PR and Media CRM Template for managing media contacts and campaigns using Stackby. Templates

Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place. What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place, similar to organizing information in a client database. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only using sales CRM capabilities. You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc., functioning like a content planning system. You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time. Who can use Stackby's PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners. How will Stackby's PR and Media CRM Template Help You? Stackby's PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) with marketing campaign tracker features. Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on using customer database software functionality. Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) through social media analytics tracking.A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Teams can integrate this with marketing workflows and utilize social media calendar for scheduling media outreach. PR professionals can also benefit from sales and CRM systems for comprehensive contact management, while leveraging operations management tools for workflow coordination. For media relationship tracking, explore vendor management concepts for managing media partnerships and use free CRM templates to customize your PR relationship management system.

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Massage CRM

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 1) 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. 2) 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. 3) Therapist Scheduling & Management Organize therapist availability and appointments in one place. Avoid scheduling conflicts and optimize workload distribution. 4) Automated Follow-ups & Reminders Send automated reminders to clients for upcoming appointments. Keep track of follow-up sessions to improve customer retention. 5) 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!

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Fundraising CRM

A fundraising CRM template is a tool that helps businesses collect, organize and make use of the investor information. It is just like a CRM integrated with marketing capabilities. With this template, you can create a centralized database for your investors information and your team can collaborate on the pitches together. You can filter out and visualize data quickly and identify the last touchpoint with an investor using advanced customer journey mapping techniques. Overview of Fundraising CRM Template Manage all Contacts in One Place Our investor CRM template helps you to keep a track of all the investor data such as their contact information, amount to be raised, last contacted date, pitch deck sent etc. This comprehensive approach ensures you maintain detailed records similar to our customer persona template, allowing you to understand investor preferences and behaviors. Manage all Investors in One Place The Investors table in our fundraising CRM template helps keep track of all the investor companies, their total funding, contacts, and number of investors. For startup founders looking to connect with specific types of investors, we also provide specialized databases like our India VC funds database, AI VC funds database, SaaS VC funds database, and Europe VC funds database. Manage Investment Pitches Streamline the process of creating and sharing pitches with your team with this template. You can upload the documents on Stack, add collaborators, and track all important details of a pitch. This systematic approach mirrors our project proposal template, ensuring nothing falls through the cracks during your fundraising process. Other Features of Fundraising CRM Template: Track the Fundraising Process Using Status Board Stackby's fundraising CRM template also includes a status board based on the status of the investor. Identify which investor has finalized the payment, where you need to send your pitches or take a follow up based on Investor Status (introduction, pitching, funding finalized, first contact, etc.). This visual tracking system works similarly to our stakeholder analysis template, providing clear visibility into your fundraising pipeline. Monitor When You Last Contacted an Investor Using Calendar View The fundraising CRM template includes a calendar view that showcases all the dates when investors were last contacted. Keeping a track of this calendar can help you identify when your team is contacting the investors and how frequently. For better organization of your fundraising activities, you might also benefit from our weekly schedule template to plan investor outreach systematically. Why Use Stackby's Investor CRM Template for Fundraising? Automate your fundraising process: No need to keep separate copies of investor data with every client. Stackby provides you a centralized database where your team can collaborate, track and manage the fundraising process. This centralized approach is enhanced by our business plan roadmap template, helping you align fundraising activities with your overall business strategy. Segment your investors: You can segment the investors based on their funding history, interests, preferences, etc. and keep a note of every conversation with them. As a result, you can personalize communication with them. This segmentation strategy works hand-in-hand with competitor analysis to better position your startup in the market. Gather insights about fundraising: Data lets you find out which investors are committed to your business and can help you in time of need. You can also find which investor has a broad network and what their potential is. Track your progress with our startup KPI dashboard to demonstrate growth metrics to potential investors. Retain investors easily: Data can help you retain investors. As you will get to know your investors in a better way, you can enhance your pitches and create better investor relationships. Consider using our meeting notes template to document important discussions and follow up on commitments made during investor meetings. Who Can Use Stackby's Fundraising CRM Template? Our fundraising CRM template can be used by entrepreneurs, CEOs, CFOs, COOs of any organization, etc. Startups can use it as a startup fundraising CRM and leverage the power of automation. Companies looking to enhance their fundraising efforts can also benefit from our PR tracker template to manage media coverage and build credibility with investors. For businesses in specific industries, we offer specialized solutions: Real estate professionals can utilize our real estate CRM for property investment tracking Financial services can benefit from our wealth management CRM Professional services can use our accounting firm CRM Other CRM Templates to Try: Small Business CRM Template (Note: The sitemap shows real-estate-crm, but content mentions small business - using available link) PR and Media CRM Template Dealflow CRM Template (Note: This specific template wasn't found in the sitemap) Additionally, enhance your fundraising process with these complementary templates: Content marketing strategy for investor communications Press release tracker for managing fundraising announcements Event planning template for organizing investor presentations and demo days. 

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Lightweight 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 in organizing your contacts in minutes. Key Benefits of Our Lightweight CRM Template Save time: No more wasting time on manual work and repetitive sales tasks. Automate your CRM process and save time with efficient workflow management and streamlined operations. Customize: You can alter the lightweight CRM template as per your business requirements and customize it for your team. Similar to how you might customize a project schedule or business plan roadmap, our CRM adapts to your unique processes. Collaborate: With the lightweight CRM, you can sell together as a team. Stackby provides real-time collaboration so that your team can stay on track, much like effective team project tracking. Read more: How to Build your Personal CRM in Minutes Who Can Use the Lightweight CRM Template? Stackby's lightweight CRM template is perfect for: Startup founders managing early-stage customer relationships Entrepreneurs building their client base Small business owners seeking affordable CRM solutions Sales managers coordinating team activities Marketing and sales teams tracking campaigns and leads PR firms managing client communications For specialized needs, consider our industry-specific solutions like real estate CRM for property professionals or accounting firm CRM for financial service providers. Core Features of Stackby's Lightweight CRM Template Sales Activity Management Track all sales activities with comprehensive logging and reporting Monitor lead/contact activities to understand customer engagement Import leads/contacts seamlessly from Google Sheets or CSV files Manage sales pipelines and investor pipelines with visual tracking Task and Performance Management Centralized task management - organize all your CRM-related tasks in one place, similar to a personal task manager Sales performance snapshots - get instant insights into your team's performance Activity tracking - monitor all customer touchpoints and interactions Advanced Customization Options Enhance your lightweight CRM template with these powerful features: Lead Generation and Management Use Stackby forms to capture new lead details automatically and manage your data efficiently Automated email workflows - send emails or messages automatically to customers, leads, and contacts, ensuring you never miss an opportunity to connect Lead scoring and qualification - prioritize your most promising prospects Integration Capabilities Third-party integrations - connect with Microsoft Teams, Slack, Google Sheets for seamless collaboration Data security - password-protect your important CRM data using Stackby's view protection features Workflow automation - streamline repetitive tasks and focus on relationship building Visualization and Reporting Multiple view options - visualize your sales pipeline using Kanban, Calendar, or Grid views Performance analytics - track key metrics and identify trends in your sales process Custom reporting - generate insights that matter most to your business For businesses requiring more sophisticated analytics, explore our campaign performance dashboard or startup KPI dashboard templates. Industry-Specific CRM Solutions While our lightweight CRM works for most businesses, we also offer specialized templates for specific industries: Real Estate Professionals Real Estate CRM - comprehensive property and client management Real Estate Transaction Tracker - monitor deals from listing to closing Real Estate Listings Manager - organize property portfolios Financial Services Accounting Firm CRM - client relationship management for accountants Loan Agency CRM - specialized for lending institutions Wealth Management CRM - for financial advisors and wealth managers Service-Based Businesses PR Agency CRM - manage media relationships and client communications Coaching CRM - perfect for coaches and consultants Fundraising CRM - specialized for non-profits and fundraising organizations Complementary Business Templates Maximize your CRM effectiveness by integrating with other essential business processes: Sales and Marketing Support Customer Journey Map - understand your customer's path to purchase Customer Persona - develop detailed buyer profiles Content Marketing Strategy - align your content with customer needs Operations and Project Management Business Contract Management - handle client agreements efficiently Meeting Room Booking - coordinate client meetings Performance Reviews - evaluate team performance Analytics and Insights Competitor Analysis - stay ahead of market trends Customer Research - gather valuable customer insights Net Promoter Score - measure customer satisfaction Getting Started with Your Lightweight CRM Setting up your lightweight CRM is straightforward: Import existing data from spreadsheets or other systems Customize fields to match your business requirements Set up automated workflows for lead nurturing and follow-ups Configure team permissions and collaboration settings Create custom views for different team members and processes For additional organization tools, consider complementing your CRM with our office inventory tracker or work schedule template. Transform Your Customer Relationships Today Ready to streamline your customer relationship management? Start with our lightweight CRM template and experience the difference that organized, automated customer management can make for your business. Whether you're a startup founder, small business owner, or growing enterprise, our flexible CRM solution adapts to your unique needs and scales with your growth. Explore our complete collection of business templates to find additional tools that complement your CRM strategy and drive business success.

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Purchase and Contract Tracking

Stay in control of your procurement operations with the Purchase and Contract Tracking Template by Stackby.From issuing purchase orders to managing multi-vendor contracts, this all-in-one template provides the clarity and structure your team needs to simplify procurement, track spend, and ensure compliance. Whether you're in operations, finance, admin, or supply chain, keeping track of every purchase and contract can be daunting—especially when dealing with multiple departments, vendors, or service providers. This template brings everything under one roof, helping you centralize purchase data, streamline vendor management, and avoid contract renewal surprises. About Template This template includes three interlinked relational tables: Purchase Orders – Track all procurement details such as item info, quantities, prices, dates, and contract links. Contracts – Store and monitor contract metadata, including status, value, start/end dates, renewal reminders, and linked vendors. Vendors – Maintain an up-to-date vendor list with contact info, rating, status, and categorization for easy vendor qualification and communication. Each table is fully customizable and linked for seamless navigation and data management. You can even create forms to submit purchase requests or update vendor info directly from the team.  Key Features 1. Centralized Purchase Order Management The Purchase Order table allows you to record all incoming purchases with detailed attributes: PO Number Item Description & Quantity Unit and Total Price Order & Delivery Dates Status  Associated Contract  This gives you a real-time overview of what's been ordered, what’s arriving soon, and what’s already delivered. 2. Full Contract Lifecycle Visibility The Contracts table ensures your legal and compliance teams never miss an important renewal or obligation. Track: Vendor Names Contract Value Start and End Dates Renewal Date Reminders Status  Department Ownership You’ll always know which contracts are active, when they’re due for renewal, and what budget is allocated. 3. Vendor Relationship Management The Vendors table helps you keep your supplier database organized and accessible: Contact Person Name & Email Company Address & Phone Number Vendor Status  Rating System for Performance Evaluation Category for Supplier Type This ensures your teams work with trusted vendors and can communicate effectively with the right contact at any time.  Use Cases Procurement Teams: Manage purchase requests, approvals, and vendor coordination in one place. Finance Departments: Gain budget visibility and contract alignment across all departments. Operations Managers: Stay on top of renewals and deliveries to prevent project delays. Admin & HR: Purchase office supplies or services with documented traceability. Legal Teams: Track contract metadata and maintain an accessible audit trail.  Final Thoughts The Purchase and Contract Tracking Template is designed for any team looking to streamline and centralize their procurement and vendor management processes. No more scattered spreadsheets or forgotten renewals—this dynamic and fully customizable template ensures your procurement team stays on top of every purchase, every contract, and every vendor relationship. Use forms for internal purchase requests, Kanban views for tracking order status, or calendar views for contract renewal dates. Stackby empowers you to visualize, automate, and manage your workflows exactly the way your business needs. Start simplifying your procurement workflow today with the Purchase and Contract Tracking Template – Free to use on Stackby.

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Press Release Request Management

Public Relations has gained tremendous momentum in today's digital landscape. Bloggers, brands, and virtually every online business seeks to expand their PR outreach and discover new platforms to showcase their offerings. This surge in PR activity means that PR agencies receive numerous requests daily, and managing these requests effectively can become a significant operational challenge. Stackby has revolutionized press release management with our comprehensive Press Release Request Management template, designed to eliminate organizational chaos and ensure no potential client opportunity slips through the cracks. Key Benefits of Our PR Management System Our template enables PR professionals to: Collect, review, organize and prioritize all PR requests seamlessly Add data automatically using Stackby's integrated form system Track conversion rates from press requests to published releases Centralize PR contact management for streamlined communication For PR teams working with tight deadlines and high-volume requests, our template provides the structure needed to record, track, analyze, and respond to every inquiry promptly. When managing multiple team members, this collaborative template allows seamless sharing and real-time collaboration on press release requests. Comprehensive Template Components Multi-Table Organization System Stackby's Press Release Request Management Template includes three dedicated tables that work in harmony: PR Requests Table - Central hub for incoming requests Press Releases Table - Published content tracking PR Contacts Database - Relationship management system Similar to our content marketing management approach, this multi-table structure ensures comprehensive coverage of your entire PR workflow. Advanced Visualization Views The template offers multiple perspectives on your data: Subject Status Views - Track request progression through approval stages Subject Type Classification - Organize by content categories (events, news, announcements) Publication Status Tracking - Monitor published vs. pending releases Date-Based Organization - Timeline views for deadline management These visualization options mirror the functionality found in our digital content calendar, providing similar organizational benefits for PR workflows. Integrated Form System The template includes a pre-configured PR request form that integrates seamlessly with your workflow. This form can be embedded on websites, shared via direct links, or integrated into your existing customer support form systems for comprehensive request management. Target Audience and Use Cases This template serves PR agencies, marketing departments, and communications teams managing public relations for multiple clients. Whether you're running a dedicated PR agency or handling PR as part of b The template particularly benefits organizations already using project management systems like our project schedule template, as it integrates similar workflow principles specifically tailored for PR operations. Comprehensive Feature Set Request Management Capabilities Our system enables comprehensive tracking of: Multi-channel request consolidation from various sources Status progression tracking (Due, Approved, Pending, Rejected, Complete) Contact association for every incoming request Deadline management with integrated calendar views Detailed request descriptions and requirements documentation Content Type Organization Track diverse PR request categories: Event announcements and coverage Daily news and industry updates Hiring announcements and company news Product launches and feature releases Award announcements and recognition This categorization system works similarly to our content planning template, ensuring organized content workflows. Publication Tracking Monitor the complete lifecycle from request to publication: Press release development progress tracking Publication website recording and management Associated contact relationship mapping Performance metrics and success tracking For teams managing broader content strategies, this integrates well with our content marketing strategy framework. Contact Relationship Management Maintain comprehensive PR contact profiles including: Professional photographs and contact images Communication preferences (phone, email, platform) Request history and interaction tracking Success metrics (requests sent, approvals received, pending items) Relationship notes and communication preferences This contact management approach aligns with methodologies used in our real estate CRM and fundraising CRM templates. Integration with Broader Marketing Operations Content Strategy Alignment For agencies managing comprehensive marketing operations, this PR template integrates seamlessly with: Social media planning for coordinated campaigns Email marketing tracking for follow-up communications Campaign performance dashboard for holistic measurement Analytics and Reporting Track PR effectiveness with built-in reporting that complements: Social media analytics for campaign impact Web analytics reporting for website traffic attribution SEO strategy implementation through earned media Advanced Workflow Management Team Collaboration Features Enable efficient team operations through: Role-based access control for different team members Real-time collaboration on request processing Automated notifications for status changes and deadlines Approval workflows for content review and sign-off These collaborative features mirror successful approaches used in our recruitment tracker and project resource management templates. Automation Opportunities Leverage Stackby's automation capabilities to: Auto-assign requests based on topic or client Send follow-up reminders for pending approvals Generate status reports for stakeholder updates Create publication schedules based on approved requests Similar automation principles are successfully implemented in our applicant tracking system template. Performance Optimization Metrics and KPI Tracking Monitor PR performance through: Request-to-publication conversion rates Average processing time for different request types Client satisfaction and approval rates Media coverage reach and impact metrics These performance tracking capabilities align with methodologies used in our startup KPI dashboard. Continuous Improvement Implement data-driven improvements through: Request pattern analysis for resource planning Client preference tracking for personalized service Success factor identification for process optimization Team performance metrics for capacity planning Implementation and Getting Started Setup Process Begin using the template through these steps: Import the template into your Stackby workspace Customize field options to match your specific requirements Configure the request form for your website integration Set up team access and collaboration permissions Establish approval workflows based on your organizational structure Best Practices Maximize template effectiveness by: Regularly updating contact information and preferences Maintaining consistent categorization across all requests Setting realistic timelines for request processing Documenting successful approaches for future reference Similar best practices are outlined in our business plan roadmap for strategic implementation. Integration Considerations For comprehensive marketing operations, consider combining this template with: Brand asset management for consistent messaging Competitor analysis for market positioning Customer persona development for targeted PR Conclusion Transform your PR operations with Stackby's Press Release Request Management template. This comprehensive solution brings organization, efficiency, and measurable results to your public relations workflow. Whether you're managing a small PR team or coordinating complex multi-client operations, our template provides the foundation for sustainable growth and improved client satisfaction.Enhance your organizational capabilities further by exploring complementary templates like our communication editorial calendar and digital asset management systems for a complete marketing operations solution. 

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Architecture Firm CRM

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.

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Real Estate CRM

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. Similar to our Real Estate Transaction Tracker, this template ensures nothing falls through the cracks.  Key Benefits: Property Management Excellence: The system clearly displays property prices and available discounts, helping managers avoid monetary confusion and maintain accurate financial records. This level of organization rivals what you'd find in dedicated sales management solutions. Enhanced Client Engagement: Track all advertisement interactions and maintain detailed profiles of interested customers. This client database functionality makes it easier to nurture leads and close deals effectively. Automated Property Valuation: The built-in property estimation feature eliminates the need to calculate property values for every inquiry. This saves time and ensures consistency in your pricing strategy, much like how our commission tracking template automates sales calculations. Dynamic Property Updates: Property details can be modified instantly to reflect market fluctuations and feature changes. This flexibility is essential in today's fast-moving real estate market. Trust Building Through Transparency: The Real Estate CRM Template creates stronger client relationships by providing clear, accessible information that builds confidence in your services. Advanced Features for Real Estate Professionals Beyond basic property management, this template integrates seamlessly with other business processes. For agencies managing multiple properties and clients, combining this with our marketing campaign tracker creates a comprehensive business management system. The template also supports vendor coordination through integration possibilities with our vendor management system, ensuring all aspects of property transactions are properly coordinated. For teams requiring more extensive project coordination, consider pairing this template with our project management solutions to handle complex real estate developments or multi-property portfolios. Who will be finding this template useful? Real Estate Management Companies will benefit from the centralized data management and client tracking capabilities that scale with business growth. Private Real Estate Brokers can leverage the template's efficiency features to compete with larger agencies while maintaining personalized service. Property Investment Firms can use the valuation and tracking features to monitor portfolio performance and identify opportunities. Real Estate Teams looking to improve collaboration will find the shared database functionality invaluable for coordinating between agents, managers, and support staff. The template's versatility makes it suitable for residential, commercial, and mixed-use property management scenarios. Whether you're handling single transactions or managing extensive property portfolios, this CRM solution adapts to your specific needs while maintaining data integrity and accessibility. For businesses requiring additional customization, explore our guide on how to build a custom sales CRM to create tailored solutions for unique business requirements.

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Healthcare CRM

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.

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Free Database templates for all your workflows

Dealflow CRM Template

What is a Deal Flow CRM?

Overview of Stackby's Deal Flow CRM Template

Bring all data in one place

Manage information about companies

Easy access to company contacts and sources

Ensure no gaps in communications

Manage teams

Other features of our deal-flow CRM template:

Startup pitch form

Filter deals by status

Filter deals by priority

Who can use Stackby's deal-flow tracker template?

Don't risk losing deals because of lack of management

How to use Stackby's Deal-flow CRM template?

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Other deal-flow templates to try:

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