Stackby – Organise Data, Manage Projects and Automate Workflows

Digital Tools Toolkit / Project & Data Management

Stackby: Organise Business Data, Projects and Workflows in One Place

Spreadsheets are familiar. Databases are powerful. Stackby brings elements of both together, so your team can manage information without juggling endless files.

Updated 4 November 2026 · Practical software overview

Think about a typical working week. Client information lives in one sheet, campaign tasks in another, and project updates are scattered across messages. Finding the latest version becomes a job of its own.

Stackby is a collaborative, spreadsheet-style database platform designed to organise records, connect related information and support team workflows. It is useful when ordinary spreadsheets start feeling difficult to maintain.

Stackby workspace with Tables, Kanban, Calendar and Forms
Stackby workspace with Tables, Kanban, Calendar and Forms

What is Stackby, and what does it actually do?

Stackby lets you create structured tables for information such as leads, projects, content calendars, inventory and customer requests. Instead of treating every cell as an isolated value, you can organise records with different field types and create relationships between datasets.

  • Centralised records: keep related business information in a shared workspace.
  • Custom fields: structure entries using suitable field types.
  • Multiple views: look at the same records in ways that suit different jobs.
  • Team collaboration: give colleagues a common place to update work.
  • Integrations and APIs: connect selected external tools, subject to your plan and configuration.

How can Stackby make everyday work easier?

For marketing teams

Plan campaigns, track content approvals, organise creative assets and keep publication statuses visible.

For operations teams

Maintain project trackers, supplier information, recurring tasks and request logs in one structured system.

For sales teams

Build a lightweight lead tracker with owners, follow-up dates and pipeline stages.

For agencies

Separate client deliverables while using consistent templates and reporting fields across accounts.

Stackby project board for team collaboration and project planning
Stackby project board for team collaboration and project planning

Which Stackby features are worth exploring first?

  1. Tables and custom columns. Start with one dataset and decide what information must be recorded consistently.
  2. Views and filters. Give each team a focused view rather than asking everyone to scan the entire database.
  3. Forms. Where supported, collect new entries in a structured way instead of manually copying messages.
  4. Connected records. Link related information so teams do not repeatedly enter the same details.
  5. Integrations. Review available connectors and API capabilities for your actual workflow before committing.
Stackby automated workflows linking forms and notifications
Stackby automated workflows linking forms and notifications

Can Stackby help with workflow automation?

Stackby can form part of an automated workflow through supported integrations and API-based connections. For example, a team might collect a request, add it to a shared table and route the next action to the responsible person.

However, automation is not the same as simply creating a database. Check the current plan's integration access, limits and any third-party automation requirements before promising a fully hands-free process.

Stackby integration hub connecting productivity tools
Stackby integration hub connecting productivity tools

How would we set up Stackby for a small business?

  1. Pick one process: a content calendar or lead tracker is a manageable starting point.
  2. Define the fields: owner, status, deadline, priority and notes are often enough initially.
  3. Import carefully: clean duplicate records and inconsistent labels before moving data.
  4. Create useful views: one for daily work, one for management and one for overdue items.
  5. Test with real users: refine the structure before rolling it out to the entire organisation.

Where does Stackby work well, and where does it fall short?

Good fit when…

  • Your team is outgrowing scattered spreadsheets.
  • You need customisable, shared business records.
  • You want flexible project and operational tracking.

Consider another platform when…

  • You need complex enterprise resource planning.
  • You require advanced CRM capabilities out of the box.
  • Your workflow needs specialised reporting or automation not covered by available integrations.

Our assessment: Stackby's appeal is flexibility. That is also its main setup challenge: someone must design clear fields, permissions and processes. A poorly structured workspace can become just another messy spreadsheet.

Need help organising your digital workflows?

Discuss your website, marketing operations or business process requirements with IPSense Consultancy.

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Related Tools in Our Toolkit

These tools address different parts of a digital workflow and can complement structured data management.

Frequently Asked Questions About Stackby

Is Stackby a spreadsheet or a database?

It combines a familiar spreadsheet-style interface with structured database capabilities.

Can Stackby be used for project management?

Yes. Teams can organise tasks, owners, statuses and deadlines using customised tables and views.

Does Stackby replace a CRM?

It can support a simple custom sales tracker, but specialised CRMs may offer more advanced sales functions.

Can I import existing spreadsheet data?

Stackby supports spreadsheet-oriented workflows and data import; confirm the current supported formats and limits before migration.

Is Stackby suitable for non-technical teams?

Its table-based interface is approachable, although building relationships and integrations may require additional planning.

Illustrations are original explanatory artwork, not screenshots of the Stackby interface. Features and availability may vary by subscription or product updates.