Managing a recruitment agency requires handling multiple job orders, tracking candidates, coordinating with clients, and ensuring smooth placements. Without a centralized system, HR agencies often face challenges like disorganized candidate records, inefficient job tracking, and difficulty in managing placements. Stackby’s HR Agency CRM Template provides a comprehensive solution for recruitment firms to streamline hiring workflows, manage candidate pipelines, track job orders, and optimize client relationships—all in one place. Why Use This HR Agency CRM Template? Recruitment agencies often struggle with: Scattered candidate data – Difficulties in tracking applicant progress across different job orders. Inefficient job order management – No structured system to organize job postings and department-specific roles. Client relationship challenges – Lack of a centralized client database for communication and feedback. Placement tracking difficulties – Unclear visibility on placed candidates and open positions. This HR Agency CRM Template eliminates these issues by offering customizable tables, automated workflows, and structured candidate tracking. How This Template Works in Stackby The HR Agency CRM Template consists of four key tables: 1. Job Order Table Manages job openings and department-specific hiring needs. Job Orders View – Lists all job openings with details like position, department, and urgency. Job Departments View – Organizes job orders by department for better classification. 2. Candidates Table Tracks applicants and their status throughout the recruitment process. Candidates View – Stores all candidate details, resumes, and job applications. Candidate Profile View – Displays detailed profiles with skills, experience, and assessments. List View – Helps recruiters filter and shortlist candidates. Status View – Categorizes candidates based on their hiring stage (Applied, Interviewed, Hired, Rejected). 3. Clients Table Maintains a database of clients who are hiring. Stores client details, contact information, and hiring preferences. Helps recruiters track interactions and feedback from hiring managers. 4. Placement Table Tracks successful candidate placements. Placement Record View – Logs placements with job details, company, and salary. Placed Candidates View – Lists candidates who have secured jobs. Key Features & Benefits Structured Candidate Tracking – Organize candidates by job application status. Efficient Job Order Management – Manage job postings and departmental hiring needs. Client Relationship Management – Keep track of client interactions and feedback. Placement Tracking – Monitor placed candidates and hiring success rates. Custom Views & Filters – Easily switch between different recruitment stages. Collaboration & Automation – Assign recruiters, update statuses, and set reminders seamlessly. Who Can Benefit from This Template? Recruitment Agencies – Manage multiple job orders, candidates, and placements efficiently. HR Consultants & Freelancers – Streamline hiring for multiple clients. In-House HR Teams – Organize internal recruitment workflows. Staffing Firms – Track temporary and permanent placements. Getting Started Copy the HR Agency CRM Template into your Stackby workspace. Enter job orders in the Job Order Table and categorize them by department. Add candidate details, resumes, and track progress in the Candidates Table. Maintain client information and feedback in the Clients Table. Track successful hires in the Placement Table and monitor hiring trends.

This Employee Database Management System template helps manage employee details,attendance, and performance for efficient workforce management.

Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system: 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  

Regardless of their nature and scope, companies of all kinds frequently hire new employees to onboard or replace the employees who have left the organization, attract new talent, and diversify the workforce’s talent pool. Finding the right candidate for the right job is extremely important! Extensive interviews are conducted to scrutinize the applications and identify the best and most suitable candidates. Once selected, offer letters are extended to the candidates. What happens after the applicants join the company? This is where the idea of employee onboarding comes in. What is employee onboarding and why it is important for your HR team? Although the term has different interpretations for different companies, employee onboarding is introducing and integrating the new employees with the company’s environment and culture. The duration and nature of tasks that fall under employee onboarding differ from one organization to another. However, in all cases, employee onboarding is the first interaction an employee has with the company after the recruitment process. It is the window of opportunity where you can make a long-lasting impression on your employees. A practical and well-managed onboarding process can convert talented recruits into loyal, long-term employees of the company. It reduces the company’s turnover rate and provides you with a competitive edge over others in the market. Keeping detailed records of the various tasks that fall under onboarding can be quite a hassle. Looking for an onboarding checklist that will allow you to track all the newly hired employees? Well, look no more! To only and streamline the work of your team, Stackby has developed a state-of-the-art Employee Onboarding Template. A robust onboarding process makes your new employees feel valued and appreciated and improves the company’s overall work culture. With our onboarding template, you can monitor everything of your team member's onboarding, in a single place with Stackby’s Employee Onboarding Template. Key Features of Employee Onboarding Template: With our customizable and user-friendly template, you will be able to: Track the onboarding process from start to finish on a single interface. Create your onboarding checklist for the process and list all the tasks that need to be done. For example, signing the employee contract, submitting bank account details, office tour, meet the CEO, setup benefits, etc.). Record the exact instance when each task needs to be done (On joining/ Within five days of joining/ After office tour/ After signing employee contract/ etc.). Track the status of each item in the onboarding process to see if it’s done or not. Record the list of company resources engaged in the onboarding process. Attach related documents to the onboarding template, if any. Record the names of all the new employees of your company and their corresponding onboarding checklist.  Track the exact date of joining of each employee, and all their joining details and documents. Monitor and update the details as and when required. Copy the employee onboarding template today and discover the secret to standing out in this employee-centric job market! If you're looking to track your end to end recruiting process, please check out our most popular: Applicant Tracking Template. Check out other similar templates: Agency Talent Management Template Employee Onboarding Form Employee Feedback tracker Template Employee Directory Template Employee Performance Management

Are you tired of the tedious and time-consuming task of managing daily attendance? Fret no more! We have the ultimate solution for you – the Daily Attendance Sheet Template by Stackby.  It is the perfect solution for schools, businesses, and event organizers seeking to simplify their attendance tracking process. With our user-friendly Daily Attendance Sheet Template, you can bid farewell to the days of manual attendance tracking. This efficient tool empowers you to record daily attendance effortlessly and accurately.  So, it's time to adopt a more organized and streamlined approach to attendance management, which allows you to focus on what truly matters – educating, growing your business, or delivering a successful event. What is a Daily Attendance Form or Sheet? A Daily Attendance Form or Sheet is a structured document used to record and track the attendance status of individuals on a daily basis. It is commonly used in various settings such as educational institutions, workplaces, events, and meetings.  The form typically includes a list of names or IDs of individuals expected to be present and columns or checkboxes to mark their attendance for each day. It serves as a crucial tool for organizations to keep track of attendance records, facilitating better management and decision-making. Why Do You Need a Free Printable Daily Attendance Sheet? Having a Free Printable Daily Attendance Sheet is essential for various reasons: Efficient Attendance Tracking: The template allows you to easily mark attendance for each day, enabling quick and accurate tracking. Time-Saving Solution: Automating attendance records saves time, freeing up valuable resources for other vital tasks. Comprehensive Record-Keeping: The template helps maintain organized and detailed attendance data, which can be crucial for various purposes, such as payroll and performance evaluation. How to Make a Daily Attendance Sheet? With Stackby's Daily Attendance Sheet Template, creating a Daily Attendance Sheet is effortless. The template provides a pre-structured table where you can input attendance data daily. Simply add names or IDs of individuals, and mark their attendance with ease. About Stackby's Daily Attendance Sheet Template Our Daily Attendance Sheet Template is designed to cater to a wide range of organizations and industries. The template includes tables to record attendance for each day and employee information for easy reference. Who is This Daily Attendance Sheet Template for? This template is ideal for businesses, educational institutions, and organizations requiring daily attendance tracking. From small startups to large corporations, the Daily Attendance Sheet Template offers a seamless solution for efficient attendance management. Why Do You Need Stackby's Daily Attendance Sheet Template? Effortlessly manage and record daily attendance for classrooms, offices, events, and more. Eliminate manual paperwork and save valuable time with automated attendance management. Ensure precise attendance records, reducing the risk of errors and discrepancies. Integrate with other Stackby features like apps and powerups for in-depth analysis and informed decision-making. Improve productivity and focus on essential tasks. Table Included in Our Daily Attendance Sheet Template Employees: This table allows you to input and manage employee details, such as names, ages, and roles. Daily Attendance: This table is designed to record daily attendance data for employees via attendance forms. You can mark attendance for each day, indicating the check-in, check-out time, and total hours.  Ways to Customize Our Daily Attendance Sheet Template Include fields for specific details like employee IDs, job titles, or event participant categories. Extend functionality by adding more tables for tasks like leave management or performance evaluation. Implement formulas to calculate attendance percentages or automate data calculations for in-depth analysis. Choose table view options like grid, kanban, form, calendar, or gallery, depending on your preference and ease of data interpretation. Use the Lookup feature to fetch specific data from linked tables, enabling quick access to relevant information, like employee details or team affiliations. Utilize the Aggregation function to perform calculations on attendance data, such as calculating the total number of days an employee was present or absent during a specified period. Leverage the power of Stackby Power-Ups like Stack Export, Microsoft Excel Importer, Google Sheet Importer, etc., to enhance efficiency and simplify tasks. Take Control of Your Attendance Management Process with Our Daily Attendance Sheet Template! Try it out today and witness the difference it brings to your attendance tracking process.Check out other related Templates :Agency Template Management

Employee feedback is crucial for fostering a positive work environment, improving team dynamics, and boosting overall productivity. An effective feedback system enables organizations to address concerns, recognize achievements, and implement necessary improvements based on employee insights. The Employee Feedback Form Template in Stackby provides a structured and efficient way to collect, analyze, and manage feedback within your organization. Why Use an Employee Feedback Form Template? Traditional feedback collection methods, such as emails or paper-based forms, are inefficient and make it difficult to organize and analyze responses. With this Employee Feedback Form Template, organizations can: Standardize feedback collection across teams. Track responses in real time for timely action. Improve employee engagement by addressing concerns effectively. Streamline reporting and analysis of workplace trends. Enhance communication between employees and management. How This Template Works in Stackby Stackby’s Employee Feedback Form Template is designed to simplify the process of collecting structured feedback. This template includes dedicated tables to track responses, categorize feedback, and generate actionable insights. Key Tables in the Employee Feedback Form Template Feedback Responses Table – Stores employee responses, including ratings, comments, and suggestions. Employee Details Table – Keeps track of employees providing feedback, including name, department, and designation. Feedback Analysis Table – Helps categorize feedback into themes, such as positive, neutral, and negative responses. Actionable Insights Table – Allows managers to document responses and track actions taken based on feedback. Each table is fully customizable, allowing you to tailor the template to fit your company’s specific needs. Key Features & Benefits Efficient Feedback Collection Use Stackby’s customizable form to collect structured feedback from employees. Capture detailed responses, including satisfaction ratings, suggestions, and concerns. Automated Organization & Tracking Automatically categorize feedback based on sentiment (positive, neutral, negative). Track responses by department, team, or individual for better analysis. Real-Time Analysis & Insights Identify trends in employee satisfaction through visual reports and dashboards. Make data-driven decisions to enhance workplace culture and productivity. Actionable Feedback Management Assign feedback-based tasks to HR or management for quick resolution. Monitor changes and improvements based on recurring feedback trends. Seamless Collaboration & Integration Share reports with HR teams and managers to discuss findings. Integrate with communication tools like Slack and email for automated notifications. Use Cases for the Employee Feedback Form Template This template is beneficial for organizations of all sizes across various industries: HR Teams – Gather employee feedback to improve policies and workplace conditions. Managers & Team Leaders – Address team-specific concerns and enhance engagement. Startups & Enterprises – Maintain a healthy work culture by regularly collecting feedback. Remote & Hybrid Workplaces – Understand employee challenges and improve collaboration. How to Use the Template? Import the Template – Add the Employee Feedback Form Template to your Stackby account. Customize the Form – Modify fields to align with your organization’s feedback collection needs. Share with Employees – Distribute the form link to gather responses efficiently. Analyze Feedback Trends – Use Stackby’s analytics tools to monitor responses and detect patterns. Take Action & Improve – Implement workplace improvements based on the insights gathered.

This Go-to-Market Strategy template helps teams plan and execute successful product launches. It includes a roadmap with linked features like product launch campaigns, customer acquisition strategies, and feedback loops to ensure product-market fit and drive growth in target markets. 

Innovative, creative and eye-catching marketing campaigns are one of 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 marketing campaign tracker 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 analyze whether a particular strategy from your campaign management plan is working for you. 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 Tracker Template? A marketing campaign tracker template is a pre-formatted 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. Why do you need a Marketing Campaign Tracker 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 marketing campaign tracker template is the answer to all your problems! A marketing campaign tracker 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 tracker template. Who is marketing campaign tracker template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign tracker template has immense utility potential for all sectors that perform marketing related activities. How will Stackby’s Marketing Campaign Tracker 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: Track the status of each of your marketing campaigns separately. 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. 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. Calculate your average CPA. Set a start and end date for your marketing campaign. Monitor and update your ad campaign management plan as and when required. You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. Use Stackby’s Marketing Campaign Tracking Template to plan, manage, and enrich your marketing campaign management experience like never before!You may also find these Templates useful: Ad Campaign PlanningFacebook Ad Campaign Marketing Asset Management Email Marketing Calender Social Media Calendar 

Public relations and media outreach require meticulous organization, from tracking press contacts to managing campaigns and monitoring media coverage. The PR and Media CRM Template by Stackby is designed to help PR professionals, agencies, and businesses streamline their media relationships, ensuring a well-structured and effective communication strategy. With a centralized system for media contacts, campaign tracking, and outreach management, this template simplifies the process of engaging with journalists, influencers, and publications. It ensures that no opportunity is missed and that PR efforts are optimized for maximum impact. Why Use the PR and Media CRM Template? Handling public relations involves: Maintaining a database of journalists, media outlets, and influencers Tracking communication history and press interactions Managing PR campaigns and press releases Monitoring media coverage and outreach effectiveness Coordinating follow-ups and press engagements Instead of manually handling these tasks across emails and spreadsheets, this CRM template offers a structured and automated approach. It centralizes PR operations, making it easier to track outreach efforts, manage media lists, and measure results efficiently. How the PR and Media CRM Template Works in Stackby This template includes essential tables to manage all PR activities effectively: 1. Media Contacts Table Store contact details of journalists, bloggers, influencers, and media outlets Categorize contacts by publication, industry, or media type Track communication history and engagement levels 2. PR Campaigns Table Plan and execute PR campaigns with clear objectives and timelines Monitor press releases, events, and media pitches Assign responsibilities and set follow-up reminders 3. Press Coverage Table Track media mentions, articles, and press features Monitor sentiment and reach of each coverage Store publication links and coverage dates 4. Outreach Tracking Table Log media outreach efforts and responses Schedule follow-ups and track journalist interactions Measure outreach success through response rates Each table is fully customizable, allowing PR teams to adapt the template to their workflow. With Stackby’s integrations, users can connect their email, automate follow-ups, and visualize outreach success through dashboard views. Key Features & Benefits Centralized Media Contact Management: Keep all journalist and influencer details in one place for easy access. Efficient PR Campaign Tracking: Organize press releases, event planning, and media outreach in a structured manner. Automated Follow-Ups: Set reminders and track responses to ensure timely communication. Real-Time Collaboration: Work with your PR team, marketing department, or external agencies in a shared workspace. Custom Views & Reporting: Use grid, calendar, and kanban views to visualize campaigns and press coverage. Seamless Integration: Connect with email, social media tracking tools, and analytics platforms. Who Can Use This Template? PR agencies managing multiple clients and media contacts In-house PR teams handling brand communications and press engagement Marketing teams integrating PR efforts with brand campaigns Startups and businesses looking to enhance their media outreach strategy How to Get Started with the PR and Media CRM Template Sign up for Stackby and access the PR and Media CRM Template Customize the tables and fields to fit your PR workflow Add media contacts, campaign details, and outreach logs Use automation and integrations to track responses and schedule follow-ups Collaborate with your team to manage PR efforts efficiently With this PR and Media CRM Template, professionals can organize their media outreach, track engagement, and build lasting relationships with journalists and influencers, all within a single platform.

How Stackby's Video Production Planning and Tracking Template will help ? If you are given a choice between reading a long-winded description of a product or watching a YouTube video on the same, there is a high probability that you will choose the latter.  Videos allow an individual to express their ideas and a company to showcase their products in a visual, interactive, and engaging format. Videos are easy to understand and drive traffic to your company’s website. They are easily searchable and allow companies to showcase their products uniquely. You can reach a wider audience with a YouTube channel’s help and analyse the performance of these videos via YouTube metrics. However, planning and producing a video is not a simple endeavour. From the type of video, the video content to its budget allocation, video production planning requires careful consideration of several factors. After the video has been produced and uploaded, its performance needs to be analysed as well in order to understand if the video production’s current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give creators an idea about the video’s overall impact. However, planning the production of a video and tracking video metrics is a herculean task which requires a great deal of acute planning and management. With multiple videos and a wide range of metrics data, tracking everything can be quite a handful.  Well, don’t worry! Stackby is here with a solution for you! We have created a video production template for you! Whether you run your own YouTube channel or a video production agency, this template is the perfect partner for video production activities. Here’s how you can use the template to streamline your production process and monitor YouTube video metrics in a single place. The template allows you to: Record the details of all the videos on a single platform. Store the details of the brand concerning each video. Record the type of each video in the list. It can be a trailer, snippet, etc. Collaborate with your video production team to manage the process end-to-end.  Add the title of the video to the template itself.  Record the duration of the video in the video production planning template. Maintain and update the details as and when required. The template can also be viewed in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video. You can also use the video production template to track the video metrics and manage video reporting in the same place.  All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to the corresponding row. You can choose which information you want to look at, and refer to it anytime to get the latest data. You can track and monitor the number of likes, dislikes, views, comments, etc. and even bring title, description, video tags and more. This API can be scheduled for auto-updation which allows you to kick back and assess YouTube performance in real-time If you're a video production team or running a YouTube channel, the Video Production Planning & Tracking template is a must have to ensure smooth workflows. Check out other related Templates : Ad Campaign Planning Template Advertise Agency workflow process Template Video Production ManagementIn-house video ProductionDigital Video Production Social Media Calendar 

Public relations (PR) outreach is a crucial aspect of brand visibility, media engagement, and reputation management. Whether you’re a PR professional, a business owner, or a marketing team member, keeping track of media contacts, press pitches, and follow-ups can be overwhelming. The PR Outreach Template by Stackby provides a structured way to manage PR campaigns, track media relationships, and ensure no opportunity is missed. This template is designed for businesses, PR agencies, startups, and individuals looking to enhance media coverage by maintaining a well-organized outreach strategy. Instead of relying on scattered spreadsheets and emails, you get a single, collaborative platform to track outreach efforts efficiently. Why Use the PR Outreach Template? Managing PR outreach manually can lead to missed follow-ups, unorganized contact lists, and ineffective communication strategies. This template solves these challenges by: Organizing media contacts in one place Tracking pitches and responses efficiently Ensuring timely follow-ups to maximize media opportunities Keeping a record of PR campaign performance Improving collaboration within PR and marketing teams By using Stackby’s PR Outreach Template, you ensure a structured, data-driven approach to public relations, helping you secure more press coverage and build long-term relationships with journalists and media outlets. How the PR Outreach Template Works in Stackby This template consists of essential tables to streamline your PR outreach process. Each table helps manage a specific aspect of media relations, making it easy to track communications, deadlines, and results. 1. Media Contacts Table Store journalist and influencer contact details Categorize contacts by media type (print, digital, TV, radio, etc.) Track preferred communication channels and response history 2. PR Pitches Table Log pitch details, including topic, status, and media outlet Track submission dates and follow-up deadlines Monitor responses and engagement 3. Follow-ups & Engagement Table Record scheduled follow-ups to ensure continuous engagement Track open conversations and pending responses Maintain notes on previous interactions for personalized communication 4. PR Campaign Performance Table Track media coverage secured from outreach efforts Log publication dates, media mentions, and article links Measure success through key performance metrics Each table is fully customizable to fit your unique PR needs, allowing you to add custom fields, automate reminders, and collaborate with your team in real time. Key Features & Benefits Comprehensive Media Contact Management: Store and categorize journalist and influencer details for targeted outreach. Seamless Pitch Tracking: Log pitch details, follow-ups, and responses to maintain consistency in communication. Automated Follow-up Reminders: Never miss a follow-up opportunity with scheduled reminders. PR Campaign Insights: Analyze the effectiveness of your outreach efforts with performance tracking. Real-time Collaboration: Share updates with team members, assign tasks, and track progress together. Custom Views & Filters: Sort contacts, pitches, and responses based on priority, industry, or campaign type. Who Can Use This Template? PR Professionals & Agencies: Manage client outreach and media relations efficiently. Marketing Teams: Align PR efforts with overall marketing campaigns. Startups & Small Businesses: Build brand awareness by securing media coverage. Freelancers & Influencers: Track media collaborations and brand partnerships. How to Get Started with the PR Outreach Template Sign up for Stackby if you don’t already have an account. Access the PR Outreach Template and customize it to match your outreach strategy. Start adding media contacts, pitches, and follow-up details to streamline your workflow. Use Stackby’s automation features to set reminders for follow-ups and track responses efficiently. Collaborate with your team to monitor progress and refine your PR approach. With Stackby’s intuitive interface and customizable features, PR outreach becomes structured, efficient, and result-oriented.

From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging. While new forms of online marketing are taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product. Why do companies spend time and money blogging about their products or services? Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web. Blogging is one of them. So, how does blogging help a business grow? Increases the credibility of a company by acting as a source of relevant and authentic information. Plays a crucial role in Search Engine Optimization (SEO). The keywords used in your blog articles lead to high rankings in search engines like Google. Increases the demand for your product/ service by attracting potential customers. Contributes to enhancing brand loyalty and customer retention. Directs and increases traffic to your website. Benefits the company in the long term too as it is a permanent source of information. Keeping your blog content updated helps the customers follow the work of your company and, in turn, leads to better customer relationships. With social media marketing capturing most of the attention, it’s easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy. This is where a blog editorial calendar template comes in handy. Are you a freelancer with an interest in writing blogs or a copywriter in an established company providing content writing services? Regardless of the category you fall in, creating content that meets your client’s expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything? Well, don’t worry! With Stackby’s Blog Editorial Calendar Template, you can plan everything on a single interface! Our Blog Editorial Calendar Template will enable you to: Plan and manage your content writing work for multiple clients in one place. Keep track of your daily, weekly, and monthly schedule and deadlines with the in-built calendar in the blog editorial template. Monitor the blogs you and your team are currently working on and the level of difficulty of each. Record the average CPC of each article. Attach the graphics associated with each blog post and store the name of the designer. Attach the target persona of each article to ensure that the blog content meets the expectation of the client.With Stackby’s Blog Editorial Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level.   Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender Social Media Calendar Restaurant Social Marketing Calendar Competitor Analysis 

Do you often find yourself overwhelmed by your weekly tasks and commitments? Staying organized and managing your time efficiently can be a challenge, but Stackby’s Weekly Planner Template is here to help. This versatile template is designed to streamline your weekly planning process, ensuring that you stay on top of your schedule and make the most out of your week. Whether you’re a busy professional, a student, or someone juggling multiple responsibilities, this template will keep you organized and focused. Why Use the Weekly Planner Template? 1) Simplify Your Scheduling Planning your week doesn’t have to be complicated. Stackby’s Weekly Planner format provides a clear and structured layout for organizing your tasks, appointments, and goals. With everything laid out in an easy-to-follow format, you can quickly see what needs to be done and when. 2) Stay on Track with Your Goals Setting and tracking weekly goals is a great way to ensure you’re moving in the right direction. This template helps you break down your larger objectives into manageable tasks, keeping you focused and motivated throughout the week. Celebrate your progress as you complete each task, and stay motivated to achieve your bigger goals. 3) Enhance Productivity By planning your week in advance, you can prioritize your tasks and allocate your time more effectively. This proactive approach helps you avoid last-minute stress and ensures that you’re always working on the most important tasks. Stackby’s template makes it easy to balance work, personal commitments, and leisure activities. 4) Flexibility and Customization Everyone’s schedule is different, and Stackby’s Weekly Planner Template recognizes that. You can customize the template to fit your specific needs, whether it’s adding new columns, adjusting time slots, or including additional fields for notes and reminders. This flexibility ensures that the template works for you, no matter how busy your week gets. 5) Visual Clarity Visualizing your week can help you better understand your schedule and manage your time effectively. Stackby’s template includes various visualization tools like color-coding, progress bars, and time-blocking features that give you a clear picture of your week at a glance. This visual clarity helps you stay organized and avoid overcommitting yourself. Who Can Benefit from This Template? 1) Busy Professionals For professionals juggling multiple projects and meetings, this template is a lifesaver. Keep track of your appointments, deadlines, and daily tasks all in one place, ensuring you never miss a beat. Prioritize your work effectively and manage your time like a pro by creating a weekly planner online. 2) Students A weekly planner for students can be helpful to organize their study schedules, assignments, and extracurricular activities. By planning your week ahead, you can stay on top of your coursework and maintain a healthy balance between school and personal life. 3) Freelancers Freelancers often have varied schedules with different clients and projects. This template helps you manage your workload efficiently, keep track of deadlines, and ensure you’re meeting all your commitments or achieving your weekly planner goals. Stay organized and make the most of your freelance career. 4) Parents Parents can use this template to coordinate family schedules, plan activities, and manage household tasks. By keeping everything organized, you can reduce stress and ensure that all family members are on the same page. Anyone Looking to Improve Their Time Management If you’re looking to boost your productivity and make better use of your time, this template is for you. It provides a clear structure for planning your week, helping you stay focused and achieve your goals. Benefits of Using Stackby’s Weekly Planner Template 1) Improved Organization By keeping all your weekly tasks and appointments in one place, you can easily manage your time and stay organized. This template helps you see the big picture and avoid conflicts in your schedule. 2) Increased Productivity With a clear plan for the week, you can prioritize your tasks and focus on what’s most important. This proactive approach boosts your productivity and helps you accomplish more in less time. 3) Better Work-Life Balance Balancing work and personal life can be challenging, but this template helps you allocate time for both. Plan your work tasks, family activities, and leisure time to ensure a healthy balance. 4) Customizable to Your Needs Stackby’s template is highly flexible, allowing you to tailor it to your specific requirements. Whether you need to add new fields, adjust time slots, or include additional notes, this template can be customized to suit your needs. 5) Visual Tools for Clarity Visual tools like color-coding and progress bars make it easy to see your schedule at a glance. These features help you stay organized and manage your time effectively. Our page designer app makes it easy to create visually stunning templates. This integration will allow you to easily create custom pages from the Stackby records. Stackby’s Weekly Planner Template is your go-to tool for staying organized and managing your time efficiently. Whether you’re a busy professional, a student, a freelancer, or anyone looking to improve their time management, this template offers the structure and flexibility you need. Simplify your scheduling, stay on track with your goals, and enhance your productivity with Stackby. Start using the Weekly Planner Template for free today and take control of your week! Sign up for free on Stackby today. Manage all your goals and tasks in this easy to use weekly planner template and track your team's KPIs to the Template.Check out the related Template : Project Tracker Project Portfolio Management Event Planning Project Resource Management

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. 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. 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 Get automated reminders for upcoming tasks 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. 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, Kanban, 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.

Success in any business or organization depends on identifying weaknesses and implementing effective improvements. The Gap Analysis Template helps teams pinpoint discrepancies between current and desired performance levels, providing a structured approach to process optimization. Whether you’re refining a business strategy, improving workflows, or enhancing customer satisfaction, this template enables data-driven decision-making and measurable progress. Why Use the Gap Analysis Template? A well-conducted gap analysis helps businesses and teams: Recognize performance gaps across processes, departments, or systems. Compare actual vs. expected results to set realistic goals. Develop strategic action plans to close identified gaps. Track progress over time and refine business processes effectively. By using Stackby’s dynamic no-code platform, you can customize this template, automate tracking, and collaborate with teams to streamline decision-making. How This Template Works in Stackby The Gap Analysis Template consists of structured tables that allow users to define goals, document current performance levels, analyze gaps, and implement solutions. Key Tables in the Template 1) Gap Identification Table Define key business objectives. Record current performance metrics. Identify gaps and their impact on operations. 2) Root Cause Analysis Table Document possible reasons behind performance gaps. Use qualitative and quantitative insights for in-depth evaluation. 3) Action Plan Table Outline strategic solutions to close identified gaps. Assign responsibilities and set deadlines for corrective actions. 4) Progress Tracking Table Monitor improvement efforts over time. Update status, measure impact, and adjust strategies as needed. Key Features & Benefits Structured Gap Identification This template provides a clear framework for identifying inefficiencies and areas needing improvement. It helps businesses gain visibility into what’s working and what’s not. Customizable for Any Industry Whether you’re in business operations, marketing, finance, healthcare, or IT, this template can be adapted to any industry. Data-Driven Decision Making By documenting key performance indicators (KPIs) and current vs. desired outcomes, teams can make informed decisions to drive efficiency and growth. Real-Time Collaboration & Tracking With Stackby’s collaborative features, multiple stakeholders can contribute to the analysis, update progress, and stay aligned on improvement strategies. Automate & Streamline Your Gap Analysis Use APIs, integrations, and automation in Stackby to pull data, visualize trends, and streamline the gap analysis process. Real-World Use Cases 1. Business Strategy Development Executives and managers use gap analysis to refine organizational goals, identify market trends, and enhance competitiveness. 2. Process Improvement in Operations Operations teams can analyze workflow inefficiencies and optimize supply chains, manufacturing, or service delivery. 3. Employee Performance & Training Needs HR departments can assess employee skill gaps and develop targeted training programs to improve workforce productivity. 4. IT & Technology Optimization IT teams use gap analysis to evaluate software performance, security compliance, and infrastructure gaps for better system efficiency. Getting Started with the Gap Analysis Template Access the Template in Stackby. Customize the tables to match your business needs. Define goals, analyze gaps, and assign actions to responsible team members. Monitor and track progress through real-time updates and reporting.

In today’s fast-paced business environment, setting clear objectives and tracking measurable outcomes is essential for success. The OKR Tracking Template in Stackby provides a structured approach to managing Objectives and Key Results (OKRs), ensuring teams stay focused, aligned, and accountable for achieving their goals. This template simplifies goal-setting, performance tracking, and progress monitoring for individuals, teams, and organizations. Whether you're a startup, a growing business, or a large enterprise, this system ensures strategic alignment and measurable results. Why Use the OKR Tracking Template? Objectives and Key Results (OKRs) are a widely adopted framework for setting and achieving ambitious goals. With the OKR Tracking Template, you can: Define clear, measurable objectives. Assign key results that indicate progress. Track goal completion with real-time updates. Align team efforts with company strategy. Improve transparency and accountability across teams. Instead of managing OKRs in spreadsheets or scattered documents, this template provides an interactive, customizable, and automated tracking system within Stackby. How the OKR Tracking Template Works The OKR Tracking Template is structured into key tables that help you organize and measure objectives effectively. 1. Objectives Table List high-level objectives for the company, team, or individuals. Assign objectives to teams or departments. Define the timeline for achieving each objective. Categorize objectives by priority or focus area. 2. Key Results Table Link key results to their respective objectives. Assign numeric targets (e.g., increase revenue by 20%). Define measurement metrics (e.g., percentage, revenue, customer count). Track progress with real-time status updates. 3. Team Assignments Table Allocate responsibilities to specific team members. Define ownership and accountability for objectives. Monitor each member’s contribution to key results. 4. Progress Tracking Table Track completion rates and update status regularly. Use automated progress calculations for real-time insights. Identify challenges and adjust strategies accordingly. 5. Review & Feedback Table Conduct regular check-ins and retrospective reviews. Document feedback and course corrections. Ensure continuous improvement in goal-setting strategies. Key Features & Benefits 1. Structured OKR Management With separate tables for objectives, key results, and team assignments, this template helps in creating a well-defined OKR framework for any organization. 2. Real-Time Progress Tracking With built-in status updates and progress indicators, teams can monitor performance dynamically and make necessary adjustments. 3. Enhanced Collaboration Assign objectives to team members, track ownership, and promote accountability with transparent goal tracking. 4. Customizable Views and Filters Use different views like Kanban, Calendar, and Grid to visualize OKRs effectively. Filter results by team, priority, or completion percentage. 5. Data-Driven Decision-Making With automated calculations and progress dashboards, managers can assess performance trends and optimize strategies for better outcomes. 6. Integration and Automation Automate reminders for OKR check-ins. Integrate with third-party tools like Slack, Google Sheets, and more for seamless updates. Who Can Use This Template? Business Leaders & Executives: Set company-wide strategic goals and track execution. Team Managers: Align departmental objectives with company strategy. Startup Founders: Drive focused growth with measurable key results. HR & Performance Managers: Improve employee performance through structured OKRs. Freelancers & Individuals: Track personal or professional growth objectives. How to Get Started with the OKR Tracking Template Sign up for Stackby (if you haven't already). Access the OKR Tracking Template and customize it to fit your goals. Add objectives and assign key results to relevant team members. Use progress tracking and automated reminders to stay on track. Collaborate in real time to drive success and optimize goal achievement.

Managing an architecture firm requires juggling numerous tasks, including project management, client relations, contractor coordination, and financial tracking. It can be overwhelming without a structured system to keep everything organized. The Architecture Firm CRM Template in Stackby is designed to simplify this process. It combines the power of a CRM (Customer Relationship Management) system with a project management tool, giving architecture firms a comprehensive platform to manage client data, projects, communications, contractors, financials, and more. This template streamlines workflows, enhances collaboration, and ensures that every aspect of your firm’s operations is efficiently tracked. Why Use the Architecture Firm CRM Template? Architecture firms often face the challenge of managing multiple projects and clients simultaneously. Common pain points include: Keeping track of numerous clients and contractors Managing project timelines, budgets, and deliverables Coordinating communications between clients, contractors, and internal teams Monitoring financial transactions and payments Reporting and analyzing project performance With the Architecture Firm CRM Template, you can solve these challenges and improve efficiency by centralizing all your data in one place. This customizable template helps you stay on top of tasks, make informed decisions, and enhance client satisfaction. How the Architecture Firm CRM Template Works in Stackby The Architecture Firm CRM Template consists of several interconnected tables that allow you to track and manage essential aspects of your firm’s operations: 1. Projects Table The Projects table is where you manage all active and completed projects. It includes key fields such as: Project Name – Name of the architecture project Client Name – The client associated with the project Project Status – Current status (e.g., In Progress, Completed) Timeline – Start and end dates Project Manager – The team member overseeing the project Budget – Estimated project budget Key Deliverables – Major milestones and deadlines This table offers various views, such as All Projects, Active Projects, and Completed Projects, so you can easily track and filter projects based on their status or phase. 2. Clients Table This table is dedicated to managing client information. It includes fields for: Client Name – The name of the client Contact Information – Phone number, email, and address Project History – List of projects associated with the client Client Preferences – Specific needs, likes, or requests for future projects You can filter the clients based on criteria such as Active Clients and Potential Clients to prioritize your efforts. 3. Contractors Table This table helps you manage contractors, subcontractors, and other partners. It includes: Contractor Name – Name of the contractor or vendor Specialization – Type of service offered (e.g., electrical, plumbing, etc.) Project Assignment – The projects they are working on Payment Terms – Contractual payment schedules Contact Details – Phone, email, and address This table enables you to keep track of contractor availability, payments, and project participation. 4. Financials Table Tracking payments and expenses is essential for any architecture firm. This table includes: Invoice Number – Unique number for each invoice Amount – Amount to be paid Payment Status – Pending, Completed, or Overdue Payment Due Date – The due date for payments By using this table, you can track your firm’s cash flow, ensuring timely payments and reducing financial discrepancies. 5. Communication Log Table Communication is key to maintaining strong client and contractor relationships. This table tracks all interactions: Communication Date – Date of communication Client or Contractor – The person you interacted with Communication Type – Email, call, meeting, etc. Details – Summary of the conversation This table helps you maintain a comprehensive log of all client and contractor communications, ensuring no important details are overlooked. Key Features & Benefits Centralized Client and Project Management – Easily manage multiple clients and projects in one place Comprehensive Communication Tracking – Keep all interactions logged and easily accessible Customizable Views – Filter and organize data based on your firm’s needs (e.g., Active Projects, Pending Payments) Seamless Collaboration – Share data with team members, clients, and contractors for efficient coordination Financial Tracking – Stay on top of invoices, payments, and budgets Cloud-Based & Accessible – Access your CRM from anywhere on any device Automated Reminders & Notifications – Set alerts for payment due dates, project deadlines, and meetings Who Can Benefit from This Template? Architecture Firms – Manage multiple clients, projects, and contractors in one platform Freelance Architects – Stay organized and on top of client projects and financials Construction Companies – Coordinate with architects, contractors, and clients Design Consultants – Track project timelines, deliverables, and payments Project Managers – Oversee all aspects of an architecture project from start to finish Getting Started with the Architecture Firm CRM Template Copy the template to your Stackby workspace and set it up based on your firm's needs. Enter your project, client, and contractor details to start organizing your workflow. Customize views to prioritize active projects, payment statuses, and upcoming deadlines. Collaborate with your team and clients by sharing relevant information through Stackby’s cloud-based platform. Track financials, payments, and communications to ensure smooth operations and financial transparency.

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. 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!

A well-organized client management system is essential for any massage therapy business, spa, or wellness center. The Massage CRM Template simplifies the process of managing client information, tracking services, and scheduling therapists efficiently. 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 provides a structured system to ensure smooth operations, improved customer experience, and streamlined record-keeping. 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. 2) Service Details Tracking Maintain a record of all massage services offered, including pricing, duration, and therapist assignment. Easily manage bookings and track customer preferences for repeat visits. 3) Therapist Scheduling & Management Organize therapist availability and appointments in one place. Avoid scheduling conflicts and optimize workload distribution. 4) Automated Follow-ups & Reminders Send automated reminders to clients for upcoming appointments. Keep track of follow-up sessions to improve customer retention. 5) Integration & Customization Connect with third-party tools for automated booking and invoicing. Customize the template to fit your specific business needs. 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!

Public relations and media outreach require meticulous organization, from tracking press contacts to managing campaigns and monitoring media coverage. The PR and Media CRM Template by Stackby is designed to help PR professionals, agencies, and businesses streamline their media relationships, ensuring a well-structured and effective communication strategy. With a centralized system for media contacts, campaign tracking, and outreach management, this template simplifies the process of engaging with journalists, influencers, and publications. It ensures that no opportunity is missed and that PR efforts are optimized for maximum impact. Why Use the PR and Media CRM Template? Handling public relations involves: Maintaining a database of journalists, media outlets, and influencers Tracking communication history and press interactions Managing PR campaigns and press releases Monitoring media coverage and outreach effectiveness Coordinating follow-ups and press engagements Instead of manually handling these tasks across emails and spreadsheets, this CRM template offers a structured and automated approach. It centralizes PR operations, making it easier to track outreach efforts, manage media lists, and measure results efficiently. How the PR and Media CRM Template Works in Stackby This template includes essential tables to manage all PR activities effectively: 1. Media Contacts Table Store contact details of journalists, bloggers, influencers, and media outlets Categorize contacts by publication, industry, or media type Track communication history and engagement levels 2. PR Campaigns Table Plan and execute PR campaigns with clear objectives and timelines Monitor press releases, events, and media pitches Assign responsibilities and set follow-up reminders 3. Press Coverage Table Track media mentions, articles, and press features Monitor sentiment and reach of each coverage Store publication links and coverage dates 4. Outreach Tracking Table Log media outreach efforts and responses Schedule follow-ups and track journalist interactions Measure outreach success through response rates Each table is fully customizable, allowing PR teams to adapt the template to their workflow. With Stackby’s integrations, users can connect their email, automate follow-ups, and visualize outreach success through dashboard views. Key Features & Benefits Centralized Media Contact Management: Keep all journalist and influencer details in one place for easy access. Efficient PR Campaign Tracking: Organize press releases, event planning, and media outreach in a structured manner. Automated Follow-Ups: Set reminders and track responses to ensure timely communication. Real-Time Collaboration: Work with your PR team, marketing department, or external agencies in a shared workspace. Custom Views & Reporting: Use grid, calendar, and kanban views to visualize campaigns and press coverage. Seamless Integration: Connect with email, social media tracking tools, and analytics platforms. Who Can Use This Template? PR agencies managing multiple clients and media contacts In-house PR teams handling brand communications and press engagement Marketing teams integrating PR efforts with brand campaigns Startups and businesses looking to enhance their media outreach strategy How to Get Started with the PR and Media CRM Template Sign up for Stackby and access the PR and Media CRM Template Customize the tables and fields to fit your PR workflow Add media contacts, campaign details, and outreach logs Use automation and integrations to track responses and schedule follow-ups Collaborate with your team to manage PR efforts efficiently With this PR and Media CRM Template, professionals can organize their media outreach, track engagement, and build lasting relationships with journalists and influencers, all within a single platform.

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 

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.  What is the most critical aspect of planning & executing an effective B2B lead generation campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign