Free Database templates for all your workflows

1000+ templates ready to explore

Free Database templates for all your workflows

Search and explore from our gallery of no-code database templates. Use any template to start with and add it to your workspace.

All templates

By Use Case

By Industry

By Feature

0 result for sss

Categories

Dealflow CRM Template

Use Template

Dealflow CRM Template

Use Template

Managing deal pipelines efficiently is crucial for investment firms, startups, and sales teams. A structured system ensures that no deal slips through the cracks while keeping track of interactions, negotiations, and deal statuses. The Dealflow CRM Template in Stackby offers a seamless way to manage deals, track progress, and collaborate with teams—all in one place.

Why Use a Dealflow CRM Template?

Traditional methods like spreadsheets can become chaotic when managing multiple deals, investor communications, and sales pipelines. A dedicated Dealflow CRM Template ensures:
Organized deal tracking from start to close.
A structured workflow for lead management.
Real-time status updates and performance monitoring.
Seamless collaboration among investors, sales teams, and stakeholders.

Easy automation of follow-ups and reporting.

How This Template Works in Stackby

Stackby’s Dealflow CRM Template provides a structured and flexible approach to managing deals. It helps investment professionals, sales teams, and business development executives stay organized by offering customizable tables that streamline the deal pipeline.

Key Tables in the Dealflow CRM Template

Deals Table – Manage all deals in the pipeline with key details like deal stage, value, and expected closing date.
Investors/Clients Table – Maintain a list of investors, prospects, and stakeholders with relevant contact details.
Interaction Log Table – Track communication history, emails, calls, and meeting notes.
Deal Stages Table – Categorize deals by stage, such as prospecting, negotiation, due diligence, or closed.
Financial Transactions Table – Monitor deal values, funding rounds, and investment transactions.

Each table is customizable to match your specific deal-tracking workflow.

Key Features & Benefits

1. Centralized Deal Tracking

View all deals in a structured database.

Assign priority levels and track the potential value of each deal.

2. Real-Time Status Updates

Categorize deals based on progress, such as “Lead,” “In Negotiation,” or “Closed.”

Use Kanban or Calendar views to visualize deal progress.

3. Manage Investor & Client Relationships

Keep a centralized list of investors, clients, and key contacts.

Record past interactions to maintain a strong relationship history.

4. Automate Follow-Ups & Reminders

Set up automation to send reminders for follow-ups.

Integrate with email and messaging tools to streamline communication.

5. Data-Driven Insights & Reporting

Analyze deal flow trends with performance metrics.

Generate reports to track revenue projections and deal closures.

Real-World Use Cases

The Dealflow CRM Template is ideal for:

Investment Firms & Venture Capitalists – Track funding rounds, investor interactions, and portfolio companies.
Sales Teams – Manage leads, track deal progress, and improve conversion rates.
Business Development Executives – Keep a structured log of partnerships and negotiations.
Startups & Entrepreneurs – Organize investor pitches and funding opportunities.

Getting Started with the Template

Import the Dealflow CRM Template – Add the template to your Stackby workspace.
Customize Deal Stages & Categories – Define your unique pipeline stages.
Input Deals & Client Data – Populate the database with existing and new deals.
Track Progress & Automate Reminders – Update statuses and set automated follow-ups.
Generate Reports & Optimize Strategy – Use data insights to improve deal management.

Other Related Templates

Automate lead onboarding & emails effortlessly with Stackby. Templates

Automated Lead Onboarding & Email Workflow

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

Net Promoter Score tracking dashboard template in Stackby Templates

Net Promoter Score

Track Customer Loyalty and Improve Retention with Stackby’s Net Promoter Score (NPS) Template Understanding what your customers truly think about your brand can be the difference between business growth and stagnation. That’s where Net Promoter Score (NPS) comes in. Stackby’s Net Promoter Score Template is designed to help you effortlessly collect, analyze, and act on customer feedback. Whether you're a startup, SaaS company, agency, or enterprise team — this template gives you a clear snapshot of customer satisfaction and loyalty, all in one place. What is Net Promoter Score (NPS)? Net Promoter Score is a customer loyalty metric that gauges how likely your customers are to recommend your product or service to others. Customers are categorized into three groups based on their rating (0–10): Promoters (9–10): Loyal enthusiasts who will keep buying and refer others. Passives (7–8): Satisfied but unenthusiastic customers. Detractors (0–6): Unhappy customers who can damage your brand. The score is calculated by subtracting the percentage of Detractors from the percentage of Promoters. What’s Inside the Template? This Net Promoter Score Tracker in Stackby helps you: Collect customer responses via forms or integrations. Categorize responses into Promoters, Passives, and Detractors. Auto-calculate your NPS using formula columns. Add follow-up notes or action plans based on feedback. Visualize your data through charts and dashboards. Pre-built columns include: Customer Name and Email Survey Date NPS Rating (0–10) Category (auto-calculated: Promoter, Passive, Detractor) Feedback or Comment NPS Score (formula) Assigned Team Member Status and Follow-up You can also connect it with your CRM, email automation tool, or feedback platform using APIs or third-party tools like Zapier. Key Features Automated Categorization: Based on the score entered, customers are auto-labeled as Promoters, Passives, or Detractors.Real-time Score Calculation: Instantly calculates your current NPS based on active responses.Customizable Views: Filter and group data by rating category, date, or customer segment.Action-Oriented Tracking: Assign team members to follow up and track resolution status.Visual Analytics: View charts for NPS trends over time to spot customer sentiment patterns. Benefits of Using Stackby’s NPS Template Streamline Feedback Collection: Import survey data directly or link Stackby forms with your email campaigns. Improve Customer Relationships: Quickly identify unhappy customers and take action to improve retention. Data-Driven Decisions: Understand what’s driving loyalty and where you need to improve. Cross-Team Collaboration: Assign follow-ups to support, product, or customer success teams. Simple & Scalable: Works whether you're surveying 10 or 10,000+ customers. Who Should Use This Template? This template is ideal for: SaaS businesses measuring user satisfaction post-onboarding or after support. Product teams seeking feature feedback and sentiment analysis. Marketing and customer success teams identifying brand advocates. Agencies or service providers who want to track satisfaction across projects. Ecommerce businesses looking to enhance post-purchase experience. Use Case Example Imagine you're a customer success manager at a growing SaaS startup. You’ve just rolled out a major update and want to see how customers respond. With this template, you can collect user feedback, tag their sentiment, and track changes in your NPS over time. It helps you spot if the new release delighted or frustrated your users — and make smarter decisions going forward. Get Started Today Ready to improve your customer feedback process? Use this free Net Promoter Score template by Stackby to measure what matters most — your customers' loyalty. Customize it to your needs, integrate it with your favorite tools, and start turning insights into action. Try it now — no coding required, fully customizable, and free to use.   

Sales CRM Template for managing leads, tracking sales pipelines, and closing deals. Templates

Sales CRM

Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template! This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze. What is Customer Relationship Management or CRM? Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences. What is Sales Management? Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business. Why is Sales CRM Important for Your Business? A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider: Improves customer relationships and loyalty by providing personalized experiences. Increases efficiency and productivity by automating routine tasks and workflows. Helps identify and prioritize high-value sales opportunities. Provides real-time insights into sales performance and trends. Digging into Details About Stackby's Sales CRM Template Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers. The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities. Who is This Sales CRM Template for? Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue. Why Do You Need Stackby's Sales CRM Template? Get organized and stay on top of your sales game with this Sales CRM template! Keep track of all your company dealings in one place - no more scattered information! Store essential company details like industry type, employee strength, and website information. Maintain up-to-date records of all your contacts within these companies. Record contact details, including titles and relevant information. Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track. Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives. Assign team leaders for each task for more effective task management. Stay on top of your sales deals and their status (Won/Lost/Negotiating). Update your CRM data regularly for a more accurate and effective system. How to Use This Sales CRM Template? If you have multiple products to keep track of, you may find our Multi Product CRM template useful. If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template. For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider. Ways to Customize Our Sales CRM Template After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how: Add custom fields to capture specific information relevant to your business needs. Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template. Utilize filters and views to narrow down and focus on specific data subsets within your CRM. Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Tables Included in Our Sales CRM Template Opportunities: It allows you to track the potential deals that your company is currently pursuing. Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings. Companies: It enables you to maintain a comprehensive database of all the companies that you deal with. Contacts: With its aid, you can manage all your contacts in one place. By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance. You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips. Ready to Simplify Your Sales Management Tasks and Customer Relationships? With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!Check out more related Templates: Business Development CRM Dealflow CRM Fundrasing CRM Customer Development Lightweight CRM Personal CRM 

Church CRM Template for member and donation management. Templates

Church CRM

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

Press Release Request Management Template By Stackby Templates

Press Release Request Management

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

B2B Lead Generation Template By Stackby Templates

B2B Lead Generation

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic. What is the most critical aspect of planning & executing an effective B2B lead generation campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign

Customer Journey Map Template By Stackby Templates

Customer Journey Map

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

Dashboard view of a Dealer Management System template in Stackby Templates

Dealer Management System

Managing a network of dealers can be complex without a centralized system in place. From tracking performance and managing inventory to handling customer interactions, having an organized CRM platform tailored for dealers is essential. Stackby's Dealer Management System template provides a powerful, no-code solution to streamline your dealer operations, offering flexibility, automation, and real-time insights — all in one place. What is the Dealer Management System Template? The Dealer Management System (DMS) template is a ready-to-use CRM solution built on Stackby that helps businesses organize, monitor, and scale their dealer networks efficiently. Whether you're in automotive, electronics, consumer goods, or any industry that relies on a dealer/distributor model, this template offers everything you need to manage relationships, track sales, and analyze dealer performance. It allows you to maintain detailed records of dealers, inventory, sales targets, leads, and customer interactions — all in a structured and collaborative workspace. Unlike traditional CRMs, Stackby offers a visual, spreadsheet-like interface with the power of databases and automation, making it easy for your team to adopt and customize. Key Features: 1. Dealer CRM Dashboard:Get a centralized view of all your dealers with details like contact information, location, type, tier, status, and performance metrics. Easily categorize your dealers and filter based on key attributes to focus on top-performing accounts. 2. Inventory Management:Keep track of stock levels, product categories, shipment statuses, and reorder thresholds. The system helps you stay updated on what's available and what's needed — ensuring your dealers never run out of key products. 3. Dealer Performance Tracking:Monitor dealer targets, sales achievements, and quarterly performance trends. With automated tracking and visual charts, you can identify which dealers need support or incentives. 4. Customer Interactions & Leads:Track customer feedback, lead generation, and dealer-level sales interactions. Assign follow-ups, set reminders, and maintain a clear communication log for each account to build stronger relationships. 5. Automations & Reminders:Set up custom reminders for dealer check-ins, inventory reorders, or lead follow-ups. With Stackby's automation features, reduce manual work and ensure nothing falls through the cracks. 6. Reports & Custom Views:Generate real-time reports and dashboards to share insights with your team or leadership. Use filters, grouped views, and Kanban boards to manage workflow the way that suits your operations best. Benefits of Using This Template: Improved Dealer Coordination: Centralize all your dealer information in one place, making it easy to share updates and collaborate with internal teams. Time-Saving Automations: Reduce manual tasks like sending reminders or tracking performance metrics by leveraging automation. Real-Time Visibility: Always stay on top of stock availability, customer issues, or lead status — helping you respond faster and make better decisions. Customizable and Scalable: Modify the template to suit your industry, workflow, or team size. Stackby’s flexibility ensures it grows with your business. No-Code Simplicity: Designed for business users, not developers. Your sales or ops team can manage everything without needing IT support. Use Cases: Automotive Distributors: Manage dealers across cities, track vehicle inventories, and monitor monthly sales targets. Consumer Electronics Brands: Track product distribution, stock at various dealer outlets, and handle warranty-related interactions. FMCG Companies: Maintain visibility over regional dealers, coordinate promotions, and ensure timely restocking of high-demand items. B2B Product Manufacturers: Keep tabs on dealer engagement, lead conversion, and post-sales customer feedback from channel partners. Whether you’re a growing brand building your dealer network or an established business looking to modernize your operations, this Dealer Management System template on Stackby offers a powerful and flexible solution. With structured data, seamless collaboration, and built-in CRM capabilities, you'll transform your dealer management into a streamlined, insight-driven process. Get started instantly, customize it to fit your workflow, and empower your teams to manage dealers more effectively — all for free on Stackby. 

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

PR and Media CRM

Public relations and media outreach require meticulous organization, from tracking press contacts to managing campaigns and monitoring media coverage. The PR and Media CRM Template by Stackby is designed to help PR professionals, agencies, and businesses streamline their media relationships, ensuring a well-structured and effective communication strategy. With a centralized system for media contacts, campaign tracking, and outreach management, this template simplifies the process of engaging with journalists, influencers, and publications. It ensures that no opportunity is missed and that PR efforts are optimized for maximum impact. Why Use the PR and Media CRM Template? Handling public relations involves: Maintaining a database of journalists, media outlets, and influencers Tracking communication history and press interactions Managing PR campaigns and press releases Monitoring media coverage and outreach effectiveness Coordinating follow-ups and press engagements Instead of manually handling these tasks across emails and spreadsheets, this CRM template offers a structured and automated approach. It centralizes PR operations, making it easier to track outreach efforts, manage media lists, and measure results efficiently. How the PR and Media CRM Template Works in Stackby This template includes essential tables to manage all PR activities effectively: 1. Media Contacts Table Store contact details of journalists, bloggers, influencers, and media outlets Categorize contacts by publication, industry, or media type Track communication history and engagement levels 2. PR Campaigns Table Plan and execute PR campaigns with clear objectives and timelines Monitor press releases, events, and media pitches Assign responsibilities and set follow-up reminders 3. Press Coverage Table Track media mentions, articles, and press features Monitor sentiment and reach of each coverage Store publication links and coverage dates 4. Outreach Tracking Table Log media outreach efforts and responses Schedule follow-ups and track journalist interactions Measure outreach success through response rates Each table is fully customizable, allowing PR teams to adapt the template to their workflow. With Stackby’s integrations, users can connect their email, automate follow-ups, and visualize outreach success through dashboard views. Key Features & Benefits Centralized Media Contact Management: Keep all journalist and influencer details in one place for easy access. Efficient PR Campaign Tracking: Organize press releases, event planning, and media outreach in a structured manner. Automated Follow-Ups: Set reminders and track responses to ensure timely communication. Real-Time Collaboration: Work with your PR team, marketing department, or external agencies in a shared workspace. Custom Views & Reporting: Use grid, calendar, and kanban views to visualize campaigns and press coverage. Seamless Integration: Connect with email, social media tracking tools, and analytics platforms. Who Can Use This Template? PR agencies managing multiple clients and media contacts In-house PR teams handling brand communications and press engagement Marketing teams integrating PR efforts with brand campaigns Startups and businesses looking to enhance their media outreach strategy How to Get Started with the PR and Media CRM Template Sign up for Stackby and access the PR and Media CRM Template Customize the tables and fields to fit your PR workflow Add media contacts, campaign details, and outreach logs Use automation and integrations to track responses and schedule follow-ups Collaborate with your team to manage PR efforts efficiently With this PR and Media CRM Template, professionals can organize their media outreach, track engagement, and build lasting relationships with journalists and influencers, all within a single platform.

Customer Development CRM Template by Stackby Templates

Customer Development 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 