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Whether you are a VC, PE firm, Investment Bank, Accelerator, Incubator, Co-working Space and Angel Investors, manage your start-up and private company deal flows with this Deal-Flow Management Template from Stackby. 

Easily track and manage everything from start-up and private companies to their contacts, contact information, pitch decks and funding information. Works for you in multiple ways – database, planner, tracker (which deals you need to go after, which are closed, etc.) and other details. 

Track the source of the deals, summarize your reports, collaborate with your team in real-time, create due-diligence checklists and set reminders in this all-in-one template for deal-flow management. 

Whether you a startup, SMB or a large agency, you are either tracking marketing campaigns for your own purpose to up your digital marketing game or managing for a client with hundreds of elements. You could be spending on social media marketing, email marketing or getting your google or facebook ads right, it involves bit of planning and tracking the right set of metrics to learn and grow. 

Steps involved in managing a marketing campaign includes -

• Planning the objectives and initiatives for the campaign
• Collaboration with the team to get things done
• Respond and work in real-time
• Measure the performance of the campaigns.

Build your own flexible Sales CRM, the way you want. 

“The purpose of business is to create and keep a customer.”

-Peter Drucker

We also believe in that. That is why our Small Business CRM template helps keep you in the loop regarding all your accounts. Though it is ideal for small businesses, medium to large business teams can also adapt it to for their sales management. Plan everything from your deals to tasks related to each and every deal on this CRM template. Make your deadlines and close dates easily visible by opting for the calendar views or select the Kanban view to know even the minutest details of each client. Go ahead, use this template to make your team ace the Sales game.

Applicant tracking is easier said than done. Most companies have their own system of tracking candidates for their hiring requirements. While most companies maintain spreadsheet databases, managing the different stages of the interviews, especially, when there are many candidates interviewing for a particular opening, is at times difficult.

The Stackby Applicant tracking template helps you not just create the essential applicant database for you to delve in as needed. Enter all the information you need here – from the description to how they fared in the interview. The Open profile table connects the openings in your organization to the applicants who appeared for interviews – profile wise. The Interviewer table keeps track of which HR Generalist interviewed which applicant and the status of each interview.

Make the entire process of applicant tracking a joy ride for your HR team. Happy recruiting!

Whether you are planning a tech event, conference or a social meetup, use this event tracker to manage A to Z of your event - in a single place. 

This event tracker helps you keep track of the different activities, vendors and tasks related to the event, including the venue, team, budget, sponsors, RSVPs etc.

No matter whether you are newbie or a seasoned event planner, any one can adopt this template to fit to their needs. 

• Planning your event activities
• Assign tasks to your team, manage status and collaborate with your team 
• Manage your venues, sponsors, budget and vendors 
• Collect RSVPs via custom forms 

For those of you who manage multiple project portfolios, effect project management tracking has never been easy. No matter what your project management plan is, a project tracker is a must-have to track your projects. That’s why we have this Stackby Project Tracker Template for you. This template is a combination of PM software and the best project tool rolled into one for your project management. When you use this Project Tracker Template, you:

- No longer need to manage your project separately

- Get an aerial view of all your projects on a single table

- Manage your team and clients on separate tables but bring all your related data on to
a single table with Stackby’s link, lookup and aggregate feature

- Add notes, keep track of deadlines, view projects as per status and deadlines through
Kanban and calendar views respectively. 

- Create checklists and reminders on individual rows 

- Collaborate with your team in real-time to get things done 

So are you ready for your next project? We are ready. Make this Project Tracker template a part of your project management methodology to make project tracking a breeze.

Build an automatic lead list builder with Hunter.io API integration. 

Generating leads for your email campaigns? Does your team manually pull out lead lists? Do away with manual pulling of data by integrating Stackby with Hunter.io for your lead prospecting activities. We have made it easier for you – just copy and stack and use it pull out lead lists for your prospects from Hunter.io. Just remember to add in your own API key. Not just that you can enrich your leads by bringing in relevant information, verify if that email is risky or deliverable and also looking at how many emails are available in the Hunter.io database for a particular company. 

You can manage multiple API functions in a single table and see the magic. 

In fact, you can manage your entire email campaign marketing and take your process to another level. 

Struggling to create a blog editorial template? Don’t worry, we’ve created one for you. Just create a free account on Stackby and click on “Copy Stack” to use it. To share a little bit about our platform, StackBy helps non-technical folks make the most out of spreadsheets. It allows you to build and customize solutions the way they want.

Let’s face it planning and publishing content consistently is crucial for success. This is true for creating for any type of editorials, especially blogs and news stories.

Whether you are a freelancer or run a team of content writers at an agency or a startup, managing multiple editorials does require a lot of time and resources. It just requires the right plan. While it might be easy to miss out on, it’s extremely crucial for the success of your content strategy. This is the reason we’ve created a Blog Editorial Calendar template.

Since a lot of our users are content marketers, blog writers, and agency owners it only made sense to add it to our list of templates. You can use our template to -

- Plan, brainstorm, and manage the complete blog writing process from the ideation to optimization on a single platform.

- Easily collaborate on blog topics, graphics, ideas with your team members. This is important to inform them about every step in the journey.

- Organize your strategy to ensure you’re meeting blog deadlines and producing the best quality work.

- A buyer persona is very critical to ensure your content targets a very specific set of audience. Link your target customer personas in your sheet to ensure everyone follows it and creates high-quality actionable content that drives both traffic and revenue.

This template will give a visual workflow of your content pipeline and results. With everything tracked and managed at once place, you’ll save time and get things faster. Go copy the blog content calendar template stack now.

Whether you run a YouTube channel or video production agency you’d know how important it is to manage videos. You need to have a system to track everything. Our video production template helps you to do just that. 

Our production template allows you to - 

1. Track your video projects in a kanban style interface. You can create multiple rows depending on requirements. If you’re not comfortable you can also choose from other layouts. 
2. If you’re tracking YouTube videos you can easily integrate with our YouTube Analytics API to get metrics like video views, number of likes and comments. All this without shifting between applications. 
3. Manage and easily collaborate your video strategy at one place. This specially helps in case you work remotely or with freelancers. You also get the flexibility to assign users to projects. 

To use the API all you need is copy this stack and add in your own API key from Google Developers Console. After authentication, you’ll be able to track all the metrics in just a few clicks. 

To use the video production template, just create a free account on Stackby and click on the “Copy Stack” button. Stackby helps non-technical folks make the most out of spreadsheets. Build and customise solutions the way you want.

As a social media company what challenges to you face with workflow processes? Do you still manage your flow process on different spreadsheets? Would you rather have all your data and process mapped out on to a collaborative, single platform where everyone is on the same page vs. one where the processes are mapped onto different ones?

No matter what your Social Media strategy is, the Stackby Social Media Management Stack helps you manage your social media campaigns easily. Apart from putting in your social media plans, you can also track the channels that you have used and popularity of each social media post with the Metrics table in our template. Want something more elaborate for your social media team? Just adapt and add/replace your own fields. Collaborate with your team in real time on the status of each social media post or strategy, brainstorm, add URLs to access the post on the social media platform, attach images to be posted. Simply put – make the entire process transparent, organized and easy to track with Stackby’s Social Media Management Template.

Irrespective of whether you are are a group of friends living in a hostel or a small business, keeping a rein on your expenses is a necessity. Use this simple expense tracking template to keep track of your expenses at your business. 

Anyone who understand the importance of making their service or product enjoyable understands the importance of User Feedback. It helps them understand their customer needs and improve their product or services to make it user friendly. How would you do that? Simple - through user feedback forms. 

Now, it is easy to collect user feedback via this template on Stackby. Use this template as a one-in-all User Survey and Feedback form to collect feedback from both your internal as well as external clients. You can also use it for any other type of survey. Feel the need to add a few more questions - just add in a column and type away those questions.

With this template it is easy to keep track of feedback through different views such as a Kanban board or see how many came in a Calendar layout.