Automate your leads and sales process

Build lead lists, enrich data, create flexible CRM and more

Campaign Managment

Create your own flexible CRM

Create Relationships across tables

Link records intelligently across tables to create relationships, use lookup to bring specific information from other table and aggregate to summarize linked records. Get away with adding repetititive information

Building blocks to get things done

Campaign Managment

Advanced Column Types

Configure your columns from Link, Lookup, Aggregate, Attachments, APIs, Collaborators and 20 more column types

Campaign Managment

Layouts

Customize your layouts between Kanban and Calendar

Campaign Managment

Formulas

Various numerical, logical and date and time formulas to compute on your column data

Campaign Managment

Buttons

Send messages via buttons configured to send SMS or WhatsApp

Bring leads and enrich company and people data, automatically

Connect to best services and automate work

See all integrations

Quick start from pre-built lead and sales templates

See all templates

Small Business CRM

Regardless of the size or nature of your business, customers will always form the most crucial and essential aspect of your work. The strategies you devise and plans you make revolve around the requirements and satisfaction of the customer! Therefore, customer relationship management is one of the most crucial requirements for an enterprise. 

Let’s address the most basic question: 

What is Customer Relationship Management or CRM?

As the name already suggests, customer relationship management is the system used to build and manage customer relationships. It helps businesses manage both current and potential customers. 

The ultimate goal of any CRM strategy is to boost revenues and profitability whilst reducing operating costs and enhancing customer satisfaction. The key to any good CRM plan is to analyze every transaction from the customer’s point of view. This will give you a better understanding of your business and allow you to improve and grow tremendously!

Why is CRM important for your business?

Every company devotes significant time, money, and resources to customer relationship management. Here’s why!

  • It is a cost-effective method of acquiring new customers and retaining current ones.
  • It gives you an insight into customer needs and behaviour.
  • Enhances customer satisfaction which, in turn, leads to increased brand loyalty.
  • Improves brand image significantly!
  • Helps you create a bond with your customer, which can be beneficial in the long run.
  • Improves the referral rate of your product as a satisfied customer is more likely to recommend your business to others.
  • Ultimately, CRM helps you increase your sales and revenue!

For small businesses, an effective small business CRM strategy is crucial as it will help the business grow and expand from an early stage.

CRM helps you manage contacts, monitor tasks, and keep track of all your deals. With a proper small business CRM template, you can collect and store all your data on a single interface. That’s why Stackby has created the Small Business CRM Template for you!

With the Small Business CRM Template, you can effectively retain existing clients and generate new leads with immense ease! 

Using the Small Business CRM template, you can:

  • Keep track of all the companies you are currently dealing with.
  • Store details about the company, including the type of industry, employee strength, and website information.
  • Maintain updated records of all your contacts in the above companies.
  • Record the title and relevant contact information of your contacts.
  • Monitor the task to be done for each company.
  • Add notes for each task to assist your team.
  • Record the type of each task and keep track of the due date. 
  • Assign a team leader to each task.
  • Track the current status of the task (Done/ Not Done).
  • Record the deals made by your company and its corresponding status (Won/ Lost/ Negotiating).
  • Monitor and update the details as and when required.

Stackby’s CRM Template gives you a detailed picture in a single place. Customize your CRM with this spreadsheet-style interface, and manage your customer relations effectively. If you've multiple products and would like to track that - check out the Multi Product CRM template.   

B2B Lead Generation

The marketing world in a dynamic arena that is constantly changing every minute. With technology becoming an integral part of our everyday routine, companies have increased their focus on online marketing. Companies are likely to spend more than 90 percent of their marketing budget on digital strategies in the coming years.

With new strategies and avenues taking over the online marketing arena, is email marketing still relevant? 

The answer is yes! And so is our B2B Lead Generation Template.

It is a cost-effective and easy-to-use marketing strategy that continues to be relevant even today. It allows you to send personalized content to potential clients and increases your brand awareness. With a click rate six times greater than that of tweets, emails help drive your website traffic. 

What is the most critical aspect of planning and executing an effective B2B lead generation and email marketing campaign?

The email lead list! Without a well-maintained database of email addresses, how will you conduct an email campaign? Gathering and collecting maximum potential customers’ email addresses will increase the scope and extent of your marketing strategy.

Email lists allow you to segregate and focus on individuals who are most likely to show an interest in your product. It is also essential to make sure that your email lead list has been verified and checked to eliminate any defunct email addresses.

How to create an email list? With the help of Hunter Email Finder, you can generate the most extensive email list ever! Hunter Email Finder is one of the most accurate and widely used tools today.

Facing difficulty keeping track of all your generated leads? The days of going through multiple scattered databases for your email campaign are over! Stackby has developed its own Lead List Builder Template. You can now store and update all your lead lists on one platform using the B2B Lead Generation Template.

The Lead List Builder Template will allow you to import all your data from Hunter Email Finder API directly to your template. The entire process is automated, and you don’t have to do the same work manually anymore.

Using our B2B Lead generation template, you can:

  • Automatically bring email IDs from your leads using Hunter email finder API. 
  • Store your target lead list generated using Hunter email finder.
  • Record the details concerning each company URL
  • Check whether a particular email address has been verified or not.
  • Track the deliverability of each email address.
  • Record the confidence score of the email addresses.
  • Check if the given address is deliverable or risky.
  • Assign a reach status to each email (Yes/ No).
  • Track the total emails available for a particular company in the Hunter database.
  • Check whether they belong to the executive, marketing, or HR category.
  • Keep your lead list current and updated.

Stackby’s Lead List Builder Template is a one-stop solution to all your email campaigning problems! Check out this quick use-case video on how you can automate your email lead lists and build your B2B lead generation process. 

Business Development CRM

A major part of the firm's goodwill rests on the business relationship it forms through business deals, partnerships, affiliations, and sponsorships. Stackby provides you with the Business Development CRM Template that records and maintains the firm's customer relationship for such a critical state of work. 

How will this template be helpful?

  • It provides the firm with an organized outline of the business relationship. This allows them to distribute their attention and resources equally amongst all the parties involved in the project. 
  • The template allows the firm to track the date of commencement and the date of termination of the business deal. 
  • The template, once updated, provides a thorough insight into the details of the business partner. This includes their field of expertise, the type of industry they belong to, and the amount the business deal is carried upon.
  • The provision of the task feature sorts out any confusion regarding the work done or that needs to be dealt with. Thus, avoiding any exemption of minute tasks. 
  • The contact details and websites can be directly linked through this template. Thus making communication with the customer easier. 
  • Any updates regarding the status of the business deal, its nature, and the persons involved can be easily made with ease. 
  • The business development CRM model sees that the customers keep their end of the bargain. If any misunderstanding arises, the deal proposal can be easily referred to through the deal details feature. 

Who will find the Business Development CRM Template helpful?

Firms that often carry out deals with more than one partner simultaneously are likely to find this template extremely useful. It is essential for B2B firms who base their company’s relevance around dealing with other firms.

Data Enrichment

Generating leads from different sources is one of the most critical tasks in any company. There is a wealth of customer data present and finding the maximum amount of said data will help you land your next client.

Enriching the leads generated with the right tool can allow your company to achieve smarter lead scoring and run more personalized email campaigns. Data enrichment tools enhance your collected customer data and make it more useful for targeting potential clients.

This lead data collected is further used for marketing purposes and has a greater chance of being converted into actual customers. Data enrichment has an extremely high return on investment. Therefore, utilizing our Data Enrichment Template is a no-brainer. 

What is Clearbit, and how will it help you? 

Clearbit is an online tool that is used for finding contact numbers and email addresses of potential customers. It has a high accuracy rate and is a reliable software used by top companies of the world. It automatically updates your sales record and provides verified, and quality company contact information. It provides a clear method to manage sales activities.

With the Person Enrichment API from Clearbit, you can get a detailed background of a person and their corresponding company profile based on an email address or a website domain. It allows you to get access to the individual’s name, location, social handles, and company designation.

Every company develops its strategy to record and enrich customer lead data. Are you looking for a way to simplify the entire process for your company? If the answer is yes, then you’ve come to the right place. With this Company Data Enrichment Template, storing and updating lead information will be a walk in the park. 

Bid adieu to the days of maintaining multiple databases and spreadsheets for your client and company information. Stackby’s Data Enrichment Template allows you to monitor every detail about them from a single interface. 

Using our tailor-made data enrichment template, you will now be able to:

  • Keep detailed records of all the potential customers in one place.
  • Import data automatically from Clearbit directly to your enrichment template.
  • Add a description to each company for a better understanding of the same.
  • Record the year in which the company was founded and its current employee strength.
  • Monitor the company’s global site rank and the current number of AngelList followers.
  • Add information generated from the Person Enrichment API to the template.
  • Store the full name and current location of your company contacts/leads.
  • Record the current title of the individual in the company and add a description to the same.
  • Get access to other personal information including, but not limited to, the alma mater of the concerned person.
  • Import and update details as and when required.

Generate new leads every day and enrich the collected data without breaking a sweat with Stackby’s Data Enrichment Template and manage your CRM with ease. 

Start building your sales processes on Stackby today

Try it now for free / No credit card needed