Sales and CRM Templates

Managing customer relationships and orders efficiently is crucial for textile businesses. Whether you run a fabric store, a textile manufacturing unit, or a wholesale distribution business, staying organized with orders, inventory, and customer interactions is essential to ensuring smooth operations. Stackby’s Textile CRM Template is designed to help textile businesses streamline their processes, track customer orders, manage inventory, and oversee payments and shipping—all within a single, customizable workspace. This template provides a centralized database that brings all crucial aspects of textile business management under one roof. With dedicated tables for Orders, Customers, Products, Inventory, Payments, and Shipping, businesses can automate workflows, reduce errors, and improve customer satisfaction. By integrating API connections and automation features, Stackby enables textile businesses to keep track of every order from placement to delivery Why Use This Textile CRM Template? Managing customer relationships and orders manually can be overwhelming, leading to lost orders, delayed shipments, and inventory mismanagement. This template offers a smart, automated system to ensure your textile business operates efficiently. Track and manage orders seamlessly – View all orders with their status, delivery dates, and assigned customers. Maintain an organized customer database – Store contact details, purchase history, and preferences. Keep an updated inventory – Track fabric, textile products, and raw materials in real time. Manage payments effortlessly – Record transactions, pending payments, and payment methods. Streamline shipping processes – Track dispatches, deliveries, and logistics details. How This Template Works in Stackby This Textile CRM Template is designed to offer an end-to-end solution for managing a textile business. Here’s how it functions: Orders Table – Record and track order details, customer names, due dates, and order statuses. Customers Table – Maintain customer profiles, contact details, and order history. Products Table – List textile products, SKUs, pricing, and specifications. Inventory Table – Monitor fabric stock, warehouse locations, and availability. Payments Table – Log payments, outstanding amounts, and payment methods. Shipping Table – Track shipping carriers, dispatch statuses, and estimated delivery dates. Key Features & Benefits Fully Customizable – Modify fields, tables, and workflows to suit your business needs. Automation & API Integrations – Connect with payment processors, shipping carriers, and inventory tracking tools. Real-Time Inventory Management – Prevent stockouts and overstocking with up-to-date records. Customer Relationship Management – Strengthen customer loyalty with personalized communication and tracking. Seamless Order Processing – Improve efficiency by tracking orders, invoices, and payments in one place. Who Can Benefit from This Template? Textile Manufacturers – Manage bulk orders, suppliers, and production tracking. Wholesale Fabric Distributors – Track inventory, shipments, and customer orders. Retail Textile Businesses – Manage customer purchases, payments, and deliveries. Garment & Apparel Businesses – Maintain product catalogs and streamline supply chain management. Getting Started Copy the Textile CRM Template into your Stackby account. Customize the tables and fields to match your business operations. Add customer details, products, and order information. Track orders, payments, and inventory seamlessly. Set up automation for inventory alerts and shipping updates.

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.

Manage clients, tasks, billing, employees, reminders, documents, reports and more in this template for CA and Tax Professionals. 

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 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. 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. Therapist Scheduling & Management Organize therapist availability and appointments in one place. Avoid scheduling conflicts and optimize workload distribution. Automated Follow-ups & Reminders Send automated reminders to clients for upcoming appointments. Keep track of follow-up sessions to improve customer retention. 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!

Managing patient relationships, appointments, and healthcare records can be challenging for hospitals, clinics, and healthcare providers. The Healthcare CRM Template in Stackby helps simplify patient tracking, medical history documentation, and communication. This no-code CRM system allows medical professionals to organize critical patient information, streamline workflows, and enhance overall healthcare service quality. Whether you run a hospital, private clinic, or telemedicine practice, this template ensures your team stays organized, patient engagement improves, and administrative work is reduced. Why Use the Healthcare CRM Template? Healthcare organizations must efficiently manage patient records, medical appointments, treatment histories, and communications. A traditional paper-based or unstructured system can lead to inefficiencies, misplaced data, and delays in care. This Healthcare CRM Template helps: Organize patient profiles, including contact details, medical history, and prescriptions. Track upcoming appointments, follow-ups, and treatments. Improve communication with patients through automated reminders. Store and manage doctor, nurse, and healthcare staff assignments. Monitor financial transactions, insurance claims, and billing records. With this template, healthcare providers can focus more on patient care and less on administrative burdens. How This Template Works in Stackby The Healthcare CRM Template includes multiple tables and views designed to manage different aspects of patient care and healthcare operations: 1. Patients Table Stores essential patient information such as name, contact details, date of birth, and medical history. Allows you to record allergies, past treatments, ongoing medications, and insurance details. Helps track patient visits and assign them to specific healthcare professionals. 2. Appointments Table Manages scheduled appointments, follow-ups, and cancellations. Includes fields for appointment dates, times, assigned doctors, and patient concerns. Tracks appointment statuses (e.g., confirmed, completed, rescheduled). 3. Communication Log Table Records all patient interactions, including emails, calls, and messages. Tracks consultation notes and follow-up reminders for each patient. Helps improve patient engagement by ensuring no communication is missed. 4. Medical Staff Table Lists doctors, nurses, and healthcare workers along with their specializations. Assigns specific medical staff to patients or appointments. Helps manage work schedules and shifts efficiently. 5. Financial Transactions Table Tracks invoices, payments, insurance claims, and medical billing. Ensures transparency in financial records for both the hospital and patients. Each table can be customized to fit the specific needs of your healthcare organization, making it easy to manage patient relationships and medical operations. Key Benefits of Using This Template 1. Centralized Patient Information Store all patient details, medical history, and treatment plans in one accessible database. Reduce paperwork and enhance data security. 2. Improved Appointment Scheduling Efficiently schedule, reschedule, or cancel appointments while keeping track of patient visit history. Send automated reminders to reduce no-shows. 3. Better Patient Communication Maintain logs of patient interactions, ensuring that important updates, test results, and follow-up instructions are never missed. 4. Seamless Staff Management Assign medical professionals to patients, track their availability, and ensure a smooth workflow in clinics and hospitals. 5. Financial Transparency Keep a record of medical billing, insurance claims, and payments. Maintain accuracy in financial transactions and reduce errors. Who Can Benefit from This Template? Hospitals & Clinics: Organize patient records, track visits, and manage communication. Private Practitioners: Streamline scheduling, medical notes, and patient follow-ups. Telemedicine Providers: Maintain detailed patient histories and communicate seamlessly with remote patients. Medical Billing Services: Track transactions, invoices, and insurance payments. Getting Started with the Healthcare CRM Template Copy the Template: Start by adding the Healthcare CRM Template to your Stackby workspace. Customize Fields: Adjust the template fields to match your patient management needs. Import Data: Add patient records, appointment schedules, and staff details. Integrate Automations: Connect with third-party tools like Google Calendar, email services, or WhatsApp API for automated reminders. Collaborate in Real-Time: Share the CRM with doctors, nurses, and administrative staff to ensure smooth coordination.

Managing construction projects involves handling multiple moving parts—client interactions, project timelines, budgets, materials, and team coordination. A well-structured Construction CRM Template simplifies these complexities, ensuring seamless communication, organization, and efficiency in construction project management. Why Use a Construction CRM Template? Construction firms often juggle various projects at once, each with distinct requirements, deadlines, and teams. Tracking all these details manually or across scattered tools can lead to inefficiencies, miscommunication, and missed deadlines. The Construction CRM Template in Stackby helps businesses: Organize project details in one place. Track client interactions and project status effortlessly. Monitor budgets, payments, and material requirements. Improve collaboration between teams and stakeholders. Automate workflows to boost efficiency. How This Template Works in Stackby Stackby combines spreadsheet simplicity with database functionalities, making it easy to customize and automate data tracking. This Construction CRM Template includes essential tables designed for construction businesses to manage their projects efficiently. Key Tables in the Construction CRM Template Projects Table – Store detailed project information, including timelines, budgets, and assigned teams. Clients Table – Maintain a database of clients with contact details, project history, and communication logs. Tasks & Workflow Table – Track tasks, progress, deadlines, and assigned personnel. Payments & Budgeting Table – Monitor project finances, invoices, and payments. Materials & Inventory Table – Manage construction materials, supplier details, and stock levels. Each table provides structured data to streamline construction operations while allowing full customization based on business needs. Key Features & Benefits 1. Efficient Project Tracking Centralized project database with details such as location, deadlines, and contractors. Status tracking to ensure timely completion. 2. Client & Contact Management Maintain an up-to-date client database with communication history. Track ongoing and past projects for each client. 3. Task & Workflow Automation Assign tasks to teams and set deadlines. Automate task progress tracking and reminders. 4. Budget & Payment Monitoring Log invoices, pending payments, and overall project budget. Monitor financial health in real time. 5. Inventory & Material Tracking Track materials, suppliers, and stock levels. Avoid delays due to material shortages with real-time inventory updates. Who Can Use This Template? This Construction CRM Template is ideal for: Construction Firms – Manage multiple projects efficiently. Contractors & Builders – Track client communications and project progress. Real Estate Developers – Oversee budgeting, material tracking, and supplier coordination. Civil Engineers & Project Managers – Plan and monitor construction activities seamlessly. How to Use the Construction CRM Template Import the Template – Add the Construction CRM Template to your Stackby workspace. Customize Tables & Fields – Modify fields to suit your specific business operations. Add Project & Client Data – Populate the database with active projects and client details. Assign Tasks & Track Progress – Use task tracking to monitor completion rates. Automate Workflows – Set up notifications and automated updates for better project oversight.

Managing a church requires more than just organizing services; it involves maintaining records of members, tracking donations, scheduling events, and ensuring smooth communication with the congregation. The Church CRM Template in Stackby provides an all-in-one solution to help churches efficiently manage their administrative tasks, engage with members, and track financial contributions. Why Use a Church CRM Template? Traditional church management often relies on manual spreadsheets, paper records, or separate systems for communication, donations, and event planning. This can lead to inefficiencies and data loss. A dedicated Church CRM Template simplifies these operations by: Centralizing all church-related data in one place. Managing member information, attendance, and engagement. Tracking donations, contributions, and financial records. Organizing church events and volunteer programs. Improving communication with members through automated updates. How This Template Works in Stackby Stackby offers a flexible, easy-to-use Church CRM Template that helps churches track and manage their members, contributions, and events efficiently. This template is structured into multiple tables to cover different aspects of church management. Key Tables in the Church CRM Template Members Table – Store and manage details of church members, including their contact information, attendance history, and participation in events. Donations Table – Track donations, tithes, and financial contributions from members, categorized by date, amount, and donor details. Events & Programs Table – Schedule and manage church services, events, and volunteer programs. Communication Log Table – Keep track of messages, emails, and outreach efforts to engage with members effectively. Each table provides a structured way to manage church data and can be customized based on specific church requirements. Key Features & Benefits Manage Church Membership Efficiently Store and update member details, including their involvement in church activities. Track attendance records to identify active members. Categorize members based on their roles, such as volunteers, regular attendees, or new visitors. Track Donations & Financial Contributions Maintain a detailed log of donations with donor names, amounts, and payment methods. Generate automated reports for financial transparency and tax purposes. Recognize and appreciate donors through personalized communication. Organize Church Events & Volunteer Programs Plan weekly services, special church events, and outreach programs. Assign volunteers and track their participation. Set reminders for upcoming events and ensure smooth coordination. Enhance Communication & Engagement Maintain a communication log to track outreach efforts. Send event invitations, donation acknowledgments, and newsletters. Use automated notifications for upcoming events and donation reminders. Customize & Automate Church Processes Customize fields and categories to fit the unique needs of your church. Automate donation receipts, event reminders, and follow-ups with Stackby’s automation features. Integrate with external tools like email marketing services for broader outreach. Who Can Benefit from This Template? The Church CRM Template is designed for: Church Administrators – Simplify record-keeping and streamline operations. Pastors & Church Leaders – Engage with the congregation effectively and track attendance. Finance Teams – Monitor church finances and generate donor reports. Volunteer Coordinators – Assign and manage volunteers efficiently. Getting Started with the Church CRM Template Import the Template – Add the Church CRM Template to your Stackby workspace. Customize Member & Donation Fields – Modify fields to match your church’s needs. Start Tracking & Updating Data – Add members, donations, and event details. Automate Notifications & Reports – Set up alerts for donations and event reminders. Optimize Church Operations – Use the template to improve engagement and financial management.

Running a successful salon involves more than just styling hair or offering beauty treatments—it requires efficient management of appointments, client records, staff schedules, and payments. The Salon CRM Template in Stackby helps salon owners and managers organize and automate their operations in a structured and hassle-free way. Whether you run a hair salon, nail studio, or spa, this template provides an all-in-one solution to manage clients, track bookings, handle staff schedules, and oversee financial transactions. Stay on top of customer preferences, automate reminders, and improve overall efficiency to provide the best service experience. Why Use This Template? Managing a salon business manually can be overwhelming, leading to scheduling conflicts, missed appointments, and customer dissatisfaction. With the Salon CRM Template, you can: Organize and track client appointments effortlessly. Maintain a detailed client database with preferences and visit history. Manage staff schedules and track performance. Oversee payments, invoices, and service packages in one place. Improve customer retention with loyalty programs and follow-ups. Key Tables in the Salon CRM Template 1. Clients Table Store client contact details, service history, and special preferences. Categorize clients based on visit frequency, services used, or membership status. Track upcoming appointments and past bookings. 2. Appointments Table Schedule and manage appointments with an intuitive booking system. Assign appointments to specific staff members and track availability. Set up automated reminders for upcoming bookings. 3. Staff Management Table Maintain staff profiles, including roles, skills, and working hours. Track employee schedules and performance metrics. Allocate tasks and ensure optimal workforce management. 4. Services & Pricing Table List all available services along with pricing details. Offer package deals and membership discounts. Track the popularity of services and adjust offerings accordingly. 5. Payments & Invoices Table Record payment transactions and track outstanding balances. Monitor revenue, expenses, and financial performance. Generate invoices and maintain billing history for each client. Key Features & Benefits Customizable Client Database: Store client information, preferences, and service history to offer a personalized experience. Automated Scheduling & Reminders: Reduce no-shows by sending automated SMS or email reminders for upcoming appointments. Comprehensive Staff Management: Optimize staff allocation and performance tracking for efficient operations. Financial Tracking & Reporting: Monitor revenue, generate invoices, and keep track of financial transactions. Multi-View Functionality: Access data in different views—Calendar View for appointments, Kanban View for staff workflows, and Table View for financial records. Who Can Benefit from This Template? Salon Owners & Managers: Keep track of appointments, client history, and financial transactions. Freelance Beauticians & Hairstylists: Manage independent bookings and customer relationships. Spa & Wellness Centers: Organize therapy sessions, memberships, and staff schedules. Beauty Clinics & Nail Studios: Handle client records, service preferences, and payments efficiently. How to Get Started? Set Up Client Profiles: Add client details, visit history, and service preferences. Schedule & Manage Appointments: Assign bookings, track staff availability, and send reminders. Organize Staff Schedules: Allocate services to team members and track performance. Track Payments & Revenue: Maintain financial records and monitor outstanding invoices. Improve Customer Retention: Use follow-ups, loyalty programs, and personalized offers to retain clients.

Managing student and teacher information efficiently is essential for schools, educational institutions, and training centers. Traditional methods like spreadsheets and paper records can lead to disorganized data, making it difficult to track student progress, teacher details, and communication history. Stackby’s School CRM Template provides a centralized platform to manage students, teachers, and communication logs, ensuring seamless coordination and data accessibility. With structured tables for Students, Teachers, and Communication Logs, schools can maintain detailed records, improve engagement, and enhance administrative efficiency. Why Use This School CRM Template? Schools and institutions often struggle with fragmented student and teacher records. This template helps in: Keeping all student and teacher details organized – Avoid scattered records and manual tracking. Enhancing communication transparency – Log all interactions between teachers, students, and parents. Automating administrative workflows – Reduce paperwork and streamline processes. Providing a structured approach to CRM – Track progress, queries, and communication history efficiently. How This Template Works in Stackby The School CRM Template consists of three key tables: Students Table – Maintain comprehensive student records, including personal details, enrollment information, and academic progress. Teachers Table – Track teacher profiles, subjects handled, schedules, and availability. Communication Log Table – Log student-teacher interactions, parent communications, and important notes. Key Features & Benefits Centralized Student & Teacher Database – Store all records in one place. Communication Tracking – Maintain a transparent log of interactions. Easy Search & Filters – Quickly access student or teacher data. Customizable Fields – Adapt the template to your school’s specific needs. Improved Coordination – Enhance collaboration between teachers, students, and parents. Who Can Benefit from This Template? Schools & Colleges – Keep student and teacher records structured. Training Institutes – Manage enrollment and instructor details. Education Administrators – Track student progress and communication history. Getting Started Copy the School CRM Template into your Stackby account. Enter student and teacher details in their respective tables. Use the Communication Log to track interactions and maintain transparency. Apply filters and search functions to retrieve specific records quickly.

The solar energy industry is growing rapidly, with businesses handling multiple leads, project installations, and ongoing maintenance services. Without a structured system, managing solar projects, customer interactions, and sales pipelines can become overwhelming. The Solar CRM Template by Stackby helps solar companies efficiently track leads, manage customer interactions, oversee installations, and monitor system performance. This all-in-one solution simplifies operations, improves customer management, and boosts efficiency for solar providers, contractors, and sales teams. Why Use the Solar CRM Template? Managing a solar business involves multiple processes, including: Tracking new leads and converting them into customers Managing proposals, contracts, and project installations Monitoring solar system performance and customer satisfaction Organizing team workflows and sales pipelines Many solar businesses rely on spreadsheets, disconnected tools, and manual tracking, which often lead to inefficiencies. This Solar CRM Template centralizes everything in one platform, ensuring better workflow management, lead tracking, and project execution. How the Solar CRM Template Works in Stackby This template includes essential tables to streamline lead tracking, project management, and system performance: 1. Leads Table Store lead details, including name, contact, and inquiry source Track lead status (New, Follow-up, Quoted, Converted, Lost) Assign sales representatives and follow-up dates Monitor conversion rates and optimize the sales pipeline 2. Customers Table Maintain a database of customers with contact details and project history Track system installations, warranties, and support tickets Record customer interactions for better service and engagement 3. Projects Table Manage ongoing solar installation projects Track project status (Planning, In Progress, Completed, Maintenance) Assign project managers, technicians, and deadlines Maintain documents, contracts, and approval records 4. System Performance Table Monitor energy production and system efficiency Track maintenance schedules and service logs Record key performance indicators (KPIs) such as power output and downtime Set alerts for system maintenance and customer follow-ups 5. Financials Table Track invoices, payments, and outstanding balances Manage customer financing and payment plans Monitor sales revenue and project profitability Each table is fully customizable, allowing businesses to adapt the template based on their specific needs. Key Features & Benefits End-to-End Solar CRM Solution – Manage leads, customers, projects, and performance tracking in one place Sales & Lead Management – Track inquiries, follow-ups, and conversions to optimize sales Project Tracking – Monitor installation progress and ensure timely execution Performance Monitoring – Analyze solar system efficiency and schedule maintenance Customer Relationship Management – Maintain communication logs and improve post-installation support Financial Oversight – Track payments, invoices, and revenue seamlessly Custom Views & Automation – Use calendar views, reminders, and automated workflows for efficiency Who Can Benefit from This Template? Solar Energy Providers – Manage leads, projects, and customer support effortlessly Solar Contractors & Installers – Track project installations and service schedules Sales & Marketing Teams – Optimize sales pipelines and improve customer engagement Renewable Energy Consultants – Organize client data, proposals, and system performance insights Financing & Support Teams – Manage payment plans and monitor customer financials Getting Started with the Solar CRM Template Sign up for Stackby and access the Solar CRM Template Add leads, customers, and project details to begin tracking your workflow Assign tasks, update project statuses, and monitor performance metrics Use automation and reminders to streamline operations and ensure follow-ups Generate reports and analyze performance data to optimize efficiency With real-time tracking, collaboration tools, and automation, Stackby makes solar business management easier than ever.

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!

Streamline Your Lead Onboarding & Email Automation Converting leads into customers requires a structured, efficient, and automated approach. Many businesses struggle with manual data entry, inconsistent follow-ups, and delays in onboarding. This Lead Onboarding & Email Automation Template helps you simplify the process—allowing businesses to capture leads, manage onboarding seamlessly, and automate email workflows to ensure every potential customer gets timely communication. Whether you run a service-based business, SaaS company, or agency, this template provides an all-in-one system to collect, track, and automate your lead management and onboarding efforts. Why Use This Template? Automate Lead Onboarding – Convert inquiries into onboarded leads without manual intervention. Seamlessly Collect Data – Embed a form-like view into your website to gather lead information efficiently. Improve Follow-Ups – Automate email sequences to engage leads at different stages. Enhance Productivity – Reduce manual tasks, minimize errors, and focus on closing deals. Customizable & Scalable – Adapt the template to your workflow and expand as your business grows. How This Template Works in Stackby This template is designed with business owners, sales teams, and marketing professionals in mind. Here’s how you can use it: Lead Data Collection: A form-like view allows you to integrate this template into your website, ensuring that inquiries are captured effortlessly. Lead Processing & Categorization: Once an inquiry is received, it is automatically categorized based on priority, source, or stage in the pipeline. Automated Email Communication: When a lead progresses from inquiry to onboarding, predefined email sequences are triggered—keeping prospects engaged without manual effort. Tracking & Analytics: Monitor lead activity, response rates, and follow-up efficiency, ensuring a data-driven approach to improve conversions. Key Features & Benefits Form-Like View: Easily embed on your website to capture leads in real-time. Automated Email Sequences: Send personalized emails at different stages of onboarding. Centralized Lead Management: Keep track of all leads in one place with customizable filters and views. Workflow Automation: Set triggers for lead follow-ups, task assignments, and email notifications. Seamless Collaboration: Sales and marketing teams can work together effortlessly within the platform. Who Can Benefit from This Template? ? Marketing & Sales Teams: Improve response times and lead conversions with automated workflows.? Consultants & Agencies: Onboard new clients effortlessly without missing crucial touchpoints.? SaaS & Subscription-Based Businesses: Automate trials, demos, and onboarding sequences to scale faster. How to Get Started? Copy the Template – Get instant access to a pre-built lead management system. Customize to Fit Your Needs – Add custom fields, email triggers, and automation rules. Embed & Automate – Place the form on your website, set up workflows, and let automation handle the rest. A streamlined, automated lead onboarding process can make a huge difference in your sales and customer experience. This template removes manual bottlenecks, ensures faster conversions, and enhances efficiency for businesses of all sizes. Start automating your lead onboarding and email workflows today with this free-to-use Stackby template!

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle.  Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients.  Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms  Track all press requests converting into press releases  Manage all your PR contacts in one place  Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time.  What’s included in Stackby’s Press Release Request Management Template?  Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively.  Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status.  The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link.  The template also includes different views for visualizing the press release list based on status and date of publishing.  Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request  Record the press release date for every PR request you receive  Store the description of the press release request  Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive  Track the press release associated with every contact  Keep a record of the publication website  Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis

About the Template Managing fundraising efforts effectively requires structured donor tracking, campaign monitoring, and financial transparency. The Fundraising CRM Template by Stackby simplifies this process, providing nonprofits, charities, and fundraising teams with an intuitive, organized system to manage contributions, outreach, and donor relationships. This template helps organizations keep track of all fundraising activities in one place, ensuring donor engagement, seamless financial tracking, and improved outreach strategies. Why Use This Template? Nonprofits and fundraising organizations often struggle with: Managing donor information and contributions efficiently. Keeping track of active and past fundraising campaigns. Monitoring donation progress and financial goals. Maintaining effective communication with donors and stakeholders. The Fundraising CRM Template addresses these challenges by centralizing all donor and campaign data into an easy-to-use system. How This Template Works in Stackby This template includes key tables that help in structuring fundraising efforts: 1. Donors Table Stores donor contact details, contribution history, and donation frequency. Tracks donor engagement and communication history. Helps segment donors based on contribution levels. 2. Fundraising Campaigns Table Lists all ongoing and past fundraising campaigns. Tracks campaign goals, target amounts, and progress. Helps assess the success rate of different fundraising strategies. 3. Donations & Transactions Table Logs all donations received, including amount, date, and donor details. Tracks recurring donations and major contributions. Ensures financial transparency for reporting and compliance. 4. Outreach & Engagement Table Maintains communication records with donors. Tracks follow-ups, thank-you messages, and engagement levels. Helps in personalized donor outreach and retention strategies. Key Features & Benefits Organized Donor Management: Keep all donor details and donation history in one place. Campaign Performance Tracking: Monitor fundraising goals and identify high-performing campaigns. Financial Transparency: Ensure all transactions are logged, making reporting easy. Automated Updates & Reminders: Set reminders for follow-ups and donor outreach. Customizable Views & Filters: Sort and view data based on active campaigns, donation amounts, and donor frequency. Real-World Use Cases Nonprofit Organizations: Manage donor lists, fundraising events, and donation tracking. Charity Foundations: Track major contributions and grant allocations. Crowdfunding Initiatives: Monitor contributions and supporter engagement. Educational Institutions: Organize alumni donations and sponsorships. Getting Started with the Template Import the Template into your Stackby workspace. Customize Donor & Campaign Fields to match your organization’s needs. Set Up Automated Reminders for follow-ups and donor engagement. Use Custom Views & Filters to analyze donation trends and campaign performance. Share Reports with Your Team to enhance collaboration and fundraising strategy.

Managing real estate transactions, client relationships, and property listings can be overwhelming without a structured system. The Real Estate CRM Template in Stackby is designed to help realtors, brokers, and real estate agencies organize leads, track sales, and streamline communication with clients—all in one place. With this template, you can manage listings, follow up on leads, maintain client records, and track deals at different stages. Whether you're an independent agent or part of a larger real estate firm, this CRM will enhance your workflow, ensuring no opportunity slips through the cracks. Why Use This Template? A well-organized CRM is essential in real estate to handle multiple clients, properties, and deals simultaneously. This Real Estate CRM Template provides: A centralized hub for managing client data, property details, and sales pipelines. Automated tracking of lead statuses, interactions, and property showings. Customizable fields to fit the specific needs of real estate businesses. Collaboration tools to share data with your team and coordinate deals efficiently. How This Template Works in Stackby The Real Estate CRM Template is structured with key tables that cover all aspects of real estate business management. 1. Leads & Clients Store contact details, preferences, and interaction history of potential buyers and sellers. Categorize leads based on their stage in the buying or selling process. Assign follow-up tasks to team members and set reminders for client meetings. 2. Property Listings Maintain a database of available properties with images, descriptions, pricing, and locations. Track the status of each property—available, under contract, or sold. Link properties to client inquiries for efficient matchmaking. 3. Sales & Deals Pipeline Monitor active deals and categorize them into stages like "Inquiry," "Negotiation," and "Closed." Track commissions, closing dates, and sales progress. Identify high-value clients and prioritize deals based on potential revenue. 4. Communication & Follow-ups Log all communication with clients, including calls, emails, and meetings. Schedule follow-ups and automate reminders to stay on top of leads. Collaborate with team members to ensure smooth deal closures. Key Features & Benefits Automated Workflow: Set up automated reminders for follow-ups and meetings to ensure no lead is missed. Pipeline Tracking: Monitor every stage of your real estate deals, from prospecting to closing. Custom Views: Use Kanban, Table, or Calendar views to organize properties and client interactions efficiently. Integrations: Connect with third-party tools like Google Calendar, email services, and real estate listing platforms. Collaboration & Reporting: Share property details and sales reports with your team to improve decision-making. Real-World Use Cases Real Estate Agencies: Manage multiple agents, track listings, and improve team collaboration. Independent Realtors: Organize leads, follow-ups, and property details without juggling spreadsheets. Property Developers: Monitor sales progress and customer interactions for newly developed properties. Getting Started with the Template Add Leads & Clients: Start by entering client details, including contact information and preferences. Manage Listings: Upload property details, images, and pricing information to maintain a structured database. Track Deals: Use the sales pipeline table to track deals and monitor sales progress. Log Communication: Keep track of emails, meetings, and follow-ups with potential buyers and sellers. Optimize & Close More Deals: Regularly review lead conversions, improve sales strategies, and automate repetitive tasks.

Understanding your target audience is the foundation of successful marketing and business growth. A Customer Persona Template helps teams create structured and detailed buyer personas, allowing them to tailor marketing strategies, product development, and customer interactions more effectively. This Customer Persona Template in Stackby provides a systematic way to document key attributes of your ideal customers, such as demographics, pain points, preferences, and purchasing behavior. Whether you're a marketer, salesperson, or product manager, this template ensures your strategies align with your audience's needs. Why Use a Customer Persona Template? Without a structured approach, businesses often rely on assumptions about their target customers. This can lead to ineffective marketing campaigns, poor customer experiences, and missed growth opportunities. Using a well-defined Customer Persona Template ensures: A clear understanding of your ideal customers. Better segmentation for personalized marketing. Enhanced product development that meets customer needs. Stronger customer engagement and improved retention rates. Data-backed decision-making to refine business strategies. How This Template Works in Stackby Stackby combines spreadsheet-like flexibility with the power of a database, making it easy to organize, track, and analyze customer personas. The template includes multiple structured tables that capture essential persona details. Key Tables in the Customer Persona Template Persona Overview Table – Stores basic customer persona information, including name, age, job title, and location. Demographics & Behavior Table – Captures detailed demographics, behaviors, pain points, and buying motivations. Communication Preferences Table – Documents preferred communication channels, tone, and content preferences. Product & Service Interactions Table – Tracks customer engagement with your brand, including purchase history and feedback. Each table allows teams to filter, sort, and customize fields based on their unique business needs. Key Features & Benefits 1. Define Customer Personas Clearly Document key details such as age, job title, industry, and interests. Segment customers based on needs, motivations, and challenges. 2. Improve Targeted Marketing Campaigns Identify the right audience for personalized messaging. Optimize ad spend by focusing on personas with high conversion potential. 3. Enhance Product & Service Offerings Align product features and services with customer expectations. Identify gaps in the market based on customer feedback. 4. Streamline Customer Communication Determine the best platforms and messaging styles for engagement. Ensure consistent and personalized interactions across all touchpoints. 5. Track Persona Evolution & Behavior Trends Update persona details based on market research and customer data. Adapt strategies as customer preferences change over time. Real-World Use Cases The Customer Persona Template is beneficial for various teams and industries: Marketing Teams – Develop targeted content strategies and advertising campaigns. Sales Teams – Personalize sales pitches and improve lead nurturing. Product Development Teams – Build features and services based on user needs. Customer Support Teams – Enhance customer experiences through tailored interactions. Getting Started with the Template Import the Customer Persona Template into your Stackby workspace. Customize persona categories based on your business requirements. Populate data using market research, surveys, and customer feedback. Analyze customer personas to refine marketing and sales strategies. Update personas regularly to keep up with shifting customer behaviors.

The success of your company depends on several factors. Customer experience is one of them. Your best and most advanced product will not contribute to the company’s profits if the customer is not satisfied with his or her experience in your company. Customer experience is as important as your product’s quality and price. How can you ensure that your customers are satisfied? The answer lies in a customer journey map. It is the process that allows a company to understand its customers and the journey they take when they interact and deal with your company.  It is a tool that helps you understand the obstacles faced by your customers at different stages and their level of satisfaction with your company’s service. To visualize the journey of a customer, companies create customer journey maps detailing the customer’s experience from start to finish. Therefore, a Customer Journey Map Template is a must-have for most businesses. Why is Customer Journey Mapping important? Customer journey maps can be a little difficult to draw at the initial stages, but it’s worth the effort. Why? Here’s why customer journey mapping is important: It gives you an overview of your customer’s journey. It allows you to anticipate any possible issues that may arise by analysing past customer journeys. You can use the customer journey map to isolate the areas where customer’s expectations are not matching the actual experience. Improved customer experience will directly lead to enhanced brand loyalty and high referral rates. It is a cost-effective method to improve the customer journey and attract new customers in the process. However, the process of creating a customer journey map is slightly tedious. It involves multiple steps and requires the collaboration of various departments. You need a template that will allow you to simplify and streamline the entire process. That’s where our Customer Journey Map template can be of help.  Who will this template benefit? This Customer Journey Map Template will be helpful for marketers, marketing teams, sales team, customer support teams, business owners, SMEs and Agencies. How will Stackby’s Customer Journey Map Template help you? Using Stackby’s Customer Journey Map Template, you will be able to: Record the details of each company or organization that you’re dealing with and the corresponding contact person. You can store the photograph, current role, and contact details of each contact person. Monitor the current stage of the customer’s journey (Trial/ Onboarding/ Sales/ Upgrading/ Flatline/ Dead) in the customer journey map template. Record the details of the manager in charge of the accounts. You can record the date set for the next meeting with the customer. Along with this, you can also set the meeting agenda. Add the tasks that need to be completed for each client/ customer. You can also add notes or comments to help your team members. Check if the tasks are under capacity or need to be delegated. Track the current status of each customer. The template allows you to rate the ongoing customer relationship with the company. Update and monitor the details as and when required. Download our Customer Journey Map Template for free and improve your customers’ overall experience! You will also find these templates helpful: Customer Testimonials, Customer Sucess Management, Customer Persona 

Keeping track of personal and professional relationships is essential for networking, follow-ups, and maintaining meaningful connections. Whether you’re a freelancer, entrepreneur, or business professional, managing contacts manually can be overwhelming. The Personal CRM Template in Stackby offers an intuitive, structured way to store, track, and manage contacts, ensuring you never miss a follow-up or important interaction. Why Use the Personal CRM Template? Unlike traditional spreadsheets or scattered notes, a Personal CRM (Customer Relationship Management) Template provides a centralized space to manage relationships, record interactions, and set reminders for follow-ups. With Stackby’s automation and flexible views, you can: Store and organize contact details effortlessly. Track communication history and key interactions. Set reminders for follow-ups and appointments. Categorize contacts based on relationships, business, or personal networks. Integrate with other tools for seamless contact management. How the Personal CRM Template Works in Stackby This template is designed to streamline contact management with structured tables, ensuring you have a clear overview of your connections. Key Tables in the Personal CRM Template Contacts Table – The main database to store all personal and professional contacts. Key fields include: Name Contact Number Email Address Company/Organization Relationship Type (Business, Friend, Family, Client) Notes Interaction Log – Track all communication history and interactions with contacts, including: Contact Name Date of Interaction Communication Type (Call, Email, Meeting, Message) Notes on Conversation Next Follow-Up Date Follow-Ups & Reminders – Manage scheduled follow-ups and ensure timely communication. This table includes: Contact Name Follow-Up Date Reminder Status (Pending, Completed) Priority Level (High, Medium, Low) Categories & Segmentation – Organize contacts into different categories for easy reference, including: Business Contacts Personal Contacts Networking Leads VIP Clients Key Features & Benefits Centralized Contact Management – Keep all personal and professional connections in one place. Customizable Fields – Add new fields based on your specific needs, such as birthdays, social media handles, or preferred communication channels. Automated Follow-Ups – Set reminders for important follow-ups so you never miss a connection. Multi-View Options – Switch between Grid View for structured data, Kanban View for pipeline tracking, and Calendar View for upcoming follow-ups. Seamless Integration – Connect your CRM with email apps, calendar tools, or automation platforms for a smoother workflow. Advanced Filtering & Sorting – Quickly find contacts by category, priority, or last interaction date. Use Cases of the Personal CRM Template Entrepreneurs & Business Owners – Keep track of clients, partners, and networking connections. Freelancers & Consultants – Manage leads, past clients, and ongoing projects efficiently. Sales & Marketing Professionals – Organize prospects, track communication history, and schedule follow-ups. Personal Networking – Store details about friends, family, and acquaintances with important notes and reminders. Getting Started with the Personal CRM Template Add Your Contacts – Import or manually enter contact details into the Contacts Table. Log Interactions – Record past and upcoming communications in the Interaction Log. Schedule Follow-Ups – Set follow-up dates in the Follow-Ups Table to stay connected. Categorize Your Contacts – Organize contacts based on business or personal relationships. Customize & Automate – Modify fields, set up reminders, and integrate with email or calendar apps.

Whether you’re running a start-up venture or a well-established company, the sales department controls a crucial aspect of your overall workflow process. It is the department that brings in the revenue, so you might even say that it forms the linchpin of your entire organization! The sales department plays the most vital role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes immensely towards the company’s growth, not just in monetary terms, but by helping you retain your existing customers by providing the best possible service. The effort and hard work put in by your product development team and marketing team will fail to produce tangible results if your sales pipeline is not working efficiently. As a result, ensuring the smooth functioning of your sales pipeline is paramount for your company. This is why a Sales Pipeline template also becomes integral to your business. What is the sales pipeline? Put in simple words, a sales pipeline is a visual representation of your sales process. It will show you the exact position of a particular deal in the sales funnel and help you analyze and overcome obstacles if any happen to arise. It allows you to analyze if your current strategy is working in your favor and gives you a comprehensive idea of which activities are generating the maximum revenue. A sales pipeline gives a detailed insight into your sales process, the current status of your deals, details of upcoming deals, and other information crucial to your sales department. The format of a sales pipeline is not static. It depends on the requirements and nature of your company. It is up to you to customize the process to reap the maximum benefit. Depending on how you contact leads and process products, your sales pipeline can have five, six, or even eight stages. However, keeping a firm grasp on the entire process is often a tedious and tricky task. To make your job easier, Stackby has created a state-of-the-art Sales Pipeline Template! Now you can manage and monitor every detail on a single interface. How will Stackby’s Sales Pipeline Template help you achieve your goal? Using our customizable, user-friendly sales pipeline template, you will be able to: Record details of each deal on the same platform. Store the corresponding company name and the representative assigned to each company. Track the source of the particular deal (Email Campaign/ Website/ Previous Client/ VoIP Call/ etc.). Assign a priority status to each deal to coordinate related tasks. Track the current status of the deal (Won/ Lost/ Negotiating/ etc.). Record the tentative deal date and the last contacted date for the same deal. Track the expected sales value and weighted value for each deal. Add comments, if necessary, to each deal to help your sales team get a better understanding of the same. Track the number of deals made by each representative on the sales pipeline template and check if they have fulfilled their assigned quota. Monitor and update the details in your Kanban pipeline as and when required. Now your sales team won’t have to go through multiple databases to track the status and probability of the deals they negotiate! Use this easy to adopt sales pipeline template for your sales reps and boost your profits. Checkout other related Template Sales Pipeline Sales Asset Management

Managing multiple products across various customers and sales channels can be challenging without a structured system. Whether you're a small business, wholesaler, or eCommerce store, keeping track of inventory, orders, and payments is crucial for smooth operations. The Multiple Product CRM Template by Stackby simplifies this process, offering an all-in-one platform to manage your products, customers, and financial transactions effortlessly. This template provides a structured way to oversee product catalogs, sales pipelines, and order processing. Designed for businesses handling multiple products, it ensures that every sale, stock update, and customer interaction is recorded efficiently. Why Use the Multiple Product CRM Template? A robust CRM system helps businesses streamline operations by integrating product, customer, and financial data in a single workspace. This template allows you to: Keep track of product details, including pricing, SKUs, and stock levels Manage customer interactions, order history, and sales progress Monitor inventory and avoid stock shortages or overstocking Automate order tracking and payment status updates Get a clear view of business performance with real-time data Instead of juggling multiple spreadsheets, emails, or software tools, this template centralizes everything, ensuring seamless coordination between teams. How the Multiple Product CRM Template Works in Stackby The template consists of key tables that help businesses manage their workflow efficiently: 1. Products Table Store product details such as name, category, SKU, price, and stock level Track product variations like sizes, colors, or bundles Attach images and documents for easy reference 2. Customers Table Maintain a directory of customers with contact information Track customer interactions, purchase history, and preferences Categorize customers for targeted marketing or promotions 3. Orders Table Log every order with details like product, quantity, customer, and date Track order fulfillment status from pending to completed Assign sales representatives to specific orders 4. Inventory Table Monitor stock levels in real-time and receive low-stock alerts Update inventory based on sales, returns, or restocks Organize stock across multiple locations if needed 5. Payments Table Record all financial transactions, including invoices and payments Track due dates, payment status, and outstanding balances Generate reports to analyze revenue and payment trends Each table integrates seamlessly, allowing teams to view sales progress, customer relationships, and inventory updates in one place. Key Features & Benefits Centralized Product Management: Keep track of product details, pricing, and stock levels effortlessly. Customer & Sales Tracking: Maintain customer relationships with complete purchase history and order tracking. Automated Inventory Updates: Ensure stock levels are accurate and receive alerts for low inventory. Order & Payment Management: Streamline order fulfillment and financial tracking with real-time updates. Custom Views & Filters: Create personalized views such as "Pending Orders," "Top-Selling Products," or "Overdue Payments." Team Collaboration & Workflow Automation: Enable teams to work together with shared access, task assignments, and automated reminders. This template ensures businesses have a clear view of their product and sales pipeline, allowing them to make data-driven decisions. Who Can Use This Template? The Multiple Product CRM Template is suitable for: Small and Medium-Sized Businesses looking for a cost-effective way to manage product sales and customers. Retailers & eCommerce Stores that handle multiple product categories and need real-time inventory tracking. Wholesalers & Distributors who manage large product catalogs and process bulk orders. Sales & Marketing Teams that require detailed customer insights and sales history for better engagement. By using this CRM template, businesses can focus on growth while automating essential operations. How to Get Started with the Multiple Product CRM Template Sign Up on Stackby – If you’re new to Stackby, create an account. Access the Template – Get the Multiple Product CRM Template and start customizing it. Input Your Data – Add product details, customer information, and existing sales records. Use Views & Automations – Set up personalized views, automate stock updates, and streamline workflows. Collaborate & Monitor Progress – Invite your team and track sales, payments, and inventory efficiently. With Stackby’s user-friendly interface, businesses can easily transition to a structured CRM without needing extensive training.

Starting from the product development team to the customer service team, every team of your company contributes in one way or the other to the success of the product. Somewhere in the middle of this workflow process is the sales team which has the most crucial job of all! You can design the best product in the market and employ the most effective marketing strategies. However, none of it will amount to anything if your sales team cannot manage its assets and function efficiently! That’s why every company needs a Sales Asset Management Template. What is Sales Asset Management? Sales asset management is the process and strategy employed by a company to manage its multiple sales assets. This includes internal reference materials, presentation decks, whitepapers, demos, and landing pages. An effective sales asset management plan will enhance the efficiency and productivity of your sales processes. It will enable your sales team to get access to the right content at precisely the right time. Asset management also makes sure that all your content is up-to-date and relevant to the current sales strategy. However, the process of sales asset management can often be quite chaotic. Having trouble tracking and updating all your sales stacks and whitepapers? We have a solution. Solve all your asset management problems with our custom-made Sales Asset Management Template! Enable your sales team to save a ton of time by giving them access to our asset management template. From sales decks to demos and landing pages, your sales team can now store and update every asset with the click of a single button. Using our Asset Management Template, you can now: Track all your sales assets on one platform. Get instant access to the sales asset details whenever needed. Record the name of each sales asset (Deck/ Whitepaper/ Demo/ Landing Page). Record the category each asset belongs to (Video/ Printed Brochure/ Document/ Link/ etc.). Add attachments related to each asset, if any. Store the website link of the asset, if any. Add an industry category to each asset (Film Production/ Fashion/ HR and Recruitment/ Event Management/ etc.). Record the plan for each asset. Add the market targeted by each asset (Asian/ American/ European/ African/ Australian/ etc.). Record the date each asset was created on. Record the date when the same asset was last updated. Store the usage policy and current status of each asset. Record the name of the asset creator/ owner. Update the details as and when required. With Stackby’s Sales Asset Management Template, you can now simplify the work of your sales team instantly! Copy the stack and start using it today to boost your sales performance!Related Template: Sales Pipeline  

How Stackby's Customer Testimonials Template will help ? How do you know if a particular marketing strategy, sales process, or product launch has been beneficial for your company? The answer to this question lies in customer testimonials. Customer feedback or testimonial is the response or information given by a customer regarding any aspect of your company. From marketing to customer service, feedback from your users will help you understand if the current strategy you employ is working in your favor. Customer testimonials give you much-needed insight into what the client is looking for and how you can modify your strategy to meet their expectations. Therefore, utilizing a Customer Testimonials Template can significantly boost your business.  Why is customer feedback important? Allows you to analyze customer behaviour and understand customer needs.  Measure and enhance customer satisfaction. Increase customer retention and brand perception. Add new customers and improve referral rate. Lends a voice to the customer in the working of your organization Provides you an outside-in view of your company. Gives you an insight into what you can do to improve your product and service. Increases the responsiveness and credibility of your company. Online reviews improve your web presence and ranking in search engines. A company that takes its customer feedback seriously and uses it to address its shortcomings is more likely to succeed in the long run. Customers are inclined to stay loyal to your product if they feel that their response was taken seriously by you. It will also help you stay up to date with the constantly changing customer requirements and make your product and company more dynamic.  Looking for the best way to record and respond to customer feedback? Your search is over! Stackby has created a Customer Testimonials Template to help you track your customer testimonials. Is the client happy with your product and service? Are they satisfied with the customer service you provide? Is your product up to date with the latest trend? Does it fulfill all your client’s requirements?  Whether it’s customer testimonials or case study surveys, you can manage everything using this template. With the Customer Testimonials Template, you will be able to: Store all your customer feedback in one place. Record the list of companies that have provided customer feedback. Store details concerning the company, including, but not limited to, industry type, employee strength, and company logo. Monitor the total number of testimonials by each company to date. Record the name of the individual from each company who gave the feedback. Record the designation of the individual within the company. Store the testimonial given along with any case study file and related synopsis. Add and update testimonials as and when required. Understand your customers better with this user-friendly Customer Testimonials Template!

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not. What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc. 2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here. 3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here. 4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.) Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs. How to Fix your Product Catalog Management? 1. Organize the descriptions  If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template. 2. Manage your product data  Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past. 3. Specify roles and authorization flows  Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy. Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business. How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product. Track the inventory for each product such as the number of items available, whether a product is in stock or not. Add and manage the description of the products. Record the total sale of every product and the number of items sold. Monitor the clients and dealers for every product Add and track client details like the order number, order ID, billing address, phone number, product bought, etc. Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc. Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc. Other templates you can use along with Product Catalog Template:  Multiple Product CRM Template Product Inventory Template  Product Competitor Analysis Template. Agile Product Planning Template  Product Roadmaps 

Customer relationship management (CRM) is crucial for businesses of all sizes, but not every company needs a complex, feature-heavy CRM system. If you're looking for a streamlined, efficient way to manage customer interactions, track deals, and organize sales processes, the Lightweight CRM Template in Stackby is the perfect solution. Designed for simplicity, this template provides all the essential CRM functionalities without unnecessary complexity. Why Use a Lightweight CRM? Many businesses struggle with bulky, complicated CRM software that requires extensive setup and training. A lightweight CRM offers a simple, flexible, and intuitive alternative that focuses on essential features, helping businesses manage customers, track deals, and stay organized without overwhelming complexity. With Stackby's Lightweight CRM Template, you can: Store and manage customer details efficiently Track interactions, deals, and follow-ups Streamline workflows and boost sales productivity Use automation to save time on repetitive tasks This template is perfect for small businesses, startups, freelancers, and solo entrepreneurs who need a no-fuss CRM that works right out of the box. How This Template Works in Stackby Stackby combines the simplicity of spreadsheets with the power of relational databases, allowing businesses to manage CRM workflows seamlessly. This template includes well-structured tables to help track customers, deals, and activities effectively. Key Tables in the Lightweight CRM Template Contacts – Maintain a database of customers, including names, emails, phone numbers, and company details. Deals – Track potential sales, deal status, and revenue opportunities. Interactions – Log customer interactions such as calls, emails, meetings, and notes. Each table is fully customizable, enabling businesses to tailor the CRM to their specific needs. Key Features & Benefits Centralized Customer Data Store all customer details in an organized, searchable format. Easily access contact information, company details, and communication history. Deal & Sales Tracking Monitor deal status, sales pipeline, and revenue potential in one view. Assign follow-ups, set reminders, and close deals efficiently. Interaction Logging Maintain a detailed history of customer interactions to improve relationship management. Add call notes, emails, and meeting summaries in one place. Task & Workflow Automation Set up automated reminders and email follow-ups using integrations. Ensure timely communication and task completion. Collaboration & Team Access Share the CRM template with your team to enable seamless collaboration. Assign tasks and deals to specific team members with real-time updates. Who Can Benefit from This Template? The Lightweight CRM Template is ideal for: Freelancers & Consultants – Manage client relationships without complex software. Startups & Small Businesses – Keep track of customers and deals without high costs. Sales Teams – Organize sales pipelines and follow-ups efficiently. Service-Based Businesses – Track customer interactions for better relationship management. How to Get Started Import the Template – Add the Lightweight CRM Template to your Stackby account. Customize Fields – Modify columns and data fields to match your business needs. Add Customer Data – Input contacts, deals, and interaction history. Set Up Automations – Integrate with email and workflow tools for seamless communication. Track & Optimize – Use filters and views to monitor sales pipelines and customer interactions.

A major part of any firm's goodwill rests on the business relationship network it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with a Business Development CRM Template that records and maintains a firm's customer relationships that are critical to the work of the organization. . What is Business Development CRM Template ? A Business Development CRM Template is a pre-designed framework that integrates Customer Relationship Management (CRM) principles with business development strategies. It serves as a centralised hub to track leads, manage contacts, analyse sales pipelines, and streamline communication. This template helps businesses to stay organised, focused, and agile in their pursuit of growth. Types of BDA Templates Lead Tracking Templates: Monitor and manage potential leads through various stages of the sales funnel. Facilitate collaboration among team members for effective lead conversion. Contact Management Templates: Consolidate and organise contact information for clients, prospects, and stakeholders. Enable efficient communication and personalised engagement with key contacts. Sales Pipeline Templates: Visualise and track the progress of deals through different sales stages. Identify bottlenecks and optimise the sales process for improved efficiency. Communication Log Templates: Document and analyse communication history with clients and leads. Enhance relationship-building by maintaining a comprehensive interaction record.  How will the business development CRM template be helpful? It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. The template allows the firm to track the date of commencement and the date of termination of the business deal. The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon. The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with, thus avoiding any exemption of minute tasks. The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. The business development CRM template sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. Who will find the Business Development CRM Template helpful? Firms that often carry out deals with more than one partner simultaneously are likely to find this business development CRM template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms. Upgrade the way you handle your business relationships and ensure you build long-lasting, advantageous relationships by using the Business Development CRM template from Stackby. How to use a Business Development Template with Stackby ? Stackby is a versatile platform that empowers users to create customizable templates for various business needs, including business development. Here's a step-by-step guide: Access Stackby: Sign in to your Stackby account or create one if you haven't already. Choose a Business Development Template: Browse the template library or create a new one based on your specific business development requirements. Customise Your Template: Tailor the template to align with your business processes by adding or removing columns, fields, and views. Import Data: Seamlessly import existing data or manually input information into the template. Collaborate in Real Time: Leverage Stackby's collaborative features to work with your team in real-time, fostering efficient communication and shared insights. Automate Processes: Implement automation features to save time and reduce manual effort, allowing your team to focus on strategic initiatives. Integrate with Other Tools: Connect Stackby with other essential business tools to create a unified ecosystem for your business development efforts. Track and Analyze: Regularly monitor and analyse the data in your template to gain actionable insights and make informed decisions In the fast-paced world of business development, having a structured approach is paramount. Utilising a Business Development CRM Template in conjunction with the powerful features of Stackby can significantly enhance your ability to manage leads, build relationships, and drive sustainable growth for your business. Embrace the efficiency and effectiveness that this dynamic combination brings to your business development endeavours.Check out Related Templates: Dealflow CRMFundrasing CRM 

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers  Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers  Problems without a Customer Development CRM  A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.    Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the mone y you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.  Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.   Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.  Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.  Organize contact information: Use more than 25+ column types to store custom er data.  Track issues: Keep a list of issues reported by different customers and streamline working on them.  Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.  What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer  Record the problem statements mentioned in each interview  Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers  Other Customer Management Templates to consider: Customer Testimonials Template  Customer Success Management Template  Customer Journey Map Template  Customer Persona Template  Business Development CRM 

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client. Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients. This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer. What is Clearbit, and how will it help you?  Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities. With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation. Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park. Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface. Using our tailor-made data enrichment template, you will now be able to: Keep detailed records of all the potential customers in one place. Import data automatically from Clearbit directly to your enrichment template. Add a description to each company for a better understanding of the same. Record the year in which the company was founded and its current employee strength. Monitor the company’s global site rank and the current number of AngelList followers. Add information generated from the Person Enrichment API to the template. Store the full name and current location of your company contacts/leads. Record the current title of the individual in the company and add a description to the same. Get access to other personal information including, but not limited to, the alma mater of the concerned person. Import and update details as and when required. Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease.

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

Managing deal pipelines efficiently is crucial for investment firms, startups, and sales teams. A structured system ensures that no deal slips through the cracks while keeping track of interactions, negotiations, and deal statuses. The Dealflow CRM Template in Stackby offers a seamless way to manage deals, track progress, and collaborate with teams—all in one place. Why Use a Dealflow CRM Template? Traditional methods like spreadsheets can become chaotic when managing multiple deals, investor communications, and sales pipelines. A dedicated Dealflow CRM Template ensures: Organized deal tracking from start to close. A structured workflow for lead management. Real-time status updates and performance monitoring. Seamless collaboration among investors, sales teams, and stakeholders. Easy automation of follow-ups and reporting. How This Template Works in Stackby Stackby’s Dealflow CRM Template provides a structured and flexible approach to managing deals. It helps investment professionals, sales teams, and business development executives stay organized by offering customizable tables that streamline the deal pipeline. Key Tables in the Dealflow CRM Template Deals Table – Manage all deals in the pipeline with key details like deal stage, value, and expected closing date. Investors/Clients Table – Maintain a list of investors, prospects, and stakeholders with relevant contact details. Interaction Log Table – Track communication history, emails, calls, and meeting notes. Deal Stages Table – Categorize deals by stage, such as prospecting, negotiation, due diligence, or closed. Financial Transactions Table – Monitor deal values, funding rounds, and investment transactions. Each table is customizable to match your specific deal-tracking workflow. Key Features & Benefits 1. Centralized Deal Tracking View all deals in a structured database. Assign priority levels and track the potential value of each deal. 2. Real-Time Status Updates Categorize deals based on progress, such as “Lead,” “In Negotiation,” or “Closed.” Use Kanban or Calendar views to visualize deal progress. 3. Manage Investor & Client Relationships Keep a centralized list of investors, clients, and key contacts. Record past interactions to maintain a strong relationship history. 4. Automate Follow-Ups & Reminders Set up automation to send reminders for follow-ups. Integrate with email and messaging tools to streamline communication. 5. Data-Driven Insights & Reporting Analyze deal flow trends with performance metrics. Generate reports to track revenue projections and deal closures. Real-World Use Cases The Dealflow CRM Template is ideal for: Investment Firms & Venture Capitalists – Track funding rounds, investor interactions, and portfolio companies. Sales Teams – Manage leads, track deal progress, and improve conversion rates. Business Development Executives – Keep a structured log of partnerships and negotiations. Startups & Entrepreneurs – Organize investor pitches and funding opportunities. Getting Started with the Template Import the Dealflow CRM Template – Add the template to your Stackby workspace. Customize Deal Stages & Categories – Define your unique pipeline stages. Input Deals & Client Data – Populate the database with existing and new deals. Track Progress & Automate Reminders – Update statuses and set automated follow-ups. Generate Reports & Optimize Strategy – Use data insights to improve deal management.

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. And a lot more. 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 

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.

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. Final Thoughts Effective PR outreach is all about organization, consistency, and timely follow-ups. The PR Outreach Template in Stackby is designed to help you manage media relations seamlessly, ensuring better press coverage and stronger industry connections. Get started today and take your PR efforts to the next level. 4o