Mutual Fund Distributor CRM Template

Managing finances effectively is crucial for any organization or household. Whether you're creating an annual budget for a nonprofit, planning your business finances, or organizing your household expenses, having the right tools can make a big difference. Stackby's Yearly Budget Template is designed to make budgeting easier and more efficient for everyone. Why Choose Stackby's Yearly Budget Template? Versatile for Different Needs Our yearly budget template is adaptable to various situations. It works well as an annual budget template for nonprofits, businesses, or households. You can easily customize it to fit your specific financial planning needs. User-Friendly Design We've created a template that's easy to use but doesn't skimp on features. If you're comfortable with an annual budget sheet template in Excel, you'll find our interface familiar and intuitive. It offers the functionality of spreadsheets with added benefits of a database system. Customizable to Your Budget Process Every organization or household has unique budgeting needs. Our template is flexible, allowing you to add categories, create custom views, and adjust the annual budget format to match your preferences. It's designed to adapt to your financial structure, not force you into a one-size-fits-all approach. Features That Make Budgeting Easier Comprehensive Overview: Get a clear view of your entire yearly budget at a glance. Monthly Breakdown: Easily track and manage your budget month by month. Income and Expense Tracking: Categorize and monitor all your financial inflows and outflows. Customizable Categories: Add or modify budget categories to match your specific needs, whether for a nonprofit, business, or household. Visual Reports: Generate charts and graphs to visualize your budget performance. Collaboration Tools: Share and work on your budget with team members or family, with controlled access. Stackby's Advantages for Every User Our yearly budget template offers benefits for various users: For Nonprofits: Use it as an annual budget template for nonprofit organizations, tracking grants, donations, and program expenses effectively. For Businesses: Utilize it as an annual budget template for business planning, forecasting, and financial management. For Households: Employ it as a yearly household budget template to manage personal finances and savings goals. For Financial Planners: Leverage its flexibility to create and manage budgets for multiple clients with ease. Start Better Budgeting Today Effective financial management is key to success, whether for an organization or personal finances. Stackby's Yearly Budget Template isn't just a tool; it's a pathway to better financial control and planning. Take the first step towards improved financial management. Whether you need an annual budget template for a nonprofit, a business budgeting tool, or a yearly household budget template, Stackby has you covered. Try Stackby's Yearly Budget Template today and experience how it can transform your budgeting process. Your financial future will thank you.

Have you ever thought about how important your client intake form is? Most lawyers or people who provide legal services give a form to every client, preferably known as the legal client intake form. This form asks for complete information from the client regarding themselves, their family, and the legal matter for which they want to seek advice.  Why does your client intake form matter? Form a great first impression: The client intake form is the first thing that a new or potential client looks for in your firm. It can set the right tone for a trustworthy relationship.  Showcase professionalism: A strong intake form says that you are a competent, professional lawyer on whom a client can rely.  Collect the right information: You can use the client intake form to collect the right information about your clients. Your legal intake form is critical to ensuring you have the information you need.  Who can use Stackby’s Legal Client Intake Form Template? Stackby’s Legal Client Intake Form Template is built for law firms, attorneys, legal advisors, lawyers, advocates, legal case managers, legal operations managers, administrative staff, etc.  What is included in Stackby’s Legal Client Intake Form Template? Basic contact information: A strong client intake form should collect all the important information about a client that you need to address their legal matters. Neglecting this information may cause you to lose your lead. So make sure you are storing their full name, address, email, phone number, date of birth, and photo.  Case information: The next important thing you need in a client intake form is their case information. For instance, the nature of their case, details of their case, and important date, time, and events. This information is necessary for you to proceed with their case.  The annual income of clients: It is important for you to know about the annual income of your potential clients. Your prospect should not only be to hire qualified clients but also the clients who can pay you. The target income that you set might vary from your competitors but the knowledge of your annual income is essential to find the right clients.  How will Stackby’s Legal Client Intake Form Template help you?  Stackby’s pre-built legal client intake form template helps you to store and manage important client information for future use in just a few clicks. You can share our pre-built client intake form with your clients by customizing it as per your requirements. With this client intake form template, you can do the following: Keep a track of all your new and old clients  Track the status of the cases/clients (In Process, Pending, At Next Stage, etc) Tracking the intake date of every client Recording important information about every client (Gender, Date of Birth, Birth Place, State Born in, etc) Storing the personal details of every client (Current Address, Current City, Current State, Country, Zip Code, Driver’s License, etc) Storing the contact information of clients (Email address, Phone number, Home Phone number, Emergency Contact number, etc) Storing the professional details of clients (Designation, Work Contact number, Annual Salary, Office Address, Work Country, etc) Storing the spouse details of clients (Spouse Name, Spouse Date of Birth, Spouse Contact number, Spouse Work Position, Spouse Address, Spouse City, Spouse State, Spouse Country, etc) Taking note of the purpose of the visit of the clients Use our legal client intake form template and put your best foot forward with new clients. Check out more Finance & Legal Templates.  Legal Case Management Template  Legal Matter Management Template  Legal Case Tracking and Billing Template  Legal Case Analysis Template. 

Managing business contracts efficiently is crucial for ensuring smooth operations and minimizing legal risk. But not now, as our Business Contract Management Template provides a comprehensive solution for organizing all your contracts, agreements, deeds, and more on one easily accessible platform. With the customizable columns and intuitive features this template streamlines the contract management process, allowing you to stay organized and in control. What is Business Contract Management Template? This template offers a user-friendly interface and intuitive features that make contract management a breeze. The robust features and capabilities can harness your full potential in business contract management and streamline the process by enhancing collaboration and driving greater efficiency and effectiveness across your organization. Key features Customizable Columns The template suits your specific needs by customizing different columns. Whether you want to categorize contract types, mention the parties involved, or track contract activity, this template has the flexibility to adapt to all your requirements. Upload Files So say goodbye to hunting through email attachments or scattered files on your computer. With our template, all your contracts are conveniently centralized in one location. You can easily upload contract files directly into the template, and all the relevant documents are securely stored and readily accessible. Effective Date and Expiration Date You can keep track of important dates, such as the effective date and expiration date of each contract. By clearly documenting these dates, you can proactively manage contract renewals, terminations, and renegotiations, preventing any lapses or oversights. Category Mention You can categorize contracts based on their nature or purpose for better organization and easy retrieval. Whether it is a lease agreement, vendor contract, or service agreement, categorizing them can help you streamline the management process and improve overall efficiency. Notes Section Add notes or comments to provide additional contexts or details related to the specific document, Whether it is a reminder key point or instructions for future reference, the note section allows you to capture important information directly within the template. How to use Stackby’s Business Contract Management Template You can easily use this no-code template by adding it to Stackby’s workspace. All you need is to customize the columns based on your specific requirements or add and remove the columns in line with your file management needs. Simply upload a contract file by clicking on the designated area within the template. Next, you need to fill in the necessary details for each contract, including the type of parties involved, the effective date, the expiration date, and any other additional notes. Regularly update the template with any related activities, such as amendments, renewals, or communications, that help maintain an accurate record of all related interactions. Periodically review the contract management template to ensure all information is up-to-date and accurate. Advantages of using Stackby’s Business Contract Management Template This template is designed to simplify and optimize the way you manage your business contracts. Whether you are a small business owner, a legal professional, or a contract manager, this template provides the tools you need to effectively organize, track, and maintain all your contracts on one convenient platform. Centralized Storage All contracts and documents related to them are centralized in one location, eliminating the need for manual searches and reducing the risk of misplaced or lost ones. Improved Organization With Stackby’s Business Contract Management Template, you can enhance the organisation of your contract, making it easier to locate and retrieve the information quickly. Enhanced Efficiency You can streamline the contract management process and improve overall efficiency with unique features and customizable options for your business needs. Time Saving You can simply save time spent on manual management tasks by utilizing a structured template that automates processes and facilitates easy access to contract information. Collaboration and Sharing You can easily collaborate with team members and share access to the template. Stackby supports real-time collaboration and allows multiple users to view or edit the document information simultaneously. Automation and Integration Leverage Stackby’s automation and integration capabilities to streamline the contract management task. You can set a workflow based on the predetermined conditions and generate reports on contract activity. So what are you waiting for? Take advantage of the Stackby’s Business Contract Management Template today and streamline your contract management process to drive greater efficiency across your organization.Checkout Related Templates :Business Development CRM Legal Matter Management Legal Case Management 

In today's fast-paced world, where time is a precious commodity, how do you ensure your business runs like a well-oiled machine? Introducing Stackby's Booking System Template – a versatile scheduling powerhouse that's as flexible as your needs. Whether you're managing appointments for a bustling cleaning service, organizing academic schedules with the precision of a book template in LaTeX, or seeking a user-friendly interface reminiscent of a book template like Google Docs, our template has you covered. Why Stackby's Booking System Template is a Game-Changer Versatility That Defies Industry Boundaries Our booking system template isn't just another scheduling tool; it's a chameleon in the world of time management. From a robust booking system for cleaning services to an academic planner that rivals the structure of a book template in LaTeX, this template adapts to your unique needs. It's like having a custom-built system without the custom price tag. Intuitive Design Meets Powerful Functionality Imagine the simplicity of a book template like Google Docs combined with the power of an enterprise-grade booking system. That's what we've achieved. The clean, intuitive interface makes scheduling a breeze, whether you're a tech guru or a digital novice. It's so easy to use, you'll wonder how you ever managed without it. Customization That Speaks Your Language No two businesses are alike, and your booking system shouldn't be either. Our template offers unparalleled customization options. Add fields specific to your cleaning service, create views that match your academic department's needs, or integrate with your favorite productivity tools. It's not just a template; it's a canvas for your organizational artistry. Features That Set You Apart Dynamic Scheduling Dashboard: Get a bird's-eye view of your entire booking schedule or drill down into individual time slots with a click. Intelligent Conflict Resolution: Say goodbye to double bookings. Our system automatically detects and prevents scheduling conflicts. Client Portal Integration: Provide clients with secure access to book their own appointments, perfect for your cleaning service or consultation business. Resource Management: Allocate staff, rooms, or equipment effortlessly, ensuring optimal use of your resources. Customizable Booking Forms: Create forms that capture all the information you need, whether it's for a cleaning service checklist or academic project details. Mobile Accessibility: Manage your bookings on the go, perfect for field services or academics constantly on the move. The Stackby Advantage for Every User While other booking systems might offer basic scheduling, Stackby's solution goes further: For Cleaning Services: Optimize your team's routes, track cleaning supplies, and manage customer feedback all in one place. Our booking system for cleaning service businesses streamlines operations from start to finish. For Academics: Enjoy the structure of a book template in LaTeX with the collaborative ease of a book template like Google Docs. Schedule classes, manage office hours, and coordinate research projects effortlessly. For Small Businesses: From consultancy firms to beauty salons, our template scales to fit your needs, providing enterprise-level features at a fraction of the cost. Transform Your Scheduling Today In a world where time is money, can you afford to stick with outdated, inefficient scheduling methods? Stackby's Booking System Template isn't just a tool; it's an investment in the efficiency and growth of your business or academic department. Take the first step towards seamless scheduling and optimized time management. Whether you need a sophisticated booking system for your cleaning service, a structured academic planner akin to a book template in LaTeX, or simply a user-friendly interface like a book template in Google Docs, Stackby has you covered. Try Stackby's Booking System Template today and experience the future of scheduling. Your future self (and your clients or students) will thank you. Checkout Related Templates : Legal Matter Management Legal Case Management

In this digital era staying before your competitors is a daunting task. Without the right expertise of your competitors' strengths, weaknesses, and marketplace function, it is nearly impossible to make informed strategic choices. Companies frequently struggle with collecting and analysing these essential records correctly and efficiently, mainly due to overlooked possibilities and suboptimal strategies. Here’s The Solution Stackby's Benchmark Analysis Template gives a comprehensive solution to this problem. This template is designed to provide agencies with an established and systematic manner to research their competitors. By using this template, you may gain treasured insights into your competitors' operations, identify key tendencies, and find boom possibilities. With fields for competitor call, resource energy, aid weakness, website site visitors, sales figures, client opinions, key developments, cautioned strategy modifications, fame, development goals, and increase possibilities, this template ensures you've got all of the statistics you want to live beforehand inside the market. Why Use Stackby's Benchmark Analysis Template Understanding your competitors is fundamental to staying in advance inside the enterprise world. Here’s why you should use Stackby's Benchmark Analysis Template: Comprehensive Analysis The template helps you to research numerous factors of your competitors, from their strengths and weaknesses to their sales figures and customer reviews. This comprehensive evaluation will give you a clean photo of wherein you stand within the marketplace. Proper Planning By knowing the strength and weakness of your competitors you can make strategic selections to improve your business. The template includes fields for suggested method modifications and improvement desires, supporting your intent for the future. It enables you to proactively address marketplace adjustments and live in advance of the curve. Possibilities for Growth The template includes an area for growth opportunities, allowing you to pick out ability regions for growth or improvement. By pinpointing these areas, you could expand targeted techniques to capitalize on new opportunities and drive your enterprise ahead. Easy to Use The template is user-friendly and can be easily customized to fulfill all your needs. Simply fill inside the fields with the relevant records, and you will have a complete benchmark evaluation at your fingertips. This ease of use ensures that even people with confined analytical enjoyment can correctly make use of the template. Benefits of Stackby's Benchmark Analysis Template Informed Decision-Making With designated competitor insights at your end, you could make greater informed and strategic selections. This leads to better resource allocation, advanced advertising strategies, and in the long run, a stronger market function. Time Efficiency By presenting a structured format for competitor evaluation, the template saves you precious time. Instead of spending hours collecting and organizing information, you can focus on studying the information and imposing your strategies. Improved Collaboration The template helps better collaboration amongst your team members. With all the important information in a single place, your business strategists, advertising teams, sales groups, and product managers can work collectively greater effectively to broaden cohesive techniques. Customizability The template is completely customizable to fulfill the particular needs of your commercial enterprise. Whether you're a startup, a small business, or a large organization, you could tailor the template to suit your particular necessities. Enhanced Competitive Edge By frequently the use of the benchmark evaluation template, you could preserve a near eye on your competition and live beforehand of marketplace developments. This proactive approach ensures that your commercial enterprise stays competitive and maintains growth. Get Started with Stackby's Benchmark Analysis Template Ready to take your business to the subsequent level? Follow those easy steps to get began with Stackby's Benchmark Analysis Template: 1. Click on 'Use this template' at the top corner. 2. Sign up for Stackby and you will be directed to the Benchmark Analysis Template on Stackby’s workspace. 3. Customise the fields of the template as per your requirements. 5. Use the template to its end to leverage the complete insights of your industry. Try Stackby’s Benchmark Analysis Template today and start making a competitive selection that propel your business growth. Sign up today and take step one towards outpacing your competition! 

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 

Stackby brings a personal budget template for everyone. We know how seeing our paychecks make us feel like saving all our money for something big. But then, life happens. We are bound to spend our hard-earned money on different things we need (sometimes, on the things we want!).  A personal budget planner template helps you plan and track your spendings every month so that you can manage your cash flow and extend your savings.  Plan your savings: At the beginning of every month, you can set aside a budget for your monthly expenses.  Track your income: How much are you earning every month? Keep a track of everything in one place and plan your budget.  Track your expenses: How much are you spending and on what? Keep a track on your monthly expenses to keep a budget.  Refine your plan: If you think things are getting out of control, revise your plan and make sure you do better the next month. Jot down all your insights that can help you improve your savings.  How to use Stackby’s Personal Budget Template?  Step 1: Note your net income - To create a personal budget, you must know how much money is coming in. This net income is the total money that you receive every month in hand.  Step 2: Track your spendings - Start by listing all your fixed expenses such as rent or other fixed payments. Then track your variable expenses like groceries, bills, etc.  Step 3: Set goals - Now that you know how much money you are earning and how much money you need for expenses, you can set goals for your monthly savings.  Step 4: Plan - Decide how you will achieve those goals. For example, some people use the 60-20-20 rule where they spend 60% of their earnings, save 20% in their bank account and another 20% as an emergency fund.  Step 5: Find where to cut down expenses - Once you have the monthly list of your expenses, take note of where you can cut down and save more. This needs to be especially if you are not able to meet your financial goals.  Step 6: Keep tracking - A personal budget is of now use if you are not using it to keep a track of your income and expenses. Update your budget every week, track down every single expense for a better visualization of your cash flow.  Who can use the Personal Budget Template? Stackby’s personal budget template is useful for everyone whether you are a student, a solopreneur or a working professional. Anyone can use this template to keep a check on their monthly and yearly budget.  What are the main features of Stackby’s Personal Budget Template? Stackby’s personal budget template is the right finance tracker that you need to use to get a real picture of your finances. This tool will help you improve your spending habits and make progress towards achieving your financial goals. With this template you can: Track your monthly budget Track your actual income for every month Track the actual expenses for every month  Find savings made in every month  Keep a list of all your monthly expenses (cost, type, month) Keep a list of all your monthly incomes (income, type, month) You can further customize this template as per your personal budget requirements. You can add more columns to create a detailed budget. You can visualize your budget in the form of a grid, calendar or kanban style and get a better idea of your spendings.  Other personal and hobby templates: Work Schedule Template Habit Tracker To-do List Action Tracker Template

An Investment Tracker is used to track either the investments made by your company or just your investments accurately. An Investment Tracker spreadsheet shows you all of your purchases, your return on investments, and dividends earned on your investments. Investment tracker templates also make it easy for you to manage your investments in real-time as well! Therefore, Stackby’s Investment Tracker Template is the perfect tool to add to your financial planning infrastructure. What is an Investment Tracker Template? An Investment Tracker spreadsheet is probably the easiest way to keep track of your investments and also to assist you in planning and dividing your savings and use it efficiently in your investments. You can also track the performance of all investments in one place. Using an Investment tracker template, you can allocate your resources in the best possible manner; since all your investments are in a single place, you know which of your investments are performing well. Hence it would be easier for you to allocate your resources to more successful investments. Why do you need an Investment Tracker Template? Investment Tracker is useful for you to make informed financial decisions. Since you know all your investments and how well each one of your investments is doing, you could start your new investments or re-allocate your earnings to the investments that are doing well. You also don't need a lot of technical knowledge to perform calculations; the investment tracker performs all the calculations automatically for you. By using the investment tracker, you can keep track of international investments as well. Also, since all the calculations are done automatically, the scope of errors and inaccuracy is close to none. Another benefit of using an investment tracker is that all the information is very organized, making going through information an easy process. This information can also be easily sent to others online. Who is this template for? This template is useful for anyone who has many investments and needs a tool to manage all of them with relative ease. How will Stackby’s Investment Tracker Template help you? Our Investment Template is easy to use, simple and minimalistic. As soon as you open our template, you will see a detailed overview of all your investments and holdings of all the various companies you have invested in so far. The portfolio view window elaborately shows all the details, making sure you have all the required information. Starting with the company name, IPO, and the category of investment they are. This is a quick view of all the investments you have made so far. The rest of the template is for more in-depth information. For Example – Are you earning profit or going in loss? Net profit or loss from each investment? Share in each company's portfolio, Price per share, total value, and the total amount invested. All this information helps you be up to date with all your investments in an easy-to-view and accessible manner. All our templates have the mathematical formulas incorporated in them. You just need to input the values, and you'll have all the information compiled in an organized manner.   The portfolio window also presents you the same amount of information, but each investment is listed separately, and information is viewed according to which investment you wish to view. You Will Also find these Templates useful: Stock Portfolio Management

It's the end of the quarter, and you're staring at a jumble of numbers, trying to make sense of your business finances. Sound familiar? Whether you're a startup founder burning the midnight oil or a seasoned CFO juggling multiple projects, managing a business budget can feel like navigating a maze blindfolded. Enter Stackby's Business Budget Template – your financial GPS in the complex world of business economics. Why Ditch Your Old Spreadsheet? Let's face it, your trusty business expenses spreadsheet template has served you well. But in today's dynamic business environment, it's like bringing a knife to a gunfight. Our Business Budget Template takes everything you love about spreadsheets and supercharges it with database functionality. Familiar with a business budget template like Excel? You'll feel right at home, but with superpowers you never knew you needed. Real Solutions for Real Businesses For the Startup Founder You're wearing multiple hats, and "CFO" is just one of them. Our small business budget template example isn't just a template; it's your financial co-pilot. Track expenses, forecast revenue, and make informed decisions without getting lost in the details. For the Growing SME As your business expands, so do your financial complexities. Our business monthly budget template grows with you. Set department budgets, track project expenses, and get a bird's eye view of your financial health – all in one place. For the Corporate Finance Team Handling multiple entities or projects? Our template can be your central hub for financial data. Generate a business expenses report template like Excel with a few clicks, but with the added power of real-time updates and collaborative features. Features That Make a Difference Dynamic Dashboard: Get a snapshot of your financial health at a glance. No more digging through endless rows and columns. Customizable Categories: Every business is unique. Tailor your expense and revenue categories to match your specific needs. Forecast vs. Actual Comparison: Don't just record history – predict the future. Our template helps you compare projections with real data, so you can adjust course in real-time. Multi-Currency Support: Operating globally? No problem. Handle multiple currencies with ease and get accurate conversions. Automated Reports: Generate professional financial reports with a click. Impress investors, stakeholders, or just treat yourself to a clear financial picture. Collaboration Tools: Share specific sections with team members or external accountants, all while maintaining control over sensitive data. How It Works Set Up: Clone our template and customize it to your needs. It's as easy as setting up a new spreadsheet, but with way more possibilities. Input Data: Start entering your financial data. Or better yet, connect to your existing systems and watch as the numbers populate automatically. Analyze: Use our pre-built analytics tools to gain insights. Spot trends, identify cost-saving opportunities, and make data-driven decisions. Collaborate: Share relevant parts with your team. CFO, meet your new best friend – real-time collaboration without email attachments. Adjust and Grow: As your business evolves, so does your budget template. Add new categories, refine forecasts, and scale your financial management effortlessly. The Stackby Advantage Why choose our Business Budget Template over traditional solutions? Flexibility of a Spreadsheet, Power of a Database: Familiar interface with advanced features like relational data and automations. Real-Time Updates: No more version control nightmares. Everyone sees the latest data, always. Scalability: From a simple expense tracker to a complex multi-entity budget system, grow at your own pace. Integration Ready: Connect with your favorite tools – accounting software, CRM, project management, you name it. Bank-Grade Security: Your financial data is sensitive. We treat it that way. Your Next Step to Financial Clarity Ready to transform your business budgeting from a necessary evil into a strategic advantage? Stackby's Business Budget Template is more than just rows and columns – it's your partner in financial success. Don't let another quarter go by drowning in spreadsheets. Try Stackby's Business Budget Template today and experience the future of business financial management. Your bottom line will thank you.Checkout Related Templates :Business Development CRM Dealflow CRMLegal Matter Management Legal Case Management 

With cryptocurrencies taking over the world of business, people are likely to invest in various cryptos and various investment places. However, managing all the investments tends to become a hassle if they are not organized in a simplified manner. Stackby is here to solve this problem with the Crypto Tracker Template and ease the investment processes.  How will Stackby’s Crypto Tracker Template help you? This template allows you to build a crypto portfolio to record all your investments in one place. It tracks the type of cryptocurrency used, its market value, its current value and other prices. The Crypto tracker template can be updated according to the market fluctuations so that the investor can avoid losses. Any percentage changes can also be monitored so that the investor can find his best deals. The Crypto tracker template records the Coin Market Cap with its current market cap values and the total holdings to give an accurate picture of the market situation in the present time.  Who will find this template helpful? Crypto investors are the people most likely to find this template useful. However, brokers, casino owners, stock market sellers, and other financial sectors will find this template useful. Checkout related Templates : Legal Matter Management Legal Case Management