Multiple Product CRM Template

Free Sales Asset Management for Sales Teams  Starting from the product development team to the customer service team, every team of your company contributes in one way or the other to the success of the product. Somewhere in the middle of this workflow process is the sales team which has the most crucial job of all! You can design the best product in the market and employ the most effective marketing strategies. However, none of it will amount to anything if your sales team cannot manage its assets and function efficiently! That’s why every company needs a Sales Asset Management Template. What is Sales Asset Management? Sales asset management is the process and strategy employed by a company to manage its multiple sales assets. This includes internal reference materials, presentation decks, whitepapers, demos, and landing pages. An effective sales asset management plan will enhance the efficiency and productivity of your sales processes. It will enable your sales team to get access to the right content at precisely the right time. Asset management also makes sure that all your content is up-to-date and relevant to the current sales strategy. However, the process of sales asset management can often be quite chaotic. Having trouble tracking and updating all your sales stacks and whitepapers? We have a solution. Solve all your asset management problems with our custom-made Sales Asset Management Template! Enable your sales team to save a ton of time by giving them access to our asset management template. From sales decks to demos and landing pages, your sales team can now store and update every asset with the click of a single button. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Using our Asset Management Template, you can now: Track all your sales assets on one platform. Get instant access to the sales asset details whenever needed. Record the name of each sales asset (Deck/ Whitepaper/ Demo/ Landing Page). Record the category each asset belongs to (Video/ Printed Brochure/ Document/ Link/ etc.). Add attachments related to each asset, if any. Store the website link of the asset, if any. Add an industry category to each asset (Film Production/ Fashion/ HR and Recruitment/ Event Management/ etc.). Record the plan for each asset. Add the market targeted by each asset (Asian/ American/ European/ African/ Australian/ etc.). Record the date each asset was created on. Record the date when the same asset was last updated. Store the usage policy and current status of each asset. Record the name of the asset creator/ owner. Update the details as and when required. With Stackby’s Sales Asset Management Template, you can now simplify the work of your sales team instantly! Copy the stack and start using it today to boost your sales performance!Related Template: Sales Pipeline  

Salon CRM Template: The Simple System That Keeps Clients Coming Back  Most salons lose repeat clients the same way. Not because of a bad service. Not because of pricing. The client had a great experience, walked out happy, and just... never heard from you again. Six weeks later, they booked somewhere else. A salon CRM template closes that gap. It's a structured system for tracking every client, every visit, every follow-up, all in one place your whole team can actually use. And you don't need expensive software to get one. Stackby offers a free, ready-to-use template that takes minutes to set up, not weeks. Whether you're running a solo studio or managing a team of eight stylists, getting your salon client management organized is one of the most practical moves you can make right now. What Is a Salon CRM Template? It's simpler than the name suggests. A salon CRM template is a pre-built database for managing your client relationships. Think of it as an upgraded client book, one that connects names, contact info, appointment history, service records, and follow-up status all in one place. Not scattered across texts, a paper book, and two different calendar apps. But it's not a booking app. Booking apps handle the calendar. A salon client management system handles the relationship: who your clients are, how often they come in, what services they love, and what it takes to bring them back when they've gone quiet. Those are two very different problems.Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets.Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed.Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline.Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Key Features of a Good Salon CRM Template A solid beauty salon CRM setup should include: Client profiles with contact details, preferred stylist, and notes on allergies, color history, or texture preferences Appointment history linked directly to each client record, not just floating on a calendar Service tracking so you can see exactly what was done, when, and at what price point Follow-up flags for clients who haven't booked in 6-8 weeks Revenue per client to identify your most valuable regulars over time That last one gets skipped more than it should. Knowing that one client spends $180 every five weeks changes how you think about retention. A lot. How to Use a Salon CRM Template: Step by Step Getting started doesn't have to be a weekend project. 1. Import your client list. Names, phone numbers, email addresses. Don't wait for perfect data, start with what you have. 2. Fill in recent visit history for your regulars. Focus on the top 30% who drive most of your revenue first. 3. Customize your fields. Add columns that match how your salon actually works: hair color code, membership tier, "client since" date. 4. Set a follow-up rule. Anyone inactive for eight weeks gets a check-in message. Build this into your weekly routine. 5. Assign client ownership. If you have multiple stylists, each client gets a primary contact. This prevents anyone from quietly disappearing without notice. 6. Review it every Monday. Ten minutes. Who's overdue for a follow-up, who has a birthday this month, who hasn't been in a while. The system works when you work it. Three Scenarios Where This Actually Pays Off The solo stylist building a client base. You're doing everything yourself. A salon appointment tracker keeps your notes and follow-up schedule from living entirely in your head, which starts falling apart somewhere around client 50. The multi-stylist salon with coordination issues. Two stylists, a front desk person, zero shared system. A salon booking management template means everyone works from the same data instead of two spreadsheets that never quite agree. The spa offering packages or memberships. Once you're selling packages, you need to track sessions remaining, expiry dates, and who bought what. A basic spreadsheet technically handles this. Until it doesn't. Comparing Salon CRM Options Booking apps win on scheduling. They're just not designed for relationship management, and that's not a knock on them. It's simply not what they're built for. A dedicated salon business CRM handles the part that actually drives rebooking. How Stackby Helps With Your Salon CRM Template Stackby is built for exactly this use case. It's a no-code platform that combines spreadsheet flexibility with database functionality, which in practice means your team can customize it without involving anyone technical. The salon CRM template on Stackby comes pre-built with the structure already in place. What you're doing is personalizing it, not building from scratch. Specific features worth knowing about: Linked records between clients, appointments, and staff that connect automatically Form views for capturing new client intake directly into your database, no double entry Multiple views (grid, kanban, calendar) so you can see data the way you need to Automation options for follow-up reminders and appointment confirmations API integrations if you want to connect your existing booking or email tools It's a real cloud-based salon CRM template your whole team can access from anywhere. No version control headaches, no emailing spreadsheets back and forth. The one honest downside? Like any new system, it takes a week to build the habit around it. But once it's part of your Monday routine, it becomes invisible in the best way. Start your free trial at Stackby and get your client data organized today. Conclusion A salon CRM template connects client data, service history, and follow-ups into one organized system your team can actually use The right setup improves rebooking rates by making follow-up systematic rather than accidental No-code tools like Stackby let you get started for free without any technical setup or long onboarding Your clients don't stop coming back because something went wrong. Usually, they just didn't hear from you. A salon CRM template is the simplest fix to that problem. Get your records in order, set your follow-up triggers, and let the system handle the remembering. Stackby has a free template ready right now.

Free B2B Lead Generation for Sales Teams Most B2B sales teams are running on a Google Sheet that's been duplicated three times, has columns nobody remembers creating, and hasn't been updated since the last pipeline call. Sound familiar? Losing track of prospects isn't a motivation problem. It's a system problem. A proper B2B lead generation template gives your team one shared place to track leads, manage outreach, and see exactly where each deal stands - without Slack threads or status meetings eating your week. That's the gap Stackby was designed to fill. This guide covers what your template needs, how to use it, and what most teams get wrong when they set one up. What a B2B Lead Generation Template Should Actually Track A name-and-email list is an address book. A real B2B lead management setup looks different. Your template needs these fields at minimum: Lead source (cold email, LinkedIn, referral, inbound) - so you know which channels are working Company details (size, industry, location) for quick qualification Pipeline stage (New, Contacted, In Conversation, Proposal Sent, Closed Won/Lost) Assigned owner - if everyone owns the lead, nobody does Last contact date - the field most teams skip and then regret Next action + due date - the single column that drives follow-through Estimated deal value - so your team naturally prioritizes high-value prospects Skip any of these and you've got a pretty table that doesn't actually run your B2B sales pipeline. Why Spreadsheets Break Down as Lead Management Databases Spreadsheets aren't bad tools. But using one as your primary sales prospecting system for a growing team creates friction that compounds fast. There are no reminders when a follow-up goes 30 days overdue. Two people editing the same row causes chaos. Filters get rebuilt every Monday. And that one rep who color-codes cells using a system nobody else has learned? That's causing real missed deals. The bigger issue with spreadsheets as a B2B prospect tracking tool: you can see data but you can't act on it. No pipeline view. No automation. No way to roll up conversion metrics without building formulas that break themselves two weeks later. Honestly, the "just use a spreadsheet" approach runs out of road faster than most teams expect.Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets.Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed.Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline.Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. How to Use a B2B Lead Generation Template: 5 Steps Step 1: Define your pipeline stages first. Before you touch the template, agree on what each stage actually means. Four to six stages is the sweet spot. More than that and nobody uses them consistently. Step 2: Set up your core fields. Start with eight fields max. Teams that add 20 fields on day one abandon the system by week three because data entry takes too long. Step 3: Import your existing lead list. Don't start fresh if you already have data. Migrate it in, even if it's messy. Clean as you go. Step 4: Assign owners to every row. Every lead needs a human name next to it. No exceptions. Step 5: Build a weekly review habit. Your lead generation tracker only works if your team opens it. Block 20 minutes every Monday to review the pipeline, update statuses, and flag overdue follow-ups. 3 Real Use Cases Startup sales team (under 10 people): You're doing outbound cold email alongside inbound. You need a simple B2B lead tracking system your whole team can update in real time, without coding or a six-month CRM rollout. One shared template with a kanban view for pipeline stages and a grid view for data entry covers everything. Marketing agency managing client leads: You're handling lead generation across multiple client accounts simultaneously. A separate B2B lead generation template per client, all inside one workspace, lets you track source performance, report on pipeline status, and manage outreach without bouncing between five tools. Mid-size B2B company scaling outreach: Your team is managing 200+ active prospects at any time. You need a lead management database with role-based access, automated reminders, and a reporting dashboard that shows conversion by source. A spreadsheet stopped being viable two years ago. How Stackby Helps With B2B Lead Generation Stackby sits in a genuinely useful middle ground between a spreadsheet and a full CRM. Flexible enough for small teams, structured enough for growing ones, and no developer required to customize it. Pre-built sales pipeline and CRM templates ready to adapt from day one Multiple views per table (grid, kanban, calendar, gallery) so each team member works the way they think API column integrations to pull live data from tools like Hunter, Clearbit, or your existing CRM No-code automation for follow-up reminders and status changes Team collaboration with @mentions, comments, and role-based access controls Custom reporting for tracking conversion rates, lead source performance, and B2B sales pipeline value It's a practical cloud-based B2B lead tracking system for growing businesses and agencies that want to move faster without buying enterprise software they'll use at 30% capacity. The downside? If you need deep native integrations with Salesforce or complex deal scoring out of the box, you might eventually outgrow it. But for most B2B teams under 50 people, it handles everything they actually need. Start your free trial at Stackby - first workspace is free, no credit card needed. Common Mistakes Teams Make With Lead Templates A few things come up constantly when a B2B lead generation template doesn't stick. Too many fields too early. Everyone wants to capture everything on day one. Resist it. Start with eight fields. Add more only when your team actually asks for them, not when you think they might need them someday. No single owner per lead. Shared ownership kills accountability. One name, one row. Every time. Ignoring the "last contacted" date. This field feels optional until you have a 90-day-old prospect in your pipeline you were convinced was almost closed. It's not optional. Treating the template as a record instead of a workflow. Your B2B prospect tracking system should be where work happens, not just where it gets documented after the fact. If reps are updating it at the end of the week from memory, you've already lost most of the value. Conclusion A B2B lead generation template doesn't fix a broken sales strategy. But it does give a working one a real backbone. Without a structured system, you're relying on individual memory and good intentions, and both have a short shelf life in a busy sales team. Your template needs more than contact details - pipeline stage, owner, last contact date, and next action are non-negotiable fields Spreadsheets fail as business lead tracking tools because they can't drive workflow, only store data Start with eight fields max and build from there - complexity kills adoption faster than anything else If you want a practical lead generation tracker your team will actually open every morning, give Stackby a try. The free plan is genuinely useful, and you'll have a working B2B lead generation template set up in under an hour.

Free Customer Success Management for Sales Teams  Whether you’re developing an app or website, the ultimate goal is to cater to the needs and requirements of customers! It is the customers who will determine your success or failure in the end. What is customer success? The concept of customer success is not new. When a customer uses your product, if their needs are met, and they get the desired outcome, we term it as customer success. A company is required to understand customer needs and anticipate any future challenges to form a strategy that will ensure maximum customer success. The needs of the user should be in perfect sync with the goal of the company. To be able to meet customer needs and address potential problems to achieve customer success, you must have a clear idea about when, how, and why customers are using your product. With our Customer Success Management Template, you will be able to monitor these details in a more organized manner.  Where does Intercom come in? For improved customer satisfaction and success, you have to provide the best possible customer support. Intercom allows you to do just that. With its conversational customer engagement and support services, you can connect with your customers and significantly enhance their experience. This, in turn, will help you forge long-lasting relations and boost your sales and revenue! Supporting customers via Intercom will give you a great deal of information on your customer profile and product usage. Starting from the duration and number of user sessions to when they were last seen on your application, you can get access to a wide variety of useful customer data! Keeping track and regularly updating such data can prove to be a tedious task. That’s why we are here! We here, at Stackby, have meticulously planned and developed a one-of-a-kind Customer Success Management Template! By connecting a column to the Intercom API, you can now import all the user data generated in Intercom to the success plan template. This automated template will eliminate the need to manually enter data about each client or customer. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Using Stackby’s Customer Success Management Template, you will now be able to: Keep track of the details of your users or customers automatically via Intercom API. Record the name of the users. Store the email ID and relevant contact details of each user on a single platform. Track the city and corresponding country to which a particular user belongs. Record the current session count and other data, including the duration of each session. Import other relevant information (like custom events that you configure for your product) from Intercom. Monitor, track, and automatically update the data related to all users and customers. Customer engagement and customer success management have never been so easy. Check out this automated customer success management template to track everything about your users and build custom cohorts. 

Free Inventory & Sales Tracker for Sales Teams  Streamline Your Inventory & Sales Tracking with Ease Managing inventory and sales can be overwhelming, especially when data is scattered across spreadsheets or manual records. The Inventory & Sales Tracker Template by Stackby helps businesses keep real-time track of stock levels, sales performance, and customer orders—all in one intuitive dashboard. Why Use an Inventory & Sales Tracker? A well-organized inventory and sales tracking system can significantly improve business efficiency. Without a proper system, businesses may face:Overstocking or stock shortages.Inaccurate sales tracking leading to revenue loss.Delayed customer order fulfillment.Poor inventory visibility, making restocking decisions difficult. This template eliminates these challenges, offering a centralized, automated, and easy-to-use solution for businesses of all sizes. Key Features of the Inventory & Sales Tracker Real-Time Inventory Management Track stock levels of all products in real time. Set low-stock alerts to avoid running out of essential items. Auto-update stock counts as sales occur. Sales & Revenue Tracking Monitor daily, weekly, and monthly sales trends. Analyze best-selling products and customer purchase behavior. Calculate total revenue and profit margins automatically. Customer Order Management Log customer orders with purchase details and order status. Track pending, shipped, and completed orders efficiently. Improve customer satisfaction with faster order processing. Automated Reports & Insights Generate sales reports and inventory summaries in a few clicks. Use dashboards to visualize trends and make data-driven decisions. Export reports for record-keeping and business planning. Customizable & Scalable Modify fields to match your business needs. Scale as your business grows—track unlimited products and sales. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Who Can Use This Template? This tracker is perfect for:Retailers & E-commerce Stores – Manage stock levels and sales performance across multiple channels.Wholesalers & Distributors – Keep track of bulk orders and stock movement.Small Businesses & Startups – Gain control over inventory and optimize sales.Sales Teams – Monitor revenue, analyze performance, and improve forecasting. How to Use the Template Add Your Products – Input product names, SKUs, stock levels, and pricing.Log Sales & Orders – Track each sale with customer details and order status.Monitor Inventory – Auto-update stock levels and get alerts when running low.Analyze Reports – Use dashboards to track sales trends and make informed decisions. Optimize Your Business with Stackby With this Inventory & Sales Tracker, businesses can efficiently manage stock, boost sales, and enhance customer satisfaction. Stop relying on messy spreadsheets—get started today! Try it now on Stackby – Free to use!  

Free Construction CRM for Sales Teams  Managing construction projects involves handling multiple moving parts—client interactions, project timelines, budgets, materials, and team coordination. The Construction CRM Template simplifies these complexities, ensuring seamless communication, organization, and efficiency in construction project management. For a broader understanding of CRM systems, see what is CRM .  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. Status tracking to ensure timely completion using different Stackby Views for organizing and visualizing project information.  Construction businesses can also organize supplier and contractor relationships through a Vendor Management workflow.  Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. 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. Use a Project Tracker to monitor project tasks, deadlines, assigned personnel, and completion status.  Status tracking to ensure timely completion. 2. Client & Contact Management Maintain an up-to-date client database with communication history. Maintain an up-to-date client database with communication history. This approach aligns with the practices covered in client management tools . Maintain a centralized Client Database with client contact details, communication history, and project information.  Track ongoing and past projects for each client. Track client communication and project history using the Client Database structure.  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. Set up Stackby Automations for notifications and automated updates to improve project oversight. 

Free School CRM for Sales Teams  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. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. 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.

Free Sales CRM for Sales Teams  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. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. 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 

Free PR Agency CRM for Sales Teams  Are you a PR agency looking for ways to manage your projects and track your progress? If yes, then you must try Stackby's PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/maintaining their contact lists Understand what is important for their contacts Keep in touch with their clients and contacts Monitor their pitches Stay up to date on every project/client Measure the results Link all the above-mentioned things together CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Top 3 Benefits of Using Our Pre-Built CRM for Public Relations 1. Manage contacts in a breeze Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more! Unlike traditional Excel alternatives, this template provides a more robust solution for managing your PR relationships. 2. Follow-up consistently No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team. This integrated approach works seamlessly with our client database functionality to ensure no follow-up falls through the cracks. 3. Track your progress If you want to track which of your PR pitches got approved, how many pitches got published, what's the community size of every publication where your brand got exposure and so on, you can use this CRM template. Similar to our marketing campaign tracker, this template provides comprehensive analytics for your PR efforts. Who Can Use Stackby's PR Agency CRM Template? Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients. Whether you're managing multiple campaigns or focusing on specific industry verticals, this template adapts to your workflow needs. How Will Stackby's PR Agency CRM Template Help You? The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Article Management Monitor all the PR articles that you are creating Attach briefs related to every article Store the links for every article so that you can access them at any time Track which articles are published under which publication Store the date and time of publication of the articles Maintain any notes related to PR articles Publication Tracking Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication Monitor publication reach and engagement metrics Press Contact Management Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Organize contacts by industry, publication type, and relationship strength Track communication history and preferences Content Planning Integration For PR agencies managing multiple content streams, our PR Agency CRM template integrates seamlessly with content planning workflows. You can coordinate your press releases, media pitches, and content calendar all from one centralized platform. This approach is particularly effective when combined with social media calendar management, allowing you to synchronize your PR efforts with broader marketing initiatives. Advanced Database Features Unlike traditional spreadsheets vs database solutions, our PR Agency CRM template leverages advanced database capabilities. You can easily import existing contact data using our CSV to database or Excel to database conversion tools. Security and Collaboration Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much more robust way and share the project with your team members and/or clients, all at the same time. The template supports seamless collaboration features that work well with remote work environments, ensuring your team stays connected and aligned on all PR initiatives. Getting Started Ready to transform your PR operations? Start with our free CRM templates to see how database-driven contact management can streamline your workflows. The PR Agency CRM template is part of our comprehensive suite of database templates for marketing agencies, designed to help you scale your operations efficiently. Whether you're tracking campaign performance, managing client relationships, or coordinating with media contacts, this template provides the structure and flexibility you need to succeed in today's competitive PR landscape. Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to: Start building/ maintaining their contact lists  Understand what is important for their contacts Keep in touch with their clients and contacts  Monitor their pitches & team's activities  Collaborate with the team to get things done  Stay up to date on every project/client  Measure the results  CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion. Top 3 benefits of using our pre-built CRM for public relations: Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!  Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.  Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.  Who can use Stackby’s PR Agency CRM Template?  Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s PR Agency CRM Template help you?  The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following: Monitor all the PR articles that you are creating  Attach briefs related to every article  Store the links for every article so that you can access them at any time  Track which articles are published under which publication  Store the date and time of publication of the articles  Maintain any notes related to PR articles  Track all the publications and their status (Trade publications, online articles, blog, etc) Track the contacts related to every publication  Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc) Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.Related Template: Product Competitor Analysis

Free Mutual Fund Distributor CRM for Sales Teams  The Mutual Fund Distributor CRM template is specially built for independent financial advisors and mutual fund distributors to help manage investor relationships, monitor investment transactions, track KYC compliance, and streamline daily operations. This no-code CRM solution helps organize all key client information in one place, from onboarding to ongoing investment tracking. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works. Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets. Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed. Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline. Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Key Tables in the Template 1. Investor_Clients This table is your client master list. It holds detailed profiles of all investors you manage. You can capture: Name Contact information PAN details Risk appetite Investment goals Linked documentsThis centralized view helps you get all relevant client info at a glance. 2. Investment_Transactions Track each mutual fund investment made by your clients, whether SIPs (Systematic Investment Plans) or one-time investments. The table includes: Client Name (linked from Investor_Clients) Scheme Name Date Units Mode of Payment StatusYou can easily calculate total units based on NAV and amount, and monitor investment performance over time. Top Features of This Template Client-Centric Database: Organize clients by name, risk category, or investment behavior. Customize columns to fit your workflow. Real-Time Transaction View: Track SIPs, lumpsum investments, and redemption transactions with ease. KYC & Compliance Tracker: Ensure each client’s documentation is up to date to avoid compliance risks. Linked Records: All tables are interconnected, letting you click from a transaction to a client’s full profile in seconds. Collaborative Access: Easily share access with team members while controlling editing rights. Automation-Ready: Integrate with tools like Google Calendar, Gmail, and WhatsApp for alerts and client reminders. Custom Views: Build filtered views for top-performing clients, overdue KYC, or SIPs due next month.  Use Cases Independent Mutual Fund Distributors: Organize clients, schemes, and SIP dates in one structured CRM system. Wealth Managers: Track multiple investments across categories and clients for high-net-worth individuals (HNIs). Financial Advisors: Monitor ongoing goals and deliver performance reports in real time. Operations/Compliance Teams: Track FATCA, KYC, and documentation statuses to ensure nothing falls through the cracks. Why Use This Template? Managing multiple investors and their respective investments can become a manual and messy process without a system. The Mutual Fund Distributor CRM template helps you transform your client servicing from reactive to proactive. You no longer have to search across spreadsheets or emails to answer simple client questions like:"How much did I invest last year?" or "What’s my SIP due this week?" With automated tracking, centralized records, and a customizable dashboard, you’ll always stay one step ahead — improving client satisfaction, reducing compliance risk, and saving time.