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Fundraising CRM Template

Use Template
Fundraising CRM Template
Use Template

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:

Other CRM Templates to Try:

Additionally, enhance your fundraising process with these complementary templates:

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Massage CRM template for client management and service tracking. Templates
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!
Press Release Request Management Template By Stackby Templates
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. 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Net Promoter Score tracking dashboard template in Stackby Templates
Net Promoter Score
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PR and Media CRM Template for managing media contacts and campaigns using Stackby. Templates
PR and Media CRM
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Church CRM Template for member and donation management. Templates
Church CRM
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Healthcare CRM Template for managing patient records, appointments, and interactions. Templates
Healthcare CRM
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Data Enrichment Template for business and contact intelligence. Templates
Leads & Data Enrichment
Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client. Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients. This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer. What is Clearbit, and how will it help you?  Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities. With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation. Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park. Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface. Using our tailor-made data enrichment template, you will now be able to: Keep detailed records of all the potential customers in one place. Import data automatically from Clearbit directly to your enrichment template. Add a description to each company for a better understanding of the same. Record the year in which the company was founded and its current employee strength. Monitor the company’s global site rank and the current number of AngelList followers. Add information generated from the Person Enrichment API to the template. Store the full name and current location of your company contacts/leads. Record the current title of the individual in the company and add a description to the same. Get access to other personal information including, but not limited to, the alma mater of the concerned person. Import and update details as and when required. Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease.
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!
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 
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