Stackby

• Step 1: Create Your First Stack
  Log in to Stackby and click “Create New Stack.” You can start from scratch or use a pre-built template tailored to your industry (e.g., CRM, marketing, HR). Each stack contains tables similar to spreadsheets.

• Step 2: Add Fields and Structure Your Data
  Customize your columns using over 30 field types—text, dropdowns, dates, attachments, formulas, collaborators, and even API-linked fields. This step defines how your data will be captured and organized.

• Step 3: Populate Records
  Add rows (records) manually or import data from Excel, Google Sheets, or CSV files. You can also use Stackby’s form builder to collect data directly into your tables.

• Step 4: Organize and Visualize
  Use views like Grid, Kanban, Calendar, Gallery, and Timeline to visualize your data. Apply filters, groups, and sorts to tailor each view to specific roles or tasks.

• Step 5: Invite Team Members
  Add collaborators with role-based permissions (admin, editor, viewer, etc.). Configure shared views and access controls to ensure data security and relevance.

• Step 6: Host a Kickoff Training
  Conduct a short onboarding session (30–45 minutes) to walk your team through the platform. Stackby provides guides and video tutorials to support this.

• Step 7: Automate Workflows
  Set up internal automations (e.g., status updates, notifications) and external integrations via Zapier or native API connectors.

• Step 8: Customize and Iterate
  Refine your setup based on feedback. Add dashboards, reporting tools, and AI-powered fields to enhance functionality.

• Total Time to Implement:
• Basic setup: 10–15 minutes
• Team onboarding and customization: 30–45 minutes
• Advanced workflows and automation: 1–2 hours (optional, based on complexity).

• Custom Stacks and Tables: You can build stacks for any business function—sales, marketing, HR, operations, product management, etc.—and create tables for entities like projects, tasks, clients, assets, or leads.

• 30+ Column Types: Stackby supports diverse data formats, including text, dropdowns, attachments, formulas, ratings, collaborators, and API-linked fields. This allows you to model any business process.

• Linked Records: Create relationships between tables (e.g., linking contacts to companies or tasks to projects), enabling relational database functionality similar to enterprise-grade systems.

• Multiple Views: Visualize data in Grid, Kanban, Calendar, Gallery, Timeline, and Form views. Each view can be filtered and grouped to suit different roles or departments.

• Advanced Form Builder: Build custom forms with conditional logic, subforms, updatable entries, and branded themes. Ideal for lead capture, surveys, or internal requests.

• Automation Engine: Automate tasks like sending notifications, updating statuses, or triggering actions based on form submissions or record changes.

• AI Integration: Use AI Fields and AI Co-Builder to generate content, classify data, translate text, and build databases from prompts. Supports GPT-4o, Claude, and Gemini.

• Reporting & Dashboards: Create real-time dashboards with charts, pivot tables, goal trackers, and embedded documents using the Stackby Apps Marketplace.

• Role-Based Permissions: Assign granular access controls at the table, column, and view levels to ensure data governance and security.

• API & Integrations: Connect Stackby to external tools like Google Analytics, YouTube, Facebook Ads, Slack, and more. Import/export data seamlessly.

• Industry Use Cases: Stackby has been used to build custom CRMs, recruitment trackers, editorial calendars, inventory systems, and more. Templates are available for quick setup.

• Scalability: Suitable for individuals, startups, SMEs, and enterprises. Handles thousands of records without performance issues.

• No Setup Fees: Users can start using Stackby immediately with a free plan. There are no onboarding or implementation fees, even for enterprise users.

• No Maintenance Charges: All updates, patches, and feature enhancements are included in the subscription. Stackby handles infrastructure maintenance on AWS without passing costs to users.

• Support Charges:

  • Free and Economy Plans include community and email support.

  • Business and Pro Plans offer priority support and onboarding assistance.

  • Enterprise Plans include dedicated support, admin controls, and custom onboarding, but pricing is tailored and may include premium service options.

• Read-only users and form submissions are not billed, which helps reduce costs for teams with external collaborators.

• Kickoff Training Sessions: Teams receive a 30–45 minute virtual training, often led by Stackby specialists. These sessions are recorded for future reference.

• Quick-Start Guides: Step-by-step documentation and role-based views help users understand how to use Stackby for their specific tasks.

• Video Tutorials: A library of short videos explains key features like creating stacks, using formulas, automating workflows, and integrating APIs.

• Use-Case Guides: Industry-specific guides help users model workflows for CRM, HR, marketing, operations, and more.

• Office Hours & Support Channels: Stackby offers open Q&A sessions and responsive email support. Enterprise users get access to dedicated support teams.

• Community Access: Users can join the Stackby community forum to ask questions, share templates, and get peer support.

Network & System Security

• TLS Encryption (256-bit) for data in transit.

• AES-256 Encryption for data at rest.

• Hosted on AWS data centers in the US, Singapore, and UK, all certified with SOC 1, SOC 2, and ISO 27001 standards.

• Daily backups with replication across multiple zones and 35-day restore capability.

Product Security

• Granular Permissions: Control access at workspace, stack, view, and column levels.

• Row-Level Activity History: Track changes per record (from 2 weeks to 3 years, depending on plan).

• Two-Factor Authentication (2FA): Available for all users.

• SAML-based Single Sign-On (SSO): Available for enterprise customers.

• View-Level Sharing: Share filtered views with hidden columns or rows to protect sensitive data.

Organizational Security

• Employee Vetting: Background checks and role-based access controls.

• Separate Dev & Production Environments: Ensures safe deployment and testing.

• Bug Bounty Program: Stackby encourages ethical hacking and responsible disclosure of vulnerabilities, offering rewards for valid reports.

• New column types (e.g., Signature, AI Fields)

• Enhanced form editor and automation triggers

• Improvements to views like List, Timeline, and Grid

• UI upgrades and performance optimizations

• You own your data: All content created and stored in Stackby remains the property of the user or organization.

• Data Export: Users can export individual tables as CSV files, or request a full account export that includes all tables across workspaces.

• Account Deletion: Users can delete their accounts at any time. Upon deletion, Stackby provides a 30-day window to export data before it is permanently removed from servers.

• Portability Tools: Stackby supports easy import from Excel, Google Sheets, and other platforms, and offers API access for custom integrations.

• Consent and Privacy: European users are shown a consent dialog during signup, and Stackby uses cookies and analytics tools in compliance with GDPR.

• Upgrade Options:

• Users can upgrade from the Free plan to Economy, Business, Pro, or Enterprise plans.

• Plans are priced per user per month, with discounts for annual billing (up to 70% off).

• Upgrades are instant, and users gain access to premium features immediately after payment.

• Downgrade Options:

  • Users can downgrade to the Free plan at any time.

  • Downgrades are processed pro rata, meaning users are only charged for the time they used the higher-tier plan.

• User Management:

  • Only active collaborators (Owner, Creator, Editor, Commenter) are billed.

  • Read-only users and form submissions are free, allowing cost-effective scaling for large teams or external stakeholders.

• Billing Flexibility:

  • Users can switch between monthly and annual plans.

  • Payment methods include major credit cards, and invoices are generated automatically.

Contract Renewal

• Monthly Plans: Automatically renew every month unless canceled.

• Annual Plans: Renew annually at the locked-in rate if subscribed during promotional periods. Users can switch from monthly to annual plans at any time, and the change takes effect at the end of the current billing cycle.

• Lifetime Renewal Pricing: For limited-time prepaid annual plans, Stackby offers fixed renewal pricing for life, based on team size (3–100 users).

Cancellation Terms

• Users can cancel their subscription at any time via the account settings.

• No refunds are provided for canceled plans or add-ons, but Stackby may offer future credits for unused time or features.

• After cancellation, users retain access to their data and can downgrade to the free plan.

• Stackby provides a 14-day free trial on the Business plan to help users evaluate before committing.

Billing Notes

• Payments are processed immediately upon upgrade.

• Invoices are emailed and stored in the user’s account dashboard.

• Accepted payment methods include Visa, MasterCard, Discover, Diners Club, and JCB (American Express not supported via Stripe India).

GDPR Compliance

• Stackby is fully GDPR compliant, ensuring user data privacy and protection.

• Offers a dedicated GDPR page and best practices documentation.

HIPAA (Limited)

• Stackby does not sign HIPAA Business Associate Agreements (BAA).

• While used by medical organizations, it is not recommended for storing sensitive Personal Health Information (PHI).

Infrastructure Certifications

• Hosted on AWS data centers certified with:

  • SOC 1

  • SOC 2

  • ISO 27001

• Data centers are located in the USA, Singapore, and UK, with strict access controls and redundancy.