HR Agency CRM Template

Are you still using a spreadsheet instead of a simple applicant tracking template for managing the recruitment process? It is time to make the switch! Using Stackby a no code spreadsheets alternatives for applicant tracking results in redundant data, manual data handling, higher chances of errors, and a lot of chaos. An applicant tracker, on the other hand, can make things smoother for your whole team. Stackby’s applicant tracking template provides you with a database for managing applicant data. You can connect this template with an applicant tracking form and automatically collect and organize data. What is an Applicant Tracking System? Companies today consider multiple different candidates for a position. So, they need a system to manage and track the data related to these candidates. Moreover, if they are hiring for different positions, they will have to keep a track of every candidate applying for every open position. A simple applicant tracking system helps you manage the applicant data such as their resumes, interview details, rankings, personal details, and so on in a streamlined manner. This not only organizes the hiring process but also makes the process much easier, simpler, and faster. Overview of Stackby’s ATS Template To help HR professionals manage the applicant tracking, we have created a simple applicant tracking template that stores and manages all the data about the applicants. 1. Manage Applicant Data and Interviewer Details Together  Add details of applicants like their name, resume, interview notes, contact, etc. all in one place. C??heck how many candidates are being interviewed by each interviewer, on which date they conducted the interviews, and what is the status of the interviews. You can find who is interviewing which candidate easily. 2. Find The Status of Open Job Profiles Store all the details about the open job profiles in your organization and track which interviewer is responsible for which job profile. You can also find how many applicants have currently applied for a specific position. 3. Collect applicant data automatically using Applicant Tracking Form Our Candidate Tracking Template includes an Applicant Tracking Form that you can send to the candidates to gather their basic information that is to be filled in the Applicants table. Once a candidate submits the form, it will create a row in the Applicants table automatically and add all the data in the respective columns. This way, you do not need to add data manually in the applicant tracking log template. This reduces the chances of human errors. Read more: Stackby forms 4. Filter applicants by Status/ Scores Our ATS Template also includes a Kanban View of candidates based on their Status (hired, rejected, 1st round passed, kept on back-burner, etc). This can help HR to visualize how many candidates have been rejected/accepted, etc. It also includes a Kanban View where you can filter out candidates based on the scores that their interviewers gave to them. This can help in deciding which candidates are to be selected and which are to be rejected. 5. Stay on top of your recruitment schedule with Interview Calendar Our Applicant Tracking Template includes an Interview Calendar that will provide you with an overview of interviews lined up for the week/month/day. Who Can Use an Applicant Tracker Template? Our simple applicant tracking template can be used by the Human Resources department, HR Managers, Staffing Coordinators, Staffing Specialists, HR Assistants, HR Administrators, Entrepreneurs, Small business owners, etc. Why Do We Need ATS Templates? In today’s fast-moving world, companies use an applicant tracking system to identify, evaluate and hire the best employees for themselves. Those who still hold back from adopting this system usually fall short of achieving their desired results. An effective recruitment process is said to be in place when the company can engage with the top talent and hire the best. Digitizing and managing the information of all the candidates in a specific platform in the initial stages of the screening is one of the many things that an applicant tracker system does in no time. Here are some of the advantages of using a simple candidate application tracking system: 1. Reduces time to hire. The job application tracker spreadsheet will increase the speed of your selection process, as it reduces the time you would have to spend on administrative tasks. Manually managing the listing and bookkeeping takes an ample amount of time. 2. Improves hiring quality. The quality of hiring becomes better after using a simple applicant tracker template. For instance, automated matching of the specific skills and requirements would only allow the best candidates to compete. 3. Speeds up the recruitment cycle. Having all the information and credentials in front of the recruiter will make his work easier tenfold. Since the information is properly organized in one space, Excel spreadsheet templates for tracking make the recruitment process faster. 4. Provides better screening. It is often a tiring task for the recruiter if he or she does everything manually, and can be quite overwhelming. This can be solved easily as the job application tracker spreadsheet does the automated screening of applications by using various algorithms. How to Customize Stackby’s Applicant Tracking Software for Your Business? Once you copy this simple applicant tracking template to your Stackby Workspace , you can: Add/ update the tables given in the template. Start with finalizing the columns you need to track the Applicant information and then update the applicant tracking form. Enter the details of the interviewers and create an interview schedule. Add the details of the open profiles in your organization. Find out which interviewer is conducting interviews for which job profile and more! Find your new, perfect employee with Stackby’s ATS Hiring candidates and growing your company/business can be an exciting job. Do not make it cumbersome by depending on spreadsheets . Use our applicant tracking system template and find the best employees who suit your organization’s ethics and work culture. Check out this step-by-step video on how to build an applicant tracking system for your company. Find more templates on HR and Recruiting on Stackby: Employee Onboarding Template Employee Training Plan Template Recruiting Pipeline Template HR Knowledge Base Template Agency Talent Management Template  

Are you tired of spending valuable time searching for HR information scattered across different platforms and documents? If yes, look no further than Stackby's HR Knowledge Base Template. With its aid, you can create a centralized repository of knowledge that houses all your HR resources, policies, and guidelines in one place. From employee handbooks to benefits information and training materials, policies, forms easily access and share crucial information with your team, ensuring consistent and up-to-date HR practices. Read on to learn more: Digging into Details About Stackby's HR Knowledge Base Template Stackby's HR Knowledge Base Template is a powerful tool designed to help HR professionals and teams create and manage a unified repository of HR-related information. It provides a structured framework to store and organize policies, procedures, guidelines, training materials, and other HR resources in a user-friendly and searchable format. Who is This HR Knowledge Base Template for? Stackby's HR Knowledge Base Template free is ideal for HR professionals, managers, and teams looking to centralize their HR information and improve knowledge sharing within their organization. Whether you're a small business or a large enterprise, this template provides a structured and organized approach to managing HR knowledge effectively. Why Do You Need Stackby's HR Knowledge Base Template? Centralize and organize all your HR resources, policies, and documents in one accessible location. Streamline communication and collaboration within your HR team and across the organization. Ensure consistency and accuracy of HR information by keeping it up-to-date and easily searchable. Empower employees with self-service access to HR information, reducing the need for repetitive inquiries. Enhance compliance by tracking changes and maintaining a detailed change history. Improve efficiency by saving time spent on searching for HR information. Promote transparency and clarity in HR practices. Simplify onboarding and training processes by providing a comprehensive repository of resources. Optimize employee experience by sharing relevant policies and benefits information. Increase productivity by minimizing the time spent on administrative tasks related to HR information management. Ways to Customize Our HR knowledge Base Template Customize the template with your organization's unique terminology, categories, and classifications for HR information. Tailor the table columns to align with your HR knowledge base categories and information. Add or import tables based on your unique requirements and topics. Create additional views like Gallery and filters to sort and visualize the HR knowledge base data based on different criteria. Customize access permissions and sharing settings to control who can view and edit the HR knowledge base content. Add fields and columns to capture specific details or attributes of your HR knowledge base items. Table Included in Our Free HR Knowledge Base Template Topics: With this table, you can create a central repository of HR topics, policies, and resources. Also, it allows you to organize information with columns like topic name, details, review status, review date, etc. Create a gallery view and share the view URL to keep everyone on the same page. It's Time to Revolutionize Your HR Knowledge Management! With Stackby's free HR Knowledge Base Template, you can create a robust HR knowledge base that empowers your team to make informed decisions and fosters a culture of knowledge sharing within your organization. Get started with Stackby today to experience a seamless HR knowledge management solution!?

A recruitment pipeline is used to have a detailed overview of the entire recruitment process. You can track the progress of each candidate throughout the entire recruitment process with the recruiting pipeline template. This template would make the entire process easier for the recruiter since all the information related to the recruiting pipeline is available at a single location. What is the Recruitment Pipeline Template? Recruiters use a recruitment pipeline template to keep a tab on the entire hiring process and keep track of the entire hiring process at a glance. You have the complete list of all the candidates in one place, where the status of each candidate is provided, and which information regarding which process of hiring they are currently in and which stage is next. For the benefit of the recruiter and to make it easier for them, the contact details and the resumes of each candidate are also made available in the recruitment pipeline. Why do you need a Recruitment Pipeline Template? A recruitment pipeline template is the easiest way for recruiters to organize and maintain their hiring process without creating a lot of chaos without outsourcing the recruitment process to other companies and keeping the recruitment in-house . This template allows the recruiter to easily manage multiple hiring pipelines at once since all of the requir ed information is available at their fingertips at any given time.  Since the recruitment pipeline is maintained online using this template, all the updates are provided in real-time. Recruiters are always up-to-date with the hiring process, and hence they can efficiently complete the hiring process with minimal time and resources and in a smooth manner without hassles. Who is this template for? This template is useful for recruiters of companies of all sizes. Using this template to keep track of the hiring process of all the various pipelines within their company. How will Stackby’s Recruitment Pipeline Template help you? Stackby’s template is the best recruitment pipeline template there is currently. Our template provides a wide array of options to the recruiter who would be using it for managing their recruitment pipeline in their company. In the first column, you could find all the candidates who are currently undergoing the recruitment process.  Right next to it, you also have the column which has their photos for you to identify each candidate and also you have their resumes in the next column and also their contact number in the next column, so that you would have, in a glance, available all the details you would need about the candidate. The next columns provide you an even deeper view of the hiring process of each candidate; you get the "stage" column, where you know the status of each candidate, whether they are rejected, selected, or undergoing a specific round of interviews in their recruitment cycle . You can also find the dates on which they started their process, the date for the next process, etc., and for which position they have applied for. You also have ratings to score the performance of each candidate in each round. All of these columns, plus the option to filter to use only specific parts of the templates to view specific information that the recruiters require, make it easy for them to manage the recruitment process. You Will Also Find These Templates Useful: Recruitment Applicant Tracker Employee Onboarding Sales Pipeline

Keeping and managing a manual timesheet is a very tedious task. This is where the Employee Timesheet template comes into play. This template can be used to automatically record the amount of time a particular employee or worker has spent working on a particular day. What is an Employee Timesheet Template? An Employee Timesheet Template is an easy way to record the amount of time a particular employee has worked on a particular day. Businesses and companies use Employee Timesheet Templates to keep track of how long a particular spent on a specific project, role, or task. Businesses and companies also use free employee timesheets to make sure employees meet deadlines and complete tasks on time. Why do you need an Employee Timesheet Template? The employers can use an Employee Timesheet Template to calculate the amount of remuneration to be paid to the employees based on the number of hours and days worked. This template also provides insights into the length of time required to complete each task as well. With this information, managers can then allocate resources accordingly to ensure all the tasks are completed on time, without delays. Employee timesheets are also useful to know when there is a duplication of work and identify where time is wasted with unnecessary tasks. The Employee Timesheet template helps businesses and companies to manage their resources and workforce more efficiently. Who is this template for? Since this template has many uses, it is being used in various forms of businesses and companies for resources and workforce management according to their specific needs and preference. Any company that has a significant workforce can use this template. How will Stackby’s Employee Timesheet Template help you? Our Employee Timesheet is one of the easiest templates you will find to use and manage. On our template, you will find the employee name in the first column; the second column would have the exact time the employee started working, with the exact time and date. In the next column, you would find the time the employee stopped working, again in the same format, with the time and date.  Our template would automatically calculate the number of hours worked and automatically calculate the total amount of salary they have earned for that day using the rate per hour column and provide you with the exact amount. Since the entire process is completely automated, it saves a lot of time for the business or the company. You also get the option to filter and keep only specific columns as per your need or requirement. Our template also has the second window where you can get additional details about your employees, their names, their photo for identification, email address and phone number in case you would need to contact them, their particular rate per hour, amount they have earned, etc. You Will Also Find These Templates Useful: Employee DirectoryEmployee Training Plan Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management  

Efficiently manage and track employee development initiatives with our Employee Development Resources Template for Stackby. Centralize resources, streamline training, and boost workforce growth effortlessly.  Checkout more related Template : Agency Talent Management Template 

Employees form the biggest and most important asset of any company. Since they are responsible for all the work, the success of your company is on their shoulders. They are the building blocks that workday in and day out to construct your company from the ground up.  In an increasingly competitive market, hiring and retaining the best talent is essential for your business. How are you supposed to keep track of all your employees and their information in the best possible way? This is where an employee directory comes in! What is an Employee Directory Template ? Put in simple words; an employee directory is the central repository of every single detail about each employee in the company. Starting from the date of birth, contact details to the name of their supervisor, it stores and regularly updates all employee-related information. 5 Steps to Follow Employee Directory Template ? Customise Your Directory: Tailor the template to fit your organisation's specific needs by adding or removing fields as necessary. Include essential information such as employee names, contact details, department, position, and any other pertinent details. Streamline Your Data Entry with Forms:  Utilise forms to simplify data entry. This can help ensure consistency and accuracy in the information collected. Forms can also be used to update existing information, making it easier to keep the directory current. Customise Directory Access for Better Access and Privacy:  Implement access controls to ensure that only authorised individuals can view and edit specific sections of the directory. Balance transparency with privacy considerations, making sure sensitive information is protected. Automate Important Reminders:  Set up automated reminders for key events, such as employee birthdays, work anniversaries, or certification renewals.  Automation can help ensure that important dates are not overlooked and that the directory stays up-to-date. Integration with Project Managers:  Integrate the employee directory with project management tools to enhance collaboration and streamline communication within teams. This integration can facilitate the assignment of tasks, tracking of project progress, and overall project management efficiency.  Why is it essential to create and maintain an employee directory ? Is it worth dedicating your time and resources towards the upkeep of an employee directory? Yes! Here’s why! Updated contact details of employees ensure seamless communication and can help prevent future communication gaps. Medical and emergency contact details can prove to be useful, especially in emergencies. Department wise segregation allows you to monitor the current strength of each department. Details of the supervisor of each employee increase accountability in the company. The duration of stay of each employee allows you to analyze overall employee satisfaction. Keep track of employee appraisal. You can add more benefits to this list!  As an owner or manager, it is your responsibility to record and regularly update all the requisite details of employees of each department. Are you facing difficulty managing all the details? Stackby is here to your rescue! With our Employee Directory Template, keep track of your employee list and information on a single platform! Why should your business adopt an employee directory template ? Efficient Information Management: Helps in centralising and organising employee information, making it easily accessible and reducing the time spent searching for details. Improved Communication: Facilitates communication within the organisation by providing quick access to contact information, which is crucial for collaboration. Enhanced Privacy and Security: Allows for customization of access controls, ensuring that sensitive information is protected and only accessible to authorised personnel. Streamlined HR Processes: Simplifies HR processes such as onboarding, tracking employee progress, and managing personnel changes. Automation for Time-Saving: Automating reminders and updates saves time and ensures that the directory is always current. Tips & Tricks Regularly update the directory to reflect any changes in employee information. Encourage employees to review and update their own information regularly. Provide training on using the directory to ensure widespread adoption. How to use the Employee Directory Template by using Stackby ? Stackby is a collaborative workspace tool that combines the flexibility of spreadsheets with the power of databases. Create a new "Employee Directory" stack and customise it according to your needs. Use different column types for various information (text, date, dropdown, etc.). Leverage Stackby's features like forms, automation, and integrations for a seamless employee directory management experience.  Using Stackby’s Employee Directory Template, you can: Record the list of employees in the entire company or organization. Divide the employee into a different department on the same interface.  Store the current job title of each employee. Record the date of joining and the total number of years in the company. Record the current supervising officer of each employee.  Track the last and next appraisal date. Store relevant medical information including, but not limited to, blood group, disclosed allergies, emergency contact person, and relation to the given contact. Store a photo of each employee. Record the educational qualifications of your employees.  Store updated contact information, including phone number, residential address, and email address used. Record the benefits available to each employee, such as EPF, gratuity, paid leave, group insurance, dental, and conveyance. Monitor and regularly update all information as and when necessary. Our directory template will help you manage your employee information most efficiently with minimal effort and hard work. If you're tracking your job applicants, check out this easy to adopt Applicant Tracker template. Checkout more related Template : Agency Talent Management Template Employee Onboarding Form & Onboarding Template Employee Feedback tracker Template Employee Performance Management Employee Feedback Form 

Are you tired of managing freelancers and contractors through messy spreadsheets or confusing communication channels? Say goodbye to those headaches and try out Stackby's Contractor and Freelancer Management Template.  This all-in-one solution helps you track, evaluate, and manage your contractors and freelancers while keeping all your data organized in one place. Let's explore more details about this in the following sections: What is Contractor Management? Contractor management refers to the process of overseeing and coordinating the activities of contractors working on a project. It involves sourcing, evaluating, and managing contractors to ensure their work aligns with project goals, timelines, and quality standards. Importance of Freelancer and Contractor Management One cannot overstate the importance of freelancer and contractor management in today's dynamic business landscape. Here are a few reasons why:  Access to specialized skills and expertise. Flexibility and scalability for project demands. Cost optimization compared to hiring full-time employees. Enhanced productivity through effective communication and streamlined processes. And a lot more A Brief Overview of Stackby's Contractor and Freelancer Management Template Stackby's Contractor and Freelancer Management Template is a comprehensive tool designed to simplify and streamline the process of managing contractors and freelancers. It provides a centralized platform to track, source, and manage these external resources efficiently. By leveraging this outstanding solution, you can expect to achieve a 90% accuracy rate in contractor and freelancer data management. Who is This Contractor and Freelancer Management Template for? Whether you are a small business owner, a project manager overseeing multiple projects, or a freelancer seeking better organization and management, this template caters to your needs, helping you optimize contractor and freelancer management processes. Why Do You Need Stackby's Contractor and Freelancer Management Template? Centralize and organize contractor and freelancer information in one place. Streamline contractor and freelancer management processes. Efficiently track and manage assignments, projects, and feedback. Improve communication and collaboration with contractors and freelancers. Monitor contractor performance and track project budgets. How to Use This Contractor Management Template? To use this freelancer and contractor management template, you first need to sign up for Stackby, log in to your account, and tap the "Use Template" button to create a new stack. Now, customize it in the way you want. Ways to Customize Our Contractor and Freelancer Management Template Add or remove columns to fit your specific needs. Rename columns to match your terminology and processes. Create additional tables to track more information or add different types of data. Use the various column types, such as checkboxes, drop-downs, and dates, to organize and filter your data. Set up automation using the integrations available on Stackby. A Quick Look into the Tables Included in Our Contractor and Freelancer Management Template Freelancers: This table allows you to manage and track information related to your freelancers, including their contact details, skills, rates, etc. Assignments: Use this table to assign specific tasks or projects to freelancers. You can track the assignment details, deadlines, progress, etc. Internal Team: It enables you to keep a record of your internal team members involved in managing contractors and freelancers. Projects: You can link freelancers, assignments, and other relevant information to each project with its aid. You can establish connections between the tables in the Contractor Management Template by utilizing the Link Column Type and setting up the appropriate references.  For example, you can view all the assignments for a particular freelancer, see the freelancers assigned to a specific project, or track the internal team members responsible for managing specific freelancers. It allows for seamless tracking, assignment management, and data organization related to freelancers, assignments, internal team members, and projects. Ready to Take Control of Your Freelancer and Contractor Management? With Stackby's Contractor Management Template, you can efficiently track and manage your freelancers and contractors, link them to assignments and projects, and track feedback. So, what are you waiting for? Sign up on Stackby today and experience a seamless contractor and freelancer management experienceCheck Out More Related Templates : Construction Project Management Real Estate CRM Lease Tracker Agency Template Management Daily Attendance Sheet 

Recruitment is the process of hiring the right candidates for the right positions in your company. Employees form the backbone of any form of business. Hence, companies have to make sure that the candidate's capability matches the responsibility that will be assigned to him or her. One of the key objectives of recruitment is to anticipate the company's existing and upcoming recruitment needs. This is followed by making the required arrangements to fill the vacant positions by interviewing and assessing potential candidates. An efficient recruitment process allows you to streamline the procedure and reduce the time you spend looking for viable candidates. It also needs to be cost effective and conducted within the given time. Companies devote a substantial amount of their time and resources towards their recruitment process to attract and hire the best talent. To ensure a smooth and efficient recruitment process , you need a recruitment tracker that will allow you to record all relevant data in one place. Well, your search is over! Stackby’s Recruitment Tracker Template has been custom-made to track your recruitment process from start to finish. It gives you an overview of your company's open positions and details of the candidates that have applied for the same position. Using our Recruitment Tracker Template, you will be able to: Monitor the open positions in your company right now. Attach the job description document of each position to the recruitment plan template. Track the number of vacancies available under each position of your company. For example, for the position of Chief Financial Officer, there may be one vacancy available. However, for the position of Associate Developer, there are eight vacancies currently available. Monitor the level of requirement for each position (Low/ Medium/ High). Track the current status of a particular position (Open/ Interviewing/ On Hold/ Canceled). Record the details of the manager who is taking care of the recruitment process of a position . Store their contact details to avoid any form of communication gap. Add notes, if necessary, regarding each position. Store the details of the candidates that have applied for each position. Attach each applicant's picture to the recruitment tracker template and store their contact details in the template itself. Keep a record of each applicant's positions and attach their CV to the template to facilitate easy access . Record the interview date for each applicant. This will allow you to allot time for each applicant and schedule the interviews accordingly. Rate the candidate according to the interview already conducted and record the name of the interviewer too. Record the phone interview score of each applicant (Good/ Strong/ Rejected/ Reconsider/ Probably Hire). You can also track the application process's current status (Decision Pending/ No Hire/ Hired/ In-Person Interview). Stackby’s Recruitment Template is user-friendly and easy to understand. Collaborate with your HR team and start using it today! 

Employee feedback is crucial for fostering a positive work environment, improving team dynamics, and boosting overall productivity. An effective feedback system enables organizations to address concerns, recognize achievements, and implement necessary improvements based on employee insights. The Employee Feedback Form Template in Stackby provides a structured and efficient way to collect, analyze, and manage feedback within your organization. Why Use an Employee Feedback Form Template? Traditional feedback collection methods, such as emails or paper-based forms, are inefficient and make it difficult to organize and analyze responses. With this Employee Feedback Form Template, organizations can: Standardize feedback collection across teams. Track responses in real time for timely action. Improve employee engagement by addressing concerns effectively. Streamline reporting and analysis of workplace trends. Enhance communication between employees and management. How This Template Works in Stackby Stackby’s Employee Feedback Form Template is designed to simplify the process of collecting structured feedback. This template includes dedicated tables to track responses, categorize feedback, and generate actionable insights. Key Tables in the Employee Feedback Form Template Feedback Responses Table – Stores employee responses, including ratings, comments, and suggestions. Employee Details Table – Keeps track of employees providing feedback, including name, department, and designation. Feedback Analysis Table – Helps categorize feedback into themes, such as positive, neutral, and negative responses. Actionable Insights Table – Allows managers to document responses and track actions taken based on feedback. Each table is fully customizable, allowing you to tailor the template to fit your company’s specific needs. Key Features & Benefits Efficient Feedback Collection Use Stackby’s customizable form to collect structured feedback from employees. Capture detailed responses, including satisfaction ratings, suggestions, and concerns. Automated Organization & Tracking Automatically categorize feedback based on sentiment (positive, neutral, negative). Track responses by department, team, or individual for better analysis. Real-Time Analysis & Insights Identify trends in employee satisfaction through visual reports and dashboards. Make data-driven decisions to enhance workplace culture and productivity. Actionable Feedback Management Assign feedback-based tasks to HR or management for quick resolution. Monitor changes and improvements based on recurring feedback trends. Seamless Collaboration & Integration Share reports with HR teams and managers to discuss findings. Integrate with communication tools like Slack and email for automated notifications. Use Cases for the Employee Feedback Form Template This template is beneficial for organizations of all sizes across various industries: HR Teams – Gather employee feedback to improve policies and workplace conditions. Managers & Team Leaders – Address team-specific concerns and enhance engagement. Startups & Enterprises – Maintain a healthy work culture by regularly collecting feedback. Remote & Hybrid Workplaces – Understand employee challenges and improve collaboration. How to Use the Template? Import the Template – Add the Employee Feedback Form Template to your Stackby account. Customize the Form – Modify fields to align with your organization’s feedback collection needs. Share with Employees – Distribute the form link to gather responses efficiently. Analyze Feedback Trends – Use Stackby’s analytics tools to monitor responses and detect patterns. Take Action & Improve – Implement workplace improvements based on the insights gathered.

Keeping an organized record of all your calls is essential for businesses, sales teams, customer support, and professionals who rely on phone communication. A Call Log Template simplifies tracking incoming and outgoing calls, ensuring that every conversation is recorded, categorized, and followed up on efficiently. With Stackby’s Call Log Template, you can maintain a structured database of all your call interactions, assign follow-up tasks, and analyze call trends for better decision-making. Whether managing customer inquiries, handling sales calls, or tracking internal communications, this template provides a streamlined approach to call tracking and management. Why Use a Call Log Template? Managing call logs manually through spreadsheets or paper records can lead to lost information, missed follow-ups, and a lack of insights into communication trends. This Call Log Template in Stackby helps you: Maintain a centralized database of all calls. Categorize calls based on type, priority, and status. Assign follow-ups and ensure no important calls are missed. Track response times, call durations, and outcomes. Generate insights to improve call handling and team efficiency. How This Template Works in Stackby Stackby’s Call Log Template is designed to help businesses organize call records systematically. It consists of structured tables that allow users to log call details, assign tasks, and track follow-ups efficiently. Key Tables in the Call Log Template Call Records Table – Stores details of all incoming and outgoing calls, including date, time, caller information, and call duration. Contacts Table – Maintains a list of frequent contacts, helping teams access caller details instantly. Follow-Ups Table – Tracks pending actions and follow-ups to ensure effective communication. Call Status Table – Categorizes calls based on their outcome (Completed, Pending, Missed, or Follow-up Required). Each table is fully customizable, enabling users to tailor the template to their business needs. Key Features & Benefits Track Every Call with Ease Log and record all inbound and outbound calls in a structured format. Include essential details like call type, duration, priority, and assigned team member. Categorize Calls & Assign Follow-Ups Mark calls as Customer Inquiry, Sales Call, Support, or Internal Communication for better organization. Assign follow-ups to team members and set reminders for pending calls. Improve Response Time & Communication Track response times and call handling efficiency. Ensure no call is missed by setting automated reminders for follow-ups Analyze Call Trends & Insights Generate reports on call volume, call duration, and response rates to optimize operations. Identify trends in customer inquiries, sales calls, or support interactions to improve service. Enhance Team Collaboration Share call logs with team members for better coordination and tracking. Use Stackby’s integrations to sync call data with CRM and other tools. Real-World Use Cases This template is perfect for: Sales Teams – Track prospect calls, schedule follow-ups, and optimize lead management. Customer Support – Log and analyze customer inquiries, ensuring timely responses. Business Owners & Managers – Maintain records of client interactions for better business decisions. Call Centers – Organize high volumes of calls, track agent performance, and improve response times. Getting Started with the Call Log Template Import the Call Log Template – Add it to your Stackby account. Customize Call Categories & Statuses – Define how you want to track different types of calls. Log Calls & Assign Follow-Ups – Record call details and assign follow-up actions. Analyze Call Data – Use filters and reports to track communication trends. Automate & Integrate – Set up automated notifications and integrate with CRM tools for seamless call management.