Multiple Product CRM Template

Whether you run a small local business, a start-up venture, or a multinational company, managing client orders and generating invoices for the work done is a part of your daily routine. If that’s the case, then our Order Tracking and Invoicing template is exactly what you need. Clients place orders with your company daily. It is your job to identify the tasks that need to be completed for each project and assign the same to your team members. Tracking each client order from start to finish in real-time is essential to ensure that the work is done on time. In the midst of all this, multiple invoices are generated which need to be carefully recorded and preserved. You need to monitor the due date for each invoice to ensure that you receive all the money and on time from the clients.  With multiple clients and too many project orders, it’s easy to lose track of the process. Maintaining multiple databases for this purpose can also be quite cumbersome for most companies. So, what should you do? We here, at Stackby, are committed to our goal of making your job easier. That’s why we have developed the Order Tracking and Invoicing Template for you. With this customizable and user-friendly template, you will be able to manage everything from a single interface.  How will Stackby’s Order Tracking and Invoicing Template help you monitor and manage client projects, tasks, and invoices? Using this template, you will be able to: Keep detailed records of all your current clients and the projects assigned by each client to your company. Store the billing address and billing contact for each client along with the total amount billed. You can also record and update the payment specifics and payment terms as and when required. Add contact details of all your clients to avoid any communication gap. Record the orders placed by each client. The template comes with a standardized built-in project order form which can be used by clients to assign new projects to your company. Track the ongoing projects that you and your team are responsible for and the corresponding project category (Branding/ Social Media Marketing/ Website Designing/ Online Marketing/ etc.). Monitor the overall status of each project. You can also track the total hours worked and the project rate per hour. This will allow you to calculate the total amount for each project, the corresponding tax rate, and the tax amount. Track the payment due date for a project and check if the client has made payment. Keep track of the invoices generated under each project, its amount, due date, and payment terms and conditions. Record the tasks due under each project and the team member in charge of each task. Monitor, record and update the details as and when required. Simplify and streamline your project orders and invoices with this easy-to-use Order Tracking & Invoicing Template. Related Templates: Product Catalog Legal Matter Management Asset TrackerLegal Case Management 

Knowing your competitors is essential for success in any business. By understanding their strengths and weaknesses, you can identify opportunities to improve your own product or service and gain a competitive advantage. Stackby's Competitor Analysis Template is a powerful tool to help you track and measure key information about your competitors. It includes everything you need to understand your competitive landscape and make informed decisions about your business. What is competitor analysis? Competitor analysis is the process of learning about your competitors so you can improve your own business. This includes looking at their products or services, marketing strategies, and target market. Why conduct competitor analysis? Competitor analysis is important because it can help you: Understand your competitors' strengths and weaknesses. Identify opportunities to improve your own business. Make better decisions about your product or service, marketing strategies, and pricing. Anticipate potential threats and challenges. How to Use Stackby's Competitor Analysis Template? Stackby's Competitor Analysis Template is easy to use and customize. Simply add your competitors' information to the tables and views, and you'll be able to compare them across a variety of metrics. You can also use the template to track trends in the market and identify opportunities to improve your business. Benefits of Using Stackby's Competitor Analysis Template Save time and money: Stackby's Competitor Analysis Template centralizes your competitor information and makes it easy to track and compare your competitors. This can save you a lot of time and money. Gain a competitive advantage: By understanding your competitive landscape, you can identify opportunities to improve your product or service and gain a competitive advantage. Make better decisions: The data you collect from your competitor analysis can help you make better decisions about your own product or service, marketing strategies, and pricing. Who is Stackby's Competitor Analysis Template for? Stackby's Competitor Analysis Template is for any business that wants to gain a competitive advantage. It is especially useful for businesses that are new to the market or that are facing increased competition. Customize your competitor analysis template Create a stack and add tables to track competitor information, such as company name, website, products or services, target market, pricing, marketing strategies, etc. Customize tables and views to meet your specific needs. Collect competitor information from a variety of sources, such as their websites, social media pages, and customer reviews. Track and compare competitors using the tables and views you created in your stack. Identify trends by tracking and comparing competitors over time. Use the data you collect to make informed decisions about your own product or service, marketing strategies, and pricing. Here are some additional tips for customizing your competitor analysis template: Add custom fields to track unique data points that are relevant to your industry or business. Automate workflows to streamline processes and set up automated reminders for data updates. Create personalized reports and views to cater to the preferences of different stakeholders. Aggregate data from various sources to gain deeper insights. Are you ready to take your business to the next level? Sign up for Stackby today and start using our competitor analysis template to gain a competitive advantage and make better decisions about your business.

Navigating the dynamic world of influencer marketing requires meticulous planning, tracking, and analysis to ensure that your campaigns are effective and yield the best return on investment. The Influencer Marketing Template for Stackby is designed to simplify and optimize this process by offering a comprehensive solution to manage your influencer relationships, track campaigns, and measure performance. Why Use an Influencer Marketing Template? Influencer marketing can significantly boost brand visibility and engagement. However, managing multiple influencers, campaigns, and performance metrics can quickly become overwhelming. This template centralizes all aspects of your influencer marketing efforts, making it easier to coordinate, analyze, and optimize your strategies. Key Features Centralized Influencer Database: Store detailed profiles of all your influencers in one place. Track their contact information, social media handles, audience demographics, and engagement metrics. This centralized database helps you quickly identify the best influencers for your campaigns based on their reach and relevance. Campaign Management: Plan, execute, and monitor multiple campaigns with ease. The template allows you to schedule campaign dates, set objectives, allocate budgets, and track progress. Keep all campaign details organized and accessible for seamless execution. Performance Tracking: Measure the success of your influencer campaigns with built-in performance tracking features. Monitor key metrics such as engagement rates, impressions, click-through rates, and conversions. The template provides visual reports and analytics to help you assess the effectiveness of your campaigns and make data-driven decisions. Customizable Metrics: Tailor the template to track the specific metrics that matter most to your brand. Whether you’re focused on ROI, brand sentiment, or audience growth, you can customize the template to capture and analyze the data that drives your marketing goals. Collaboration Tools: Stackby’s collaborative features allow your marketing team to work together efficiently. Share insights, update campaign statuses, and provide feedback in real-time, ensuring that everyone stays aligned and informed. Integration Capabilities: Seamlessly integrate the template with other tools and platforms you use. Whether syncing with your CRM, importing data from social media, or exporting reports for stakeholders, the template streamlines your workflow. Who Can Benefit? This template is ideal for marketing managers, social media strategists, and any professional involved in influencer marketing. It offers a structured approach to managing influencer partnerships, tracking campaign performance, and optimizing your marketing efforts for maximum impact. Get Started Today Transform your influencer marketing strategy with the Influencer Marketing Template for Stackby. Simplify your processes, gain valuable insights, and drive better results with a tool designed to enhance your marketing efforts.

Automate & manage your e-commerce orders from Shopify and create a custom e-commerce order management system.  The same system can be built & replicated with Woo-commerce, Amazon Seller Central, Magento and other e-commerce backends to manage your orders.  Steps to use this template: Design the orders table in Stackby  Connect your Shopify account to Stackby (via Zapier)  Bring orders data in Stackby  Map orders data to Stackby columns  Format the orders from Zapier (using Number Formatter)  Automate order KPI tracking by products Quick video on how you can create your custom order management workflow: https://youtu.be/Tw-VNgJ4eQM

Every online, B2C, retail, or e-commerce business must ensure that its products are accessible online, trusted, and convert well. This is possible with an effective product catalog. If your products are not described well, it will be hard to find potential customers. Stackby’s product catalog template is a streamlined way to organize your product catalog management and track what’s working for you and what’s not. What is Product Catalog Management? Product catalog management is the process of managing your product catalog so that all your marketing and sales channels contain high-quality product data. It includes how you organize, standardize, and publish your product across each sales channel. Why do you need a Product Catalog? Memorizing information about every product’s features is a difficult task. Making a product catalog and scribbling all the information related to the product helps the sellers and the customers make a purchasing decision. A product catalog template can help you keep track of all your products and the related information. You can use it to have easy access to all the products you have, the ones you have ordered, and those you still need to order. You can easily pull up information about any and all the products you have or sold. You can add images, add notes, and customize it. You can also use a product catalog template to categorize the products according to their build, vendor, or any way you like. Challenges Businesses face in Product Catalog Management and Tracking 1. Involvement of team and stakeholders It often becomes difficult for sales and marketing teams and other stakeholders to collaborate and ensure a smooth product catalog management process. This might lead to serious consequences such as differences in the units of measurement etc. 2. High-quality description & imagery Since there is no streamlined process, it often becomes difficult for businesses to create simplified, easy-to-understand product descriptions and add the right images/files to depict it. They need to consider the customers’ perspectives here. 3. Scope of growth When you are not tracking your product catalog efficiently, it often becomes tough to analyze the gaps in your efforts. This problem multiplies when you are trying to expand your catalog. Stackby’s Product Roadmap template can also be of good use here. 4. Finding the right catalog management tool Many businesses suffer because they are unable to find the right platform where their team can connect and collaborate to work upon the product catalogs, and share it with the right people (clients, vendors etc.) Stackby’s product catalog template helps overcome all the challenges that businesses often face while creating and managing product catalogs. How to Fix your Product Catalog Management? 1. Organize the descriptions If your product attributes are messy, it will become much more difficult to intrigue customers. So, first, you need to ensure that all your team and stakeholders are on the same page. If you are building your own product, check out our Product Launch template. 2. Manage your product data Make sure all your product data, descriptions, and other related information is organized if you want to expand your product line and business. This way you will be able to identify which strategies have worked in the past. 3. Specify roles and authorization flows Make sure your team members know their exact roles and responsibilities when changing the product catalog database. This way you can ensure data quality and minimum redundancy. Who can use Stackby’s Product Catalog Template? Stackby’s Product Catalog template can be used by e-commerce or online business owners, retailers, traders, suppliers, product managers, sales and marketing teams, or anyone who manages the creation and management of product catalogs for a business. How is Stackby's Product Catalog Template Helpful for You? Our product catalog template can streamline how your team works. It can help you keep track of all your products, their description, features, benefits, price, and more. With this template, you can do the following: Keep a track of all your products, their types, and images. Keep a record of price, color, and size for every product. Track the inventory for each product such as the number of items available, whether a product is in stock or not. Add and manage the description of the products. Record the total sale of every product and the number of items sold. Monitor the clients and dealers for every product Add and track client details like the order number, order ID, billing address, phone number, product bought, etc. Track every order detail such as order ID, order date, item name, status, invoice, bill number, price per unit, quantity, total cost, client name, etc. Track and monitor the dealer details such as name, address, rating, phone number, year established, email, products, price, quantity, invoice, etc. Other templates you can use along with Product Catalog Template: Multiple Product CRM Template Product Inventory Template Product Competitor Analysis Template. Agile Product Planning Template Product Roadmaps

Manage products, generate enquiries and orders directly from this configurable Product Order Form template.  Steps to use this Product Order Form template: Step 1: Add your product details in the Product table (Details, Price, Images etc.) and create a gallery view for the product (to share with your clients)   Step 2: Create an inquiry form using Stackby forms in the Inquiries table.  Step 3: Create two buttons - Inquire Now (linked to the inquiry form) and Buy now (linked button using your payment gateway provider hosted invoice link for that item) in the Products table.  Step 4: Bring orders automatically from your payment provider via Zapier (or Make.com or similar) in the orders table, which are linked to your products.  .. and that's it!  Keep adding your products, and build an automated inquiry and order management system along with it with this Product Order Form Template. Sign up and try it for free. Check Out Other related Teplates : Product Operations 

Product inventory is used to record and monitor a company's inventory and manage sales effectively and efficiently. Using product inventory is necessary for any company's smooth functioning, and the best way to achieve that is by using a product inventory template! A product inventory template would make things easier for the company to comprehend and make informed decisions. What is the Product Inventory Template? A Product inventory template is used to record and monitor a company’s inventory of products and manage sales. Product inventory template also makes it easier for companies to realize their best-selling product and the company's least performing product. Using a product inventory template, companies can manage their warehouses in a more organized and efficient manner. Why do you need a Product Inventory Template? Product Inventory Template will help companies to replenish their stocks in time to avoid running out of in demand products. By using a product inventory template, companies can easily manage the rise and fall of demand. They would know exactly how much inventory they have and start acting in advance to prepare themselves. Having a good product inventory system would lead to happy and loyal customers because they know you would fulfil their demands. Having a proper product inventory would lead to cost-cutting and would reduce human error issues. Fewer errors results in less money and time spent fixing the problems. Who is this template for? The inventory manager of a company can use this template to get the entire process automated, have all the information at one glance, and make important and effective inventory management decisions. How will Stackby’s Product Inventory Template help you? With a single glance, you can get an overview of all your products. Our Product Inventory template will make your job easier in the following ways: Our template lets you see a detailed summary of all the inventory your company has, in an easy and accessible way. Our template provides you with all the information required by your company to make informed decisions. Information like product name, product photo, type of product, can be easily entered to keep track. You can enter their product ID, stock left with the company, their unit price, total inventory value of every individual product, and supplier name. If required, you can also keep details about the shelf where the product is stored under stock or not indicator and a notes section, for additional comments. This template lets you individually track the inventory of individual products. You also get the option to view the inventory in a gallery view option on our template for easy analysis. You also get the options to filter through all your products and look at specific products and our template; the option to sort it using different options is also available. You can also hide certain columns for a better inspection of certain aspects of your product's inventory. You Will Also Find These Templates Useful: Product Roadmap Product Launch Agile Product Planning Template  Product Operations 

Track all your products and collect your orders automatically in your tables with this customizable order enquiry form template. Embed this form in your website and collect all details automatically in your order database.   Related Templates: Product Catalog Visitor Management System Asset TrackerCustomer Onboarding Form 

Running Facebook ad campaigns has been proven to be very effective with high conversion rates of leads into customers. However, running Facebook campaigns can be highly stressful as well. This is why a Facebook Ad Campaign Template is integral for any business. An easy way to manage multiple campaigns and their unending details is to use Facebook ad templates. Why do you need a Facebook Ad Campaigns template? Facebook campaigns can be equal parts stressful and equal parts rewarding. Managing all the little details along with tracking different KPIs and campaign metrics can prove to be a little too much to handle. An easy way to do this is to have all of your information at one place and categorize it in a way that you can access it whenever you want. Facebook ad templates are a perfect fit for your requirements! You can easily plan and manage your Facebook ad campaigns; along with tracking your campaign metrics in real-time with a Facebook campaign management template. What is Included in Facebook Ads Campaign Planning Template? The template helps you keep a track of Facebook Ads, Accounts, Campaigns, and Adsets. It includes Facebook Ads API that helps you bring – Facebook Ads data for different campaigns based on Ad IDs Facebook Accounts data based on different Account IDs Facebook Campaigns data based on different Campaign IDs Facebook Adsets data based on different Adset IDs Ads Table: This table stores all the important KPIs related to Facebook Ads such as:  CPM CPC Unique Clicks Ad Text Assets Status  Ad Header Status of Ad (Active, Inactive, Preparing) Due Date Campaigns  Leads, etc.  Accounts: This table stores all the important KPIs related to your Facebook Ad Accounts such as CPC, spending, CTR, Clicks, and impressions, and also enables you to bring the Ad Ids.  Campaigns: This table stores all the data and important metrics related to your Facebook Ad Campaigns such as Ads, Adsets, CPM, CPC, Date of Starting, Date of Stopping, Clicks, Impressions, etc.  Adsets: This table stores all the data related to Facebook Adsets such as budget, total ads in an adset, location, target audience, age of target audience, start date, CPM, impressions, CPC, spending, and clicks.  Track Facebook Ads based on their Status Stackby’s Facebook Ads planning template includes a Kanban view that helps you visualize all your Facebook Ads based on their status, that is, active, preparing, inactive, closed, etc.  Track different Ad Campaigns based on their Start Date The Facebook Ads Campaign template also includes a Calendar view that helps you visualize the different starting points of your ad campaigns.  Read more: Customizing your Stack using different Layouts (Views) Create a Facebook Ads Reporting Tool and Share it with your Clients/Team If you want to track the important KPIs of different Facebook Ads run by your team, our Facebook Ads Campaign Template makes it possible for you. It includes an Ads Reporting view that enables you to track all the important KPIs related to Facebook Ads such as:  CPC Starting date Stopping date CPM Unique Clicks Number of Clicks, etc.  Schedule API with Automatic Time-Triggers No need to manually update your Facebook Ads tracker. Just click on the clock icon beside the name of your API column and set the day and time of automation that will fetch the data from your Facebook Ads account and add it automatically to the respective columns.  Watch: How to set up time-triggered automation for the API column type  How to Create an Effective Facebook Ads Campaign 1. Identify your target personas: You must create a persona for your ideal customer that will help you understand their pain points, interests, and preferences and provide ads that would appeal to them.  2. Brainstorm: Once you know your audience, you can now search on Google and other online resources to find out what kind of ads you can create.  3. Choose your bait: This is when you create compelling content that would trigger your audience to buy your product/service. You can use power words, action words, storytelling, etc. to create your Facebook ad campaign.  4. Design creatives: Powerful words, combined with incredible designs make a perfect Facebook ad campaign. So the last step is to work on ad creatives.  How to Use Facebook Ad Campaign Template? Copy this template to your Stackby workspace. Make sure you have integrated Facebook Ads API to your Workspace using the API key.  Bring your Facebook Ads Data to Stacky using API columns based on respective IDs.  Enter data such as ad assets, ad headers, and ad text, and log the status of each ad.   Categorize your campaigns and paste the links of the ads that are running under that campaign. Track the most important KPIs of different Facebook Ads Campaigns in one place using our JSON data explorer.  Schedule data fetch using time-triggered automation and bring data in real-time to your tables.  Watch: How to use JSON Data Explorer in Stackby  A well-designed facebook campaign might get hectic to manage, but with this Facebook Campaign template - you can efficiently manage and track your Facebook ad campaigns in a single place. Collaborate & share with your team or clients, and get the most bang for the buck. Automate your Facebook ad metrics tracking , and focus on building awes ome ads with the Facebook Ad Campaigns Template.. Check out this awesome tutorial video to learn how to manage your Facebook ads.   Other automation enabled Stackby templates: Google Analytics Report Template  On-page SEO Reporting Template  SEO Backlink Analysis Template  Facebook Posts Tracker Template