Why Use a Lightweight CRM Template? Customer relationship management can be quite complex. This is why many small businesses, entrepreneurs, and business managers look for a lightweight CRM. So, Stackby came up with an easy-to-use, simple, lightweight CRM template that will help you get started at organizing your contacts in minutes. A lightweight CRM template helps you: Save time: No more wasting time on manual work and repetitive sales tasks. Automate your CRM process and save time. Customize: You can alter the lightweight CRM template as per your business requirements and customize it for your team. Collaborate: With the lightweight CRM template, you can sell together as a team. Stackby provides real-time collaboration so that your team can stay on track. Read more: (How to) Build your Personal CRM in Minutes Who can use the lightweight CRM template? Stackby’s lightweight CRM template is for startup founders, entrepreneurs, small business owners, sales managers, marketing and sales teams, and PR firms who want to build and maintain relationships with their customers. What are the features of Stackby’s Lightweight CRM template? Track all sales activities Track all lead/ contacts activities Import all leads/ contacts from Google Sheets or CSV files Track sales pipelines and investor pipelines Manage all your tasks in one place Get a snapshot for sales performance Customize our lightweight CRM template for further benefits: Use Stackby forms to add details of every new lead/ contact and manage your data. Send email or a message automatically to your customers/ leads/ contacts and never miss an opportunity to connect with them. Integrate your CRM tool with any third-party application like Microsoft Teams, Slack, Google Sheets and collaborate. Password-protect your important CRM data using Stackby’s view protection powerup feature. Visualize sales pipeline using Kanban, Calendar, or Grid views. Other customer relationship management templates for you: PR Media and CRM Template  Small Business CRM Template  Personal CRM Template  Fundraising CRM  PR Agency CRM 

Public Relations has gained momentum these days. Bloggers, brands and almost every other online business wants to expand their PR outreach and find new platforms to showcase themselves. This is why PR agencies get numerous requests every day and sometimes managing these requests can become a real hassle.  Stackby has now made organizing and managing PR requests much easier with our easy-to-use Press Release Request Management template because if you are not organized, you might miss many potential clients.  Collect, review, organize and prioritize all your PR requests in no time Add data to your stack automatically using Stackby forms  Track all press requests converting into press releases  Manage all your PR contacts in one place  Time is of the essence for PR professionals and our Press Release Request Management template helps you record, track, understand, and respond to every request as soon as possible. If you have your whole PR team at your disposal, you can share this template with them and all of them can work upon press release requests from time to time.  What’s included in Stackby’s Press Release Request Management Template?  Our PR Request Management Template includes three separate tables that will help you organize and monitor your PR requests, Press Releases, and PR Contacts respectively.  Our template also includes different views that will help you visualize your PR requests based on the subject status, subjects type, and published by status.  The template comes with a pre-built PR request form that you can share anywhere on your website, blogs, or via a direct link.  The template also includes different views for visualizing the press release list based on status and date of publishing.  Who can use Stackby’s Press Release Request Management Template?  Stackby’s press release request management template is useful for PR agencies or marketing agencies who are handling the public relations of different clients.  How will Stackby’s Press Release Request Management Template help you?  Our press release request management template will help you bring all your team together and manage the PR request process in real-time. It will make the whole workflow of PR request management much easier for you. With this template, you will be able to do the following: Manage all the PR requests from different channels in one place Track the status of the press release requests (Due, Approved, Pending, Rejected, etc) Record the contact name for every PR request  Record the press release date for every PR request you receive  Store the description of the press release request  Track the type of PR requests you receive (Event, Daily News, Hiring Updates, etc) Track the details of the press release for every request that you receive  Track the press release associated with every contact  Keep a record of the publication website  Store details of PR contacts (Photograph, Phone Number, Email, PR request send, Number of requests sent, Number of press releases approved, Number of press releases pending, etc) Take your organizational skills a step further by incorporating various automation, security, and privacy features that Stackby has to offer to you and smoothen your workflow even more. Use our Press release request management template right away and enhance your productivity.

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.  What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. 

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

Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer! Therefore, customer relationship management for sales is one of the most crucial requirements for an enterprise.  Let’s address the most basic question:  What is Customer Relationship Management or CRM? As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers.  The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously! Why is Sales CRM important for your business? Every company devotes significant time, money, and resources to customer relationship management. Here’s why! It is a cost-effective method of acquiring new customers and retaining current ones. It gives you an insight into customer needs and behaviour. Enhances customer satisfaction which, in turn, leads to increased brand loyalty. Improves brand image significantly! Helps you create a bond with your customer, which can be beneficial in the long run. Improves the referral rate of your product as a satisfied customer is more likely to recommend your business to others. Ultimately, CRM helps you increase your sales and revenue! For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage. CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Sales CRM Template for you! With this Sales CRM Template, you can effectively retain existing clients and generate new leads with immense ease!  Using this Sales CRM template, you can: Keep track of all the companies you are currently dealing with. Store details about the company, including the type of industry, employee strength, and website information. Maintain updated records of all your contacts in the above companies. Record the title and relevant contact information of your contacts. Monitor the task to be done for each company. Add notes for each task to assist your team. Record the type of each task and keep track of the due date.  Assign a team leader to each task. Track the current status of the task (Done/ Not Done). Record the deals made by your company and its corresponding status (Won/ Lost/ Negotiating). Monitor and update the details as and when required. Stackby’s Sales CRM Template gives you a detailed picture in a single place. Customize your CRM with this spreadsheet-style interface, and manage your customer relations effectively.  If you've multiple products and would like to track that - check out the Multi Product CRM template.    If you're managing strategic partnerships, check out the Business Development CRM template.   If you're managing your personal contacts, check out the Personal CRM template.  

A major part of any firm's goodwill rests on the business relationship network it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with a Business Development CRM Template that records and maintains a firm's customer relationships that are critical to the work of the organization. . How will the business development CRM template be helpful? It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. The template allows the firm to track the date of commencement and the date of termination of the business deal. The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon. The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with, thus avoiding any exemption of minute tasks. The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. The business development CRM template sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. Who will find the Business Development CRM Template helpful? Firms that often carry out deals with more than one partner simultaneously are likely to find this business development CRM template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms. Upgrade the way you handle your business relationships and ensure you build long-lasting, advantageous relationships by using the Business Development CRM template from Stackby. 

Whether you’re running a start-up venture or a well-established company, the sales department controls a crucial aspect of your overall workflow process. It is the department that brings in the revenue, so you might even say that it forms the linchpin of your entire organization! The sales department plays the most vital role in the success of your business and is responsible for providing the customers with what they’re looking for. It contributes immensely towards the company’s growth, not just in monetary terms, but by helping you retain your existing customers by providing the best possible service. The effort and hard work put in by your product development team and marketing team will fail to produce tangible results if your sales pipeline is not working efficiently. As a result, ensuring the smooth functioning of your sales pipeline is paramount for your company. This is why a Sales Pipeline template also becomes integral to your business. What is the sales pipeline? Put in simple words, a sales pipeline is a visual representation of your sales process. It will show you the exact position of a particular deal in the sales funnel and help you analyze and overcome obstacles if any happen to arise. It allows you to analyze if your current strategy is working in your favor and gives you a comprehensive idea of which activities are generating the maximum revenue. A sales pipeline gives a detailed insight into your sales process, the current status of your deals, details of upcoming deals, and other information crucial to your sales department. The format of a sales pipeline is not static. It depends on the requirements and nature of your company. It is up to you to customize the process to reap the maximum benefit. Depending on how you contact leads and process products, your sales pipeline can have five, six, or even eight stages. However, keeping a firm grasp on the entire process is often a tedious and tricky task. To make your job easier, Stackby has created a state-of-the-art Sales Pipeline Template! Now you can manage and monitor every detail on a single interface. How will Stackby’s Sales Pipeline Template help you achieve your goal? Using our customizable, user-friendly sales pipeline template, you will be able to: Record details of each deal on the same platform. Store the corresponding company name and the representative assigned to each company. Track the source of the particular deal (Email Campaign/ Website/ Previous Client/ VoIP Call/ etc.). Assign a priority status to each deal to coordinate related tasks. Track the current status of the deal (Won/ Lost/ Negotiating/ etc.). Record the tentative deal date and the last contacted date for the same deal. Track the expected sales value and weighted value for each deal. Add comments, if necessary, to each deal to help your sales team get a better understanding of the same. Track the number of deals made by each representative on the sales pipeline template and check if they have fulfilled their assigned quota. Monitor and update the details in your Kanban pipeline as and when required. Now your sales team won’t have to go through multiple databases to track the status and probability of the deals they negotiate! Use this easy to adopt sales pipeline template for your sales reps and boost your profits. 

Inspired by Steve Blank, this Customer Development CRM allows to you to track and manage your customers, problem statements and features requested.  Customer development is about acquiring, retaining, and developing profitable clients. The term customer development was coined in the 1990s and helps a business in: Discovering and validating the needs of the customers Creating the right product for your customers Testing correct methods for acquiring and converting customers Using the right resources to meet the demands of the customers Problems without a Customer Development CRM A customer development CRM is a tool that can help you streamline the above-listed processes in one place and ensure a successful business. Many businesses, especially startups face issues in customer development such as: Tracking the meeting details with a customer becomes clumsy with spreadsheets and post-it notes. Many times employees do not know whom to contact for a customer-related issue. Report generation becomes a hassle as you have to pull data from various platforms. It is often difficult to classify customers and organize contacts. Four Steps of Customer Development CRM Framework Customer Discovery: In this step, a business looks for customers or a market that is suitable for the product that it wants to develop. Stackby has the right resources for customer discovery like a product-market fit system and sales pipeline. Customer Validation: In this step, you understand that the product that you have will generate you profits and scale your business. You can use Stackby’s marketing strategy template to determine that the money you invest in marketing will have its return and also its profit. Customer Acquisition: In this step, you put all your efforts and find customers for your product. You can use Stackby reporting tools to track all the key performance indicators for your project. Customer Delight: It is the last step in which you keep following the first-three steps in order to scale up your product and match the changing needs of the customers. Use our Customer Development CRM to execute this step. Stackby’s customer development CRM can turn the tables for you! Add data in one place: Store all the meeting notes in one place and never miss taking follow-ups. Share reports with your team: Create reports in just one click by importing data from third-party apps to Stackby and instantly share the reports with your team. Organize contact information: Use more than 25+ column types to store customer data. Track issues: Keep a list of issues reported by different customers and streamline working on them. Who can use Stackby’s Customer Development CRM Template? Stackby’s Customer Development CRM Template can be used by business managers, product teams, marketing teams, sales teams, entrepreneurs, and business owners. What are the important features of Stackby’s Customer Development CRM Template? Our customer development CRM template includes four tables to track customer details, interview details, problem statements, and add-on features details respectively. With this template, you can: Record all important details of a customer (name, email, category, photo, persona, etc) Track the interview details with every customer Record the problem statements mentioned in each interview Store detailed records of every problem statement and the features related to them Track the features to be added to the product based on problem statements given by customers Other Customer Management Templates to consider: Customer Testimonials Template Customer Success Management Template  Customer Journey Map Template  Customer Persona Template 

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. Here are the 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.

Deal-flow CRM template from Stackby will help you visualize your whole deal-flow pipeline and automate your deal-flow workflows. You can store, organize and manage all the deal-flow data in one place and ensure complete coordination within your team. What is a Deal Flow CRM? Deal flow is often defined as the quantity and quality potential investments available to an investor, firm, or funding institution. The process of managing deal flows more effectively is known as deal flow management. A deal flow CRM template ensures that you do not miss any lucrative opportunity that can change your business forever. Overview of Stackby’s Deal Flow CRM Template Bring all data in one place The Deals table in our deal-flow CRM template enables you to store all the data regarding upcoming and current investment deals such as: deal name, website, company, pitch, priority (high, medium, low), status (diligence, contact, pass, invested), current funding (angle, seed, etc.), description of the deal, sector/ industry, location, meeting time and date, deal raised on date, money raised, post valuation, revenue, run rate, company size, team, sources, etc. Manage information about companies Manage all the details of companies in one place such as name of the company, deal name, sources, contacts of a company, etc. Easy access to company contacts and sources You can store all the details of company contacts like their names, position in the company, email, interactions and so on in the Company Contacts table. Similarly, the Sources table will store data related to the sources of a company such as their name, company, phone, email, contacts, deals, etc. Ensure no gaps in communications The Interactions table helps you ensure synchronized communications with a contact across all channels like phone, email etc. You can keep track of interactions with different contacts and store the details of the interactions as notes for further communication. Manage teams Last, but not least, there is a Teams table that helps you manage which team member is leading which deal and how many deals are being handled by every team member. Other features of our deal-flow CRM template: Startup pitch form Send this form to startups who contact you for investment purposes and add all their data automatically to the deal-flow stack. You can customize the form and change its appearance, add a logo etc. based on your requirements. Filter deals by status Our deal-flow CRM template includes Status kanban view that filters all deals based on their status such as diligence, contact, invested, pass, etc. Filter deals by priority Find which deal is important and which is not using our Priorities kanban view. Ensure better decision-making with Stackby’s deal-flow CRM. Who can use Stackby’s deal-flow tracker template? Staclby’s deal-flow CRM can be used by investment firms, private firms, venture capitalists or angel investors, private equity investors, etc. Don’t risk losing deals because of lack of management Streamline your workflows with Stackby’s deal-flow CRM template and ensure smoother communications with your contacts. Do not let potential deals go out of your reach just because you could not coordinate with your team. Use Stackby’s deal flow management template today. How to use Stackby’s Deal-flow CRM template? Copy the template to your Stackby Workspace to bring in all the tables and sample data. Customize your startup pitch form by adding/removing the fields according to your business requirements. You can even enable email notifications , slack notifications , or MS team notifications to indicate when someone sends a sales pitch to you. Bring your team to collaborate on the deal-flow CRM and streamline your workflow. Other deal-flow templates to try: Deal-flow Management Template Startup deal-flow tracking Template