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HR & Recruiting Templates

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Simple Applicant Tracker preview in Stackby Templates
Simple Applicant Tracker
Stop Losing Candidates: Use a Simple Applicant Tracker Template  Hiring is chaotic. You're juggling resumes in email threads, interview notes in Slack, and offer statuses in someone's head. Sound familiar? If your team has missed a follow-up or forgotten a strong candidate because of messy tracking, you're not alone - and you're not out of options. A simple applicant tracker template fixes this. Not a bloated ATS you'll spend three weeks configuring. A ready-to-use structure that gives your team visibility into every candidate, every stage, and every next step. Stackby's template library has one that works right out of the box, no coding required. Here's what you'll get from this: what makes a solid recruitment tracker template, how to use it, and real scenarios where it saves hiring teams serious time. What Is a Simple Applicant Tracker Template? It's exactly what it sounds like. A pre-built table (or set of tables) where you log candidates, track application stages, record interview notes, and manage follow-ups - all in one place. The key word is simple. You don't need a full candidate management system with 47 fields and automated AI scoring on day one. What you need is a place where your whole team sees the same thing. Who applied. What stage they're at. What happens next. A decent applicant tracking spreadsheet handles that. But honestly? Spreadsheets break fast. Once you're tracking 50+ candidates across three roles, formulas get messy, columns multiply, and someone inevitably edits the wrong row. That's where a proper hiring tracker template - built on a no-code database - actually holds up. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Applicant Pipeline TrackingDesc:Track every candidate through stages (Applied ? Screened ? Interviewed ? Offered ? Hired) in a single linked-record system so nothing falls through the cracks.Title:Automated Status NotificationsDesc:Trigger email or Slack alerts when a candidate moves to the next stage, reducing manual follow-up and keeping hiring managers updated in real time.Title:Role–Candidate LinkingDesc:Link open positions to candidate profiles and interview notes via relational tables, giving recruiters a 360° view of every hiring pipeline.Title:HR Reporting DashboardDesc:Use built-in Chart and Summary apps to visualise time-to-hire, offer acceptance rates, and headcount metrics without leaving your workspace. Key Features to Look For Not all templates are equal. Here's what separates a useful recruitment management template from a glorified list: Stage tracking with dropdown fields - Applied, Phone Screen, Interview, Offer, Hired, Rejected. Every candidate status in one click. Linked records - Connect candidates to open roles, interviewers, and feedback notes without duplicating data across sheets. Interview dates and deadlines - So nothing falls off the calendar mid-process. Multiple views - Kanban for pipeline visibility, grid for bulk editing, calendar for scheduling. Pick what works for your team. Built-in collaboration - Comments, task assignments, and notifications so your team isn't coordinating everything through email. The candidate tracking system at Stackby Template includes all of this. It also connects to external APIs if you want to pull in job board data down the line. How to Use This Template: Step-by-Step Faster than you'd think. 1. Grab the template from Stackby Template and open it in your Stackby workspace. 2. Add your open roles. One row per job, or use a linked table if you're hiring across multiple positions at once. 3. Enter or import candidates. Paste names and emails from your inbox, or use Stackby's built-in form link to collect applications directly into the tracker. 4. Set your hiring stages. The defaults work fine for most teams, but renaming them takes under a minute. 5. Assign team members to each candidate so it's clear who owns the next action. 6. Switch to Kanban view to see your hiring pipeline visually - who's stuck, who's moving, and where you're losing people. That's it. You're running a proper job applicant tracker in less time than it takes to set up another Gmail folder. Real Scenarios Where This Saves Time A startup hiring their first five employees. No HR team, just founders doing it themselves. A hiring pipeline tracker stops them from reaching out to the same candidate twice - or forgetting someone great who interviewed during a chaotic product sprint. An agency managing hiring across multiple clients. One recruiting coordinator, three open roles, two different client accounts. The AI-powered applicant tracking template in Stackby lets them filter by role, client, and stage without building separate sheets for each. An HR coordinator running seasonal hiring. Eighty applications in two weeks for a retail ramp-up. The grid view is fast for data entry, but the Kanban board is what stops strong candidates from stalling unnoticed at the screening stage. These aren't edge cases. They're Tuesday. How Stackby Template Helps With Applicant Tracking Stackby's template library isn't just a collection of pretty tables. The recruitment CRM template is actually functional - built around how real teams work, not how software vendors assume they do. A few things worth calling out specifically: API integrations - Connect to LinkedIn, Google Sheets, or your HRMS without writing a single line of code. Automation triggers - Move a candidate to "Interview Scheduled" and automatically notify the interviewer. That one feature alone cuts a surprising number of "hey, did you see this?" Slack messages. Role-based permissions - Your hiring manager sees candidate feedback. Candidates don't. Clean and simple. Dashboard views - Track how many candidates are at each stage, how long roles take to fill, and where your pipeline is stalling week over week. It's the closest thing to an AI-powered applicant tracking template with real automation that doesn't require an IT department to configure. Start free at Stackby Template - no credit card needed. Conclusion A simple applicant tracker template gives your whole team a shared, real-time view of every candidate and every stage - no more status updates by Slack or email. The best templates go beyond basic columns: stage tracking, linked records, multiple views, and automation are what make a hiring tracker actually useful at scale. Stackby's no-code recruitment tracker template is built for teams that need something working immediately, not something they need to configure for a month before it's useful.Your hiring process probably has more gaps than you realize. A good tracking system doesn't fix your sourcing strategy or your interview process - but it absolutely stops great candidates from slipping through because of administrative mess. Start with the free template at Stackby Template and build from there.  
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Job Search preview in Stackby Templates
Job Search
Free Job Search for HR Teams  The process of job hunting is arduous. It does not matter if you are just a student searching for your first job or an experienced individual looking for a new opportunity; keeping track of numerous company and application forms will wrack your nerves. But the Job Search Template can be the solution to all your job problems. What Is a Job Search Template? Job Search Template helps an individual keep track of the companies, their contact information, their official email ids, different openings, and whatnot. Basically, this template organizes a vast amount of information, similar to how a client database organizes business contacts. Keeping the information in the proper order can be a task on its own and might consume long hours; with the help of a job search template, the entire process could be reduced to sixty seconds. It not only reduces the stress and errors of an individual, but it effectively reduces the time that the individual will invest in hunting one distinct paper. Why Should You Use a Job Search Template? Job search template helps to manage a vast amount of information. The template has a job application tracker, which helps make the job application process easy and manageable, functioning like a recruitment tracker but from the candidate's perspective. This is done by tracking all your movements related to the job, such as completing application forms, arranging for materials, scheduling interviews, and collecting data on the work experience. The Job Search template can easily be updated and requires a minimum amount of time. You can easily keep track of your day-to-day activities without missing one single opportunity that is coming your way using project tracker features for application management. It is imperative to understand that the interviewer would take a simple glance at your resume, which will make him or her cast you in a new position, but the simplest error can decrease your chances. With the help of the Job search template, the changes will reduce to a massive scale, which will help you make a good impression on the interviewer. Job seekers can organize their search efforts with operations management tools and utilize database software to maintain detailed company research. The template works seamlessly with HR and recruiting workflows and can be integrated with simple applicant tracker concepts for personal use. Candidates can also leverage recruiting pipeline strategies to understand hiring timelines and use customer database software principles to organize networking contacts effectively. Customize this template to suit your needs, and give your career a head-start.
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New Employee Hire Form preview in Stackby Templates
New Employee Hire Form
Free New Employee Hire Form for HR Teams  The New Employee Hire Form template simplifies onboarding by gathering essential information, including roles, start dates, and emergency contact details.
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Holiday Request Form preview in Stackby Templates
Holiday Request Form
Free Holiday Request Form for HR Teams  Manage employee holiday requests and approvals easily by tracking leave details and ensuring proper documentation.
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Annual Leave Form preview in Stackby Templates
Annual Leave Form
Free Annual Leave Form for HR Teams The Annual Leave Request Form template helps employees submit leave requests and enables HR to track and approve them with ease, improving workflow efficiency.
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Employee Database Management System preview in Stackby Templates
Employee Database Management System
Employee Database Management System HR data chaos is almost universal for growing teams. Three spreadsheets open at once, two people editing the same file, a "master list" that's three months out of date. Sound familiar? A proper employee database management system solves all of this. One place for every employee's data - roles, contracts, contact details, review dates. No versioning nightmares. No "wait, which sheet is current?" conversations. And you don't need enterprise software to get there. Stackby templates lets you build a fully functional system in hours, not months, without writing a single line of code. Here's what to look for and how to actually get it done. Why Spreadsheets Break Down Faster Than You Expect Spreadsheets feel manageable at 15 employees. At 50, they become a liability. There's no real access control - anyone can edit anything, at any time. No automation means contract renewals and probation reviews just don't happen unless someone manually remembers to check. And pulling a headcount report for leadership? Good luck filtering through 12 columns of inconsistently formatted job titles. This is the moment teams realize they need an actual employee record management system. Not a fancier spreadsheet. A real database with structure, search, and automation built in. The switch feels like a project, but honestly, it's one of the most time-saving things an HR team can do. Key Features to Look for in Any Employee Management System Not every tool solves the right problems. Before you commit, make sure the platform checks these boxes: Centralized records: All employee data in one place - contact info, roles, documents, employment type, start dates, everything. Role-based access: Managers see what's relevant to them. Employees update their own info. HR controls what's shared and what isn't. Custom fields: No generic template accounts for everything your company tracks. You need flexibility to add what's missing. Workflow automation: New hire added? Trigger onboarding tasks. Contract expiring in 30 days? Send a reminder automatically, without anyone setting a calendar reminder. Real search and filtering: Obvious-sounding, but surprisingly rare in the tools people actually end up using. Miss two or more of these and you'll hit a ceiling within six months. Guaranteed. How to Build Your Employee Database in 5 Steps Setting this up doesn't have to be a months-long IT project. Here's how to move fast: 1. Map what you need to track. Start with name, role, department, start date, employment status. Then add company-specific fields - certifications, equipment assigned, visa expiry dates. 2. Choose your platform. A no-code tool with pre-built templates is almost always faster than building from scratch. Pick one that handles both database structure and automation. 3. Import your existing data. Export your current spreadsheet as a CSV, clean up inconsistencies (especially dates and job titles - those are always the problem), then import. Budget a few hours for this step. 4. Build your core views. An employee directory, a department filter, and a headcount dashboard. Those three cover 80% of what HR teams need on a daily basis. 5. Automate the repetitive tasks. Onboarding checklists, anniversary alerts, document expiry warnings. Set them once and let the system handle the follow-ups.Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Applicant Pipeline TrackingDesc:Track every candidate through stages (Applied ? Screened ? Interviewed ? Offered ? Hired) in a single linked-record system so nothing falls through the cracks.Title:Automated Status NotificationsDesc:Trigger email or Slack alerts when a candidate moves to the next stage, reducing manual follow-up and keeping hiring managers updated in real time.Title:Role–Candidate LinkingDesc:Link open positions to candidate profiles and interview notes via relational tables, giving recruiters a 360° view of every hiring pipeline.Title:HR Reporting DashboardDesc:Use built-in Chart and Summary apps to visualise time-to-hire, offer acceptance rates, and headcount metrics without leaving your workspace. Three Real Scenarios Where This Makes a Difference Hiring fast. Twenty new employees in Q1 is great news. Without structured staff database management software, onboarding becomes a logistical mess. With one, every hire moves through the same automated flow - contracts sent, accounts provisioned, manager notified. Running a remote team. Distributed teams fragment HR data faster than anything else. A cloud-based employee information system puts everyone - your Nairobi hire, your Toronto lead, your Jakarta contractor - in the same database with the same data quality. Handling a compliance audit. Legal asks for all contracts expiring in the next 90 days. In a spreadsheet, that's 45 minutes of manual digging. In a proper workforce management system, it's a filter you set in 30 seconds. How Stackby Templates Helps With Employee Database Management Stackby templates are built for exactly this kind of problem. The HR employee database template comes pre-structured, so you're not designing a database from scratch. Here's what you get out of the box: Structured columns for all core HR fields - name, department, role, employment type, start date, current status Linked tables that connect employees to departments, assets, or projects without duplicating records Automated workflows for onboarding steps, contract reminders, and performance review cycles API integrations with Slack, Google Workspace, and more - no developer required Custom views including a searchable directory, Kanban board by department, and a calendar for key dates The AI-powered layer is where things get genuinely useful for HR teams beyond basic storage. The AI employee database management system features inside Stackby surface insights automatically - headcount by team, tenure breakdowns, contract status at a glance - without exporting anything or writing a formula. That's the gap between a static tracker and a smart HR data management tool. Getting started is fast. The template is already structured. Adjust the fields, import your data, and you're live. Start a free trial at Stackby templates - no credit card required. Platform Comparison: Spreadsheets vs. Basic HR Tools vs. Stackby Conclusion  A proper employee database management system centralizes all your HR data in one reliable, searchable place - replacing the spreadsheet chaos most teams are still managing. The right platform includes role-based access, custom fields, and workflow automation. Storage alone isn't enough. No-code templates get you live in hours, not months - and there's no reason to wait. Most teams hold on to their spreadsheet setup until something breaks badly enough to force a change. That's the wrong time to start. Stackby templates gives you a ready-built HR database system your team can launch this week - free to start, no credit card needed. 
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Marketing Templates

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Marketing Campaign Tracker preview in Stackby Templates
Marketing Campaign Tracker
Free Marketing Campaign Tracker for Marketers  Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template! What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign Decide on your target audience Set a budget for your campaign planning strategy Decide on a platform/channel Organize your team and divide the work Determine the content Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises What is a Marketing Campaign Management Template? A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement, similar to how content planning templates adapt to different editorial needs. Why do you need a Campaign Management Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems! Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities. How will Stackby's Campaign Management Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Monitor campaign status and progress Track the status of each of your marketing campaigns separately, ensuring nothing falls through the cracks. This visibility is similar to what a project tracker provides for project management. Control budget and spending Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks and calculate your average CPA for better financial planning. Measure conversion performance Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Set clear timelines Set a start and end date for your marketing campaign, coordinating with a social media calendar for multi-channel execution. Update and optimize continuously Monitor and update your ad campaign management plan as and when required, ensuring your campaigns stay aligned with business objectives. Visualize Your Campaign Pipeline You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. This flexible visualization works seamlessly with operations management workflows for comprehensive campaign oversight. Integrate with Your Marketing Stack The Marketing Campaign Tracker integrates perfectly with other marketing tools. Use it alongside an ad campaign planning template for strategic planning, or combine it with social media analytics to measure cross-channel performance. For content-driven campaigns, coordinate with a B2B content calendar to align your content strategy with campaign timelines. Track Specialized Campaign Types Different campaign types require different tracking approaches. For social media campaigns, integrate with a social media calendar. For paid advertising, use commission tracking to monitor affiliate and partner performance. Agencies managing multiple clients can maintain a client database alongside campaign tracking to ensure quick access to client preferences and campaign history. Optimize Your Marketing Process Understanding effective marketing management is crucial for campaign success. Explore resources on the marketing management process to optimize your overall approach, or check out database templates for marketing agencies for additional tools. Use Stackby's Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before! You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 
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Editorial Workflow preview in Stackby Templates
Editorial Workflow
Free Editorial Workflow for Marketers  How Stackby's Editorial Workflow Template will help ? We need not reiterate the importance of your Editorial Workflow. Irrespective of the medium – print or digital, the step-by-step planning and process is what results in successful execution. The ideas, the creating, the timeliness - all contribute to the timely execution. The Stackby Editorial Planning Calendar has a secret agenda. At Stackby, we know how important it is to maintain the creativity of your writers and editors so that they churn out excellent editorials. And we wanted to take off the mundane (or let’s say – the not-so-exciting) task of creating a workflow or an editorial calendar so that they remain focused on their primary duties. We have created an easy-to-adapt-and-use template that also acts as a real time meeting and collaboration place for you. Introduce or share ideas – bombard them here, add articles (as attachments, long texts), make edits, track your quality (yeah, just add in a table and you are good to go – manipulate it as you want), keep track of deadlines and schedule dates (as well as the other odd and even bits and pieces that are so much at home on your editorial workflow). Call it your editorial work space, and have meetings there, put in your comments - in short, have a great time working on your editorials in real time. Now, all you need to do is bring in that cup of coffee.
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Restaurant Marketing Calendar preview in Stackby Templates
Restaurant Marketing Calendar
Free Restaurant Marketing Calendar for Marketers  Restaurants need a boost in their content promotion now and then to promote their new products and attract new customers. Stackby's Restaurant Marketing Calendar Template assists the business in garnering public attention to the maximum so that the restaurant's products and services are recognized. How is the Stackby's Restaurant Marketing Calendar Template useful for your business? This Stackby Template is the easiest way to organize the marketing means planned by the business. It allows users to plan their content, saving time and money that would otherwise be used in inefficient advertising, similar to organizing campaigns with a content planning system. The Restaurant Marketing Calendar Template helps you keep track of all the posts and updates made by the business to ensure maximum customer engagement with the posts using social media calendar features. The template allows the business to record where its content is being posted and its constituents, functioning like a marketing campaign tracker for promotional activities. The links and directly accessible images make it easier for the business to navigate its growth. The Restaurant Marketing Calendar template is easily editable, allowing related content to be placed side by side for tracking and comparisons through marketing management tools. Who will find this template useful? Restaurants looking to expand their outreach and promote their products are likely to find this template extremely useful. It can also be utilized by hospitality businesses to grow their customers. Teams can integrate this with ad campaign planning for paid promotions and leverage social media analytics to measure campaign performance. Restaurant managers can also benefit from operations management for streamlining workflows, while using a client database to maintain customer relationships. For comprehensive promotional tracking, explore our b2b content calendar to coordinate content across multiple channels and maximize customer engagement. 
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Go-to-Market Strategy preview in Stackby Templates
Go-to-Market Strategy
Free Go-to-Market Strategy for Marketers  This Go-to-Market Strategy template helps teams plan and execute successful product launches. It includes a roadmap with linked features like product launch campaigns, customer acquisition strategies, and feedback loops to ensure product-market fit and drive growth in target markets. 
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Youtube Gaming Banner preview in Stackby Templates
YouTube Gaming Banner
Free Youtube Gaming Banner for Marketers  Creating an impactful YouTube Gaming Banner can make or break your channel’s first impression. With Stackby’s YouTube Gaming Banner Template, you can seamlessly manage, organize, and streamline your entire banner creation workflow—from ideas to final design and publication. Whether you're a solo gamer, creative designer, or gaming content agency, this template helps bring your banner branding to life, while keeping everything organized in one dynamic workspace. This template is ideal for YouTube creators who want to: Manage gaming banner assets Keep design specs handy Collaborate with editors or graphic designers Track banner publishing schedules Store YouTube channel links and brand guidelines Tables Included in This Template This YouTube Gaming Banner template consists of three primary tables: 1. Banner Designs This table acts as your central design repository—where all banner ideas, styles, and files are organized. Key Fields/Columns: Banner Name : Design Preview : Game Category :  Channel Name :  Size :  Design Tool Used :  Status :  Upload Date :  Designer :  Comments :  2. Brand Assets Maintain brand consistency across all banners by organizing key visual elements in one place. Key Fields/Columns: Asset Name :  Asset Type :  Asset File :  Used In Banner :  Notes :  3. Publishing Calendar Plan and schedule banner uploads or updates with ease. Key Fields/Columns: Scheduled Date :  Banner :  Channel Link :  Promotion Type : Status :  Notes :   Key Features & Benefits Visual Planning Made Easy: Upload banner previews, assign design tools, and track statuses all in one dashboard Complete Asset Management: No more digging through folders—centralize fonts, logos, and overlays per banner Collaborative Workflows: Easily assign collaborators or graphic designers and exchange feedback via the comment field Channel-Ready Scheduling: Plan uploads aligned with content drops or major gaming events Customization-Friendly: Tailor this template by adding extra fields like banner performance analytics or designer hours logged  Use Cases YouTube Gaming Creators: Stay visually consistent and organized for every season or content update Graphic Designers & Agencies: Manage banner requests across multiple clients and channels Gaming Startups or Studios: Create consistent branding for developer channels Marketing Teams: Coordinate banner rollout with YouTube ad campaigns or live events Why Use This Template? This YouTube Gaming Banner Template is designed to give creators, teams, and designers full control over banner creation workflows. From version control to publish planning, this template saves time and boosts brand consistency—so you can focus more on gameplay and less on coordination. Start using this free YouTube Gaming Banner Template on Stackby today, and build better visuals that level-up your channel’s first impression. 
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Youtube Channel Art preview in Stackby Templates
YouTube Channel Art
Free Youtube Channel Art for Marketers  Your YouTube channel’s visual identity plays a vital role in attracting viewers and encouraging subscriptions. The YouTube Channel Art Template by Stackby is designed to help content creators, designers, and marketers organize, plan, and manage their channel banners effortlessly. Whether you're launching a new channel or rebranding an existing one, this template ensures you stay on top of design elements, image specifications, and publishing timelines. With an intuitive layout and easy-to-use interface, Stackby’s template makes the design workflow smooth and efficient. Why Choose the YouTube Channel Art Template? Designing channel art involves more than just uploading an image. You need to ensure: Correct dimensions and formats for optimal viewing on desktops, mobile devices, and TVs Consistent branding that aligns with your channel’s identity Efficient collaboration between content creators, designers, and marketing teams Timely updates to reflect promotions, seasons, or milestonesThe YouTube Channel Art Template streamlines the entire process by providing dedicated tables to manage your design projects, visual elements, and publishing schedules. How the YouTube Channel Art Template Works in Stackby The template consists of three primary tables that cover all essential aspects of creating and managing YouTube channel art: 1. Design Assets Table This table serves as a centralized space to store and track all design-related elements. It includes Asset Name – Provide clear, descriptive names for banners or visual elements File Links – Attach image files or design files (e.g., PNG, JPG, or PSD) Dimensions – Track dimensions to ensure compatibility across devices Designer Details – Record who created the asset for easy collaboration Status – Monitor progress with statuses like “In Progress,” “Review,” or “Finalized” 2. Channel Branding Table Maintain a consistent brand identity using this table, which includes: Brand Colors – Record and store hex codes for your channel’s brand colors Typography – Note fonts and sizes used in channel art Logo and Icons – Store logos, icons, and any graphical elements Design Notes – Include guidelines and notes to ensure visual consistency 3. Publishing Schedule Table Efficiently manage the timeline for designing and uploading channel art using this table. Track: Campaign Name – Identify banners used for promotions, events, or collaborations Upload Date – Keep deadlines in check with scheduled upload dates Approval Status – Mark approvals from relevant stakeholders Platform Preview – Ensure channel art looks great across all devices with responsive previews Key Features and Benefits Design Management – Store all design files, assets, and branding elements in one place. Collaborative Workflow – Share the template with team members for seamless communication. Visual Consistency – Maintain brand consistency across channel art designs. Approval Tracking – Easily monitor the progress of designs through approval workflows. Device Optimization – Track dimensions and ensure channel art looks perfect on all screens. Who Can Benefit from This Template? YouTube Creators – Manage channel art and ensure brand consistency. Graphic Designers – Collaborate with clients to design banners using an organized system. Marketing Teams – Plan promotional campaigns and design channel banners for product launches. Agencies – Streamline client communication and approvals by using a transparent workflow. Getting Started with the YouTube Channel Art Template Add the Template: Duplicate the YouTube Channel Art Template into your Stackby workspace. Upload Design Assets: Add your design files and store brand assets in the Design Assets Table. Maintain Brand Consistency: Keep track of logos, colors, fonts, and design notes using the Channel Branding Table. Manage Publishing Schedule: Track deadlines, monitor approvals, and schedule upload dates in the Publishing Schedule Table. Collaborate with Teams: Share the template with designers, marketing teams, or clients for seamless collaboration. Stackby also offers integrations with cloud storage platforms like Google Drive or Dropbox, making it easy to link design files directly within the template.
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Project Management Templates

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Project Tracker preview in Stackby Templates
Project Tracker
Free Project Tracker for Teams  Managing multiple projects efficiently can be challenging, especially when juggling deadlines, tasks, team collaboration, and resource allocation. Without a structured system, projects can quickly become disorganized, leading to missed deadlines and inefficiencies. The Project Tracker Template in Stackby is a powerful tool designed to help individuals, teams, and businesses track progress, manage tasks, assign responsibilities, and monitor deadlines—all in one place. Whether you're a project manager, freelancer, or part of a growing team, this template provides a seamless solution for managing projects with clarity and efficiency. Why Use the Project Tracker Template? Tracking projects effectively is key to maintaining productivity and meeting goals. This template ensures that all aspects of project management—from task assignments and deadlines to resource tracking and progress monitoring—are structured and easy to oversee. Key Benefits: Centralized dashboard for managing multiple projects Task tracking with status updates, priority levels, and assigned owners Deadline monitoring to ensure timely project completion Resource and budget management for cost tracking Collaborative workspace for team updates and file sharing Instead of relying on scattered spreadsheets and disconnected tools, this template gives you a real-time, all-in-one solution to manage projects efficiently. How the Project Tracker Template Works in Stackby This template includes structured tables that cover every critical aspect of project tracking, ensuring smooth execution from start to finish. 1. Project Overview Table List all active projects with key details Assign project owners, due dates, and priority levels Monitor project stages (planning, in progress, completed) 2. Task Management Table Break down projects into individual tasks Assign tasks to team members and set deadlines Track progress with status labels (To-Do, In Progress, Done) Prioritize tasks based on urgency 3. Team Collaboration Table Assign team members to specific projects Track individual contributions and responsibilities Communicate updates and share important files 4. Budget & Resource Allocation Table Monitor project budgets and actual spending Allocate resources effectively to avoid shortages Keep a record of tools, software, or assets used in each project 5. Deadline & Milestone Tracker Set project milestones for major deadlines Get automated reminders for upcoming tasks Track progress with percentage completion indicators Each table can be customized to match your project’s specific needs, making it a versatile and scalable solution for businesses of all sizes. Key Features & Advantages Comprehensive Project Dashboard – Get a bird’s-eye view of all your ongoing and completed projects in one place. Efficient Task Management – Assign, track, and prioritize tasks effortlessly with built-in filters and categories. Automated Reminders & Notifications – Never miss a deadline with Stackby’s automation features. Collaboration & File Sharing – Work with your team in real time by assigning tasks, leaving comments, and sharing files. Budget & Resource Tracking – Stay within budget and allocate resources effectively to avoid overruns. Multiple Views & Customization – Visualize project data in different views like Grid, Kanban, or Calendar based on your preference. Who Can Use This Template? Project Managers & Teams – Ideal for tracking and managing multiple projects efficiently. Freelancers & Entrepreneurs – Keep track of deadlines, clients, and project deliverables. Agencies & Businesses – Manage internal and client-based projects with structured workflows. Event Planners & Coordinators – Plan and execute projects with clear timelines and resource tracking. No matter your industry, this Project Tracker Template provides the structure and flexibility needed to stay organized and improve efficiency. Getting Started with the Project Tracker Template Sign up for Stackby (if you haven't already). Access the Project Tracker Template and customize it to fit your project requirements. Add projects, assign tasks, and set deadlines for an organized workflow. Utilize automation for task reminders, status updates, and project tracking. Collaborate with your team in real time to ensure projects are completed on time. With Stackby’s intuitive interface, customizable workflows, and powerful collaboration tools, project tracking has never been easier.
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Science Museum Project Tracker preview in Stackby Templates
Science Museum Project Tracker
Free Science Museum Project Tracker for Teams  Streamline Science Museum projects effortlessly using Stackby's comprehensive database template. Organize tasks, teams, resources, and project specifics with ease.
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Project Request Form preview in Stackby Templates
Project Request Form
Free Project Request Form for Teams  The Project Request Form template helps streamline project proposals by collecting essential details and tracking approvals effectively.
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Project Planning preview in Stackby Templates
Project Planning
Free Project Planning for Teams  Managing a project requires careful planning, efficient collaboration, and real-time tracking to ensure success. Whether you're handling a small personal project or a large-scale business initiative, having a structured system is essential. The Project Planning Template in Stackby is designed to help teams and individuals organize their tasks, set deadlines, manage resources, and monitor project progress seamlessly. This template is an all-in-one project management solution that eliminates the need for scattered spreadsheets, endless email threads, and disconnected tools. It provides a centralized platform where you can track every project detail efficiently and ensure smooth execution. Why Use the Project Planning Template? Project planning involves multiple components, such as: Defining project objectives and scope Breaking down work into manageable tasks Assigning responsibilities and setting deadlines Tracking project milestones and progress Managing team collaboration and communication Without a structured approach, projects can face delays, miscommunication, and inefficiencies. This template provides clarity and organization, ensuring that tasks are properly assigned, tracked, and completed on time. How the Project Planning Template Works in Stackby The Project Planning Template includes key tables that help streamline the entire project lifecycle. 1. Task Management Table List all project tasks with descriptions and priorities Assign tasks to team members with due dates Track status updates (To-do, In Progress, Completed) Attach relevant files and documents 2. Project Timeline Table Define project phases and key milestones Use Calendar and Gantt views to visualize timelines Monitor task dependencies and adjust schedules accordingly 3. Resource Allocation Table Manage team members, roles, and responsibilities Allocate resources such as budget, tools, and materials Avoid overallocation and ensure balanced workload distribution 4. Progress Tracking Table Monitor completed vs. pending tasks Track percentage completion of each phase Use automated updates and reminders to stay on schedule Each table is fully customizable, allowing you to tailor it based on your specific project needs. With features like real-time collaboration, automated workflows, and customizable views, you can plan and execute projects effortlessly. Key Features & Benefits Task Management Made Simple: Assign tasks, track deadlines, and monitor progress in one place. Real-Time Collaboration: Work with your team, update task statuses, and communicate seamlessly. Flexible Project Views: Switch between Grid, Calendar, and Gantt views for better visualization. Customizable Workflow: Adapt the template based on your project’s complexity and team structure. Automated Reminders: Stay on track with alerts for upcoming deadlines and overdue tasks. Seamless Integration: Connect with other tools for efficient project execution. Who Can Use This Template? This Project Planning Template is ideal for: Project Managers: Organize workflows, set deadlines, and track team performance. Startup Teams: Plan product development, marketing campaigns, and business operations. Freelancers & Consultants: Manage client projects and deadlines effortlessly. Software Development Teams: Use agile or waterfall methodologies to track progress. Marketing Teams: Plan campaigns, allocate resources, and monitor execution. Regardless of the industry, this versatile template can be adapted to any project type, ensuring structured planning and efficient execution. How to Get Started with the Project Planning Template Sign up or log in to Stackby to access the template. Import the Project Planning Template and customize it to fit your project requirements. Define project tasks, milestones, and deadlines within the template. Assign tasks to team members and allocate resources as needed. Use automation features to streamline updates and reminders. Track progress with real-time updates and adjust timelines as required. With Stackby’s powerful features, you can eliminate manual tracking and ensure your projects run smoothly from start to finish.
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Construction Project Management preview in Stackby Templates
Construction Project Management
Free Construction Project Management for Teams  What is a Construction Project Management Plan? A construction project management plan stores all the information related to a construction project. It enables you to gather all the requirements of the project in one place, list all relevant tasks, identify the necessary resources, and allocate the resources appropriately. You can refer to your construction project planning template whenever you need to know 'what happens next' in the project. Unlike traditional spreadsheet templates that can become cumbersome for complex projects, a dedicated construction project management template provides the structure and functionality needed for successful project execution. Overview of Construction Project Management Template The construction project execution plan template is designed to help construction managers manage the different tasks, phases and assets of the construction project. It helps you visualize tasks by status and manage all the different teams working on the construction project together. It also includes a construction project calendar that helps in tracking the start date and end date of a task so that your project can stay on schedule. This comprehensive approach to project tracking ensures that every aspect of your construction project is monitored and managed effectively, from initial planning to final completion. How can Construction Project Planning Template Help You? Track and manage all tasks Tasks table of our construction project management template helps you track and manage all the important tasks related to the project such as: Name of the task Status of the task (yet to start, done, work in progress, etc.) Category of the task (management, design, construction, etc.) Task manager (to which the task is assigned) Start date and end date of the task Budget of the task Assets related to the task and so on This systematic approach to task management is essential for any successful operations management strategy in construction projects. Track all the phases of the project With this template, you can divide your construction project into different phases and assign different tasks to each phase. Then, you can keep track of how many tasks are there in each phase. This phase-based approach aligns with modern project management methodologies that emphasize structured workflow management. Organize all assets of the project There are many documents related to a construction project like blueprint, exterior layout, inspection checklists, permit documents and more. With Stackby's construction content calendar template, you can save all these documents in one place and associate them with the respective tasks in which these documents are required. You can also add notes related to these documents to help every team member understand the purpose of these documents. For contractors managing multiple properties, this asset organization feature works similarly to a real estate transaction tracker, ensuring all critical documentation remains accessible and organized throughout the project lifecycle. Who is this Template For? This template can be used by construction managers, civil engineers, architects, contractors, quality managers, site engineers and many other construction team members. Additionally, professionals involved in facilities management will find this template invaluable for overseeing construction-related maintenance and improvement projects. Why do we Need a Construction Project Management Template? Initiation: When the idea is generated, and plans are made to do construction or renovation. Planning: Now, the plan is made, and the teams are informed. All the resources which are required are laid out, and the budget is prepared. This planning phase often involves vendor management to coordinate with suppliers and subcontractors. Implementation: Now, the plan is executed, and the said budget is followed. Performance monitoring: After successfully implementing the project, the performance is analyzed and monitored for future use. This monitoring aspect is crucial for compliance tracking to ensure all regulatory requirements are met. Closing: If the project meets the set standards, then it is approved, or else changes are made if possible. Start Managing Your Construction Projects Today! Copy our free construction project planning template in your Stackby Workspace and manage your construction projects instantly. Divide all the phases of your project and assign tasks for each phase Manage every task by adding it to the Tasks table Assign task managers for every task Allocate budget, start date and deadline for every task Add assets related to every task For construction companies looking to expand their digital toolkit, consider implementing a comprehensive client database to maintain relationships with property owners and developers, while also utilizing inventory management systems to track materials and equipment across multiple job sites. Explore the potential of a construction project management template and streamline your construction project operations. Whether you're managing residential developments or commercial construction projects, having the right tools and templates can make the difference between project success and costly delays. Other construction and real estate templates to try: Real Estate CRM - Perfect for managing client relationships in construction and property development Deal Flow Management - Essential for construction companies pursuing new project opportunities Office Inventory - Organize your construction office supplies and equipmentFor teams working on construction projects remotely, explore our remote work solutions to maintain productivity and collaboration across distributed construction management teams. 
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Design Project Planning Template By Stackby Templates
Design Project Planning
Free Design Project Planning for Teams  Early stages of production, designing the product become the key to the success of the project. The planning and organising of the project design determine the sales of the product or service. Thus, Stackby brings to you the Design Project Planning Template that simplifies the work ok of the firm without compromising the quality or design of the project. How will Stackby’s Design Project Planning Template assist you? This template is packed with updatable features that also allows you to record the status of the project. It determines the categories of the project and the project owner. This template also keeps track of the project's starting date and end date, along with any other necessary notes. The attachment and link feature makes the navigation of the project documents easy. Moreover, tasks can be easily monitored, and the team can be working on them along with them. Who will find this template helpful? Program managers, project owners, and freelancers will be finding the use of this template.Check out the related Template : Project Tracker Project Portfolio Management 
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Sales and CRM Templates

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PR and Media CRM preview in Stackby Templates
PR and Media CRM
Free PR and Media CRM for Sales Teams  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, similar to organizing information in a client database. 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 using sales CRM capabilities. 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., functioning like a content planning system. 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) with marketing campaign tracker features. Track and monitor your PR contacts such as their expertise, contact details, status, articles published, publication channels, and so on using customer database software functionality. Manage all your publication channels in one place (articles published, number of articles published, type of publisher, etc) through social media analytics tracking.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. Teams can integrate this with marketing workflows and utilize social media calendar for scheduling media outreach. PR professionals can also benefit from sales and CRM systems for comprehensive contact management, while leveraging operations management tools for workflow coordination. For media relationship tracking, explore vendor management concepts for managing media partnerships and use free CRM templates to customize your PR relationship management system. 
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Sales CRM Template in Stackby Templates
Sales CRM
Free Sales CRM for Sales Teams  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. 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 
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B2B Lead Generation preview in Stackby Templates
B2B Lead Generation
Free B2B Lead Generation for Sales Teams The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.  What is the most critical aspect of planning & executing an effective B2B lead generation campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign
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Sales Strategy preview in Stackby Templates
Sales Strategy
Sales success depends on having a clear, structured strategy that aligns with your business goals. The Stackby Sales Strategy Template is designed to help businesses create, execute, and monitor their sales plans with ease. This template provides a comprehensive framework for tracking leads, managing sales activities, and measuring performance—all in one place. Whether you’re building a new sales strategy or refining an existing one, this template offers the flexibility and insights needed to drive consistent growth. What is the Sales Strategy Template? The Sales Strategy Template from Stackby is a customizable solution that helps businesses organize and streamline their sales activities. It includes dedicated tables for tracking leads, sales performance, outreach activities, and conversion metrics. By consolidating all sales data in one place, it becomes easier to analyze trends, identify gaps, and make data-driven decisions. This template is suitable for sales teams of all sizes, from startups to enterprise-level businesses. It helps sales managers and team members collaborate, align goals, and execute a consistent sales process. Why Use the Sales Strategy Template? A well-defined sales strategy eliminates confusion, increases efficiency, and improves conversion rates. The Stackby Sales Strategy Template helps you organize every aspect of your sales process, from lead generation to closing deals. Key Benefits:  Organized Sales Process: Track every lead, deal, and sales activity in one place.  Data-Driven Insights: Measure performance and adjust strategies based on real-time data. Increased Efficiency: Automate follow-ups, outreach, and pipeline updates. Team Collaboration: Improve communication and coordination within the sales team. How to Use the Sales Strategy Template in Stackby 1. Define Your Sales Goals Start by outlining your sales objectives—monthly revenue targets, lead conversion rates, and pipeline growth. Use the template to map out your entire sales funnel, from initial contact to deal closure. 2. Track Leads and Sales Activities Use the Leads Tracker table to log new leads, including source, status, and next steps. Monitor outreach efforts in the Sales Activities table to ensure consistent follow-ups and engagement. 3. Monitor Performance and Conversion Rates Track key performance indicators (KPIs) such as conversion rate, deal value, and sales cycle length. Analyze sales trends over time to identify patterns and opportunities. 4. Adjust Strategies Based on Insights Identify high-performing sales tactics and scale them across the team. Make data-driven decisions to refine your outreach, follow-up schedules, and pricing strategies. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Deal & Lead ManagementDesc:Capture leads, qualify prospects, and move deals through a visual pipeline — all from one structured database that replaces disconnected spreadsheets.Title:Activity & Follow-Up TrackingDesc:Log calls, emails, and meetings against each contact record and set automated reminders so no follow-up is ever missed.Title:Revenue ForecastingDesc:Use rollup and formula columns to aggregate deal values by stage and generate real-time revenue forecasts across your entire pipeline.Title:CRM API IntegrationsDesc:Connect to third-party services via Stackby's API connector to pull enriched company or contact data directly into your CRM template. Key Features of the Sales Strategy Template Leads Management: Track all leads, including source, stage, and priority. Sales Pipeline: Visualize your sales funnel and monitor deal progress. Sales Activities: Record outreach efforts, follow-ups, and client interactions. Performance Tracking: Monitor KPIs, including conversion rate and average deal size. Automation and Integration: Connect with third-party platforms and automate data entry. Use Cases for the Sales Strategy Template Startups: Build a structured sales process from scratch. SMBs: Streamline lead generation and deal tracking. Enterprise Sales Teams: Manage large volumes of leads and deals. B2B and SaaS: Improve outreach efficiency and conversion rates. Sales Consultants: Develop tailored sales strategies for clients. Who Can Benefit from This Template? Sales Managers: Monitor team performance and refine sales strategies. Sales Representatives: Track personal sales targets and performance. Business Owners: Improve sales processes and increase revenue. Marketing Teams: Align sales strategies with marketing efforts for better results. How This Template Enhances Sales Performance The Stackby Sales Strategy Template integrates seamlessly with Stackby’s automation and API connection capabilities. You can connect to third-party CRM platforms, sales outreach tools, and communication platforms to automate data input and ensure that the template is always up to date. By centralizing all sales data in one place, Stackby helps sales teams operate more efficiently and make better decisions. Real-time tracking and performance insights enable faster adjustments to strategies, improving overall sales performance. Conclusion The Stackby Sales Strategy Template is the ultimate tool for organizing, executing, and optimizing your sales process. It helps businesses of all sizes increase efficiency, improve conversion rates, and achieve consistent growth. Get started with the Sales Strategy Template today and build a smarter, more effective sales plan!
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Partnership CRM preview in Stackby Templates
Partnership CRM
Free Partnership CRM for Sales Teams  Building and maintaining strong partnerships is essential for business growth, but managing partner interactions, tracking performance, and handling financial transactions can be challenging. A lack of centralized data can lead to miscommunication, inefficiencies, and missed opportunities. Stackby’s Partnership CRM Template provides an organized system to track partners, manage interactions, measure performance, and monitor financial transactions in one place. Whether you're handling business alliances, sponsorships, or influencer collaborations, this template ensures seamless partner relationship management. Why Use This Partnership CRM Template? Many businesses struggle with: Scattered partner information – Keeping track of multiple partnerships across different platforms. Unstructured interaction records – Losing track of communications and follow-ups. Performance tracking issues – Measuring partner contributions without a streamlined system. Financial oversight challenges – Managing payments, commissions, or revenue sharing manually. This template helps you centralize, automate, and optimize your partnership management process. How This Template Works in Stackby The Partnership CRM Template consists of four key tables: Partners Table – Stores details of all partners, including business names, contact details, and partnership status. All Partners View – Displays a complete list of partners. Active Partners View – Filters partners who are currently active. Interaction Log Table – Tracks conversations, meetings, and touchpoints with partners. Interaction Log View – Keeps a detailed record of all communications. Interaction Pipeline View – Provides a structured view of ongoing interactions. Performance Metrics Table – Monitors partner contributions, KPIs, and overall effectiveness. Performance Metrics View – Displays key performance indicators. Metrics-Wise Performance View – Breaks down performance by specific metrics. Financial Transactions Table – Manages payment records, commissions, and other financial details. Financial Transactions View – Logs all financial exchanges. Payment Status View – Tracks pending and completed payments. Key Features & Benefits Centralized Partner Database – Keep all partnership details in one place. Structured Interaction Logging – Track conversations, emails, and follow-ups easily. Performance Tracking & Insights – Measure partner contributions with real-time data. Financial Transparency – Monitor transactions, payments, and outstanding dues. Automated Workflows & Reminders – Set up follow-up alerts and streamline communication. Customizable Views – Organize data based on your business needs. Who Can Benefit from This Template? Business Development Teams – Manage strategic partnerships efficiently. Marketing & Sponsorship Managers – Track brand partnerships and sponsorship deals. Sales & Affiliate Teams – Monitor affiliate relationships and performance. Influencer & Creator Collaborations – Keep track of influencer partnerships and payments. Getting Started Copy the Partnership CRM Template into your Stackby account. Add your partners to the Partners Table and categorize them into views. Log every communication and meeting in the Interaction Log Table. Track partner performance in the Performance Metrics Table. Manage payments and transactions in the Financial Transactions Table. Utilize automated workflows for reminders and status updates.
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Order Management CRM preview in Stackby Templates
Order Management CRM
Free Order Management CRM for Sales Teams  Efficient order management is crucial for businesses to track sales, inventory, payments, and shipping in real time. Manual processes, scattered spreadsheets, and lack of automation can lead to order delays, errors, and dissatisfied customers. Stackby’s Order Management CRM Template provides a centralized system to manage orders, customers, inventory, and workflows seamlessly. Whether you're a small business, an eCommerce store, or a large enterprise, this template helps streamline operations, improve accuracy, and enhance customer satisfaction. Why Use This Order Management CRM Template? Businesses often face challenges like delayed order processing, lack of inventory visibility, and miscommunication between teams. This template solves these issues by offering: End-to-end order tracking – From order placement to delivery, manage everything in one place. Automated workflows – Reduce manual efforts by automating order processing steps. Customer database management – Maintain a detailed record of customer orders and history. Seamless inventory tracking – Avoid stock shortages and ensure accurate order fulfillment. Integrated payment tracking – Keep an organized record of transactions and pending payments. How This Template Works in Stackby The Order Management CRM Template is structured into seven key tables: Orders Table – Tracks order details, status, and customer information. Workflows Table – Automates order processing steps and task assignments. Customers Table – Stores customer profiles and purchase history. Products Table – Lists available products with details like pricing and stock levels. Inventory Table – Monitors stock availability and replenishment needs. Payments Table – Tracks transactions, pending payments, and payment methods. Shipping Table – Manages delivery status, couriers, and tracking details. Key Features & Benefits Complete Order Lifecycle Management – Track orders from purchase to fulfillment. Automated Workflow Assignments – Reduce manual errors with automated processes. Customer Database & Order History – Improve personalized customer service. Real-Time Inventory Tracking – Avoid overstocking or stockouts. Seamless Payment & Shipping Management – Keep financial and logistics data organized. Customizable CRM Fields – Adapt the template to fit your business needs. Who Can Benefit from This Template? Retail & eCommerce Businesses – Manage orders, inventory, and customers efficiently. Wholesale & Distribution Companies – Streamline bulk order processing. Small Businesses & Startups – Improve order tracking and customer management. Logistics & Supply Chain Teams – Ensure smooth order fulfillment and delivery. Getting Started Copy the Order Management CRM Template into your Stackby account. Add your existing orders, customers, and product details. Automate workflows to assign order processing tasks. Track payments and shipping updates in real time. Use the dashboard views to monitor business performance efficiently.
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Google Adwords Reporting preview in Stackby Templates
Google Adwords Reporting
Google Adwords Reporting for SEO Teams  Stackby's Google Adwords Reporting template automates creating Adwords reports for your clients or team. You can add all important metrics from your Google Adwords Account like CTR, CPM, CTC, Conversions, etc. and create a customized report of your campaigns' performance. This template works seamlessly with other digital marketing tools like our web analytics report template for comprehensive campaign tracking. What is Google Adwords? Google AdWords is also known as Google Ads. It is an advertising system run and managed by Google and used by companies across the globe. It allows advertisers to display their ads on the results page of Google's search engine. It follows the pay-per-click methodology where the companies are asked to pay for Google's advertising service only if and when a visitor clicks on the ad displayed by them. It is one of the largest advertising platforms in the world today. Due to its wide reach and global presence, it is highly sought-after by companies looking to market their product to a large audience or customer base. For effective ad campaign planning, consider using our ad campaign planning template alongside your Google Ads reporting. It helps you track important marketing metrics such as: Clicks Impressions CTR Average CPC Average Position Click Conversion Rate, etc. What's included in Google Adwords Report Template? Get Your Click Performance Report Monitor Google Adwords Impressions metric and measure how many times your content gets displayed to your audience. Tracking Google Adwords impressions will help you enhance your advertisement campaigns in a better way. For comprehensive performance analysis, integrate this with our campaign performance dashboard template. Know more About Your Campaign Performance KPIs like Click, CPC, CTC, Conversions, and Cost help you measure your Google Ad campaign. With Google Adwords Template, you can keep track of these KPIs in real-time and monitor the changes. This data can also support your broader seo strategy efforts by providing insights into paid search performance. Stackby's Google Adwords Reporting Template includes an integrated Google Adwords API that helps you fetch the required data for every Google Adwords campaign based on View ID. With this template, you can: Get a monthly overview of the ad campaign Track important advertising KPIs like: Cost Impressions Clicks CTR CPM CPC CostPerConversion RPC Cost Per Goal Conversion Cost Per Transaction Why Use Google Adwords Reporting for your Business? If you are utilizing digital marketing, Google Ads must be a critical part of your marketing campaigns. This is why you need a clear, easy to understand, simple, real-time report for Google Adwords data. It is true that you can easily access Google Adwords data from your Adwords account but sharing that data with your clients or your team members is not easy. Stackby's Google Adwords Reporting template presents all the important data related to your marketing campaigns without overwhelming the reader. This is beneficial especially if you are sending data to your client, who has no idea about the ins and outs of digital marketing or Google Adwords. For enhanced social media advertising, complement this with our facebook ad campaigns and linkedin ads tracker templates. How to Use Google Adwords Reporting Template? Step 1: You must decide which marketing KPIs are crucial for your business or your client. Common KPIs used in Google Ad Reports are impressions, clicks, click-through rate, conversions, conversion rate, cost per conversion and cost per click. Consider conducting keyword research to optimize your campaign targeting. Step 2: You can copy this template to your Stackby Workspace. You need to integrate Google Adwords API with your Workspace using the Adwords API Key. You must also copy all the view IDs from your Google Adwords account and paste them in the respective column. Step 3: The Adwords API column is already present in the template, you just have to select your API key in the column property and it will fetch all the ad campaign data from the Adwords account. Step 4: Click on the data icon present in any row of the Adwords API column. It will open the JSON data explorer from which you can choose which KPI you need to include in the report (as a separate column). You can add or remove columns based on your preferences. For comprehensive marketing analysis, integrate findings with your competitor analysis research. How to Automate your Google Adwords Reporting Template? Stackby allows you to create time-triggered automation to fetch real-time data into the respective columns of your Adwords report. To create your automation: Click on the clock icon next to the name of your API column Set the day and time of the automation and schedule it Now, it will automatically update your report based on the schedule of the automation Watch: Time-triggered automation in API column Other automation-enabled templates to try: Google Analytics Report Template SEO Keyword Tracker Template Technical SEO Audit Template Social Media Analytics Template Content Marketing Strategy Template Google Search Console Reporting Template Enhance your digital marketing efforts by combining this Google Adwords template with our comprehensive suite of marketing templates including content planning, email campaign tracking, and social media planning and design tools. 
Google Analytics Report preview in Stackby Templates
Google Analytics Report
Google Analytics Report for SEO Teams  Google analytics report is an essential tool for digital marketers these days as it clearly indicates what is working for your business/your clients and what needs some tweaking. But, analyzing hundreds of Google Analytics metrics is impossible for a marketing team. So, you can use a Google Analytics template to track only the most important KPIs for your business. Stackby's automated Google Sheets Analytics report template takes away all the hassle of reporting and helps you track the KPIs on its own, without the need of entering numbers manually. With our Google Analytics reporting template, you can combine all your Google Analytics data and identify how your marketing strategies are performing. What is Included in Stackby's Google Analytics Report Template? Stackby's Google Analytics Report template allows you to track the User data, Sessions data, and Traffic data from all your marketing channels based on the View ID. It includes three API Columns that let you connect with your Google Analytics Account using an API key. Users API column: Enables you to get users by View ID Traffic API column: Enables you to get traffic by View ID Sessions API column: Enables you to get sessions by View ID Bring Data in Real-Time from your Google Analytics Account to Stackby You can use the API columns to bring data in real-time to your Stackby table. You can also schedule automation that will bring in data on the specified day and time. For comprehensive SEO tracking, consider using our SEO strategy template alongside your analytics reporting. Here's a short video that can help you create time-triggered automation. Include Important KPIs in Your Report Our Google analytics report template also includes a JSON data explorer that allows you to choose which data you want to showcase in the report. This works perfectly with our content marketing strategy template to track content performance metrics. Different Views for Different KPIs Manage your Users, Traffic, and Sessions Data separately in different Views with our Google Analytics Report template. Reporting Controls: This view includes a brief summary of all the main Google Analytics metrics like the percentage of new sessions, new users, sessions per user, etc. Users and Traffic: This view includes User data from Google Analytics such as the percentage of new sessions, new users, sessions per user, etc. For deeper user analysis, pair this with our customer persona template. Sessions: This view includes all the metrics related to sessions such as hits, sessions, average session duration, bounces, bounce rate, etc. Monthly Cards: This view gives you an overview of the top Google Analytics metrics in the form of cards that are easy to understand. Why is it essential to use Google Analytics? Unlike several digital analytics services, Google Analytics is available free of cost! Let's see why it's so important to sign up for this service. Reports website metrics, including page views, pages per visit, bounce rate, average time on site, and new visits. Helps you understand which channels have directed the most traffic to your website. Gives you an idea of the most common keywords used to access your website. For comprehensive keyword analysis, check out our keyword research template. Allows you to track if a user completes a specific action on your website, that is, the website's conversion rate. Monitors which users mostly use devices to access your website. Analyses your website content and the effectiveness of your marketing campaigns. Combine this with our ad campaign planning template for complete campaign oversight. Helps you understand which strategies are working and bringing the maximum returns. Combined with easy access and a user-friendly interface, Google Analytics has become the go-to tool for users worldwide! For social media performance tracking, integrate your analytics with our social media analytics template to get a complete picture of your digital marketing efforts. Other SEO Templates from Stackby: Enhance your SEO reporting with these complementary templates: SEO Backlink Analysis Template Google Search Console Reporting Template Google E-Commerce Reports Template Technical SEO Audit Template 
Facebook Ad Campaigns preview in Stackby Templates
Facebook Ad Campaigns
Facebook Ad Campaigns Template: The System Your Meta Ads Actually Need Managing Facebook ads without a template is one of those things that feels fine until suddenly it isn't. You're juggling three campaigns, six ad sets, four creative variations, and nobody on the team agrees on what "active" means for last week's A/B test. A Facebook Ad Campaigns Template solves exactly that kind of chaos before it starts. Not a design template for ad creatives - a management system. A repeatable structure for planning, launching, and tracking your Facebook advertising campaigns so every run is cleaner, every review takes less time, and every dollar you spend has a paper trail worth reading. Tools like Stackby make this kind of structured, collaborative campaign management straightforward, even for teams with zero technical background. But first, let's talk about what actually goes into a template worth using. Why Facebook Advertising Campaigns Fall Apart Without a System Here's what usually happens. A new campaign goes live. The creative brief is in one doc, the budget approval is buried in an email thread, and the audience details live in someone's head. Two weeks later, performance is flat and nobody can figure out why. Honestly, the lack of a system kills more campaigns than bad creative ever will. A good Facebook ad campaign template gives your team a single source of truth. Campaign goals, audience segments, ad copy versions, spend limits, performance benchmarks - all in one place. Clean, consistent, and updated by the right people. What to Include in a Facebook Ad Campaigns Template A template is only as useful as what's in it. Too sparse and it doesn't help. Too complicated and nobody uses it. Here's what actually belongs: Campaign objective - Awareness, traffic, leads, or conversions. One answer per campaign. Target audience details - Age, interests, custom audiences, lookalikes, and exclusions Ad set breakdown - One row per ad set with estimated audience size Creative assets - Image/video links, headline, primary text, CTA button type Budget and schedule - Daily vs. lifetime, start/end dates, per-ad-set spend caps Core KPIs - CTR, CPC, CPL, ROAS. Pick 3-4 before you launch, not after. Notes and decisions log - Why you paused something. What you tested. What bombed. That last one is the field most teams skip. Don't. Six months from now you'll want to know why you killed an ad set. "Audience overlap suspected with retargeting campaign" is useful. "Low performance" is not.Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Campaign & Content PlanningDesc:Plan campaigns end-to-end — from brief to publication — with status columns, owner assignments, and linked asset tables all in one place.Title:Multi-Channel Performance TrackingDesc:Pull live metrics from Google Analytics, Facebook Ads, or YouTube via API connectors and display them alongside your campaign records.Title:Editorial Calendar ViewDesc:Visualise all scheduled content on a built-in calendar to prevent publish-date clashes and maintain a consistent content cadence.Title:Team Collaboration & ApprovalsDesc:Assign reviewers, leave comments on individual records, and track approval status to streamline content sign-off workflows. Types of Facebook Ad Campaign Templates Different goals need different structures. Here's a breakdown worth saving: Retargeting consistently outperforms cold audience campaigns and yet most teams treat it as an afterthought. Give retargeting its own dedicated template section. Seriously. How Stackby Helps With Facebook Ad Campaigns Template Stackby sits in an interesting spot. It's not a spreadsheet exactly, not a project management tool, but something between the two - a no-code database platform that fits how marketing teams actually think and work. For managing a Facebook Ad Campaigns Template, here's what makes it genuinely useful: Custom field types - Track budgets as currency fields, dates as date pickers, and status as dropdowns (Active / Testing / Paused / Complete). No more broken cell formatting. Multiple views - Grid for data entry, kanban for campaign status, calendar for scheduling. Each view serves a different moment in your workflow. Real-time collaboration - Your whole team updates the same template simultaneously. No version conflicts, no "who has the sheet open" chaos. API connections - Pull performance data directly from your ad sources instead of copying numbers out of Facebook ads manager every single week. Pre-built templates - Stackby's template library includes structures built for digital marketing workflows that you can duplicate and start using immediately. The kanban view is one of those things you don't think you need until you're dragging an ad set from "Testing" to "Scaling" and realizing it's just faster than any spreadsheet interaction. Small thing. Big difference. If your current Meta ad campaigns system is a color-coded shared Google Sheet, it's costing you more time than you realize. Start your free trial on Stackby and build your first Facebook Ad Campaigns Template today. How to Use a Facebook Ad Campaigns Template: Step by Step 1. Define your campaign goal before opening the template. Sounds obvious. Most people fill in the objective field last, which means the whole structure was built without a clear target. 2. Fill in campaign-level fields first - name, objective, total budget, date range, primary audience. 3. Create one row per ad set. Each distinct audience segment gets its own row. Include estimated audience size and any exclusions. 4. Add creative details per ad set - asset link, headline, body copy, CTA. Note which version is the control and which is the variant. 5. Set up tracking parameters. UTM links, pixel event names, conversion windows. This is where most people get lazy. Without clean tracking, your performance data is useless for making decisions. 6. Review and update every week. A template nobody updates is just a placeholder. Block 30 minutes weekly to log what changed, what got paused, and what's being scaled. Real Use Cases A freelance digital marketer managing five clients. You cannot keep five separate Facebook marketing campaigns mentally organized. One Stackby workspace, one template per client, API-connected performance data. That's how you scale without burning out. A small e-commerce brand running seasonal promotions. Summer sale, new arrivals, and loyalty retargeting all live at once. Clean template separation means you know exactly which campaign is driving revenue and which one is quietly eating the budget. A startup running their first Meta ad campaigns. The template acts like a pre-flight checklist. It forces you to think through targeting, creative, and conversion tracking before spending a dollar. That discipline alone is worth more than most optimization tactics. Conclusion Running Facebook ads without a system is expensive - not just in wasted spend, but in the time your team burns recreating the same structure, debating what went wrong, and missing the patterns that would actually improve performance. A Facebook Ad Campaigns Template gives you the structure to work smarter. Consistent setup, clear tracking, and weekly reviews that actually lead somewhere. A structured Facebook ad campaign template eliminates setup chaos and makes performance reviews genuinely useful Include campaign goals, audience details, creative assets, budgets, KPIs, and a decisions log in every template Retargeting campaigns deserve their own dedicated template section - they're consistently the highest-converting and most neglected Stackby gives you a no-code platform with custom fields, multiple views, and API connections built for real campaign managementReady to stop managing your Meta ad campaigns in a messy shared doc? Try Stackby free and build a campaign management system that actually scales with your team.
Expense Tracking preview in Stackby Templates
Expense Tracking
Free Expense Tracking Template Whether you live by yourself or run a business, managing all expenses and spending the right amount of money on the right things can be a bit hectic. It would help if you kept a rein on your expenses using an expense tracker template. That's where our Expense Tracking Template comes in. As a business owner, you must have all the information handy about what and how much expenses your business is incurring and what needs to be changed. Managing expenses can be a difficult task, be it business-related or your personal expenditure. Use this Expense Tracker Template and keep a check of all your business expenses and customize them according to your needs. From planning spends to managing invoice payments, track all pertinent details from one location. How can Expense Tracking benefit your business? Tracking the Expenses can help in business in the following ways: Better Money Management: If you are a student or someone who spends a lot of money and fails to achieve their savings goal or splurge in general – this can be a good thing for you. Getting better at money management means getting financially stronger! From another perspective, if you are a business owner, it is crucial that you have full knowledge about your expenses for the whole year and not just at the end of the financial year or during the tax month using finance management tools. Always be prepared during the Tax season: Having a thorough knowledge of the expenses will help you know in advance which expenses are tax-deductible. You can calculate that amount on a prior basis. Makes business forecasting easier: When you are keeping track of your expenses, you will find it easier to forecast how much profit the business will earn or at least have an idea. You can plan the activities for the next financial year and expenses accordingly. It will also come in handy when you have your investor meetings and will help you plan effective business strategies.  Why would you need an Expense Tracker Template? To keep track of all the expenses done by you individually; or incurred in your business with operations management capabilities. To plan the inflows and outflows of the money. To save your time and improve your productivity.  How would Stackby's Expense Tracker Template help you? Stackby's Expense Tracker Template is quite simple to use. You do not need to be a professional or have any coding or accounting experience. All you must do is put all the expenses on a column and other information on different columns. There are different columns from all kinds of information such as category, price, date, name of the vendor, etc.The template can be used by businesses also in any industry and can be completely customized according to your needs. Teams can integrate this with commission tracking for sales expenses and utilize vendor management for supplier payments. Business owners can also benefit from project tracker features to monitor project-related expenses, while leveraging inventory management to track purchase costs. For comprehensive financial oversight, explore customer database software to maintain client billing records and use best small business database software for streamlined expense tracking across all business operations. 
User Feedback Tracker preview in Stackby Templates
User Feedback Tracker
Free User Feedback Tracker for Designers  A company or any seller whose main motive is to earn a profit understands the importance of user feedback. User feedback plays an important role in understanding and getting an idea about the user’s perspective and likings. Our User Feedback Tracker Template is designed specifically for such companies. Feedbacks are not limited to small numbers. With the vast amount of feedback coming daily from different people or communities, it becomes a frenzied task to manage and analyze them all at the same time. A user feedback tracker template comes to your rescue in this scenario. It will enable you to list all the users and their feedback and manage them all in one place.  Why do we need a User Feedback Tracker? Listening to users and asking for their opinions is the best way to make them realize that they are important and that their opinion matters. There are certain benefits that user feedback provides. Those are: It makes you aware of your product and what improvements need to be done. Listening to customer feedback makes them feel important and involved. World of mouth is especially important for marketing, and good feedback generates personal recommendations. It helps you convince the customers to come back for more.  It helps you to especially investigate the negative feedback and try to rectify the problem. It makes a good impact on the customers that their opinion is valued. It creates brand loyalty. User feedback has been a part of the marketing strategy for decades. It is crucial to know what your customers think about your brand or product. A user feedback tracker will help you organize all this feedback systematically and give you the ease of looking into the data wherever and whenever needed. How will Stackby’s User Feedback Tracker template help you? Tracking and managing all the feedback separately can be a bit hectic. Stackby’s user feedback tracker template is the key to efficiently manage and track all the feedback in one place and categorize them according to your own wish. Use this all-in-one feedback tracker to do surveys and collect feedback forms from your internal and external clients. You can do any kind of survey with this template. It is also completely customizable. You can categorize the data the way you want and customize it according to your needs. Need to add in a few more questions? Feel free to do that in a separate column. It is free and quite easy to use. Just make an account on Stackby or use an existing one if you have, and you are good to go. Track your user feedback easily and use them to analyze the performance of your product with the help of our User Feedback Tracker Template.Related Templates: Sprint Planning User Research 
Video Production Planning And Tracking preview in Stackby Templates
Video Production Planning and Tracking
Free Video Production Planning And Tracking for Content Teams  How will Stackby's Video Production Planning and Tracking Template will help ? If you are given a choice between reading a long-winded description of a product or watching a YouTube video on the same, there is a high probability that you will choose the latter. Videos allow an individual to express their ideas and a company to showcase their products in a visual, interactive, and engaging format. Videos are easy to understand and drive traffic to your company's website. They are easily searchable and allow companies to showcase their products uniquely. You can reach a wider audience with a YouTube channel's help and analyse the performance of these videos via YouTube metrics. However, planning and producing a video is not a simple endeavour. From the type of video, the video content to its budget allocation, video production planning requires careful consideration of several factors. After the video has been produced and uploaded, its performance needs to be analysed as well in order to understand if the video production's current strategy is working. YouTube metrics such as the number of views, likes, dislikes, comments, etc. give creators an idea about the video's overall impact. However, planning the production of a video and tracking video metrics is a herculean task which requires a great deal of acute planning and management. With multiple videos and a wide range of metrics data, tracking everything can be quite a handful. Well, don't worry! Stackby is here with a solution for you! We have created a video production template for you! Whether you run your own YouTube channel or a video production agency, this template is the perfect partner for video production activities, similar to how a content planning template helps organize editorial workflows. How to Use the Video Production Planning Template Here's how you can use the template to streamline your production process and monitor YouTube video metrics in a single place. The template allows you to: Record the details of all the videos on a single platform. Store the details of the brand concerning each video, making it easier to manage multiple clients or channels effectively. Record the type of each video in the list. It can be a trailer, snippet, tutorial, or any other format that suits your marketing strategy. Collaborate with your video production team to manage the process end-to-end. Just like a project tracker, this enables seamless team collaboration and task management. Add the title of the video to the template itself. Keep all your video information organized in one centralized location. Record the duration of the video in the video production planning template. Track video lengths to ensure consistency and optimize for platform requirements. Maintain and update the details as and when required. The template can also be viewed in Kanban style which will help you to get clearer and quicker access to multiple information about a certain video. Track YouTube Metrics and Performance You can also use the video production template to track the video metrics and manage video reporting in the same place, much like a social media analytics template that consolidates performance data. All you have to do is integrate a column with YouTube API. This will allow you to pull in metrics data directly to the corresponding row. You can choose which information you want to look at, and refer to it anytime to get the latest data. You can track and monitor the number of likes, dislikes, views, comments, etc. and even bring title, description, video tags and more. This API can be scheduled for auto-updation which allows you to kick back and assess YouTube performance in real-time. Streamline Your Marketing Campaigns For businesses running comprehensive digital campaigns, this template integrates seamlessly with other marketing tools. Consider pairing it with a marketing campaign tracker to monitor your overall content strategy, or use a social media calendar to plan video releases across multiple platforms. If you're managing paid advertising alongside your organic video content, an ad campaign planning template can help coordinate your entire promotional strategy. Database Management for Content Creators Working with large amounts of video data? Stackby's powerful database capabilities make it easy to organize and analyze your content library. Learn more about how to build forms in a database to create custom intake forms for video requests, or explore spreadsheets vs database comparisons to understand why a database approach is superior for video production management.If you're a video production team or running a YouTube channel, the Video Production Planning & Tracking template is a must have to ensure smooth workflows. For agencies managing multiple content types, consider exploring a B2B content calendar for comprehensive content operations management.  Check out other related Templates : Ad Campaign Planning Template Advertise Agency workflow process Template Video Production ManagementIn-house video ProductionDigital Video Production Social Media Calendar 
B2B Lead Generation preview in Stackby Templates
B2B Lead Generation
Free B2B Lead Generation for Sales Teams The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years. With new strategies and avenues taking over the online marketing arena, is email marketing still relevant?  The answer is yes! And so is our B2B Lead Generation Template. It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic.  What is the most critical aspect of planning & executing an effective B2B lead generation campaign? The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy. Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses. How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today. Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template. The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore. Using our B2B Lead generation template, you can: Automatically bring email IDs from your leads using Hunter email finder API.  Store your target lead list generated using Hunter email finder. Record the details concerning each company URL Check whether a particular email address has been verified or not. Track the deliverability of each email address. Record the confidence score of the email addresses. Check if the given address is deliverable or risky. Assign a reach status to each email (Yes/ No). Track the total emails available for a particular company in the Hunter database. Check whether they belong to the executive, marketing, or HR category. Keep your lead list current and updated. Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. Check out More Related Templates: Google Search Console Report Google Analytics Report Facebook Ad Campaign
Project Tracker preview in Stackby Templates
Project Tracker
Free Project Tracker for Teams  Managing multiple projects efficiently can be challenging, especially when juggling deadlines, tasks, team collaboration, and resource allocation. Without a structured system, projects can quickly become disorganized, leading to missed deadlines and inefficiencies. The Project Tracker Template in Stackby is a powerful tool designed to help individuals, teams, and businesses track progress, manage tasks, assign responsibilities, and monitor deadlines—all in one place. Whether you're a project manager, freelancer, or part of a growing team, this template provides a seamless solution for managing projects with clarity and efficiency. Why Use the Project Tracker Template? Tracking projects effectively is key to maintaining productivity and meeting goals. This template ensures that all aspects of project management—from task assignments and deadlines to resource tracking and progress monitoring—are structured and easy to oversee. Key Benefits: Centralized dashboard for managing multiple projects Task tracking with status updates, priority levels, and assigned owners Deadline monitoring to ensure timely project completion Resource and budget management for cost tracking Collaborative workspace for team updates and file sharing Instead of relying on scattered spreadsheets and disconnected tools, this template gives you a real-time, all-in-one solution to manage projects efficiently. How the Project Tracker Template Works in Stackby This template includes structured tables that cover every critical aspect of project tracking, ensuring smooth execution from start to finish. 1. Project Overview Table List all active projects with key details Assign project owners, due dates, and priority levels Monitor project stages (planning, in progress, completed) 2. Task Management Table Break down projects into individual tasks Assign tasks to team members and set deadlines Track progress with status labels (To-Do, In Progress, Done) Prioritize tasks based on urgency 3. Team Collaboration Table Assign team members to specific projects Track individual contributions and responsibilities Communicate updates and share important files 4. Budget & Resource Allocation Table Monitor project budgets and actual spending Allocate resources effectively to avoid shortages Keep a record of tools, software, or assets used in each project 5. Deadline & Milestone Tracker Set project milestones for major deadlines Get automated reminders for upcoming tasks Track progress with percentage completion indicators Each table can be customized to match your project’s specific needs, making it a versatile and scalable solution for businesses of all sizes. Key Features & Advantages Comprehensive Project Dashboard – Get a bird’s-eye view of all your ongoing and completed projects in one place. Efficient Task Management – Assign, track, and prioritize tasks effortlessly with built-in filters and categories. Automated Reminders & Notifications – Never miss a deadline with Stackby’s automation features. Collaboration & File Sharing – Work with your team in real time by assigning tasks, leaving comments, and sharing files. Budget & Resource Tracking – Stay within budget and allocate resources effectively to avoid overruns. Multiple Views & Customization – Visualize project data in different views like Grid, Kanban, or Calendar based on your preference. Who Can Use This Template? Project Managers & Teams – Ideal for tracking and managing multiple projects efficiently. Freelancers & Entrepreneurs – Keep track of deadlines, clients, and project deliverables. Agencies & Businesses – Manage internal and client-based projects with structured workflows. Event Planners & Coordinators – Plan and execute projects with clear timelines and resource tracking. No matter your industry, this Project Tracker Template provides the structure and flexibility needed to stay organized and improve efficiency. Getting Started with the Project Tracker Template Sign up for Stackby (if you haven't already). Access the Project Tracker Template and customize it to fit your project requirements. Add projects, assign tasks, and set deadlines for an organized workflow. Utilize automation for task reminders, status updates, and project tracking. Collaborate with your team in real time to ensure projects are completed on time. With Stackby’s intuitive interface, customizable workflows, and powerful collaboration tools, project tracking has never been easier.
Social Media Calendar preview in Stackby Templates
Social Media Calendar
Free Social Media Calendar for Marketers  Do you know what is the key to a great social media marketing strategy? It is how you plan and organize it. No matter how well you know your audience, gauge your competition, or create compelling content, if you have not planned your tasks, all your efforts are in vain. Here is a Social Media Calendar Template that will help you align your social media tasks and track how your social media posts are performing. Track: Keep a track of what's working for your social media channels and what's not. Keep up with your quality and consistency. Regularise: Prevent yourself from posting too much or too little on social media and never miss a post date again. Manage: Administer all your social media channels from one place and ensure that you are not spamming one social media network and neglecting others. Research: Never post a poorly structured or poorly researched post again. Check spellings, grammar, and punchlines instantly. What is a Social Media Calendar? A social media calendar is an overview of your upcoming social media posts. Some common elements of a social media calendar are: Date and time of when your post is going live Social media channels on which the post will be published Creative assets related to your social media post like images, videos, etc. Links, tags, or keywords included in the post Important metrics related to your social media posts Why use a Social Media Calendar? A social media calendar is a time-saving option. It helps you visualize the big picture and manage all your social media channels in one place. You can plan ahead and avoid multitasking. You can keep track of all the upcoming relevant moments and plan your posts accordingly. Last, but not least, you can create high-quality content every time and find out what's working for you and what's not. Our social media calendar template is designed to help you leverage all these benefits. If you are just beginning with creating a social media presence, you can also try our Social Media Planning and Design Template to get started with a comprehensive content strategy. How to create a social media calendar? Before you switch to using our pre-built social media calendar template, we want to share a few tips on how you can create a social media calendar. 1. Measure your current social media efforts. Start with setting up clear goals for your social media channels. Make sure you understand your audience, their demographics, and personas. Track your most successful posts and social media tactics using our social media analytics template to get detailed insights into your performance metrics. 2. Select your social media channels Which social media channels do you want to monitor? Review the best marketing strategies associated with each channel. Consider implementing a comprehensive marketing campaign tracker to monitor performance across multiple platforms. 3. Decide what data you need to track Here are a few examples: post title, graphics, type of post, concept, channels, publish date, number likes, impressions, engagements, spendings, etc. For businesses running paid campaigns, consider using our ad campaign planning template to track your advertising spend and ROI effectively. 4. Create a workflow You must decide a few things like how often you want to post on each channel, the best time to post on each channel, team members responsible for posts, the process of brainstorming new content, and so on. For content-heavy businesses, our content planning template can help streamline your editorial workflow. 5. Collaborate with your team Once you have planned what you need to do and how it is time to bring all your team members to one platform. Stackby's social media calendar template makes connecting and collaboration much easier, especially for marketing teams managing multiple campaigns simultaneously. Stackby also provides security and permissions features that will help you keep your data safe and secure and ensure that only authorized people can access it. Who can use our Social Media Calendar Template? A social media calendar is generally used by social media managers and teams. However, Stackby's social media calendar template can be used by: Marketing teams who are managing different social media campaigns using our marketing management tools Agencies who are working with multiple clients for social media management and need a client database to organize their accounts Media organizations working to promote social media accounts of their clients Bloggers who manage their social media channels and can benefit from our B2B content calendar for professional content planning Business owners, social media influencers, and more! How will Stackby's Social Media Calendar Template Help You? Our social media calendar template is designed to simplify the whole process of social media management. It helps you streamline your workflow in the following ways: Manage all your social media posts on one platform Store the images and graphics related to every post Monitor the type of posts you create for every social media channel (paid campaign, organic, evergreen content, etc) Track the leads associated with every social media post Track the status and publish date of social media posts Manage all your social media channels on one platform (number of posts, post titles, likes, etc) Track social media metrics related to every channel (likes, shares or retweets, impressions, engagements, engagement rates, spendings, cost per engagement, etc) Brainstorm social media post ideas with your team For businesses looking to track specific metrics and performance, you can also use specialized templates for individual platforms. This integrated approach works well with other sales and CRM templates when you need to track leads generated from social media campaigns. Advanced Social Media Management Solutions For teams requiring more sophisticated tracking and analytics, consider exploring our comprehensive marketing campaign tracker that integrates seamlessly with social media calendars. This is particularly useful for agencies managing multiple client accounts through a centralized client database system. Additionally, if you're working with commission-based social media campaigns or affiliate marketing, our commission tracking template can help you monitor performance-based compensation effectively. 
Conference Planning preview in Stackby Templates
Conference Planning
Free Conference Planning Template  Are you planning to organize a conference for your company? Well, you must have a million questions racing through your head! Where will the conference be held? Who will sponsor it? What will the budget be? Who will be invited? Will there be a chief guest? And so on! Organizing and conducting a conference is not a simple task. However, with a lot of planning, a little bit of hard work, and the right people, you can easily plan a successful conference! Whether you're managing corporate events or coordinating team meetings, proper planning tools are essential for success. From companies to colleges, NGOs to start-up ventures, conferences are vital for all forms of organization. Just like how businesses need efficient operations management systems, successful conferences require structured planning and coordination. How to Plan a Successful Conference? Give yourself sufficient time to plan the conference (Last-minute planning is never a good idea!) Decide on the subject matter and theme of your conference Set a target audience depending on the above Set the budget for the conference and start looking for sponsors Assign a team to plan and manage the conference - similar to how you'd structure your project management approach Choose your speakers and topics of discussion carefully Decide on a venue and date for the conference Arrange vendors to supply the relevant materials using vendor management best practices Conduct the conference! Conference planning can be quite stressful, especially when juggling multiple vendors, speakers, and logistics. Just as marketing teams use specialized tools to track their campaigns, event organizers need dedicated systems to manage every aspect of their conferences. Are you looking for a conference planning template to make your job easier? Well, your search is over! Stackby has created a state-of-the-art Conference Planning Template just for you! This template will allow you to monitor every aspect of your conference and prevent you from overlooking any detail, big or small. Key Features of Our Conference Planning Template With Stackby's Conference Plan Template, you will be able to: Event Management & Coordination Plan your entire event from a single platform! Record the sequence of events for each conference and the corresponding venue Add images of the venue to the template for future reference Store the seating capacity of the particular venue Record the date, time, and duration of each event of the conference Speaker & Content Management Track the speaker assigned to each event and the corresponding topic of discussion Add contact details and headshots of each speaker to your conference plan template Record the list of topics that will be discussed at the conference and add notes, if necessary Manage speaker coordination similar to how you'd handle recruiting pipeline management Sponsorship & Financial Tracking Record details of companies sponsoring your event Add details of the contact person from each company using client database principles Record the amount sponsored by each company and the current status of the sponsorship (Approached/Committed/Received) Keep track of the budget for your conference, monitoring amounts spent on each task This financial tracking approach mirrors the systematic methodology used in finance management software, ensuring you maintain complete visibility over your conference expenses and revenue streams. Team Collaboration & Management Track the members of the team responsible for organizing and conducting the conference Store contact details of team members and their current designation Enable seamless collaboration, similar to remote work coordination tools The template functions like a comprehensive project tracker, allowing you to monitor progress, assign responsibilities, and ensure nothing falls through the cracks. Vendor & Logistics Management Coordinate with multiple service providers Track delivery schedules and setup requirements Manage contracts and payment terms Apply proven vendor management strategies to ensure smooth operations Why Choose Stackby's Conference Planning Template? Whether it's managing the venue logistics, tracking your budget allocations, coordinating with sponsors, or scheduling speakers, Stackby's Conference Planning Template serves as your comprehensive event management solution. The template incorporates best practices from operations management to ensure systematic planning and execution. Collaborate with your team to organize a successful conference with our easy-to-use conference planning template! Just as successful companies rely on structured HR management systems to coordinate their workforce, your conference success depends on having the right organizational tools in place. The template also enables you to: Track and update details as and when necessary Monitor compliance requirements using principles similar to compliance tracking systems Generate reports on budget utilization, attendee registration, and event metrics Archive information for future conference planning reference Start planning your next successful conference today with Stackby's comprehensive Conference Planning Template – your one-stop solution for professional event management! 
Simple Applicant Tracker preview in Stackby Templates
Simple Applicant Tracker
Stop Losing Candidates: Use a Simple Applicant Tracker Template  Hiring is chaotic. You're juggling resumes in email threads, interview notes in Slack, and offer statuses in someone's head. Sound familiar? If your team has missed a follow-up or forgotten a strong candidate because of messy tracking, you're not alone - and you're not out of options. A simple applicant tracker template fixes this. Not a bloated ATS you'll spend three weeks configuring. A ready-to-use structure that gives your team visibility into every candidate, every stage, and every next step. Stackby's template library has one that works right out of the box, no coding required. Here's what you'll get from this: what makes a solid recruitment tracker template, how to use it, and real scenarios where it saves hiring teams serious time. What Is a Simple Applicant Tracker Template? It's exactly what it sounds like. A pre-built table (or set of tables) where you log candidates, track application stages, record interview notes, and manage follow-ups - all in one place. The key word is simple. You don't need a full candidate management system with 47 fields and automated AI scoring on day one. What you need is a place where your whole team sees the same thing. Who applied. What stage they're at. What happens next. A decent applicant tracking spreadsheet handles that. But honestly? Spreadsheets break fast. Once you're tracking 50+ candidates across three roles, formulas get messy, columns multiply, and someone inevitably edits the wrong row. That's where a proper hiring tracker template - built on a no-code database - actually holds up. Template Features:Title:Customisable Fields & ViewsDesc:Tailor every column type — text, numbers, dropdowns, date pickers, file attachments — and switch between Grid, Kanban, Calendar, and Gallery views to match how your team works.Title:Applicant Pipeline TrackingDesc:Track every candidate through stages (Applied ? Screened ? Interviewed ? Offered ? Hired) in a single linked-record system so nothing falls through the cracks.Title:Automated Status NotificationsDesc:Trigger email or Slack alerts when a candidate moves to the next stage, reducing manual follow-up and keeping hiring managers updated in real time.Title:Role–Candidate LinkingDesc:Link open positions to candidate profiles and interview notes via relational tables, giving recruiters a 360° view of every hiring pipeline.Title:HR Reporting DashboardDesc:Use built-in Chart and Summary apps to visualise time-to-hire, offer acceptance rates, and headcount metrics without leaving your workspace. Key Features to Look For Not all templates are equal. Here's what separates a useful recruitment management template from a glorified list: Stage tracking with dropdown fields - Applied, Phone Screen, Interview, Offer, Hired, Rejected. Every candidate status in one click. Linked records - Connect candidates to open roles, interviewers, and feedback notes without duplicating data across sheets. Interview dates and deadlines - So nothing falls off the calendar mid-process. Multiple views - Kanban for pipeline visibility, grid for bulk editing, calendar for scheduling. Pick what works for your team. Built-in collaboration - Comments, task assignments, and notifications so your team isn't coordinating everything through email. The candidate tracking system at Stackby Template includes all of this. It also connects to external APIs if you want to pull in job board data down the line. How to Use This Template: Step-by-Step Faster than you'd think. 1. Grab the template from Stackby Template and open it in your Stackby workspace. 2. Add your open roles. One row per job, or use a linked table if you're hiring across multiple positions at once. 3. Enter or import candidates. Paste names and emails from your inbox, or use Stackby's built-in form link to collect applications directly into the tracker. 4. Set your hiring stages. The defaults work fine for most teams, but renaming them takes under a minute. 5. Assign team members to each candidate so it's clear who owns the next action. 6. Switch to Kanban view to see your hiring pipeline visually - who's stuck, who's moving, and where you're losing people. That's it. You're running a proper job applicant tracker in less time than it takes to set up another Gmail folder. Real Scenarios Where This Saves Time A startup hiring their first five employees. No HR team, just founders doing it themselves. A hiring pipeline tracker stops them from reaching out to the same candidate twice - or forgetting someone great who interviewed during a chaotic product sprint. An agency managing hiring across multiple clients. One recruiting coordinator, three open roles, two different client accounts. The AI-powered applicant tracking template in Stackby lets them filter by role, client, and stage without building separate sheets for each. An HR coordinator running seasonal hiring. Eighty applications in two weeks for a retail ramp-up. The grid view is fast for data entry, but the Kanban board is what stops strong candidates from stalling unnoticed at the screening stage. These aren't edge cases. They're Tuesday. How Stackby Template Helps With Applicant Tracking Stackby's template library isn't just a collection of pretty tables. The recruitment CRM template is actually functional - built around how real teams work, not how software vendors assume they do. A few things worth calling out specifically: API integrations - Connect to LinkedIn, Google Sheets, or your HRMS without writing a single line of code. Automation triggers - Move a candidate to "Interview Scheduled" and automatically notify the interviewer. That one feature alone cuts a surprising number of "hey, did you see this?" Slack messages. Role-based permissions - Your hiring manager sees candidate feedback. Candidates don't. Clean and simple. Dashboard views - Track how many candidates are at each stage, how long roles take to fill, and where your pipeline is stalling week over week. It's the closest thing to an AI-powered applicant tracking template with real automation that doesn't require an IT department to configure. Start free at Stackby Template - no credit card needed. Conclusion A simple applicant tracker template gives your whole team a shared, real-time view of every candidate and every stage - no more status updates by Slack or email. The best templates go beyond basic columns: stage tracking, linked records, multiple views, and automation are what make a hiring tracker actually useful at scale. Stackby's no-code recruitment tracker template is built for teams that need something working immediately, not something they need to configure for a month before it's useful.Your hiring process probably has more gaps than you realize. A good tracking system doesn't fix your sourcing strategy or your interview process - but it absolutely stops great candidates from slipping through because of administrative mess. Start with the free template at Stackby Template and build from there.  
Sales CRM Template in Stackby Templates
Sales CRM
Free Sales CRM for Sales Teams  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. 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 
Blog Editorial Calendar preview in Stackby Templates
Blog Editorial Calendar
Free Blog Editorial Calendar for Marketers From small business owners, new start-up ventures to established multinational companies, everyone dedicates a significant portion of their time and resources towards blogging. With new forms of online marketing, taking the digital world by storm, blogging continues to be one of the most trusted and widely used methods. In simple terms, a blog is an online journal or an informal article that gives detailed information on a particular topic or product. Why do companies spend time and money blogging about their products or services? Companies resort to a multitude of strategies to increase their presence and visibility on the world wide web. Blogging is one of them. So, how does blogging help a business grow? Increases the credibility of a company by acting as a source of relevant and authentic information. Plays a crucial role in Search Engine Optimization (SEO). The keywords used in your blog articles lead to high rankings in search engines like Google. Increases the demand for your product/ service by attracting potential customers. Contributes to enhancing brand loyalty and customer retention. Directs and increases traffic to your website. Benefits the company in the long term too as it is a permanent source of information. Keeping your blog content updated helps the customers follow the work of your company and, in turn, leads to better customer relationships. With social media marketing capturing most of the attention, it's easy to forget about the impact of blogging. But blogs are the base that provides a strong foundation for the entire marketing strategy. Are you a freelancer with interest in writing blogs or an established company providing content writing services? Regardless of the category, you fall in, creating content that meets your client's expectations is your primary responsibility. So, what do you do if you have too many clients asking you to write multiple blogs for them? Having a hard time keeping track of everything? Well, don't worry! With Stackby's Blog Content Calendar Template, you can plan everything on a single interface! Our Blog Content Calendar Template will enable you to: Plan and manage your content writing work for multiple clients in one place using content planning strategies. Keep track of your daily, weekly, and monthly schedule and deadlines with the template's in-built calendar, similar to organizing posts with a social media calendar. Monitor the blogs you and your team are currently working on and the level of difficulty through project tracker features. Record the average CPC of each article. Attach the graphics associated with each blog post and store the name of the designer. Attach the target persona of each article to ensure that the blog content meets the expectation of the client with client database functionality. With Stackby's Blog Content Calendar Template, you can plan and optimize your content writing strategy with minimum effort and reap the maximum benefit! Teams can integrate this with marketing workflows and utilize marketing campaign tracker for promotional content. Content creators can also benefit from b2b content calendar features for business audiences, while leveraging social media analytics to measure content performance. For comprehensive content management, explore operations management tools to streamline editorial workflows and use remote work collaboration features for distributed content teams. Combine it with automated keyword research template & content marketing distribution template, to take your content marketing workflows to the next level.
Marketing Campaign Tracker preview in Stackby Templates
Marketing Campaign Tracker
Free Marketing Campaign Tracker for Marketers  Innovative, creative and eye-catching marketing campaigns are the key drivers of success for any venture. From social media marketing to interactive surveys, live videos to online advertisements, an effective and well-planned campaign management plan can change the face of your business overnight! And the easiest way to manage your campaigns is by using a campaign management template! What are the key essentials for any marketing campaign management plan? Set a goal for your marketing campaign Decide on your target audience Set a budget for your campaign planning strategy Decide on a platform/channel Organize your team and divide the work Determine the content Track your marketing campaigns diligently. This will help you analyse whether a particular strategy is a campaign management plan is working for you Respond and Improve. Customer testimonials are first-hand inputs that will determine how your campaign planning strategy is being received by the target audience. Update the same when the need arises What is a Marketing Campaign Management Template? A campaign management template is a preformatted document that helps you to keep track of multiple aspects of your campaigns in an easier and accessible manner. This template is customizable and can be tailored to suit your requirement, similar to how content planning templates adapt to different editorial needs. Why do you need a Campaign Management Template? Whether you are campaigning to attract new customers, increase your sales, advertise a new offer or improve brand loyalty, a marketing campaign requires meticulous campaign planning and execution. A campaign management template is the answer to all your problems! Marketing campaign template is a one-stop solution that keeps track of all your campaign planning work and helps you hit all the benchmarks to ensure that your marketing gets results. Here at Stackby, we will assist you in launching your marketing campaign with our well planned and time-tested marketing campaign template. Who is this template for? This template is ideally suited for marketers, SEO agencies, startups and SMEs. The campaign management template has immense utility potential for all sectors that perform marketing related activities. How will Stackby's Campaign Management Template help you? You can set campaign goals, assign campaign leaders and divide your campaigns among various platforms. Our campaign management template will make your job easier by allowing you to: Monitor campaign status and progress Track the status of each of your marketing campaigns separately, ensuring nothing falls through the cracks. This visibility is similar to what a project tracker provides for project management. Control budget and spending Check the amount spent on each campaign till date to make sure you do not overshoot your budget. Keep track of the number of clicks and calculate your average CPA for better financial planning. Measure conversion performance Keep track of the number of conversions and conversion rates. It assigns a conversion status to each campaign. You can decide which platform and strategy are bringing the best results for your company. Set clear timelines Set a start and end date for your marketing campaign, coordinating with a social media calendar for multi-channel execution. Update and optimize continuously Monitor and update your ad campaign management plan as and when required, ensuring your campaigns stay aligned with business objectives. Visualize Your Campaign Pipeline You can switch to the Kanban or calendar mode to get a better overview of your campaign plan and deadlines. This flexible visualization works seamlessly with operations management workflows for comprehensive campaign oversight. Integrate with Your Marketing Stack The Marketing Campaign Tracker integrates perfectly with other marketing tools. Use it alongside an ad campaign planning template for strategic planning, or combine it with social media analytics to measure cross-channel performance. For content-driven campaigns, coordinate with a B2B content calendar to align your content strategy with campaign timelines. Track Specialized Campaign Types Different campaign types require different tracking approaches. For social media campaigns, integrate with a social media calendar. For paid advertising, use commission tracking to monitor affiliate and partner performance. Agencies managing multiple clients can maintain a client database alongside campaign tracking to ensure quick access to client preferences and campaign history. Optimize Your Marketing Process Understanding effective marketing management is crucial for campaign success. Explore resources on the marketing management process to optimize your overall approach, or check out database templates for marketing agencies for additional tools. Use Stackby's Campaign Management Template to plan, manage, and enrich your ad campaign management experience like never before! You will also find these Templates useful: Ad Campaign Planning, Facebook Ad Campaign 
Deal Flow Management preview in Stackby Templates
Deal-flow Management
Free Deal Flow Management for Investors  Whether you are an Angel Investor, an Investment Banker, or run a Venture Capital Fund, a significant portion of your time is spent negotiating and finalizing deals with startup companies. The success of your company depends on the deals you make with different firms and organizations. Proper tracking and management of such deals are essential to ensure the highest possible return. This is accomplished via deal flow management. Efficient and effective deal flow management will ensure that you don't miss out on the best possible investment opportunities. It allows you to keep an eye out for the most profitable deals heading your way! Stackby's Deal-flow management template can make the process all the more easier for you. Are you looking for a tool to manage your deal flow? You've come to the right place. Stackby has created a template exclusively for this purpose. With our Deal-flow Management Template, you can record and track your deal's details on a single interface, similar to how our client database template helps manage client relationships. How can you use this template for your team? The Deal-flow management template will allow you to: Bring information via pitch forms - startup name, description, URL, categories, pitch deck attachments and more. Just like our comprehensive online database tools that convert various data formats, this template seamlessly captures all essential deal information. Record the source of a particular deal for future reference, enabling better sales and CRM tracking capabilities. Track the current status of the deal. You can select from the options given, including Portfolio, Due-Diligence, Negotiation, On-Hold, etc. This status tracking works similarly to how our project tracker monitors project phases. Keep an eye on the closing date of each deal. You can also assign a deal manager to make the process simpler and easier, much like how our real estate transaction tracker manages property deals. Attach any documents related to the deals to the template itself for easy access. The template also allows you to view the deals by their action or current status. It has an inbuilt calendar that tracks the closing of each deal, providing similar functionality to our social media calendar for content scheduling. Advanced Features for Investment Management The separate tab for sources allows you to list and summarize all the sources for your deals, creating a comprehensive vendor management system for your investment pipeline. Additional capabilities include: Add any custom fields to record particular details of any startup Record the contact details - phone number, email ID of the startup representatives and their current job title in the company Monitor and update the details as and when required For investment firms looking to expand their operational efficiency, our finance management software solutions provide comprehensive financial oversight alongside deal tracking. Streamlined Startup Negotiations To make your job easier, the deal-flow management template comes attached with a standard Startup pitch form that can be used by your company while negotiating with them. This integrated approach mirrors how our marketing campaign tracker combines planning and execution in one platform. Investment professionals can also benefit from our commission tracking template to manage performance-based compensation related to successful deals. Scale Your Investment Success Quality deal flow management can be the key factor that drives the success of your company. With our custom-made deal flow management template, you can scale your startup investments and focus on what you do best - investing in future unicorns!For teams managing multiple aspects of their business, explore our comprehensive operations management solutions that complement deal flow tracking with broader operational oversight. 
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