alerts, email updates, or inventory triggers. Stackby Automations can help trigger notifications and recurring workflow actions for orders, inventory updates, and team processes.  Template Features:Title:Customisable Fields & ViewsDesc: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:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template.  Use Cases Manufacturing & Production Companies Contract Manufacturers Fabrication Workshops Custom Product Creators Exporters & Distributors Whether you are producing 10 or 10,000 units, this Manufacturing Firm CRM gives you full visibility and control over your operations. You can assign team members, set reminders, attach documents (like invoices or shipping slips), and maintain a single source of truth across departments. For more ideas on organizing manufacturing workflows, How to Manage Manufacturing Operations covers ways to structure production and operational processes.  Start using this free Manufacturing Firm CRM template today to transform how you run your operations — with clarity, control, and speed. Let me know if you'd like the dashboard setup for this template too!
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