Multiple Product CRM Template
Use TemplateManaging 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.
