Healthcare CRM Template

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. And a lot more.  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 

Whether you’re running a start-up venture or a well-established company, the sales department controls a crucial aspect of your overall workflow process. It is the department that brings in the revenue, so you might even say that it forms the linchpin of your entire organization! The sales department plays the most vital role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes immensely towards the company’s growth, not just in monetary terms, but by helping you retain your existing customers by providing the best possible service. The effort and hard work put in by your product development team and marketing team will fail to produce tangible results if your sales pipeline is not working efficiently. As a result, ensuring the smooth functioning of your sales pipeline is paramount for your company. This is why a Sales Pipeline template also becomes integral to your business. What is the sales pipeline? Put in simple words, a sales pipeline is a visual representation of your sales process. It will show you the exact position of a particular deal in the sales funnel and help you analyze and overcome obstacles if any happen to arise. It allows you to analyze if your current strategy is working in your favor and gives you a comprehensive idea of which activities are generating the maximum revenue. A sales pipeline gives a detailed insight into your sales process, the current status of your deals, details of upcoming deals, and other information crucial to your sales department. The format of a sales pipeline is not static. It depends on the requirements and nature of your company. It is up to you to customize the process to reap the maximum benefit. Depending on how you contact leads and process products, your sales pipeline can have five, six, or even eight stages. However, keeping a firm grasp on the entire process is often a tedious and tricky task. To make your job easier, Stackby has created a state-of-the-art Sales Pipeline Template! Now you can manage and monitor every detail on a single interface. How will Stackby’s Sales Pipeline Template help you achieve your goal? Using our customizable, user-friendly sales pipeline template, you will be able to: Record details of each deal on the same platform. Store the corresponding company name and the representative assigned to each company. Track the source of the particular deal (Email Campaign/ Website/ Previous Client/ VoIP Call/ etc.). Assign a priority status to each deal to coordinate related tasks. Track the current status of the deal (Won/ Lost/ Negotiating/ etc.). Record the tentative deal date and the last contacted date for the same deal. Track the expected sales value and weighted value for each deal. Add comments, if necessary, to each deal to help your sales team get a better understanding of the same. Track the number of deals made by each representative on the sales pipeline template and check if they have fulfilled their assigned quota. Monitor and update the details in your Kanban pipeline as and when required. Now your sales team won’t have to go through multiple databases to track the status and probability of the deals they negotiate! Use this easy to adopt sales pipeline template for your sales reps and boost your profits. Checkout other related Template Sales Pipeline Sales Asset Management  

Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis

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

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

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

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

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. 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.  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.  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) Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) 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. Check out other related Templates : Ad Campaign Planning Template Business Development CRM Marketing Asset Management Email Marketing Calender  

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not.  What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc.  2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here.  3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here.  4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.)  Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs.  How to Fix your Product Catalog Management? 1. Organize the descriptions  If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template.   2. Manage your product data  Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past.  3. Specify roles and authorization flows  Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy.  Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business.  How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product.  Track the inventory for each product such as the number of items available, whether a product is in stock or not.  Add and manage the description of the products. Record the total sale of every product and the number of items sold.  Monitor the clients and dealers for every product  Add and track client details like the order number, order ID, billing address, phone number, product bought, etc.  Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc.  Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc.  Other templates you can use along with Product Catalog Template:  Multiple Product CRM Template Product Inventory Template  Product Competitor Analysis Template. Agile Product Planning Template  Product Roadmaps 

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