Sheetify CRM Tutorial | All-in-one Google Sheets CRM for Small Businesses

In this Google Sheets CRM tutorial, I share how to set up and use Sheetify CRM 3.0 (Google Sheets CRM template), which we developed for small and micro businesses.

👉 Get started with our Sheetify CRM here ➜
✅ https://www.sheetifycrm.com/

✅ Watch our Sheetify CRM 4.0 overview here:
   • Sheetify CRM Overview (All New Google Shee...   (English)
   • Descripción general de My Sheetify CRM (fu...   (Español)

✅ Watch our full Sheetify CRM 4.0 tutorial here:
   • My Best Google Sheets CRM | Email Marketin...   (English)
   • El mejor CRM de Hojas de Google | Marketin...   (Español)

👉 Check out our most recent updates here:
https://www.sheetifycrm.com/blogs/upd...

👉 Check out our Sheetify CRM tutorials page on our website:
https://www.sheetifycrm.com/pages/she...

The great thing about this Google Sheets CRM is that it integrates Google Sheets seamlessly with your favorite Google Apps. No Subscriptions, No Fees, No Monthly Plan... Lifetime Value with only one payment.

Shifting back to a Spreadsheet that many small business owners know and love.

The Sheetify Google Sheets CRM template allows business owners to get the most out of Google Sheets and many of Google's integrated apps.

This results in a simple yet functional customer, sales, email marketing, and task-oriented CRM.

This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).

► What features does the Sheetify CRM offer?

Contact & Lead Manager.
Client Tracker.
Invoice Tracker.
Customer Lifetime Value Tracker.
Sales Pipeline tools.
Built-in Email Marketing with Gmail.
Sales Task App Integration.
Client Task App Integration.
Capture New Leads with Google Forms.
Performance dashboard and reporting.

► Today we navigate through the below chapters for this Google Sheets CRM tutorial:

00:00 Intro
00:39 Getting started - Sheetify CRM
01:10 What is it? (Sheetify CRM)
01:38 Make a copy
02:13 Setup Sheetify CRM
02:24 Sheetify CRM settings
05:40 How to use Sheetify CRM
06:01 Lifetime value
06:43 Sales Pipeline
07:37 Sales calendar
08:42 Client tasks and calendar
09:08 Email marketing templates
09:26 Dashboard and reporting
10:09 Managing contacts & leads
13:14 Google task app (sales tasks)
15:35 Google task app (client tasks)
18:16 Email marketing feature
22:57 Create lead capture form
25:07 Reporting

Let me know if you found this Google Sheets CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.

Thanks for watching and enjoy!

#sheetifycrm #emailmarketing #crm