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PR Agency CRM Template

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PR Agency CRM Template

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Are you a PR agency looking for ways to manage your projects and track your progress? If yes, then you must try Stackby's PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to:

Start building/maintaining their contact lists
Understand what is important for their contacts
Keep in touch with their clients and contacts
Monitor their pitches
Stay up to date on every project/client
Measure the results
Link all the above-mentioned things together

CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion.

Top 3 Benefits of Using Our Pre-Built CRM for Public Relations

1. Manage contacts in a breeze

Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more! Unlike traditional Excel alternatives, this template provides a more robust solution for managing your PR relationships.

2. Follow-up consistently

No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team. This integrated approach works seamlessly with our client database functionality to ensure no follow-up falls through the cracks.

3. Track your progress

If you want to track which of your PR pitches got approved, how many pitches got published, what's the community size of every publication where your brand got exposure and so on, you can use this CRM template. Similar to our marketing campaign tracker, this template provides comprehensive analytics for your PR efforts.

Who Can Use Stackby's PR Agency CRM Template?

Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients. Whether you're managing multiple campaigns or focusing on specific industry verticals, this template adapts to your workflow needs.

How Will Stackby's PR Agency CRM Template Help You?

The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following:

Article Management

Monitor all the PR articles that you are creating
Attach briefs related to every article
Store the links for every article so that you can access them at any time
Track which articles are published under which publication
Store the date and time of publication of the articles
Maintain any notes related to PR articles

Publication Tracking

Track all the publications and their status (Trade publications, online articles, blog, etc)
Track the contacts related to every publication
Monitor publication reach and engagement metrics

Press Contact Management

Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc)
Organize contacts by industry, publication type, and relationship strength
Track communication history and preferences

Content Planning Integration

For PR agencies managing multiple content streams, our PR Agency CRM template integrates seamlessly with content planning workflows. You can coordinate your press releases, media pitches, and content calendar all from one centralized platform.

This approach is particularly effective when combined with social media calendar management, allowing you to synchronize your PR efforts with broader marketing initiatives.

Advanced Database Features

Unlike traditional spreadsheets vs database solutions, our PR Agency CRM template leverages advanced database capabilities. You can easily import existing contact data using our CSV to database or Excel to database conversion tools.

Security and Collaboration

Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much more robust way and share the project with your team members and/or clients, all at the same time.

The template supports seamless collaboration features that work well with remote work environments, ensuring your team stays connected and aligned on all PR initiatives.

Getting Started

Ready to transform your PR operations? Start with our free CRM templates to see how database-driven contact management can streamline your workflows. The PR Agency CRM template is part of our comprehensive suite of database templates for marketing agencies, designed to help you scale your operations efficiently.

Whether you're tracking campaign performance, managing client relationships, or coordinating with media contacts, this template provides the structure and flexibility you need to succeed in today's competitive PR landscape.
Are you a PR agency looking for ways to manage your projects, handle your clients and track your team's progress? If yes, then you must try Stackby’s PR Agency CRM template. This is a pre-built template, created by our experts for PR agencies who want to:

Start building/ maintaining their contact lists
Understand what is important for their contacts
Keep in touch with their clients and contacts
Monitor their pitches & team's activities
Collaborate with the team to get things done
Stay up to date on every project/client
Measure the results

CRM or Customer Relationship Management can help Public Relations (PR) teams to manage their interactions with their current and potential clients. As we all know that a CRM is not just about maintaining and managing contacts, but is about building and managing relationships with your clients. So, public relations teams can take advantage of this feature of a CRM tool and nurture their client relationships in a more organized fashion.

Top 3 benefits of using our pre-built CRM for public relations:

Manage contacts in a breeze: Say goodbye to spreadsheets and store all your press contacts in one place. Our PR Agency CRM template can be further used to store complete details of your contacts like their social media handles, files, documents, contracts, meeting history, payments, invoices, email correspondence, and much more!
Follow-up consistently: No need to go back and forth with your clients or PR contacts for confirming the meeting timings. You can keep a track of your schedule from your PR Agency CRM, take meeting notes, and share the details of your meetings with your team.
Track your progress: If you want to track which of your PR pitches got approved, how many pitches got published, what’s the community size of every publication where your brand got exposure and so on, you can use this CRM template.

Who can use Stackby’s PR Agency CRM Template?

Our pre-built template of CRM for PR agencies is useful for PR agencies or marketing agencies who are handling the public relations of different clients.

How will Stackby’s PR Agency CRM Template help you?

The CRM template for PR agencies by Stackby includes three separate tables to monitor and record your progress in article creations, publications, and press contacts respectively. With this template, you will be able to do the following:

Monitor all the PR articles that you are creating
Attach briefs related to every article
Store the links for every article so that you can access them at any time
Track which articles are published under which publication
Store the date and time of publication of the articles
Maintain any notes related to PR articles
Track all the publications and their status (Trade publications, online articles, blog, etc)
Track the contacts related to every publication
Keep a record of the press contacts (publication, face shot, email address, community size, articles, etc)

Using our PR agency CRM template is safe and secure. It is much more than keeping a track of your tasks in a spreadsheet. Now you can organize all your PR-related tasks for every client in a much robust way and share the project with your team members and/or clients, all at the same time.

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Related Marketing Templates Enhance your overall marketing strategy with these complementary templates: Social Media Management: Use our Facebook posts tracker and Instagram post tracker to manage your organic social media presence alongside paid campaigns. SEO & Content Marketing: Combine your paid efforts with organic growth using our SEO strategy template and content marketing strategy to create a comprehensive digital marketing approach. Other Advertising Platforms: Expand beyond Facebook with our Google Adwords reporting and LinkedIn ads tracker templates for multi-platform campaign management. Campaign Performance: Track overall marketing performance with our campaign performance dashboard and analyze your marketing ROI alongside other business metrics using our startup KPI dashboard. Check out this awesome tutorial video to learn how to manage your Facebook ads. 

Marketing Asset Management Template By Stackby Templates

Marketing Asset Management

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Copy Management Template for content planning and tracking Templates

Copy Management

Content is at the core of digital marketing, branding, and communication strategies. Whether you’re managing blog posts, ad copy, email campaigns, or social media content, keeping track of drafts, revisions, approvals, and publication schedules can be overwhelming. The Copy Management Template in Stackby simplifies this process by providing a structured framework for organizing, tracking, and managing all content in one place. Why Use a Copy Management Template? Without a structured workflow, content teams often struggle with: Tracking multiple versions of the same content. Managing deadlines and approval processes. Maintaining consistency in brand messaging. Collaborating efficiently across teams. The Copy Management Template eliminates these challenges by offering a centralized system to oversee all aspects of content creation, from ideation to publication. How This Template Works in Stackby Stackby combines spreadsheet flexibility with database power, allowing content teams to manage, collaborate, and track content workflows efficiently. The template includes key tables that help streamline copy management. Key Tables in the Copy Management Template Content Overview Table – Store and manage all content pieces, including titles, categories, and status. Drafts & Revisions Table – Track different versions of content and ensure seamless editing. Approval & Publishing Table – Monitor approvals and schedule content for publication. Content Performance Table – Track key metrics to analyze content effectiveness. Each table is fully customizable to align with your team’s workflow and content strategy. Key Features & Benefits Centralized Content Management Organize all types of content, including blog posts, social media copy, and ad creatives. Categorize content based on type, priority, and deadlines. Track Drafts, Revisions, and Approvals Maintain a structured version history to track changes. Assign roles for content writers, editors, and approvers. Streamline Collaboration Use Stackby’s commenting and tagging features for team discussions. Assign tasks and deadlines to specific team members. Monitor Content Performance Track engagement metrics, including views, shares, and conversions. Optimize content strategies based on real-time performance data. Real-World Use Cases The Copy Management Template is ideal for: Content Marketing Teams – Organize blog posts, web copy, and thought leadership articles. Advertising Agencies – Manage ad copy across various platforms with approval workflows. Social Media Managers – Plan and track content for multiple social media channels. Corporate Communications Teams – Ensure consistency in brand messaging across departments. Getting Started with the Template Import the Copy Management Template – Add the template to your Stackby workspace. Customize Content Fields – Adjust tables to match your content categories and workflow. Assign Roles & Deadlines – Distribute tasks across writers, editors, and approvers. Track & Optimize Performance – Monitor real-time content engagement and make data-driven improvements. Automate Notifications – Set up reminders for content deadlines and approvals.

Content Distribution Checklist Template By Stackby Templates

Content Distribution Checklist

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Marketing Agency Client CRM

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Stackby blog content planner with calendar view and article tracking Templates

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Publishing blog content consistently and strategically is critical for building online visibility, brand authority, and audience engagement. However, without a well-organized system, managing blog ideas, tracking article progress, assigning tasks, and ensuring timely publication can become overwhelming. That’s why Stackby offers the Blog Post Management Template—a powerful, no-code solution that simplifies your entire content workflow from ideation to publishing. This ready-to-use template is ideal for content marketers, SEO teams, freelance writers, editors, and bloggers. It helps you structure your content process, manage contributor tasks, maintain editorial quality, and ensure every blog post goes live on schedule. What the Template Includes The Blog Post Management template comes with multiple pre-built tables designed to streamline each stage of your blog management workflow. The template is flexible, collaborative, and can be customized to suit your specific content process. 1. Blog Posts Table This is the central hub where you track each article throughout its lifecycle. It includes the following key fields: Blog Title Assigned Writer Category or Topic Target Keywords SEO Intent Content Status (Idea, In Draft, In Review, Ready, Published) Priority Level Target Publish Date URL Notes You can view articles in a grid, calendar, or Kanban format to see what’s in the pipeline and when it’s due. This table keeps your publishing process transparent and manageable. 2. Content Ideas Table Capture every new idea the moment it arises. This table acts as a brainstorming and validation board where team members can suggest and rate ideas before they are moved into the content queue. Fields include: Idea Title Suggested By Target Audience SEO Focus Content Type (Blog, Guide, Listicle, Case Study, etc.) Approval Status Use this table to maintain a consistent flow of fresh, relevant content ideas that align with your strategy. 3. Writers Table Manage your writing team with clarity. This table keeps track of each writer's information, availability, and assignments. Writer Name Contact Details Assigned Articles (linked to Blog Posts table) Availability Status Rate (if working with freelancers) Notes or Feedback It’s especially useful for managing external contributors or freelance content teams. 4. Editorial Checklist Table Ensure every blog post meets your publishing standards before it goes live. Use this linked checklist to track: Proofreading SEO Optimization Internal Linking Meta Tags Visual Assets Final Approval This helps your team maintain quality and consistency across all published content. 5. Content Calendar View The template includes a calendar view that helps you visualize the publishing schedule and maintain content consistency. You can filter by publish date or category and ensure posts are evenly spaced and aligned with campaigns or events. Key Features & Benefits All-in-One System: Track blog ideas, writing progress, team responsibilities, and deadlines in one place. Custom Workflows: Adapt the template to fit your editorial process—whether you follow a linear or multi-stage review system. Real-Time Collaboration: Team members can comment, update status, and assign tasks instantly. Integrated Views: Use calendar, grid, and Kanban views for flexible content planning and visual management. SEO Tracking: Monitor keywords, content types, and SEO intent for every post to align with organic marketing goals. Automations & Integrations: Integrate with tools like WordPress, Slack, Gmail, or Trello to automate notifications or publishing workflows. Who Should Use This Template? Marketing Teams: Coordinate blog content creation and publishing with contributors, designers, and SEO specialists. Content Agencies: Manage multiple blog clients and keep editorial processes standardized. Freelance Writers & Bloggers: Organize personal content pipelines and ensure content quality without using complex tools. Startup Founders & SMEs: Kickstart blog publishing as part of your brand’s marketing growth strategy. Why Choose Stackby? Stackby brings the simplicity of spreadsheets with the power of a database and the flexibility of project management tools. With the Blog Post Management Template, you don’t just track blog posts—you optimize the process to consistently deliver high-performing content. Customize it to fit your team’s needs, collaborate in real time, and manage your entire content calendar with precision and ease. Start using the Blog Post Management Template today and bring structure, clarity, and momentum to your blog publishing process. 

Recruitment Agency Client CRM template dashboard with client, job, and candidate tracking. Templates

Recruitment Agency Client CRM

The Recruitment Agency Client CRM Template is designed to help staffing firms, talent acquisition teams, and headhunters manage the complete recruitment cycle with ease. From building strong client relationships to tracking job openings, candidate pipelines, and successful placements, this template centralizes all critical data in one place—making your agency more efficient and client-focused. Whether you manage multiple clients, dozens of job openings, or hundreds of candidates, this ready-to-use CRM template ensures you never miss an update, a follow-up, or an opportunity to close a placement. Key Features 1. Clients Table Keep all client details organized with essential fields such as company name, industry, contact information, and key decision-makers. Store notes on client preferences, hiring patterns, and long-term requirements. With all details in one table, your recruitment team can easily access information for quick communication and better relationship management. 2. Job Openings Table Track every active, closed, or upcoming position your clients are hiring for. Each entry includes job title, department, required skills, salary range, and deadline. Link job openings directly to the client they belong to for quick cross-referencing. This makes it easy to match candidates to the right opportunities without losing time. 3. Candidates Table Manage all candidate profiles in one structured view. Store resumes, skills, years of experience, application status, and interview notes. Link candidates to the jobs they’ve applied for and keep track of their recruitment journey—from initial application to final placement decision. 4. Placements Table Record all confirmed hires and pending offers. Include details such as candidate name, job role, client company, start date, and salary offered. Having a dedicated placement tracker allows you to measure hiring success and track revenue-generating hires over time. 5. Communications Table Stay on top of client and candidate interactions with a communication log that records emails, calls, meetings, and follow-ups. This ensures your team always knows the latest status and next steps, reducing the risk of miscommunication or missed opportunities. Benefits Centralized Recruitment Management – Keep all client, candidate, and job data in one easily accessible location. Time-Saving Organization – Reduce manual tracking with linked tables that connect candidates, jobs, and clients automatically. Improved Client Relationships – Maintain detailed records of communications and preferences to offer a more personalized experience. Better Candidate Matching – Quickly filter candidates by skills, experience, and job applications to make faster placements. Performance Tracking – Analyze placements and recruitment success rates to identify areas of improvement. Use Cases Staffing Agencies – Manage multiple clients and hundreds of positions efficiently. Corporate Recruitment Teams – Keep track of internal job postings, candidates, and hiring progress. Freelance Recruiters – Build a professional recruitment system for multiple client projects. Talent Acquisition Firms – Manage both high-volume hiring and executive search placements. About Template The Recruitment Agency Client CRM Template includes: Clients Table – Track company profiles and contacts. Job Openings Table – Record and manage open positions. Candidates Table – Store candidate details, skills, and application status. Placements Table – Document successful hires and offers. Communications Table – Maintain an interaction log for smooth follow-ups. With linked tables, dynamic views, and a structured database, this CRM template helps you run your recruitment operations smoothly while keeping your entire team aligned. Why Choose This Template? Unlike generic spreadsheets, this CRM template is built for recruiters—by understanding the exact workflow needed to handle multiple clients, roles, and candidates at once. It ensures transparency across the recruitment process, reduces duplicate data entry, and gives you the insights needed to make faster, better hiring decisions. This template is free to use on Stackby and fully customizable to your agency’s needs. You can add more columns, automate status updates, or integrate with email and communication tools to create a recruitment powerhouse that works exactly the way you want. If you’d like, I can also prepare SEO keywords and a meta description tailored to help this page rank highly for “recruitment CRM template” searches. That would give you a strong boost in discoverability.

On-page SEO Reporting Template By Stackby Templates

On-page SEO Reporting

SEO, or Search Engine Optimization, is the strategy used to optimize the content of your website to increase its visibility and ranking in organic search engine results. SEO increases the quality and quantity of traffic through your website. When a person looks for something on a search engine, the latter crawls through websites looking for content that matches the keywords entered by the user. Your job is to make sure that the search engine picks and displays your website first if it matches the user’s query. Why is SEO important? Companies across the globe are devoting increasing time and resources to SEO in recent times. The question arises: why? SEO focuses on organic results which are considered by users to be more credible and generate far more traffic than paid advertisements. It increases visibility and enhances the user experience to a large extent. It increases traffic to your website, which can lead to greater conversions. Effective SEO can give you that extra edge over your competitor. Allows you to understand what users search for and optimize your website content accordingly. It is a cost-effective strategy to increase brand awareness and loyalty. Thus, SEO is the cornerstone of online marketing and brand awareness and Stackby’s On-page SEO Reporting Template serves as the foundation for SEO Success.  What is On-Page SEO? When you optimize the contents of your website itself to increase website traffic, it is called on-page SEO. On the other hand, when you optimize content by taking actions outside your website, it is called off-page SEO. External backlinks form a part of off-page SEO. What is covered under on-page SEO? Use of keywords in your website content and URL. Tracking the speed of your web pages. Adding a meta description to your article content. Adding paragraph subheadings (H1, H2) to enhance user experience. Perfect your website using all such methods and move on to off-page and technical SEO. Mastering the art of SEO and keeping track of every aspect can be a daunting task. That’s why we’re here. Stackby’s Website SEO Performance Tracking Template is tailor-made to assist you in your SEO strategy! With Google PageSpeed API integration, this Website SEO reporting template will track your SEO reports and help you optimize your website in real-time by allowing you to: Keep track of every page or website that is a part of your SEO process. Record the document title and meta description used on the website. Record and update the SEO audit score. Monitor the crawlable and canonical aspects of the website. Monitor and update all SEO related data as and when required. Now keep track of every detail of your website's technical SEO process with the On-page SEO Reporting template. Use it in tandem with Website Performance Tracking template to cover both performance and SEO metrics with Google PageSpeed API integration. Check out More Related Templated :Google Search Console Report Google Analytics Report Facebook Ad Campaign  

Campaign Performance Dashboard – Track, measure, and optimize marketing campaigns effectively. Templates

Campaign Performance Dashboard

Optimize Your Marketing Campaigns with Real-Time Performance Tracking Marketing campaigns require constant monitoring and optimization to deliver the best results. Whether you're running digital ads, social media promotions, or email marketing campaigns, understanding how each performs is crucial for maximizing ROI. With the Campaign Performance Dashboard by Stackby, you can seamlessly track, analyze, and optimize your campaigns across multiple platforms in one place. This template helps you measure key marketing metrics, compare campaign performance, and make data-driven decisions to improve results. Why Do You Need a Campaign Performance Dashboard? Manually tracking marketing campaigns across different platforms can be time-consuming and error-prone. Without a centralized tracking system, businesses often face:Difficulty in tracking campaign performance metrics across multiple channels.Lack of insights into ROI, conversions, and engagement.Delayed decision-making due to scattered data.Ineffective budget allocation leading to wasted ad spend. This Campaign Performance Dashboard solves these problems by providing a single source of truth for your marketing efforts. Key Features of the Campaign Performance Dashboard Multi-Channel Performance Tracking Monitor campaign metrics from Google Ads, Facebook Ads, LinkedIn Ads, email marketing, and more. Compare performance across different marketing platforms in one place. Real-Time Data Visualization Interactive dashboards with graphs and charts for easy trend analysis. Quickly identify high-performing campaigns and areas needing improvement. ROI & Budget Analysis Track ad spend, revenue, cost per lead (CPL), cost per acquisition (CPA), and ROI. Optimize budget allocation for maximum efficiency. Engagement & Conversion Tracking Measure key performance indicators (KPIs) like click-through rates (CTR), impressions, conversions, and bounce rates. Identify audience behavior trends and improve targeting strategies. Customizable & Automated Reporting Generate automated reports for stakeholders and team members. Export data for further analysis and decision-making. Who Can Use This Dashboard? This template is ideal for:Marketing Teams & Agencies – Optimize campaigns for clients and improve performance reporting.Business Owners & Startups – Track marketing investments and ensure better ROI.Growth Marketers & Analysts – Gain insights into user engagement and conversion rates.E-commerce & SaaS Companies – Optimize paid ad campaigns, email marketing, and organic promotions. How to Use the Campaign Performance Dashboard Add Your Campaigns – Input details such as campaign name, start date, budget, and target audience.Connect Data Sources – Integrate with Google Ads, Facebook Ads, LinkedIn, Email Marketing Tools, and more.Monitor Performance Metrics – Track key KPIs like CTR, CPC, ROI, and conversions in real time.Analyze & Optimize – Use insights to adjust your strategy and maximize campaign effectiveness. Boost Your Marketing ROI with Stackby The Campaign Performance Dashboard simplifies marketing campaign tracking, eliminates guesswork, and helps you make data-driven decisions. Gain full visibility into your marketing efforts and optimize your strategies for success. Try it now on Stackby – Free to use!  