Data Enrichment Template

The Healthcare CRM template in Stackby helps healthcare providers organize patient information, track appointments, and manage billing. Ideal for improving efficiency and care delivery.

This Massage CRM template in Stackby lets spa owners manage client bookings, track session details, and coordinate therapist schedules, ensuring a smooth and relaxing experience for clients.

Regardless of your company's nature or scope, your customers are an essential part of your business. Every decision you make directly or indirectly impacts or depends on the customer or client you are working for. What are Customer Personas? Customer personas, or buyer personas, give you an overview of your customers' needs and requirements. They help you understand the customer's fundamental traits and characteristics. This increases the chances of customer acquisition and retention. Companies that devote substantial time and resources to building customer personas are more successful in the long run. A well-designed customer persona will give you insights into what the customer is looking for and enable you to reach them with relevant, timely information. This will allow you to tailor your messages, content, marketing strategies, and product to meet the customer’s expectations. Are you facing difficulty managing the personas and details of multiple customers? Are you tired of maintaining numerous spreadsheets to store all the data? If your answer is yes, then you've come to the right place! Stackby has a solution to make things easy for you - the Customer Persona Template. We have created a state-of-the-art Customer Persona Template that will reduce your work and effort exponentially! You can record and update all relevant customer information from a single platform. Here’s how you can use the Customer Persona Template to your advantage. The template allows you to: Record the details of all your clients and customers in one place. Store the job title of your customers. They can be small business owners, marketers, freelance developers, designers, product managers, project leaders, etc. Attach a picture of the customer to your template for future use. Store the contact details of each customer, including phone number and email address. This will facilitate smooth communication and help avoid any misunderstandings. You can record the satisfaction rating for each customer in this template. This rating will give you an idea about the performance of your company in terms of customer experience. Monitor the current plan of a customer. It can be an enterprise, economy, personal, or business. Track the priority status of the customers (High/ Medium/ Low). According to the priority status of a customer, you can allow your team's time and resources. Keep track of the pain points of a particular customer. Pain points refer to problems that customers experience while interacting with your company. Store the name of the collaborator for each pain point. You can sort the data according to the job title or the pain points using the template's multiple views. Increase your chances of acquiring new customers and growing your company's revenue by building high-quality personas with Stackby's Customer Persona Template! Copy the stack and start using it today!

Deal-flow CRM template from Stackby will help you visualize your whole deal-flow pipeline and automate your deal-flow workflows. You can store, organize and manage all the deal-flow data in one place and ensure complete coordination within your team. What is a Deal Flow CRM? Deal flow is often defined as the quantity and quality potential investments available to an investor, firm, or funding institution. The process of managing deal flows more effectively is known as deal flow management. A deal flow CRM template ensures that you do not miss any lucrative opportunity that can change your business forever. Overview of Stackby’s Deal Flow CRM Template Bring all data in one place The Deals table in our deal-flow CRM template enables you to store all the data regarding upcoming and current investment deals such as: deal name, website, company, pitch, priority (high, medium, low), status (diligence, contact, pass, invested), current funding (angle, seed, etc.), description of the deal, sector/ industry, location, meeting time and date, deal raised on date, money raised, post valuation, revenue, run rate, company size, team, sources, etc. Manage information about companies Manage all the details of companies in one place such as name of the company, deal name, sources, contacts of a company, etc. Easy access to company contacts and sources You can store all the details of company contacts like their names, position in the company, email, interactions and so on in the Company Contacts table. Similarly, the Sources table will store data related to the sources of a company such as their name, company, phone, email, contacts, deals, etc. Ensure no gaps in communications The Interactions table helps you ensure synchronized communications with a contact across all channels like phone, email etc. You can keep track of interactions with different contacts and store the details of the interactions as notes for further communication. Manage teams Last, but not least, there is a Teams table that helps you manage which team member is leading which deal and how many deals are being handled by every team member. Other features of our deal-flow CRM template: Startup pitch form Send this form to startups who contact you for investment purposes and add all their data automatically to the deal-flow stack. You can customize the form and change its appearance, add a logo etc. based on your requirements. Filter deals by status Our deal-flow CRM template includes Status kanban view that filters all deals based on their status such as diligence, contact, invested, pass, etc. Filter deals by priority Find which deal is important and which is not using our Priorities kanban view. Ensure better decision-making with Stackby’s deal-flow CRM. Who can use Stackby’s deal-flow tracker template? Staclby’s deal-flow CRM can be used by investment firms, private firms, venture capitalists or angel investors, private equity investors, etc. Don’t risk losing deals because of lack of management Streamline your workflows with Stackby’s deal-flow CRM template and ensure smoother communications with your contacts. Do not let potential deals go out of your reach just because you could not coordinate with your team. Use Stackby’s deal flow management template today. How to use Stackby’s Deal-flow CRM template? Copy the template to your Stackby Workspace to bring in all the tables and sample data. Customize your startup pitch form by adding/removing the fields according to your business requirements. You can even enable email notifications , slack notifications , or MS team notifications to indicate when someone sends a sales pitch to you. Bring your team to collaborate on the deal-flow CRM and streamline your workflow. Other deal-flow templates to try: Deal-flow Management Template Startup deal-flow tracking Template Business Development CRM 

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 

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

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  

This Salon CRM template in Stackby is designed to help salons manage bookings, services, and inventory while tracking staff availability and client interactions. Featuring tables for Client Bookings, Services, Staff, and Inventory, this all-in-one template helps you organize client details, monitor stock levels, and assign appointments seamlessly, improving overall efficiency and client satisfaction. Perfect for salons of all sizes!

Manage multiple products and monitor sales targets along with the performance of sales agents to meet client expectations using Stackby’s Multiple Product CRM Template. How Stackby's Multiple Product CRM Template helps you ? Is your product up to date with the latest trends? Are customers satisfied with your service? Are you meeting your quarterly sales targets? Which products are bringing in the maximum revenue? Who is the highest performing sales agent of your company? These questions are essential for your company. Answering them regularly gives you a detailed overview of your product’s performance.  Why every organisation needs a Multiple Product CRM Template ? To achieve its goals and objectives, a company formulates a detailed sales process or plan. This involves generating potential leads, managing customer relations, tracking product performance, negotiating profitable deals, and monitoring sales targets. A robust, well-thought-out plan keeps all the departments focused and delineates priorities for your company. This process becomes even more cumbersome than usual if your company manufactures and sells multiple products. Looking for an efficient and easy method to keep track of your clients, products, and various sales targets? Do you want to improve the performance of your sales team? Well, we have the answer! Stackby has developed its own Multiple Product CRM Template to assist you in your sales process. This easy-to-use Multiple Product CRM Template will record all your ongoing and upcoming deals and corresponding clients on one platform. It will ensure that you meet and, if possible, exceed your sales target and, in turn, boost your revenue and the profitability of your company. With our Multiple Product CRM Template, you will now be able to: Store all your client names and related details in one place. Record each deal negotiated with a particular client and the corresponding sales quarter. Assign a sales agent to each client to ensure that the deal goes through smoothly, and the client is satisfied. Record the products that are a part of the deal and the family series they belong to. Monitor the total sales value of the deal to analyse which clients are contributing the most to your annual revenue. Track the base price and selling price of each product along with the total quantity sold to date. Record the profit amount, profit percentage, and total profit earned concerning each product. This will give you an idea of the overall market performance of your products. You can then redirect your resources towards the most profitable and well-received product. Monitor the status of all your ongoing deals and the closing date of each one. Track your quarter-wise sales target and monitor if your sales team has met or exceeded the target set at the beginning of the year. Monitor the performance of all your sales agents in great detail.   Stackby’s Multiple Product CRM Template is an all-in-one solution to all your sales tracking needs.  Copy the stack today and manage all your products and customer relations in a single place. If you're looking for a basic CRM template, check out the Sales CRM template .  Check out other related Template :Business Development CRM Agile Product Planning TemplateDealflow CRM Product Roadmaps

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.