Textile CRM Template

The Healthcare CRM template in Stackby helps healthcare providers organize patient information, track appointments, and manage billing. Ideal for improving efficiency and care delivery.

Gone are those days of maintaining spreadsheets and post-it notes to organize your PR clients or team. Now, sales, media, and PR professionals can manage their activities with the help of a Customer Relationship Management tool. This will help you streamline your daily tasks and keep all your PR contacts in one place.  What is the PR and Media CRM Template? Stackby brings an easy CRM tool that helps you monitor all your PR and media activities in one place. Here are 4 major benefits of using this template: You can manage your PR contacts: The CRM template allows you to store and manage all your PR and media contacts in one place. You can store all their information like contacts, social media, phone numbers, or even their birthdays! You can have consistent follow-ups: You do not have to go back and forth with your team or check your notes regarding your schedule. You can handle your appointments with your PR clients or contacts from this CRM only.  You can track your publications: If you want to remember which PR article was published at which channel, this CRM template is going to be very useful. It lets you track everything related to PR content such as authors, publish date, publishing channel, etc.  You can develop more personal relationships: The main aim of a CRM is to help you create better relations with your customers/ clients/ contacts. As you collect more and more information about your PR contacts or PR channels you can develop content that would be relevant to them. Thereby, increasing your chances of getting the exposure and making an impression on them at the same time.  Who can use Stackby’s PR and Media CRM Template? This template is useful for PR agencies, PR managers, PR management teams, Marketing teams, and Business owners.  How will Stackby’s PR and Media CRM Template Help You? Stackby’s PR and Media CRM Template makes it much easier for PR management teams to collaborate with each other in real-time. With this template, you will be able to do the following: Track everything about the PR articles that have been published for your business (author, publish date, due date, URL, status, media channel, publication channel, etc) Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) A public relations and media CRM can alter the way you have been working till now. This template gives you a robust structure to maintain your accounts and track your PR publications. Check out other related Templates : Ad Campaign Planning Template Business Development CRM Marketing Asset Management Email Marketing Calender  

PR outreach is the process of reaching out to relevant journalists, influencers, or media outlets with the purpose of introducing your business, building relationships, and increasing brand awareness.  Earlier PR outreach only meant getting backlinks or securing coverage in online magazines. Nowadays, there are plenty of ways to do PR outreach.  How to do PR outreach?  To begin with, you must have a PR outreach plan that includes what you are going to tell the world about your business and where you are going to publish that. Our PR outreach template helps you track all the PR outreach activities that you have planned. You must experiment with different channels and content. Do not limit yourself to just emails. Try using social networks, phone, and networking events and send out different content pitches.  Massing Pitching is generally not advised in PR outreach since every channel has its own PR requirements and you must abide by them. Our PR outreach tracker helps you keep a check on what you are pitching to different channels.  Before you decide to send your pitch to any journalist, editor, or writer, make sure that they will like it. Check the previous PR posts they have released and see whether your pitch matches them. There is no point in sending irrelevant pitches. You can check the Contacts table in our PR outreach template to track this goal.  Who can use Stackby’s PR Outreach Template? This template is useful for PR agencies, PR managers, PR management teams, marketing teams, and business owners.  How will Stackby’s PR Outreach Template Help You?  With the PR Outreach template, you can keep a track of all your PR outreach tasks such as the people you have contacted for PR outreach, the pitches you have used for which channel, your PR outreach contacts, the PR articles that you have created, and so on. This template will help you organize every detail of your PR outreach process.  You can use Stackby’s PR Outreach Template for the following purposes:  Maintain a record of all your PR outreach channels  Keep a record of all your PR outreach contacts, their emails, articles that they have published, pitches shared with them, and so on Track all your PR pitches for different channels, their delivery method (email, blog, etc), audience (customers, prospects, events), etc  Track your PR articles like article created by, publish date, status (published, not published), media channel, and related pitches Track the publications in which you have either sent your pitches or have sent your particles for publication, contacts related to each publication, and the number of articles published If you are looking to streamline your PR outreach process, this template will help you a lot. This template helps you track all your PR outreach activities so that you can make follow-ups, begin new projects, and manage your PR activities easily. Check out other related Templates : Ad Campaign Planning Template Marketing Asset Management Email Marketing Calender  

The Church CRM template in Stackby helps churches manage member information, track donations, organize events, and coordinate volunteer activities. Simplify administrative tasks and focus on ministry.

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. . What is Business Development CRM Template ? A Business Development CRM Template is a pre-designed framework that integrates Customer Relationship Management (CRM) principles with business development strategies. It serves as a centralised hub to track leads, manage contacts, analyse sales pipelines, and streamline communication. This template helps businesses to stay organised, focused, and agile in their pursuit of growth. Types of BDA Templates Lead Tracking Templates: Monitor and manage potential leads through various stages of the sales funnel. Facilitate collaboration among team members for effective lead conversion. Contact Management Templates: Consolidate and organise contact information for clients, prospects, and stakeholders. Enable efficient communication and personalised engagement with key contacts. Sales Pipeline Templates: Visualise and track the progress of deals through different sales stages. Identify bottlenecks and optimise the sales process for improved efficiency. Communication Log Templates: Document and analyse communication history with clients and leads. Enhance relationship-building by maintaining a comprehensive interaction record.  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. How to use a Business Development Template with Stackby ? Stackby is a versatile platform that empowers users to create customizable templates for various business needs, including business development. Here's a step-by-step guide: Access Stackby: Sign in to your Stackby account or create one if you haven't already. Choose a Business Development Template: Browse the template library or create a new one based on your specific business development requirements. Customise Your Template: Tailor the template to align with your business processes by adding or removing columns, fields, and views. Import Data: Seamlessly import existing data or manually input information into the template. Collaborate in Real Time: Leverage Stackby's collaborative features to work with your team in real-time, fostering efficient communication and shared insights. Automate Processes: Implement automation features to save time and reduce manual effort, allowing your team to focus on strategic initiatives. Integrate with Other Tools: Connect Stackby with other essential business tools to create a unified ecosystem for your business development efforts. Track and Analyze: Regularly monitor and analyse the data in your template to gain actionable insights and make informed decisions In the fast-paced world of business development, having a structured approach is paramount. Utilising a Business Development CRM Template in conjunction with the powerful features of Stackby can significantly enhance your ability to manage leads, build relationships, and drive sustainable growth for your business. Embrace the efficiency and effectiveness that this dynamic combination brings to your business development endeavours.Check out Related Templates: Dealflow CRMFundrasing CRM 

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. Checkout other related Template Sales Pipeline Sales Asset Management  

Are you struggling to keep track of your sales management tasks and customer relationships? Do you find it challenging to manage all your sales interactions and opportunities? If yes, look no further than Stackby's Sales CRM Template! This template is a game-changer for businesses looking to effortlessly keep current customers happy while attracting new leads in a breeze.  What is Customer Relationship Management or CRM? Customer Relationship Management (CRM) is a business strategy that involves managing customer interactions and relationships throughout the customer lifecycle. Its main goal is to improve customer satisfaction, increase loyalty, and drive revenue growth by providing personalized and consistent experiences. What is Sales Management? Sales management refers to the process of leading, organizing, and directing a team of sales professionals to meet or exceed the sales targets of a business.  Why is Sales CRM Important for Your Business? A solid sales management or CRM strategy is a must-have for any small business that wants to thrive and expand right from the get-go. Below are the key reasons to consider:  Improves customer relationships and loyalty by providing personalized experiences. Increases efficiency and productivity by automating routine tasks and workflows. Helps identify and prioritize high-value sales opportunities. Provides real-time insights into sales performance and trends. And a lot more.  Digging into Details About Stackby's Sales CRM Template Stackby's Sales CRM Template is an effective tool designed to help businesses seeking to streamline their sales and customer relationship management processes. With its aid, you can manage your company's sales pipeline, keep track of opportunities, and track interactions with potential customers. The best part about this template is that it provides a spreadsheet-style interface that allows you to store and organize all your data in one place, making it easier to manage and monitor your sales activities. Who is This Sales CRM Template for? Stackby's Sales CRM Template is perfect for small businesses and startups who want to manage their sales process effectively. Whether you're just starting or have been in business for years, it can help you streamline your sales management processes and boost your overall sales and revenue. Why Do You Need Stackby's Sales CRM Template? Get organized and stay on top of your sales game with this Sales CRM template! Keep track of all your company dealings in one place - no more scattered information! Store essential company details like industry type, employee strength, and website information. Maintain up-to-date records of all your contacts within these companies. Record contact details, including titles and relevant information. Effortlessly monitor tasks for each company, keep everyone on the same page, and ensure timely completion by adding task notes to keep your team on track. Link tables together to create a Sales KPI tracker specifically designed to monitor and measure the performance of your sales representatives. Assign team leaders for each task for more effective task management. Stay on top of your sales deals and their status (Won/Lost/Negotiating). Update your CRM data regularly for a more accurate and effective system. How to Use This Sales CRM Template? If you have multiple products to keep track of, you may find our Multi Product CRM template useful. If you are focusing on managing strategic partnerships, all you need is to opt for our Business Development CRM template.   For those seeking to manage their personal contacts, the Personal CRM template is an excellent option to consider. Ways to Customize Our Sales CRM Template After copying this template to your Stackby Workspace, you can customize it per your requirements. Let's see how: Add custom fields to capture specific information relevant to your business needs. Create new tables, such as product or lead tables, to expand the functionality of your Sales CRM Template. Utilize filters and views to narrow down and focus on specific data subsets within your CRM. Streamline your workflow by incorporating automation features into your Sales CRM Template. Seamlessly integrate with popular third-party tools like Zapier, Slack, Trello, etc. Tables Included in Our Sales CRM Template Opportunities: It allows you to track the potential deals that your company is currently pursuing. Interactions: This table lets you keep a tab of all the interactions you have with your customers, whether it's through phone calls, emails, or meetings. Companies: It enables you to maintain a comprehensive database of all the companies that you deal with. Contacts: With its aid, you can manage all your contacts in one place. By linking these tables together using Link Column types, you can create relationships and establish key performance indicators (KPIs) for your sales CRM. For example, you can link interactions to specific opportunities or contacts, track the number of interactions per opportunity, or measure the conversion rate from opportunities to closed deals. It enables you to generate meaningful insights, track key performance indicators (KPIs), and generate reports that provide a holistic view of your sales operations and performance. You can also add or import tables depending on your unique requirements. This flexibility allows you to customize the template to suit your business needs and ensure you have all the information you need at your fingertips. Ready to Simplify Your Sales Management Tasks and Customer Relationships? With Stackby's Sales CRM Template, you can manage your sales pipeline and customer relationships more effectively, boosting overall sales and revenue.Try it out today by signing up on Stackby and experience a flawless sales management experience!Check out more related Templates: Business Development CRM Dealflow CRM Fundrasing CRM Customer Development Lightweight CRM Personal CRM 

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

This Massage CRM template in Stackby lets spa owners manage client bookings, track session details, and coordinate therapist schedules, ensuring a smooth and relaxing experience for clients.

Manage clients, tasks, billing, employees, reminders, documents, reports and more in this template for CA and Tax Professionals.