Textile CRM & Order Management Template

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client. Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients. This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer.  What is Clearbit, and how will it help you?  Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities. With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation. Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park.  Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface.  Using our tailor-made data enrichment template, you will now be able to: Keep detailed records of all the potential customers in one place. Import data automatically from Clearbit directly to your enrichment template. Add a description to each company for a better understanding of the same. Record the year in which the company was founded and its current employee strength. Monitor the company’s global site rank and the current number of AngelList followers. Add information generated from the Person Enrichment API to the template. Store the full name and current location of your company contacts/leads. Record the current title of the individual in the company and add a description to the same. Get access to other personal information including, but not limited to, the alma mater of the concerned person. Import and update details as and when required. Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease. 

The solar energy industry is growing rapidly, with businesses handling multiple leads, project installations, and ongoing maintenance services. Without a structured system, managing solar projects, customer interactions, and sales pipelines can become overwhelming. The Solar CRM Template by Stackby helps solar companies efficiently track leads, manage customer interactions, oversee installations, and monitor system performance. This all-in-one solution simplifies operations, improves customer management, and boosts efficiency for solar providers, contractors, and sales teams. Why Use the Solar CRM Template? Managing a solar business involves multiple processes, including: Tracking new leads and converting them into customers Managing proposals, contracts, and project installations Monitoring solar system performance and customer satisfaction Organizing team workflows and sales pipelines Many solar businesses rely on spreadsheets, disconnected tools, and manual tracking, which often lead to inefficiencies. This Solar CRM Template centralizes everything in one platform, ensuring better workflow management, lead tracking, and project execution. How the Solar CRM Template Works in Stackby This template includes essential tables to streamline lead tracking, project management, and system performance: 1. Leads Table Store lead details, including name, contact, and inquiry source Track lead status (New, Follow-up, Quoted, Converted, Lost) Assign sales representatives and follow-up dates Monitor conversion rates and optimize the sales pipeline 2. Customers Table Maintain a database of customers with contact details and project history Track system installations, warranties, and support tickets Record customer interactions for better service and engagement 3. Projects Table Manage ongoing solar installation projects Track project status (Planning, In Progress, Completed, Maintenance) Assign project managers, technicians, and deadlines Maintain documents, contracts, and approval records 4. System Performance Table Monitor energy production and system efficiency Track maintenance schedules and service logs Record key performance indicators (KPIs) such as power output and downtime Set alerts for system maintenance and customer follow-ups 5. Financials Table Track invoices, payments, and outstanding balances Manage customer financing and payment plans Monitor sales revenue and project profitability Each table is fully customizable, allowing businesses to adapt the template based on their specific needs. Key Features & Benefits End-to-End Solar CRM Solution – Manage leads, customers, projects, and performance tracking in one place Sales & Lead Management – Track inquiries, follow-ups, and conversions to optimize sales Project Tracking – Monitor installation progress and ensure timely execution Performance Monitoring – Analyze solar system efficiency and schedule maintenance Customer Relationship Management – Maintain communication logs and improve post-installation support Financial Oversight – Track payments, invoices, and revenue seamlessly Custom Views & Automation – Use calendar views, reminders, and automated workflows for efficiency Who Can Benefit from This Template? Solar Energy Providers – Manage leads, projects, and customer support effortlessly Solar Contractors & Installers – Track project installations and service schedules Sales & Marketing Teams – Optimize sales pipelines and improve customer engagement Renewable Energy Consultants – Organize client data, proposals, and system performance insights Financing & Support Teams – Manage payment plans and monitor customer financials Getting Started with the Solar CRM Template Sign up for Stackby and access the Solar CRM Template Add leads, customers, and project details to begin tracking your workflow Assign tasks, update project statuses, and monitor performance metrics Use automation and reminders to streamline operations and ensure follow-ups Generate reports and analyze performance data to optimize efficiency With real-time tracking, collaboration tools, and automation, Stackby makes solar business management easier than ever. Final Thoughts A well-structured Solar CRM can significantly improve sales conversion rates, streamline installations, and enhance customer satisfaction. The Solar CRM Template in Stackby helps solar businesses organize their workflow, improve operational efficiency, and provide better service to customers. Get started with the Solar CRM Template today and power up your business operations with ease! . 

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 

Managing real estate transactions, client relationships, and property listings can be overwhelming without a structured system. The Real Estate CRM Template in Stackby is designed to help realtors, brokers, and real estate agencies organize leads, track sales, and streamline communication with clients—all in one place. With this template, you can manage listings, follow up on leads, maintain client records, and track deals at different stages. Whether you're an independent agent or part of a larger real estate firm, this CRM will enhance your workflow, ensuring no opportunity slips through the cracks. Why Use This Template? A well-organized CRM is essential in real estate to handle multiple clients, properties, and deals simultaneously. This Real Estate CRM Template provides: A centralized hub for managing client data, property details, and sales pipelines. Automated tracking of lead statuses, interactions, and property showings. Customizable fields to fit the specific needs of real estate businesses. Collaboration tools to share data with your team and coordinate deals efficiently. How This Template Works in Stackby The Real Estate CRM Template is structured with key tables that cover all aspects of real estate business management. 1. Leads & Clients Store contact details, preferences, and interaction history of potential buyers and sellers. Categorize leads based on their stage in the buying or selling process. Assign follow-up tasks to team members and set reminders for client meetings. 2. Property Listings Maintain a database of available properties with images, descriptions, pricing, and locations. Track the status of each property—available, under contract, or sold. Link properties to client inquiries for efficient matchmaking. 3. Sales & Deals Pipeline Monitor active deals and categorize them into stages like "Inquiry," "Negotiation," and "Closed." Track commissions, closing dates, and sales progress. Identify high-value clients and prioritize deals based on potential revenue. 4. Communication & Follow-ups Log all communication with clients, including calls, emails, and meetings. Schedule follow-ups and automate reminders to stay on top of leads. Collaborate with team members to ensure smooth deal closures. Key Features & Benefits Automated Workflow: Set up automated reminders for follow-ups and meetings to ensure no lead is missed. Pipeline Tracking: Monitor every stage of your real estate deals, from prospecting to closing. Custom Views: Use Kanban, Table, or Calendar views to organize properties and client interactions efficiently. Integrations: Connect with third-party tools like Google Calendar, email services, and real estate listing platforms. Collaboration & Reporting: Share property details and sales reports with your team to improve decision-making. Real-World Use Cases Real Estate Agencies: Manage multiple agents, track listings, and improve team collaboration. Independent Realtors: Organize leads, follow-ups, and property details without juggling spreadsheets. Property Developers: Monitor sales progress and customer interactions for newly developed properties. Getting Started with the Template Add Leads & Clients: Start by entering client details, including contact information and preferences. Manage Listings: Upload property details, images, and pricing information to maintain a structured database. Track Deals: Use the sales pipeline table to track deals and monitor sales progress. Log Communication: Keep track of emails, meetings, and follow-ups with potential buyers and sellers. Optimize & Close More Deals: Regularly review lead conversions, improve sales strategies, and automate repetitive tasks. Final Thoughts The Real Estate CRM Template is designed to help real estate professionals manage their entire sales cycle efficiently. Whether you’re handling residential, commercial, or rental properties, this template will ensure smoother operations and better client relationships. Try it today on Stackby and take your real estate business to the next level. While managing real estate, agents may encounter tons of unexpected problems if the data collected upon the brokering real estate is not well organized. This problem canbe solved easily with Stackby’s Real Estate CRM Template. How will Stackby’s Real Estate Management Template help your business? This Stackby template allows the manager to record all the necessary details such as the property's value, depreciation, date of establishment, land used, etc. They can provide the customers with the same knowledge during the buying/selling of the estate. The template projects the estate status, its current owner, and the indoor and outdoor provisions, allowing the estate manager and the customers to preview the property thoroughly.  The property's price and the discounts are displayed through this template that helps the manager avoid any monetary confusion.  The visible list of engagement with the advertisements and the interested customers are easier to review with the list of details of the buyer(s) or any other persons interacting with the manager.  The property estimation feature avoids the trouble of calculating the property value every time an interested person calls in.  Moreover, the property details can be changed according to the fluctuations in the real estate features.  The Real Estate CRM Template is the quick solution to meet the manager and the client's needs and create a trust bond. It is especially effective because this template simplifies the manager's work while also improving efficiency.  Who will be finding this template useful? Real Estate Management Companies and private real estate brokers will be finding this of great assistance.Check out more related Templates : Business Development CRM Construction Project ManagementLease Tracker Dealflow CRM

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.  Employees not knowing whom to contact for a customer-related issue.  Reporting as it becomes a hassle since you have to pull data from various platforms.  Classifying customers and organize contacts can be difficult.  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 mone y 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 custom er 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  Business Development CRM 

Streamline Your Lead Onboarding & Email Automation Converting leads into customers requires a structured, efficient, and automated approach. Many businesses struggle with manual data entry, inconsistent follow-ups, and delays in onboarding. This Lead Onboarding & Email Automation Template helps you simplify the process—allowing businesses to capture leads, manage onboarding seamlessly, and automate email workflows to ensure every potential customer gets timely communication. Whether you run a service-based business, SaaS company, or agency, this template provides an all-in-one system to collect, track, and automate your lead management and onboarding efforts. Why Use This Template? Automate Lead Onboarding – Convert inquiries into onboarded leads without manual intervention. Seamlessly Collect Data – Embed a form-like view into your website to gather lead information efficiently. Improve Follow-Ups – Automate email sequences to engage leads at different stages. Enhance Productivity – Reduce manual tasks, minimize errors, and focus on closing deals. Customizable & Scalable – Adapt the template to your workflow and expand as your business grows. How This Template Works in Stackby This template is designed with business owners, sales teams, and marketing professionals in mind. Here’s how you can use it: Lead Data Collection: A form-like view allows you to integrate this template into your website, ensuring that inquiries are captured effortlessly. Lead Processing & Categorization: Once an inquiry is received, it is automatically categorized based on priority, source, or stage in the pipeline. Automated Email Communication: When a lead progresses from inquiry to onboarding, predefined email sequences are triggered—keeping prospects engaged without manual effort. Tracking & Analytics: Monitor lead activity, response rates, and follow-up efficiency, ensuring a data-driven approach to improve conversions. Key Features & Benefits Form-Like View: Easily embed on your website to capture leads in real-time. Automated Email Sequences: Send personalized emails at different stages of onboarding. Centralized Lead Management: Keep track of all leads in one place with customizable filters and views. Workflow Automation: Set triggers for lead follow-ups, task assignments, and email notifications. Seamless Collaboration: Sales and marketing teams can work together effortlessly within the platform. Who Can Benefit from This Template? ? Marketing & Sales Teams: Improve response times and lead conversions with automated workflows.? Consultants & Agencies: Onboard new clients effortlessly without missing crucial touchpoints.? SaaS & Subscription-Based Businesses: Automate trials, demos, and onboarding sequences to scale faster. How to Get Started? Copy the Template – Get instant access to a pre-built lead management system. Customize to Fit Your Needs – Add custom fields, email triggers, and automation rules. Embed & Automate – Place the form on your website, set up workflows, and let automation handle the rest. A streamlined, automated lead onboarding process can make a huge difference in your sales and customer experience. This template removes manual bottlenecks, ensures faster conversions, and enhances efficiency for businesses of all sizes. Start automating your lead onboarding and email workflows today with this free-to-use Stackby template!

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.

How Stackby's Customer Testimonials Template will help ? 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!

Personal CRM system’s basic and critical feature is keeping track of communications with the customer, maintaining an updated database, planning and reminding about follow-ups, updating the lead status, and scheduling future communications with any converted clients.  Maintaining multiple channels for every other business need can prove to be quite difficult. It is easier to keep track of all the requirements through one singular platform. This is where Stackby’s Personal CRM template comes in.  What is a Personal CRM? Personal CRM is a centralized contact management tool to manage all your personal and professional contacts to keep track of future communication and staying in touch. A Personal CRM template provides people with a starting point looking forward to using spreadsheet-based CRM solutions. It is designed for easy and quick use and better accessibility.  The Personal CRM template will be best suited for entrepreneurs, small business owners, freelancers, contractors, or just anybody looking to forward their work or career. It is quite flexible to assist anyone trying to grow and systematically cultivate their network & business.  Who will find this Personal CRM template useful? This template is useful for any individual, business owner, managers, business development teams, sales individuals & SMEs.  How will Stackby’s free Personal CRM Template help you? Stackby's free Personal CRM template will help you organize and track all your clients and relations.  Using this free Personal CRM template, you will be able to:  Record the details of all your clients on the same platform.  Track each client's title (Small Business Owner/ Marketer/ YouTuber/ Analyst/ Project Leader/ etc.). Record the current location in each case.  Store the contact details of each client. This includes the phone number and email address. Track the date of the last meeting.  Store the details of the current employer of each client.  Add notes in each case, if necessary. You can also track the number of clients from each location separately. Similarly, you can also keep a record of the number of clients under a particular employer.  Monitor and update the details as and when needed.  The free Personal CRM template is completely customizable. You can have the layout of the information the way you want and continue to customize it to match with your network management preference.  Benefits of using Stackby's Personal CRM Template: Track all of your network and contacts in a single place from university to your work life.  Never miss a relationship due to forgetfulness or plain laziness, you never know who can be of help and when.  Nurture all your relationships with proper reminders, days passed since last followups and your last conversations.  Track all the todos and make your network strong with each passing day.  30 mins of using this Personal CRM every week would help you keep track of all your relationships.   Copy the Personal CRM stack and start using the best Personal CRM template today!   You might also find these templates useful:  Dealflow CRM  Fundrasing CRM  Customer Development  Lightweight CRM 

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 Business Development CRM