I track everything in Stackby today. What does Phloz do differently?

Stackby stores tracking as rows in a flexible grid — useful, but every cell is generic and you maintain it by hand. Phloz models tracking as a typed graph: each GA4 property, GTM container, pixel, and conversion is a node with a health state and a verification cadence. The difference is a spreadsheet that decays versus a typed structure that flags drift.

Is Phloz as flexible as Stackby?

No — and that's the trade. Stackby lets you model any table for any purpose; Phloz is opinionated about the agency shape. You give up arbitrary flexibility and get real CRM + delivery primitives plus a purpose-built tracking map, with no table-building or maintenance. If flexibility is the priority, Stackby; if agency-shaped structure is, Phloz.

Can I keep Stackby for some data and use Phloz for agency ops?

Yes. Keep Stackby for general-purpose or non-agency data tables; move client CRM, delivery, and tracking into Phloz. The agency-shaped surface usually replaces the client / task / tracking tables you built in Stackby, and you keep Stackby for whatever genuinely needs a flexible grid.

Alternative to Stackby

The Stackby alternative for digital marketing agencies

Stackby is a flexible spreadsheet-database; Phloz makes tracking a typed graph, not rows you maintain by hand.

What you're probably tired of

Running agency ops out of a flexible spreadsheet-database you built and maintain by hand
Tracking lives in Stackby rows — generic cells, no typed health state or verification cadence
Per-seat pricing on a tool with no agency CRM or delivery primitives
Rebuilding the same client / task / tracking tables for every new use, every workspace

What changes on Phloz

Agency CRM + delivery as real primitives — clients, contacts, tasks, messages, departments
Tracking infrastructure as a TYPED graph (nodes with health + verification), not spreadsheet rows
Per-active-client pricing instead of per-seat
Free unlimited client portals with magic-link access

Should you actually switch?

A switch is real cost — a few days of structural mapping, a parallel-running week, training time, and the friction of breaking habits your team has built. Worth it when the new tool meaningfully changes how you work; not worth it when the gain is incremental.

The five signals that you're ready to leave Stackby: (1) you're paying for seats or contacts you don't use, (2) you're running the tracking stack in a separate Sheet because the CRM has nowhere for it, (3) onboarding a new team member takes more than a day because the configuration is tribal knowledge, (4) clients ask "where do I see progress?" and you don't have a clean answer, (5) you're duplicating client data across two or three tools because no single tool fits.

If three of those five describe your agency, the structural upgrade pays back inside a quarter. If only one or two, stay where you are and revisit at the next pricing renewal — switching for marginal gain is usually a worse decision than the marginal gain.

When Stackby is still the right choice

The honest counter-positioning. Stackbyisn't wrong for everyone — these are the cases where staying makes more sense than switching. If any of them describe you, weigh the trade carefully before migrating.

You want a flexible database for arbitrary data and spreadsheet-style is how your team thinks. Stackby is a good Airtable-style tool; Phloz is a structured app, not a database.
Stackby's API columns pulling live data into a grid is a workflow you rely on.
Your use spans well beyond agency ops — general-purpose tables for many kinds of data.
Budget is the deciding factor — Stackby is inexpensive per seat.

Migration: what to plan for

Stackby exports tables to CSV. Map your client/company table to clients, contacts to client_contacts, tasks to tasks; import via Phloz workspace import. Stackby's API columns (live data pulls) don't carry over — Phloz models tracking as typed nodes you verify, rather than live spreadsheet cells. Plan about a day; the gain is typed primitives + the tracking graph instead of hand-maintained tables.

The structural rethink — mapping Stackby's shape to Phloz's opinionated agency model — takes longer than the data move. Read the marketing agency CRM buyer's guide for the six capabilities that should drive the decision, and the pricing page to run the per-active-client math at your client count.

Stackby migration FAQ

The three questions agency owners ask before signing the switch decision. Honest answers — same data we'd give a friend evaluating the move.

I track everything in Stackby today. What does Phloz do differently?: Stackby stores tracking as rows in a flexible grid — useful, but every cell is generic and you maintain it by hand. Phloz models tracking as a typed graph: each GA4 property, GTM container, pixel, and conversion is a node with a health state and a verification cadence. The difference is a spreadsheet that decays versus a typed structure that flags drift.
Is Phloz as flexible as Stackby?: No — and that's the trade. Stackby lets you model any table for any purpose; Phloz is opinionated about the agency shape. You give up arbitrary flexibility and get real CRM + delivery primitives plus a purpose-built tracking map, with no table-building or maintenance. If flexibility is the priority, Stackby; if agency-shaped structure is, Phloz.
Can I keep Stackby for some data and use Phloz for agency ops?: Yes. Keep Stackby for general-purpose or non-agency data tables; move client CRM, delivery, and tracking into Phloz. The agency-shaped surface usually replaces the client / task / tracking tables you built in Stackby, and you keep Stackby for whatever genuinely needs a flexible grid.

What you keep when you migrate

The honest list of what survives the move from Stackby. Your client list and contact records (CSV import). Your active tasks and their assignees, statuses, due dates (CSV import). Your custom fields, on clients and tasks (mapped to Phloz custom fields during import). Your inbound email addresses if you set up forwarding (re-pointed at the per-client Phloz inbound addresses).

What doesn't survive: historical activity logs older than what you'd realistically reference (most agencies discover they don't open activity from before the last quarter). Bespoke automation rules built on Stackby's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, status hooks, inbound thread routing) or offloaded to Inngest / Zapier. Time entries stay in your time-tracking tool of record (Phloz integrates rather than re-imports).

The trade is a lighter, more opinionated tool that runs your agency's shape natively — at the cost of some per-tool customisation that, in retrospect, was usually a workaround for a missing primitive. See agency project management software for the broader buyer's guide on what to evaluate alongside this switch decision.

Want the head-to-head, not the switch story?

The Phloz vs Stackby comparison covers what each tool does, what each doesn't, and when Stackbyis the right choice — for the cases where you're evaluating rather than already unhappy.

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