CRM Comparison Spreadsheet Template

Create multiple youtube thumbnails at once in seconds using the Page Designer App in Stackby.  4 easy steps to create YouTube Thumbnails: Fill the right columns in the table like Title, Images, Logo & Categories.   Open the Page Designer app in the Apps Marketplace  Configure the page using a custom dimension (1280 x 720) and start adding columns in the pages (as elements) to create a thumbnail layout.  Once the page is designed, hit 'Print' to save these thumbnails as PDFs and take screenshots to convert that into an image.  Note: You need a Page Designer App in Stackby to create YouTube Thumbnails.  Add the template to your Stackby workspace and try it for free today.  Check out other related Templates : Advertise Agency workflow process Template Digital Asset Management Marketing Campaign Tracker  

Effortless Meeting Room Booking & Scheduling for Teams Managing meeting rooms in a busy office or coworking space can quickly become chaotic without a structured system. Double bookings, last-minute availability checks, and unclear room allocations can lead to productivity loss and unnecessary confusion. That’s where Stackby’s Meeting Room Booking Template comes in — a streamlined, easy-to-use solution that helps you centralize, schedule, and track meeting room usage across your team or organization. This template is designed for administrative teams, office managers, HR professionals, or anyone responsible for space management within an organization. It helps eliminate ambiguity by providing a single source of truth for all meeting room reservations. What’s Included in the Template? The Meeting Room Booking template includes all the essential fields to help you track bookings in detail and prevent scheduling conflicts. You can customize it further to meet your organization’s specific needs. The key fields included are: Room Name: The title or identifier of the meeting room (e.g.,“Conference Room A”). Date: The day the room is booked. Start Time and End Time: Define the exact time slot of the meeting. Booked By: The person who reserved the room. Purpose: A brief description of the meeting (e.g., client meeting, team review). Availability Status: Whether the room is currently booked or free. Recurring: Mark if the booking repeats on a weekly/monthly basis. Calendar View: Visual layout of all bookings to avoid clashes and monitor usage over time. Template Features Centralized Room SchedulingAll your bookings are recorded in one place. No more manual spreadsheets or confusing emails — everything is accessible in real-time by the whole team. Conflict-Free Booking The calendar view makes it easy to see overlapping bookings and prevent double-booking. Use filters to quickly check availability on specific dates or time slots. Custom NotificationsSet up reminders for upcoming bookings, or alerts when a room is double-booked or left unused for long. Personalized ViewsSwitch between different views such as a table layout for bulk editing or calendar view for daily scheduling. Automated Availability TrackingUse formula columns and status indicators to auto-update whether a room is booked or free based on start and end times. Easy CollaborationAssign bookings to specific team members and share the database across departments to ensure everyone is on the same page. Use Cases Corporate Offices: Reserve boardrooms, focus rooms, or shared spaces with real-time updates and clear oversight. Coworking Spaces: Enable members or tenants to book meeting rooms without overstepping time slots. Educational Institutions: Manage bookings for classrooms, seminar halls, or labs across various departments. Event Coordination: Use the system to allocate rooms for workshops, interviews, or client presentations during events or internal conferences. Why Use This Template on Stackby? Unlike traditional spreadsheets, Stackby adds the power of automation, rich column types, collaborative views, and real-time filtering — all of which are perfect for managing resources like meeting rooms. The calendar view makes it intuitive, while the structured fields ensure you capture all relevant data with minimal effort. You can also integrate this template with your team calendar, receive notifications, or connect with third-party tools to create a seamless workflow. Get Started The Meeting Room Booking template is completely customizable. Whether you're a small business, a startup, or a large enterprise, you can modify it to fit your organization’s infrastructure. Create views based on rooms, floors, departments, or even time blocks. Track bookings weekly, monthly, or quarterly depending on your reporting needs. By implementing this system, you’ll save time, reduce conflicts, and bring greater transparency into your space management strategy. 

A bullet journal is a powerful tool for managing tasks, tracking habits, and staying organized in daily life. Whether you're juggling work projects, personal goals, or simply keeping track of your to-do lists, a bullet journal helps structure your thoughts in a way that enhances productivity. The Bullet Journal Template by Stackby brings the flexibility of traditional bullet journaling into a digital, customizable format. With dedicated sections for tasks, notes, goals, and habit tracking, this template provides an intuitive way to streamline your planning process. Why Use the Bullet Journal Template? Bullet journaling is widely used for personal and professional organization. However, traditional paper-based bullet journals have limitations such as lack of automation, difficulty in making edits, and the inability to collaborate. This template helps you overcome those limitations by offering: A structured format for task tracking, goal setting, and habit monitoring Flexibility to customize views based on personal needs Digital accessibility from anywhere, eliminating the need for a physical journal Collaboration features for shared planning with teammates, friends, or family Whether you're using it for personal productivity, work projects, or creative planning, this template adapts to your workflow. How the Bullet Journal Template Works in Stackby The Bullet Journal Template is structured into essential tables that help you track and organize different aspects of your life efficiently: 1. Tasks & To-Do List Table Organize daily, weekly, and monthly tasks Set priorities and mark completed tasks Use different views to filter urgent, ongoing, or completed tasks 2. Notes & Ideas Table Store thoughts, meeting notes, or creative ideas Categorize notes by topic or purpose Attach images, links, and additional details 3. Goals & Progress Table Set short-term and long-term goals Track progress with status updates Assign deadlines and measure achievements 4. Habit Tracker Table Monitor daily or weekly habits (e.g., reading, exercise, meditation) Track consistency over time Use color-coded tags for easy progress visualization Each of these tables can be customized to suit personal preferences. You can add checklists, priority labels, deadlines, and even automate reminders to stay on track with your plans. Key Features & Benefits Comprehensive Task Management: Track daily, weekly, and long-term tasks effortlessly Goal Tracking: Set clear objectives and measure progress Flexible Organization: Store notes, ideas, and important information in one place Habit Monitoring: Build and maintain good habits with structured tracking Custom Views & Filters: Visualize data based on priority, status, or timeline Collaboration & Sharing: Work with team members or share personal progress with accountability partners Cloud-Based Access: Keep your journal updated and accessible anytime, anywhere Who Can Use This Template? Students looking to manage assignments, deadlines, and study goals Professionals who need an organized way to track projects and tasks Entrepreneurs balancing multiple workstreams and business ideas Creatives managing content planning, brainstorming, or idea tracking Anyone wanting to improve productivity and stay organized This template is designed to be highly customizable, meaning it works for various use cases—whether for work, personal development, or creative pursuits. How to Get Started with the Bullet Journal Template Access the template: Sign in to Stackby and start with the Bullet Journal Template Customize your sections: Add or modify tables to fit your workflow Start logging your tasks, notes, and goals Use automations to set reminders and notifications Analyze your progress using different views and filters The Bullet Journal Template in Stackby transforms traditional journaling into a dynamic, digital format, making organization seamless and effective.

In today’s digital-first world, businesses generate and handle a vast number of digital assets—including images, videos, documents, and creative files. Without an efficient system, locating, tracking, and managing these assets can be challenging, leading to lost files, duplication, and inefficiencies. The Digital Asset Management (DAM) Template in Stackby offers a structured and scalable solution to centralize digital assets, streamline workflows, and improve accessibility. Whether you’re managing marketing materials, design files, or corporate documents, this template helps you keep everything organized. Why Use a Digital Asset Management Template? Traditional file storage methods often lack advanced tracking and search capabilities. A Digital Asset Management Template provides: Centralized Storage – Keep all digital files in one accessible location. Metadata & Categorization – Add relevant information to each asset for easy retrieval. Efficient Collaboration – Enable teams to access and update files seamlessly. Search & Filter Features – Quickly locate assets using keywords and metadata. Version Control & Tracking – Maintain an updated record of asset modifications. How This Template Works in Stackby Stackby’s powerful database-like structure enhances digital asset management by allowing users to: Upload and store various file formats (images, PDFs, videos, etc.). Assign metadata such as file type, usage rights, tags, and owner. Organize assets with custom categories and filters. Track asset usage, version history, and approval status. Key Tables in the Digital Asset Management Template Asset Library Table – Store and organize all digital assets with details like file type, owner, and upload date. Metadata Table – Add descriptions, tags, categories, and copyright details for better searchability. Usage & Approval Table – Track where assets are used, their approval status, and last modified date. Team Access Table – Manage user access, permissions, and asset-sharing preferences. Key Features & Benefits Centralized Asset Storage Keep all digital assets in one place for easy access and management. Upload and link files directly within Stackby for seamless retrieval. Effortless Organization & Searchability Categorize assets using custom fields like tags, file types, and usage rights. Use filters and search functionalities to find specific assets in seconds. Enhanced Collaboration & Team Access Allow team members to upload, edit, and manage assets based on assigned roles. Prevent unauthorized access by setting permissions for specific users or groups. Version Control & Asset Tracking Maintain a record of asset versions to track changes and updates. Ensure the latest version of each file is always available to the team. Integration & Automation Connect with cloud storage platforms like Google Drive or Dropbox. Set up automated workflows to notify team members of asset approvals or updates. Who Can Benefit from This Template? The Digital Asset Management Template is ideal for: Marketing & Creative Teams – Manage brand assets, campaign materials, and design files. Media & Production Companies – Organize video files, audio clips, and photography assets. Corporate Teams – Store and track documents, reports, and internal presentations. E-commerce & Retail Businesses – Manage product images, descriptions, and promotional materials. How to Get Started Import the Digital Asset Management Template – Add the template to your Stackby account. Upload Digital Assets – Start adding images, videos, PDFs, or other media. Add Metadata & Tags – Define file categories, assign owners, and include descriptions. Set Permissions & Access Levels – Control who can view, edit, or share assets. Automate Asset Tracking – Set up notifications for updates and approvals.

The effect of social media on a brand’s sales and customer engagement is huge. However, this is only possible through the efficient use of social media to draw public attention. Stackby brings to you the Social Media and Planning Design Template that manages your company’s digital platform status to help you widen your outreach.  Why is social media planning important? Creating an online presence is crucial for every brand to increase its outreach and drive traffic to its website. With several potential customers engaging with the ad posts, the app algorithm helps the brand grow its audience base and thus improves its ROI. The social media plan template helps with all these functions and helps the firm meet its business goals. How can Stcakby’s social media and Planning Design Template help your business? With features that allow you to post your advertisements according to the business requirements, it saves you a lot of time to prepare other ads for maximum outreach. The platforms on which the ads are being posted and their status can be tracked with ease. The asset in question can also be improved with the reports on the likes and comments it garners attention.  The most beneficial part is that the template can be edited according to the amount and type of engagement it receives.  Business objectives can be recorded and met with the data management function, giving you accurate insight into the metrics.  The posts and their progression can be altered with the help of the social media and planning design template.  Who will find this template useful? SEO firms and marketing firms that use social media as the base for their advertising will find this template extremely useful. Brands looking to amplify their social media presence are also likely to find this helpful.

The Art Collection Template in Stackby is designed for art collectors, galleries, curators, and enthusiasts to track, organize, and manage their art collections. Whether you're an individual collector, a small gallery owner, or part of a large institution, this template helps you stay organized by consolidating all key information in one place. It provides a simple, customizable platform where you can log the details of each piece in your collection—ranging from the title and artist to the provenance and acquisition details. With Stackby’s intuitive database and spreadsheet hybrid structure, users can manage their collections efficiently and access data easily. Why Use the Art Collection Template? Managing an art collection involves a lot of details, including artwork information, artists' data, provenance, and acquisition history. Without a proper system, it can be difficult to keep track of the value, condition, and location of each piece in the collection. This can become especially overwhelming as your collection grows over time. The Art Collection Template addresses these challenges by providing a structured and centralized database for collectors. It helps you stay organized and ensures that you never lose track of essential information regarding each piece in your collection. Here are some key reasons to use this template: Efficient Organization: Keep track of every piece of art and all associated details. Valuable Insights: Gain valuable insights into the market trends, artists, and provenance. Easy to Access: Organize data in a user-friendly format, accessible from anywhere. Time-Saving: Automate reminders, updates, and calculations related to your collection. Customization: Tailor the template to your collection's specific needs. How the Art Collection Template Works in Stackby The Art Collection Template is structured into various tables and views to give you a detailed overview of your collection. Here’s how it works: 1. Artwork Details Table This table is the heart of the template, where you can log all relevant details about each piece of art. Some of the key fields include: Title of Artwork – The name of the art piece. Artist Name – The creator of the artwork. Year of Creation – The year the artwork was made. Medium/Material – What materials were used in creating the piece (oil, canvas, sculpture, etc.). Dimensions – The physical size of the artwork. Acquisition Date – The date you acquired the artwork. Condition – Current condition of the artwork (excellent, good, fair, etc.). 2. Artist Information Table This table holds important information about the artist of each piece: Artist Name – Full name of the artist. Biography – Short bio and background of the artist. Birth/Death Dates – Dates relevant to the artist’s life. Nationality – The nationality of the artist. Artwork Genre – The style or genre the artist is known for (e.g., abstract, realism, surrealism). 3. Provenance Table Track the ownership and history of each artwork in your collection. Provenance is important for verifying the authenticity and value of art. Some fields include: Previous Owner(s) – Previous owners of the artwork. Exhibition History – Where the artwork has been displayed. Auction History – Record any auction sales related to the piece. Certification – Documents or certificates verifying authenticity. 4. Artwork Value & Insurance Table This table helps you keep track of the value of each artwork over time and manage insurance details: Estimated Value – The current market value of the artwork. Insurance Value – The value used for insurance purposes. Insurance Provider – The name of the insurance company covering the artwork. Policy Number – The insurance policy number. 5. Location Table Track where each piece is located, whether it's displayed at home, in a gallery, or stored for preservation: Location Name – The name of the gallery or location. Room/Space – The room or section where the artwork is displayed or stored. Storage Type – Whether the artwork is stored on-site, in a climate-controlled area, or off-site. Exhibition Dates – If the artwork is part of a current or upcoming exhibition. Key Features & Benefits Centralized Database: Store all information about your collection in one place, including artwork details, artist info, provenance, and more. Customizable Views: Tailor the views to your needs, such as gallery view, table view, or card view. Tracking and Analysis: Track the current value, location, and condition of each piece and generate valuable reports. Provenance Management: Easily manage the history and authenticity of the artwork. Easy Sharing & Collaboration: Share your collection with others, whether for professional consultations, exhibition planning, or for personal sharing. Automation & Reminders: Set up automated reminders for insurance renewals, appraisal reviews, or exhibition deadlines. Real-World Use Cases Private Art Collectors: Keep an organized record of personal art collections for insurance, value tracking, and resale. Galleries & Museums: Manage and display curated collections while tracking provenance, insurance, and exhibition history. Auction Houses: Use the template to track artworks being auctioned, their artists, and the auction history. Art Investment Firms: Track the investment value and market trends of art pieces to make informed decisions. Getting Started with the Art Collection Template Copy the Template to Your Stackby Workspace: Add the template to your account and start customizing it based on your collection. Enter Artwork Details: Begin by logging all your art pieces in the Artwork Details table, including title, artist, and condition. Track Provenance: Fill in the Provenance table with history and ownership details. Manage Value & Insurance: Use the Value & Insurance table to track your artworks' financial details and ensure they’re insured. Review and Share: Analyze your collection trends, share insights with collaborators or experts, and maintain organized records.

Innovative, creative and eye-catching marketing campaigns are one of the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a marketing campaign tracker template. What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign. Decide on your target audience. Set a budget for your campaign planning strategy. Decide on a platform/channel. Organize your team and divide the work. Determine the content. Track your marketing campaigns diligently. This will help you analyze whether a particular strategy from your campaign management plan is working for you. Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises. What is a Marketing Campaign Tracker Template? A marketing campaign tracker template is a pre-formatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement. Why do you need a Marketing Campaign Tracker Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A marketing campaign tracker template is the answer to all your problems! A marketing campaign tracker template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby , we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign tracker template. Who is marketing campaign tracker template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign tracker template has immense utility potential for all sectors that perform marketing related activities. How will Stackby’s Marketing Campaign Tracker Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Track the status of each of your marketing campaigns separately. Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks. Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Calculate your average CPA. Set a start and end date for your marketing campaign. Monitor and update your ad campaign management plan as and when required. You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. Use Stackby’s Marketing Campaign Tracking Template to plan, manage, and enrich your marketing campaign management experience like never before!You may also find these Templates useful: Ad Campaign PlanningFacebook Ad Campaign Marketing Asset Management Email Marketing Calender Social Media Calendar 

A great business idea needs more than just passion—it needs structure, validation, and a strategic plan. The Lean Canvas Template from Stackby helps startups, entrepreneurs, and innovators systematically evaluate and refine their business model on a single page. Inspired by Ash Maurya’s Lean Canvas methodology, this template breaks down your idea into nine key components. Whether you're pre-launch or preparing for an investor pitch, this powerful and collaborative template ensures that every element of your business plan is thoughtfully considered and easy to update. Key Features of the Lean Canvas Template The Lean Canvas Template is structured across two interlinked tables: Lean Canvas Entries and Canvas Feedback. These tables work together to help you define your business model and gather stakeholder insights—all in one place.  1. Lean Canvas Entries This is the heart of your template. Each row in this table represents a single business idea and includes all nine key components of the Lean Canvas: Idea Name Problem:  Customer Segments:  Unique Value Proposition:  Solution:  Channels: Revenue Streams: Cost Structure:  Key Metrics:  Unfair Advantage:  Status: . Owner:  Last Updated:  This table ensures version tracking and clarity for every stakeholder involved in your startup journey.  2. Canvas Feedback Collecting feedback early and often is crucial. This second table allows stakeholders—advisors, mentors, team members—to provide feedback on any canvas record. Key fields include: Feedback For:  Reviewer Name   Role Feedback Notes:  Rating Feedback Date Together, these fields provide a historical view of your business model evolution—what worked, what didn’t, and why. Use Cases This Lean Canvas Template can be used in a variety of scenarios, including: Startup Founders: Quickly outline and validate new ideas. Accelerators & Incubators: Help cohorts stay aligned and focused. Product Teams: Frame new product launches with clear logic. Students & Educators: Teach business modeling in entrepreneurship courses. Consultants: Help clients crystallize their business concept.  About Template The template comes pre-built with the following key tables: Lean Canvas Entries – Core canvas with all 9 sections, owner assignment, and version tracking Canvas Feedback – Collects reviewer feedback and stakeholder input Use form views to input new ideas, grid views for structured planning, and Kanban views to manage canvas status. Stackby’s powerful column types—like long text, single select, ratings, and linked records—make this template flexible, collaborative, and intuitive. You can even automate workflows or integrate with tools like Slack, Gmail, or Google Calendar using Stackby’s API and third-party integrations.  Final Thoughts The Lean Canvas Template by Stackby transforms startup planning from a chaotic spreadsheet mess into a clear, collaborative workspace. It simplifies complex decisions and ensures alignment across your team while providing a centralized space to iterate your idea with feedback and clarity. Whether you’re building a new SaaS tool, launching a service, or pivoting your product vision, this Lean Canvas Template provides a proven foundation to build, validate, and scale ideas efficiently. Start planning your next big idea today — Free to use on Stackby. 

Simplify Your Billing Process with the Invoice Creator Template Managing invoices can be a tedious task for businesses, freelancers, and entrepreneurs. Keeping track of payments, due dates, and customer details manually can lead to inefficiencies and errors. The Invoice Creator Template by Stackby is designed to simplify and automate your invoicing process, helping you create professional invoices while tracking all essential payment details in one place. Whether you are a small business owner, a service provider, or a finance manager, this template ensures a seamless invoicing workflow. With built-in customization, automated calculations, and easy tracking, you can enhance efficiency and focus on growing your business. Why Use the Invoice Creator Template? Eliminate manual errors and ensure accurate calculations. Save time by automating invoice creation and financial tracking. Ensure timely payments by keeping records of due dates and follow-ups. Improve professionalism with clean, structured, and branded invoices. Stay organized by maintaining all invoice records in a structured database. How This Template Works in Stackby The Invoice Creator Template is structured with essential tables to track invoices, clients, payment statuses, and more. Here is how you can use it efficiently: Invoices Table This is the core table where all invoices are stored. You can add: Invoice number as a unique identifier for each invoice. Client name to specify the customer or business being billed. Invoice date and due date to track deadlines and avoid overdue payments. Items and services with detailed pricing information. Total amount with automatic calculations for accuracy. Payment status to mark invoices as paid, unpaid, or pending. Clients Table Keep a record of all your customers with details like: Client name and contact information. Billing address. Invoice history for easy reference. Payment Tracking Table Monitor payment statuses and ensure timely follow-ups: Invoice number and client name. Payment date and amount paid. Payment method such as bank transfer, credit card, or online payments. Balance due for outstanding invoices. Products and Services Table Store all the details of the products or services you offer: Item name and description. Unit price for accurate billing. Tax and discount rates, if applicable. Key Features and Benefits Automated invoice creation for quick and accurate billing. Customizable fields to tailor the template to specific business needs. Easy payment tracking to monitor pending, paid, and overdue invoices. Seamless client management with structured customer records. Real-time updates for collaboration with team members. Export and share invoices as PDFs or via direct links. Real-World Use Cases Freelancers can easily bill clients for completed projects. Small businesses can manage multiple customer invoices effortlessly. Service providers can track payments for consultations, repairs, or subscriptions. E-commerce stores can maintain records of product sales and customer transactions. Getting Started with the Invoice Creator Template Open the template in Stackby to access the pre-built invoice tracker. Customize fields by adding branding, tax rates, and additional columns. Enter invoice details including client names, item descriptions, and pricing. Generate and share invoices as PDFs or direct links. Track payments and update statuses for outstanding balances.

Casting and auditions need proper organizing and updates since it involves recruiting the key pieces of the video/movie project. Stackby's Casting and Auditions Template assists you during this crucial phase, delivering the best results.  How will Stackby’s Casting Sheet and Auditions Template help you? It presents the data of the actors with due respect to the roles they’re applying for. This allows the casting directors to select the most appropriate candidate for the role at hand. The audition template enables the directors to track the selected actors, their parts, and their performance progress. The template also provides detail of the skill and experience required of the actors to be given suitable roles to fit into the narrative more naturally. The workflow is made smoother and more manageable with the help of the audition template as it tracks the number, type, and characters in the scenes.  The casting crew doesn't have to look very far while casting other characters to cast with the previous list of auditionees records. The casting sheet and audition template make communication easier between the casting crew and the actors with all their contact information, including phone numbers, agencies, and websites. Who will find this template useful? Casting directors and entertainment agencies are likely to find the casting sheet and audition template helpful. Drama and Musical theatres may also find this to be helpful.