The Best Google Sheets CRM | tutorial + template (2024)

Best Google Sheets CRM tutorial + template (2024)

In this video i'll give you the best tutorial and template for using google sheets as your Sales CRM. Perfect for freelancers & agencies that are looking to optimize their lead generation. Manage clients effortlessly with this easy-to-use & flexible homemade CRM.


Here's the asset from this video (no optin, just steal it) :

https://docs.google.com/document/d/1D...

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📌timestamps:

0:00 - Intro
0:21 - Why do we track leads in a google sheets crm
1:43 - What can we track?
2:20 - How to create a home made tracking sheet
2:40 - Install google sheet Chat GPT AI tool
3:00 - Beginner google sheet walk-through
3:47 - Instagram outbound tracking sheet
4:46 - Automatic calendar in google sheets
5:28 - Toggle list in google sheets
6:21 - Date chart in google sheets
7:14 - Track follow ups in google sheets
7:57 - Count if formula
9:01 - Build your CRM with AI Chat GPT
10:04 - CRM tutorial for beginners
10:35 - Text overflowing google sheets
11:01 - Lead CRM in google sheets
12:43 - Change date color to red/green
13:36 - Count all formula
14:21 - Google sheet formulas not working
15:10 - Track convos in google sheets
16:44 - Track calls in google sheets
17:30 - Inbound lead CRM
17:55 - Instagram Bot Scraper CRM
20:10 - EOD report sheet
20:50 - How to update dates in tracking CRM
21:50 - AD CRM for beginners
22:00 - How to track follower ads
23:28 - How to track sales calls
23:57 - How to track DM ads
24:57 - What you need to know
25:26 - Steal my CRM google sheets template