Customer Testimonials Template

Customer relationship management can be quite complex. This is why many small businesses, entrepreneurs, and business managers look for a lightweight CRM. So, Stackby came up with an easy-to-use, simple, lightweight CRM template that will help you get started at organizing all your contacts & deals in minutes. How Stackby's lightweight CRM template can help you ? Save time: No more wasting time on manual work and repetitive sales tasks. Automate your CRM process and save time.  Customize: You can alter the lightweight CRM template as per your business requirements and customize it for your team.  Collaborate: With the lightweight CRM template, you can sell together as a team. Stackby provides real-time collaboration so that your team can stay on track.  Read more: (How to) Build your Personal CRM in Minutes   Who can use the lightweight CRM template? Stackby’s lightweight CRM template is for startup founders, entrepreneurs, small business owners, sales managers, marketing and sales teams, and PR firms who want to build and maintain relationships with their customers. What are the features of Stackby’s Lightweight CRM template? Track all sales activities Track all leads and deal activities Import all leads/contacts from Google Sheets or CSV files  Track sales pipelines and investor pipelines  Manage all your tasks in one place  Get a snapshot for sales performance Customize our lightweight CRM template for further benefits: Use Stackby forms to add detai ls o f every new lead/ contact and manage your data.  Send email or a message automatically to your customers/ leads/ contacts and never miss an opportunity to connect with them. Integrate your CRM tool with any third-party application like Microsoft Teams, Slack, Google Sheets and collaborate.  Password-protect your important CRM data using Stackby’s view protection powerup feature. Visualize your entire sales or deals pipeline using Kanban, Calendar and Gallery Views.  Other customer relationship management templates for you: PR Media and CRM Template  Small Business CRM Template   Personal CRM Template   Fundraising CRM Template  PR Agency CRM Template 

Personal CRM system’s basic and critical feature is keeping track of communications with the customer, maintaining an updated database, planning and reminding about follow-ups, updating the lead status, and scheduling future communications with any converted clients.  Maintaining multiple channels for every other business need can prove to be quite difficult. It is easier to keep track of all the requirements through one singular platform. This is where Stackby’s Personal CRM template comes in.  What is a Personal CRM? Personal CRM is a centralized contact management tool to manage all your personal and professional contacts to keep track of future communication and staying in touch. A Personal CRM template provides people with a starting point looking forward to using spreadsheet-based CRM solutions. It is designed for easy and quick use and better accessibility.  The Personal CRM template will be best suited for entrepreneurs, small business owners, freelancers, contractors, or just anybody looking to forward their work or career. It is quite flexible to assist anyone trying to grow and systematically cultivate their network & business.  Who will find this Personal CRM template useful? This template is useful for any individual, business owner, managers, business development teams, sales individuals & SMEs.  How will Stackby’s free Personal CRM Template help you? Stackby's free Personal CRM template will help you organize and track all your clients and relations.  Using this free Personal CRM template, you will be able to:  Record the details of all your clients on the same platform.  Track each client's title (Small Business Owner/ Marketer/ YouTuber/ Analyst/ Project Leader/ etc.). Record the current location in each case.  Store the contact details of each client. This includes the phone number and email address. Track the date of the last meeting.  Store the details of the current employer of each client.  Add notes in each case, if necessary. You can also track the number of clients from each location separately. Similarly, you can also keep a record of the number of clients under a particular employer.  Monitor and update the details as and when needed.  The free Personal CRM template is completely customizable. You can have the layout of the information the way you want and continue to customize it to match with your network management preference.  Benefits of using Stackby's Personal CRM Template: Track all of your network and contacts in a single place from university to your work life.  Never miss a relationship due to forgetfulness or plain laziness, you never know who can be of help and when.  Nurture all your relationships with proper reminders, days passed since last followups and your last conversations.  Track all the todos and make your network strong with each passing day.  30 mins of using this Personal CRM every week would help you keep track of all your relationships.   Copy the Personal CRM stack and start using the best Personal CRM template today!   You might also find these templates useful:  Dealflow CRM  Fundrasing CRM  Customer Development  Lightweight CRM 

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 

While managing real estate, agents may encounter tons of unexpected problems if the data collected upon the brokering real estate is not well organized. This problem canbe solved easily with Stackby’s Real Estate CRM Template. How will Stackby’s Real Estate Management Template help your business? This Stackby template allows the manager to record all the necessary details such as the property's value, depreciation, date of establishment, land used, etc. They can provide the customers with the same knowledge during the buying/selling of the estate. The template projects the estate status, its current owner, and the indoor and outdoor provisions, allowing the estate manager and the customers to preview the property thoroughly.  The property's price and the discounts are displayed through this template that helps the manager avoid any monetary confusion.  The visible list of engagement with the advertisements and the interested customers are easier to review with the list of details of the buyer(s) or any other persons interacting with the manager.  The property estimation feature avoids the trouble of calculating the property value every time an interested person calls in.  Moreover, the property details can be changed according to the fluctuations in the real estate features.  The Real Estate CRM Template is the quick solution to meet the manager and the client's needs and create a trust bond. It is especially effective because this template simplifies the manager's work while also improving efficiency.  Who will be finding this template useful? Real Estate Management Companies and private real estate brokers will be finding this of great assistance.Check out more related Templates : Business Development CRM Construction Project ManagementLease Tracker Dealflow CRM

School CRM

Raising funds is a crucial part of growing any organization, but managing investor relationships, tracking potential leads, and keeping your pitch materials organized can be overwhelming. Stackby’s Fundraising CRM Template is designed to simplify the fundraising process, providing a centralized and efficient way to manage all your fundraising activities. Whether you're a startup founder, a nonprofit director, or part of a fundraising team, this template will help you stay organized and focused on achieving your fundraising goals. Why Use the Fundraising CRM Template? Centralize Your Fundraising Efforts Managing fundraising activities often involves juggling multiple contacts, pitches, and follow-ups. Stackby’s fundraising event software centralizes all this information, making it easy to track and manage your efforts in one place. This comprehensive approach helps ensure that no opportunity slips through the cracks. Streamline Communication Effective communication is key to successful fundraising. This fundraising database software allows you to keep detailed records of all interactions with investors and contacts, ensuring that you can follow up appropriately and maintain strong relationships. By having all your communication history in one place, you can provide a personalized and professional experience to each potential investor. Organize Your Pitch Materials Having your pitch materials organized and easily accessible is crucial for making a strong impression on investors. Stackby’s template includes a dedicated space for managing your pitch decks, ensuring that you can quickly access and share them when needed. This organization helps you present a polished and prepared image to potential investors. Key Tables Managed with This Template Investors The Investors table is where you manage all information related to potential and current investors. This table helps you keep track of key details, such as investment history, interests, and engagement levels. Key Fields in the Investors Table: Investor Name Logo Total funding Total investors Associated contacts By organizing investor information in this table, you can ensure that you are well-prepared for every interaction and can tailor your pitch to each investor’s specific interests. Contacts The Contacts table helps you manage all other important contacts related to your fundraising efforts, such as advisors, partners, and leads. Keeping these contacts organized ensures that you can effectively leverage your network to support your fundraising goals. Key Fields in the Contacts Table: Contact Name Organization Investment type Investor type Days since last contacted Amount promised Having a clear overview of all your contacts allows you to strategically engage with your network and maximize your fundraising potential. Pitch Deck The Pitch Deck table is where you manage all your pitch materials. This includes storing different versions of your pitch deck, tracking feedback, and preparing for presentations. Keeping your pitch materials organized helps you make a strong and consistent impression on potential investors. Key Fields in the Pitch Deck Table: Pitch Deck Name Pitch collaborator Investors Focus area Link to Document By having all your pitch materials easily accessible, you can quickly respond to investor inquiries and ensure that you are always presenting the most current and polished version of your pitch. Fundraising can be a challenging but rewarding process, and Stackby’s Fundraising CRM Template is here to make it easier. With organized tables for managing investors, contacts, and pitch decks, this is the best fundraising crm that provides the structure and tools you need to streamline your fundraising efforts and achieve your goals. Start using Stackby’s Fundraising CRM Template today and take your fundraising to the next level!  Other CRM templates to try: Small Business CRM Template PRn and Media CRM Template Dealflow CRM Template

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  

Whether you're a solar manufacturer, distributor or an installation agency, manage all your leads, tasks and activities with this Solar CRM Template. 

This Sales Strategy template helps teams drive revenue growth, improve sales efficiency, and enhance customer retention. It includes a detailed roadmap with initiatives like market expansion, sales automation, and partnership development to support sales objectives.