Templates:
Influence Plan

This template has to help to organize and establish the right relationships with the right stakeholders and aid you in becoming a trusted advisor.

This template is not a proper CRM with Deals and Opportunities, but a nice way to organize your contacts. So you could better understand the people, you're interacting with across multiple companies. Their roles, impact, and attitude.

And it can be a single source of truth for every person in your company - Sales, Marketing, Product, and, for sure, Customer Success.

Check out other Sales & Marketing templates:

Braintree

Connect payments to customers and take their MRR into account when prioritizing feature requests.

Braintree

Connect payments to customers and take their MRR into account when prioritizing feature requests.

Plan
Subscription
Subscription Status
Transaction
Transaction Status

Business Model Canvas

Understand the business model of your product. Know your customers, value propositions, and how your product is going to win the market.

Business Model Canvas

Understand the business model of your product. Know your customers, value propositions, and how your product is going to win the market.

Value Proposition
Customer Segment
Key Activity
Revenue stream
Channel
Key Partner
Cost Structure

Content Calendar

Use this template to structure the content you or your team are working on. Never miss them on calendar, and have a quick overview on Board

Content Calendar

Use this template to structure the content you or your team are working on. Never miss them on calendar, and have a quick overview on Board

Calendar moment
Content
Platform

Content Marketing

Generate ideas, collaboratively write articles, balance workload, and schedule publications — finally, in the same tool.

Content Marketing

Generate ideas, collaboratively write articles, balance workload, and schedule publications — finally, in the same tool.

Article
Tag

Currency Exchange

Convert payments and salaries from one currency to another using historical exchange rates.

Currency Exchange

Convert payments and salaries from one currency to another using historical exchange rates.

Currency
Exchange Rate

Digital video production

Track video stages and grouped tasks. Write your scripts, brainstorm ideas, and add notes. Calculate budget and never miss deadlines.

Digital video production

Track video stages and grouped tasks. Write your scripts, brainstorm ideas, and add notes. Calculate budget and never miss deadlines.

Event Planning

Stay on the top of your event process, track budget, and see which category is the most expensive!

Event Planning

Stay on the top of your event process, track budget, and see which category is the most expensive!

Category
Task
Vendor
Event

HubSpot

Sync HubSpot to Fibery, connect Companies to work, track Deals and Engagements.

HubSpot

Sync HubSpot to Fibery, connect Companies to work, track Deals and Engagements.

Owner
Call
Company
Contact
Deal
Email
Meeting
Note
Task
Ticket
Product

Influencer CRM

Keep track of cooperation with Influencers. Track Revenue and engagements from your ambassadors

Influencer CRM

Keep track of cooperation with Influencers. Track Revenue and engagements from your ambassadors

Campaign
Interaction
Influencer

Invoice Management

Track invoices based on the received transactions across multiple Projects and Customers. Don't miss deadlines, track overdue status.

Invoice Management

Track invoices based on the received transactions across multiple Projects and Customers. Don't miss deadlines, track overdue status.

Company
Project
Invoice
Transaction
Invoice Type

Product Competitor Analysis

Review your competitor's features, check which competitor is the strongest in the particular area.

Product Competitor Analysis

Review your competitor's features, check which competitor is the strongest in the particular area.

Product Area
Feature
Feature Score
Competitor

Product LaunchCal

Improve coordination of several teams (development, support, marketing, etc) and set up a launch process.

Product LaunchCal

Improve coordination of several teams (development, support, marketing, etc) and set up a launch process.

Launch
Launch Step

Product Marketing

Plan and invent marketing campaigns. Decompose campaigns into tasks and organize them in a way, that makes sense for your team.

Product Marketing

Plan and invent marketing campaigns. Decompose campaigns into tasks and organize them in a way, that makes sense for your team.

Campaign
Task

Sales CRM

Visualize sales pipeline, gather contacts of decision-makers and track customer-related activities with a lightweight CRM.

Sales CRM

Visualize sales pipeline, gather contacts of decision-makers and track customer-related activities with a lightweight CRM.

Account
Activity
Opportunity
Contact

Service CRM

Say goodbye to clunky and overwhelming software - Fibery provides a seamless experience to track your CRM

Service CRM

Say goodbye to clunky and overwhelming software - Fibery provides a seamless experience to track your CRM

Company
Interaction
Opportunity
Offer
Service

World

Connect to other Spaces to get an up-to-date countries dropdown, slice sales by region, and add calling codes to local phone numbers.

World

Connect to other Spaces to get an up-to-date countries dropdown, slice sales by region, and add calling codes to local phone numbers.

Region
Subregion
Country

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