Lightweight CRM Template

Managing multiple products across various customers and sales channels can be challenging without a structured system. Whether you're a small business, wholesaler, or eCommerce store, keeping track of inventory, orders, and payments is crucial for smooth operations. The Multiple Product CRM Template by Stackby simplifies this process, offering an all-in-one platform to manage your products, customers, and financial transactions effortlessly. This template provides a structured way to oversee product catalogs, sales pipelines, and order processing. Designed for businesses handling multiple products, it ensures that every sale, stock update, and customer interaction is recorded efficiently. Why Use the Multiple Product CRM Template? A robust CRM system helps businesses streamline operations by integrating product, customer, and financial data in a single workspace. This template allows you to: Keep track of product details, including pricing, SKUs, and stock levels Manage customer interactions, order history, and sales progress Monitor inventory and avoid stock shortages or overstocking Automate order tracking and payment status updates Get a clear view of business performance with real-time data Instead of juggling multiple spreadsheets, emails, or software tools, this template centralizes everything, ensuring seamless coordination between teams. How the Multiple Product CRM Template Works in Stackby The template consists of key tables that help businesses manage their workflow efficiently: 1. Products Table Store product details such as name, category, SKU, price, and stock level Track product variations like sizes, colors, or bundles Attach images and documents for easy reference 2. Customers Table Maintain a directory of customers with contact information Track customer interactions, purchase history, and preferences Categorize customers for targeted marketing or promotions 3. Orders Table Log every order with details like product, quantity, customer, and date Track order fulfillment status from pending to completed Assign sales representatives to specific orders 4. Inventory Table Monitor stock levels in real-time and receive low-stock alerts Update inventory based on sales, returns, or restocks Organize stock across multiple locations if needed 5. Payments Table Record all financial transactions, including invoices and payments Track due dates, payment status, and outstanding balances Generate reports to analyze revenue and payment trends Each table integrates seamlessly, allowing teams to view sales progress, customer relationships, and inventory updates in one place. Key Features & Benefits Centralized Product Management: Keep track of product details, pricing, and stock levels effortlessly. Customer & Sales Tracking: Maintain customer relationships with complete purchase history and order tracking. Automated Inventory Updates: Ensure stock levels are accurate and receive alerts for low inventory. Order & Payment Management: Streamline order fulfillment and financial tracking with real-time updates. Custom Views & Filters: Create personalized views such as "Pending Orders," "Top-Selling Products," or "Overdue Payments." Team Collaboration & Workflow Automation: Enable teams to work together with shared access, task assignments, and automated reminders. This template ensures businesses have a clear view of their product and sales pipeline, allowing them to make data-driven decisions. Who Can Use This Template? The Multiple Product CRM Template is suitable for: Small and Medium-Sized Businesses looking for a cost-effective way to manage product sales and customers. Retailers & eCommerce Stores that handle multiple product categories and need real-time inventory tracking. Wholesalers & Distributors who manage large product catalogs and process bulk orders. Sales & Marketing Teams that require detailed customer insights and sales history for better engagement. By using this CRM template, businesses can focus on growth while automating essential operations. How to Get Started with the Multiple Product CRM Template Sign Up on Stackby – If you’re new to Stackby, create an account. Access the Template – Get the Multiple Product CRM Template and start customizing it. Input Your Data – Add product details, customer information, and existing sales records. Use Views & Automations – Set up personalized views, automate stock updates, and streamline workflows. Collaborate & Monitor Progress – Invite your team and track sales, payments, and inventory efficiently. With Stackby’s user-friendly interface, businesses can easily transition to a structured CRM without needing extensive training.

About the Template Managing fundraising efforts effectively requires structured donor tracking, campaign monitoring, and financial transparency. The Fundraising CRM Template by Stackby simplifies this process, providing nonprofits, charities, and fundraising teams with an intuitive, organized system to manage contributions, outreach, and donor relationships. This template helps organizations keep track of all fundraising activities in one place, ensuring donor engagement, seamless financial tracking, and improved outreach strategies. Why Use This Template? Nonprofits and fundraising organizations often struggle with: Managing donor information and contributions efficiently. Keeping track of active and past fundraising campaigns. Monitoring donation progress and financial goals. Maintaining effective communication with donors and stakeholders. The Fundraising CRM Template addresses these challenges by centralizing all donor and campaign data into an easy-to-use system. How This Template Works in Stackby This template includes key tables that help in structuring fundraising efforts: 1. Donors Table Stores donor contact details, contribution history, and donation frequency. Tracks donor engagement and communication history. Helps segment donors based on contribution levels. 2. Fundraising Campaigns Table Lists all ongoing and past fundraising campaigns. Tracks campaign goals, target amounts, and progress. Helps assess the success rate of different fundraising strategies. 3. Donations & Transactions Table Logs all donations received, including amount, date, and donor details. Tracks recurring donations and major contributions. Ensures financial transparency for reporting and compliance. 4. Outreach & Engagement Table Maintains communication records with donors. Tracks follow-ups, thank-you messages, and engagement levels. Helps in personalized donor outreach and retention strategies. Key Features & Benefits Organized Donor Management: Keep all donor details and donation history in one place. Campaign Performance Tracking: Monitor fundraising goals and identify high-performing campaigns. Financial Transparency: Ensure all transactions are logged, making reporting easy. Automated Updates & Reminders: Set reminders for follow-ups and donor outreach. Customizable Views & Filters: Sort and view data based on active campaigns, donation amounts, and donor frequency. Real-World Use Cases Nonprofit Organizations: Manage donor lists, fundraising events, and donation tracking. Charity Foundations: Track major contributions and grant allocations. Crowdfunding Initiatives: Monitor contributions and supporter engagement. Educational Institutions: Organize alumni donations and sponsorships. Getting Started with the Template Import the Template into your Stackby workspace. Customize Donor & Campaign Fields to match your organization’s needs. Set Up Automated Reminders for follow-ups and donor engagement. Use Custom Views & Filters to analyze donation trends and campaign performance. Share Reports with Your Team to enhance collaboration and fundraising strategy.

Managing student and teacher information efficiently is essential for schools, educational institutions, and training centers. Traditional methods like spreadsheets and paper records can lead to disorganized data, making it difficult to track student progress, teacher details, and communication history. Stackby’s School CRM Template provides a centralized platform to manage students, teachers, and communication logs, ensuring seamless coordination and data accessibility. With structured tables for Students, Teachers, and Communication Logs, schools can maintain detailed records, improve engagement, and enhance administrative efficiency. Why Use This School CRM Template? Schools and institutions often struggle with fragmented student and teacher records. This template helps in: Keeping all student and teacher details organized – Avoid scattered records and manual tracking. Enhancing communication transparency – Log all interactions between teachers, students, and parents. Automating administrative workflows – Reduce paperwork and streamline processes. Providing a structured approach to CRM – Track progress, queries, and communication history efficiently. How This Template Works in Stackby The School CRM Template consists of three key tables: Students Table – Maintain comprehensive student records, including personal details, enrollment information, and academic progress. Teachers Table – Track teacher profiles, subjects handled, schedules, and availability. Communication Log Table – Log student-teacher interactions, parent communications, and important notes. Key Features & Benefits Centralized Student & Teacher Database – Store all records in one place. Communication Tracking – Maintain a transparent log of interactions. Easy Search & Filters – Quickly access student or teacher data. Customizable Fields – Adapt the template to your school’s specific needs. Improved Coordination – Enhance collaboration between teachers, students, and parents. Who Can Benefit from This Template? Schools & Colleges – Keep student and teacher records structured. Training Institutes – Manage enrollment and instructor details. Education Administrators – Track student progress and communication history. Getting Started Copy the School CRM Template into your Stackby account. Enter student and teacher details in their respective tables. Use the Communication Log to track interactions and maintain transparency. Apply filters and search functions to retrieve specific records quickly.

Managing construction projects involves handling multiple moving parts—client interactions, project timelines, budgets, materials, and team coordination. A well-structured Construction CRM Template simplifies these complexities, ensuring seamless communication, organization, and efficiency in construction project management. Why Use a Construction CRM Template? Construction firms often juggle various projects at once, each with distinct requirements, deadlines, and teams. Tracking all these details manually or across scattered tools can lead to inefficiencies, miscommunication, and missed deadlines. The Construction CRM Template in Stackby helps businesses: Organize project details in one place. Track client interactions and project status effortlessly. Monitor budgets, payments, and material requirements. Improve collaboration between teams and stakeholders. Automate workflows to boost efficiency. How This Template Works in Stackby Stackby combines spreadsheet simplicity with database functionalities, making it easy to customize and automate data tracking. This Construction CRM Template includes essential tables designed for construction businesses to manage their projects efficiently. Key Tables in the Construction CRM Template Projects Table – Store detailed project information, including timelines, budgets, and assigned teams. Clients Table – Maintain a database of clients with contact details, project history, and communication logs. Tasks & Workflow Table – Track tasks, progress, deadlines, and assigned personnel. Payments & Budgeting Table – Monitor project finances, invoices, and payments. Materials & Inventory Table – Manage construction materials, supplier details, and stock levels. Each table provides structured data to streamline construction operations while allowing full customization based on business needs. Key Features & Benefits 1. Efficient Project Tracking Centralized project database with details such as location, deadlines, and contractors. Status tracking to ensure timely completion. 2. Client & Contact Management Maintain an up-to-date client database with communication history. Track ongoing and past projects for each client. 3. Task & Workflow Automation Assign tasks to teams and set deadlines. Automate task progress tracking and reminders. 4. Budget & Payment Monitoring Log invoices, pending payments, and overall project budget. Monitor financial health in real time. 5. Inventory & Material Tracking Track materials, suppliers, and stock levels. Avoid delays due to material shortages with real-time inventory updates. Who Can Use This Template? This Construction CRM Template is ideal for: Construction Firms – Manage multiple projects efficiently. Contractors & Builders – Track client communications and project progress. Real Estate Developers – Oversee budgeting, material tracking, and supplier coordination. Civil Engineers & Project Managers – Plan and monitor construction activities seamlessly. How to Use the Construction CRM Template Import the Template – Add the Construction CRM Template to your Stackby workspace. Customize Tables & Fields – Modify fields to suit your specific business operations. Add Project & Client Data – Populate the database with active projects and client details. Assign Tasks & Track Progress – Use task tracking to monitor completion rates. Automate Workflows – Set up notifications and automated updates for better project oversight.

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

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 

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers  Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers  Problems without a Customer Development CRM  A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline.    Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the mone y you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project.  Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step.   Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups.  Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team.  Organize contact information: Use more than 25+ column types to store custom er data.  Track issues: Keep a list of issues reported by different customers and streamline working on them.  Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners.  What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer  Record the problem statements mentioned in each interview  Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers  Other Customer Management Templates to consider: Customer Testimonials Template  Customer Success Management Template  Customer Journey Map Template  Customer Persona Template  Business Development CRM 

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

Managing an architecture firm requires juggling numerous tasks, including project management, client relations, contractor coordination, and financial tracking. It can be overwhelming without a structured system to keep everything organized. The Architecture Firm CRM Template in Stackby is designed to simplify this process. It combines the power of a CRM (Customer Relationship Management) system with a project management tool, giving architecture firms a comprehensive platform to manage client data, projects, communications, contractors, financials, and more. This template streamlines workflows, enhances collaboration, and ensures that every aspect of your firm’s operations is efficiently tracked. Why Use the Architecture Firm CRM Template? Architecture firms often face the challenge of managing multiple projects and clients simultaneously. Common pain points include: Keeping track of numerous clients and contractors Managing project timelines, budgets, and deliverables Coordinating communications between clients, contractors, and internal teams Monitoring financial transactions and payments Reporting and analyzing project performance With the Architecture Firm CRM Template, you can solve these challenges and improve efficiency by centralizing all your data in one place. This customizable template helps you stay on top of tasks, make informed decisions, and enhance client satisfaction. How the Architecture Firm CRM Template Works in Stackby The Architecture Firm CRM Template consists of several interconnected tables that allow you to track and manage essential aspects of your firm’s operations: 1. Projects Table The Projects table is where you manage all active and completed projects. It includes key fields such as: Project Name – Name of the architecture project Client Name – The client associated with the project Project Status – Current status (e.g., In Progress, Completed) Timeline – Start and end dates Project Manager – The team member overseeing the project Budget – Estimated project budget Key Deliverables – Major milestones and deadlines This table offers various views, such as All Projects, Active Projects, and Completed Projects, so you can easily track and filter projects based on their status or phase. 2. Clients Table This table is dedicated to managing client information. It includes fields for: Client Name – The name of the client Contact Information – Phone number, email, and address Project History – List of projects associated with the client Client Preferences – Specific needs, likes, or requests for future projects You can filter the clients based on criteria such as Active Clients and Potential Clients to prioritize your efforts. 3. Contractors Table This table helps you manage contractors, subcontractors, and other partners. It includes: Contractor Name – Name of the contractor or vendor Specialization – Type of service offered (e.g., electrical, plumbing, etc.) Project Assignment – The projects they are working on Payment Terms – Contractual payment schedules Contact Details – Phone, email, and address This table enables you to keep track of contractor availability, payments, and project participation. 4. Financials Table Tracking payments and expenses is essential for any architecture firm. This table includes: Invoice Number – Unique number for each invoice Amount – Amount to be paid Payment Status – Pending, Completed, or Overdue Payment Due Date – The due date for payments By using this table, you can track your firm’s cash flow, ensuring timely payments and reducing financial discrepancies. 5. Communication Log Table Communication is key to maintaining strong client and contractor relationships. This table tracks all interactions: Communication Date – Date of communication Client or Contractor – The person you interacted with Communication Type – Email, call, meeting, etc. Details – Summary of the conversation This table helps you maintain a comprehensive log of all client and contractor communications, ensuring no important details are overlooked. Key Features & Benefits Centralized Client and Project Management – Easily manage multiple clients and projects in one place Comprehensive Communication Tracking – Keep all interactions logged and easily accessible Customizable Views – Filter and organize data based on your firm’s needs (e.g., Active Projects, Pending Payments) Seamless Collaboration – Share data with team members, clients, and contractors for efficient coordination Financial Tracking – Stay on top of invoices, payments, and budgets Cloud-Based & Accessible – Access your CRM from anywhere on any device Automated Reminders & Notifications – Set alerts for payment due dates, project deadlines, and meetings Who Can Benefit from This Template? Architecture Firms – Manage multiple clients, projects, and contractors in one platform Freelance Architects – Stay organized and on top of client projects and financials Construction Companies – Coordinate with architects, contractors, and clients Design Consultants – Track project timelines, deliverables, and payments Project Managers – Oversee all aspects of an architecture project from start to finish Getting Started with the Architecture Firm CRM Template Copy the template to your Stackby workspace and set it up based on your firm's needs. Enter your project, client, and contractor details to start organizing your workflow. Customize views to prioritize active projects, payment statuses, and upcoming deadlines. Collaborate with your team and clients by sharing relevant information through Stackby’s cloud-based platform. Track financials, payments, and communications to ensure smooth operations and financial transparency.

A major part of any firm's goodwill rests on the business relationship network it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with a Business Development CRM Template that records and maintains a firm's customer relationships that are critical to the work of the organization. . What is Business Development CRM Template ? A Business Development CRM Template is a pre-designed framework that integrates Customer Relationship Management (CRM) principles with business development strategies. It serves as a centralised hub to track leads, manage contacts, analyse sales pipelines, and streamline communication. This template helps businesses to stay organised, focused, and agile in their pursuit of growth. Types of BDA Templates Lead Tracking Templates: Monitor and manage potential leads through various stages of the sales funnel. Facilitate collaboration among team members for effective lead conversion. Contact Management Templates: Consolidate and organise contact information for clients, prospects, and stakeholders. Enable efficient communication and personalised engagement with key contacts. Sales Pipeline Templates: Visualise and track the progress of deals through different sales stages. Identify bottlenecks and optimise the sales process for improved efficiency. Communication Log Templates: Document and analyse communication history with clients and leads. Enhance relationship-building by maintaining a comprehensive interaction record.  How will the business development CRM template be helpful? It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. The template allows the firm to track the date of commencement and the date of termination of the business deal. The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon. The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with, thus avoiding any exemption of minute tasks. The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. The business development CRM template sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. Who will find the Business Development CRM Template helpful? Firms that often carry out deals with more than one partner simultaneously are likely to find this business development CRM template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms. Upgrade the way you handle your business relationships and ensure you build long-lasting, advantageous relationships by using the Business Development CRM template from Stackby. How to use a Business Development Template with Stackby ? Stackby is a versatile platform that empowers users to create customizable templates for various business needs, including business development. Here's a step-by-step guide: Access Stackby: Sign in to your Stackby account or create one if you haven't already. Choose a Business Development Template: Browse the template library or create a new one based on your specific business development requirements. Customise Your Template: Tailor the template to align with your business processes by adding or removing columns, fields, and views. Import Data: Seamlessly import existing data or manually input information into the template. Collaborate in Real Time: Leverage Stackby's collaborative features to work with your team in real-time, fostering efficient communication and shared insights. Automate Processes: Implement automation features to save time and reduce manual effort, allowing your team to focus on strategic initiatives. Integrate with Other Tools: Connect Stackby with other essential business tools to create a unified ecosystem for your business development efforts. Track and Analyze: Regularly monitor and analyse the data in your template to gain actionable insights and make informed decisions In the fast-paced world of business development, having a structured approach is paramount. Utilising a Business Development CRM Template in conjunction with the powerful features of Stackby can significantly enhance your ability to manage leads, build relationships, and drive sustainable growth for your business. Embrace the efficiency and effectiveness that this dynamic combination brings to your business development endeavours.Check out Related Templates: Dealflow CRMFundrasing CRM