Loan Agency CRM Template

Manage clients, tasks, billing, employees, reminders, documents, reports and more in this template for CA and Tax Professionals. 

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

Managing patient relationships, appointments, and healthcare records can be challenging for hospitals, clinics, and healthcare providers. The Healthcare CRM Template in Stackby helps simplify patient tracking, medical history documentation, and communication. This no-code CRM system allows medical professionals to organize critical patient information, streamline workflows, and enhance overall healthcare service quality. Whether you run a hospital, private clinic, or telemedicine practice, this template ensures your team stays organized, patient engagement improves, and administrative work is reduced. Why Use the Healthcare CRM Template? Healthcare organizations must efficiently manage patient records, medical appointments, treatment histories, and communications. A traditional paper-based or unstructured system can lead to inefficiencies, misplaced data, and delays in care. This Healthcare CRM Template helps: Organize patient profiles, including contact details, medical history, and prescriptions. Track upcoming appointments, follow-ups, and treatments. Improve communication with patients through automated reminders. Store and manage doctor, nurse, and healthcare staff assignments. Monitor financial transactions, insurance claims, and billing records. With this template, healthcare providers can focus more on patient care and less on administrative burdens. How This Template Works in Stackby The Healthcare CRM Template includes multiple tables and views designed to manage different aspects of patient care and healthcare operations: 1. Patients Table Stores essential patient information such as name, contact details, date of birth, and medical history. Allows you to record allergies, past treatments, ongoing medications, and insurance details. Helps track patient visits and assign them to specific healthcare professionals. 2. Appointments Table Manages scheduled appointments, follow-ups, and cancellations. Includes fields for appointment dates, times, assigned doctors, and patient concerns. Tracks appointment statuses (e.g., confirmed, completed, rescheduled). 3. Communication Log Table Records all patient interactions, including emails, calls, and messages. Tracks consultation notes and follow-up reminders for each patient. Helps improve patient engagement by ensuring no communication is missed. 4. Medical Staff Table Lists doctors, nurses, and healthcare workers along with their specializations. Assigns specific medical staff to patients or appointments. Helps manage work schedules and shifts efficiently. 5. Financial Transactions Table Tracks invoices, payments, insurance claims, and medical billing. Ensures transparency in financial records for both the hospital and patients. Each table can be customized to fit the specific needs of your healthcare organization, making it easy to manage patient relationships and medical operations. Key Benefits of Using This Template 1. Centralized Patient Information Store all patient details, medical history, and treatment plans in one accessible database. Reduce paperwork and enhance data security. 2. Improved Appointment Scheduling Efficiently schedule, reschedule, or cancel appointments while keeping track of patient visit history. Send automated reminders to reduce no-shows. 3. Better Patient Communication Maintain logs of patient interactions, ensuring that important updates, test results, and follow-up instructions are never missed. 4. Seamless Staff Management Assign medical professionals to patients, track their availability, and ensure a smooth workflow in clinics and hospitals. 5. Financial Transparency Keep a record of medical billing, insurance claims, and payments. Maintain accuracy in financial transactions and reduce errors. Who Can Benefit from This Template? Hospitals & Clinics: Organize patient records, track visits, and manage communication. Private Practitioners: Streamline scheduling, medical notes, and patient follow-ups. Telemedicine Providers: Maintain detailed patient histories and communicate seamlessly with remote patients. Medical Billing Services: Track transactions, invoices, and insurance payments. Getting Started with the Healthcare CRM Template Copy the Template: Start by adding the Healthcare CRM Template to your Stackby workspace. Customize Fields: Adjust the template fields to match your patient management needs. Import Data: Add patient records, appointment schedules, and staff details. Integrate Automations: Connect with third-party tools like Google Calendar, email services, or WhatsApp API for automated reminders. Collaborate in Real-Time: Share the CRM with doctors, nurses, and administrative staff to ensure smooth coordination.

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

Sales success depends on having a clear, structured strategy that aligns with your business goals. The Stackby Sales Strategy Template is designed to help businesses create, execute, and monitor their sales plans with ease. This template provides a comprehensive framework for tracking leads, managing sales activities, and measuring performance—all in one place. Whether you’re building a new sales strategy or refining an existing one, this template offers the flexibility and insights needed to drive consistent growth. What is the Sales Strategy Template? The Sales Strategy Template from Stackby is a customizable solution that helps businesses organize and streamline their sales activities. It includes dedicated tables for tracking leads, sales performance, outreach activities, and conversion metrics. By consolidating all sales data in one place, it becomes easier to analyze trends, identify gaps, and make data-driven decisions. This template is suitable for sales teams of all sizes, from startups to enterprise-level businesses. It helps sales managers and team members collaborate, align goals, and execute a consistent sales process. Why Use the Sales Strategy Template? A well-defined sales strategy eliminates confusion, increases efficiency, and improves conversion rates. The Stackby Sales Strategy Template helps you organize every aspect of your sales process, from lead generation to closing deals. Key Benefits: Organized Sales Process: Track every lead, deal, and sales activity in one place. Data-Driven Insights: Measure performance and adjust strategies based on real-time data. Increased Efficiency: Automate follow-ups, outreach, and pipeline updates. Team Collaboration: Improve communication and coordination within the sales team. How to Use the Sales Strategy Template in Stackby 1. Define Your Sales Goals Start by outlining your sales objectives—monthly revenue targets, lead conversion rates, and pipeline growth. Use the template to map out your entire sales funnel, from initial contact to deal closure. 2. Track Leads and Sales Activities Use the Leads Tracker table to log new leads, including source, status, and next steps. Monitor outreach efforts in the Sales Activities table to ensure consistent follow-ups and engagement. 3. Monitor Performance and Conversion Rates Track key performance indicators (KPIs) such as conversion rate, deal value, and sales cycle length. Analyze sales trends over time to identify patterns and opportunities. 4. Adjust Strategies Based on Insights Identify high-performing sales tactics and scale them across the team. Make data-driven decisions to refine your outreach, follow-up schedules, and pricing strategies. Key Features of the Sales Strategy Template Leads Management: Track all leads, including source, stage, and priority. Sales Pipeline: Visualize your sales funnel and monitor deal progress. Sales Activities: Record outreach efforts, follow-ups, and client interactions. Performance Tracking: Monitor KPIs, including conversion rate and average deal size. Automation and Integration: Connect with third-party platforms and automate data entry. Use Cases for the Sales Strategy Template Startups: Build a structured sales process from scratch. SMBs: Streamline lead generation and deal tracking. Enterprise Sales Teams: Manage large volumes of leads and deals. B2B and SaaS: Improve outreach efficiency and conversion rates. Sales Consultants: Develop tailored sales strategies for clients. Who Can Benefit from This Template? Sales Managers: Monitor team performance and refine sales strategies. Sales Representatives: Track personal sales targets and performance. Business Owners: Improve sales processes and increase revenue. Marketing Teams: Align sales strategies with marketing efforts for better results. How This Template Enhances Sales Performance The Stackby Sales Strategy Template integrates seamlessly with Stackby’s automation and API connection capabilities. You can connect to third-party CRM platforms, sales outreach tools, and communication platforms to automate data input and ensure that the template is always up to date. By centralizing all sales data in one place, Stackby helps sales teams operate more efficiently and make better decisions. Real-time tracking and performance insights enable faster adjustments to strategies, improving overall sales performance. Conclusion The Stackby Sales Strategy Template is the ultimate tool for organizing, executing, and optimizing your sales process. It helps businesses of all sizes increase efficiency, improve conversion rates, and achieve consistent growth. Get started with the Sales Strategy Template today and build a smarter, more effective sales plan!

The solar energy industry is growing rapidly, with businesses handling multiple leads, project installations, and ongoing maintenance services. Without a structured system, managing solar projects, customer interactions, and sales pipelines can become overwhelming. The Solar CRM Template by Stackby helps solar companies efficiently track leads, manage customer interactions, oversee installations, and monitor system performance. This all-in-one solution simplifies operations, improves customer management, and boosts efficiency for solar providers, contractors, and sales teams. Why Use the Solar CRM Template? Managing a solar business involves multiple processes, including: Tracking new leads and converting them into customers Managing proposals, contracts, and project installations Monitoring solar system performance and customer satisfaction Organizing team workflows and sales pipelines Many solar businesses rely on spreadsheets, disconnected tools, and manual tracking, which often lead to inefficiencies. This Solar CRM Template centralizes everything in one platform, ensuring better workflow management, lead tracking, and project execution. How the Solar CRM Template Works in Stackby This template includes essential tables to streamline lead tracking, project management, and system performance: 1. Leads Table Store lead details, including name, contact, and inquiry source Track lead status (New, Follow-up, Quoted, Converted, Lost) Assign sales representatives and follow-up dates Monitor conversion rates and optimize the sales pipeline 2. Customers Table Maintain a database of customers with contact details and project history Track system installations, warranties, and support tickets Record customer interactions for better service and engagement 3. Projects Table Manage ongoing solar installation projects Track project status (Planning, In Progress, Completed, Maintenance) Assign project managers, technicians, and deadlines Maintain documents, contracts, and approval records 4. System Performance Table Monitor energy production and system efficiency Track maintenance schedules and service logs Record key performance indicators (KPIs) such as power output and downtime Set alerts for system maintenance and customer follow-ups 5. Financials Table Track invoices, payments, and outstanding balances Manage customer financing and payment plans Monitor sales revenue and project profitability Each table is fully customizable, allowing businesses to adapt the template based on their specific needs. Key Features & Benefits End-to-End Solar CRM Solution – Manage leads, customers, projects, and performance tracking in one place Sales & Lead Management – Track inquiries, follow-ups, and conversions to optimize sales Project Tracking – Monitor installation progress and ensure timely execution Performance Monitoring – Analyze solar system efficiency and schedule maintenance Customer Relationship Management – Maintain communication logs and improve post-installation support Financial Oversight – Track payments, invoices, and revenue seamlessly Custom Views & Automation – Use calendar views, reminders, and automated workflows for efficiency Who Can Benefit from This Template? Solar Energy Providers – Manage leads, projects, and customer support effortlessly Solar Contractors & Installers – Track project installations and service schedules Sales & Marketing Teams – Optimize sales pipelines and improve customer engagement Renewable Energy Consultants – Organize client data, proposals, and system performance insights Financing & Support Teams – Manage payment plans and monitor customer financials Getting Started with the Solar CRM Template Sign up for Stackby and access the Solar CRM Template Add leads, customers, and project details to begin tracking your workflow Assign tasks, update project statuses, and monitor performance metrics Use automation and reminders to streamline operations and ensure follow-ups Generate reports and analyze performance data to optimize efficiency With real-time tracking, collaboration tools, and automation, Stackby makes solar business management easier than ever.

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

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 

How Stackby's Customer Testimonials Template will help ? How do you know if a particular marketing strategy, sales process, or product launch has been beneficial for your company? The answer to this question lies in customer testimonials. Customer feedback or testimonial is the response or information given by a customer regarding any aspect of your company. From marketing to customer service, feedback from your users will help you understand if the current strategy you employ is working in your favor. Customer testimonials give you much-needed insight into what the client is looking for and how you can modify your strategy to meet their expectations. Therefore, utilizing a Customer Testimonials Template can significantly boost your business.  Why is customer feedback important? Allows you to analyze customer behaviour and understand customer needs.  Measure and enhance customer satisfaction. Increase customer retention and brand perception. Add new customers and improve referral rate. Lends a voice to the customer in the working of your organization Provides you an outside-in view of your company. Gives you an insight into what you can do to improve your product and service. Increases the responsiveness and credibility of your company. Online reviews improve your web presence and ranking in search engines. A company that takes its customer feedback seriously and uses it to address its shortcomings is more likely to succeed in the long run. Customers are inclined to stay loyal to your product if they feel that their response was taken seriously by you. It will also help you stay up to date with the constantly changing customer requirements and make your product and company more dynamic.  Looking for the best way to record and respond to customer feedback? Your search is over! Stackby has created a Customer Testimonials Template to help you track your customer testimonials. Is the client happy with your product and service? Are they satisfied with the customer service you provide? Is your product up to date with the latest trend? Does it fulfill all your client’s requirements?  Whether it’s customer testimonials or case study surveys, you can manage everything using this template. With the Customer Testimonials Template, you will be able to: Store all your customer feedback in one place. Record the list of companies that have provided customer feedback. Store details concerning the company, including, but not limited to, industry type, employee strength, and company logo. Monitor the total number of testimonials by each company to date. Record the name of the individual from each company who gave the feedback. Record the designation of the individual within the company. Store the testimonial given along with any case study file and related synopsis. Add and update testimonials as and when required. Understand your customers better with this user-friendly Customer Testimonials Template!