How to use my Google Sheets CRM | No-Subscription Sheetify CRM for Small Business

✅ get started with our Sheetify CRM here (& say NO to expensive business subscriptions!) ➜
https://www.sheetifycrm.com/products/...
➜ Get discount code SHEETIFY10OFF for 10% off!

In this Google Sheets CRM tutorial, I share how to set up and use our powerful, no-subscription Sheetify CRM.

Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google users that is ideal for small and micro businesses. We also have two other toolkits, Sheetify Projects and Sheetify Bookkeeping.

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.

👉 Also learn more about our Google Sheets Bookkeeping Template here ➜
   • 10-In-1 Google Sheets Bookkeeping Template...  

👉 Also learn more about our Google Sheets Project management Template here ➜
   • ULTIMATE Google Sheets Project Management ...  

👉 Need Google Sheets or Sheetify CRM custom personalizations? We provide this service ➜
https://www.sheetifycrm.com/pages/she... (Book a free consultation)

👉 See our Sheetify CRM working document (See what you can and can’t modify) ➜
https://bit.ly/sheetify-working-document

► Here are the following chapters in this video ➜

0:00 Intro
00:52 What is Sheetify CRM & Who is it for?
02:08 Setup Sheetify CRM
04:24 Custom settings
06:32 Contacts and leads
07:44 Sales stages - visual pipeline
08:07 Inventory & Purchases
09:39 Team status email
11:02 Sales data flow example (transactions)
13:53 Manage client tasks
14:32 Task app integration
15:07 Calendar app integration
15:40 Manage sales tasks
16:04 Add new records (navigation)
16:28 Add interactions/notes
17:28 Call and message
18:03 Email marketing
20:02 Client status email
20:33 Dashboard /reporting
21:50 Tickets / issues
22:41 Lead capture form
23:30 Customisation service
23:40 Other helpful resources
24:07 Outro

► Here are the other helpful Sheetify tutorials I mentioned ➜

Learn how to import contacts from Gmail to Sheetify CRM:
   • How to Import Gmail Contacts to Google She...  

Learn how to manage inventory with Sheetify CRM:
   • Google Sheets Inventory Management Tutoria...  

Learn how to manage sales pipeline in Sheetify CRM:
   • Google Sheets for Sales Tutorial | Simply ...  

Learn how to engage in email marketing with Sheetify CRM:
   • Sheetify CRM | Best Email Marketing for Gm...  

Learn how to manage sales and client tasks with Sheetify CRM:
   • ULTIMATE Google Tasks Tutorial | My Top Pr...  

Learn how to create custom filters:
   • How to Create Filter Views on Google Sheet...  

Learn how to send tasks to Google Calendar:
   • How to Send Google Sheets Tasks to Google ...  

Learn how to enable and use team email notifications:
   • Automate Google Sheets CRM Team Email Noti...  

Learn how to call and message from Sheetify CRM:
   • Google Sheets Call & Message Feature | Wha...  

Learn how to use the dashboard inside Sheetify CRM:
   • Google Sheets Analytics Dashboard Overview...  

Learn how to manage notes and interactions with Sheetify CRM:
   • How to Manage Notes & Interactions in Shee...  

Learn how to manage tickets:
   • Google Sheets Issues Template | Better Man...  

✅ 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...

IMPORTANT (Email marketing feature): Free Gmail’s daily hard limit for sending emails is 50 - 150 emails per day. Paid Google Workspace can allow sending up to 500 emails per day. But for optimal deliverability, we recommended staying within the 100-250 emails per email address, per day. See the email quota in your CRM Dashboard.

If you are already a Sheetify CRM customer, you will have access to this new version. Simply locate the folder in your shared Google Drive and you will find the Sheetify CRM folder.

👉 Learn how to migrate data from an old version of Sheetify CRM to this new version:
   • Google Sheets Migration Tutorial (How to A...  

► What features does the Sheetify CRM offer?

Contact & Lead Manager.
Client Tracker.
Sales Pipeline management.
Inventory Management (Manage products and services that you offer).
Built-in Email Marketing with Gmail.
Sales and client Tasks App Integration.
Sales and client Task Calendar App Integration.
Issues/Tickets (Manage your customer complaints and problems).
Add new record (No more scrolling down your sheet to the last entry).
Scroll down (Quickly navigate to the last entry).
Transactions (Manage all transactions in one sheet).
Purchases (Manage all your purchases).
Dashboard: Sales completed by team.
Dashboard: Items by status.
Dashboard: Team performance search.
Dashboard: Sales search.
Dashboard: Top-selling products/services.
Dashboard: Monthly sales revenue.
Invoice Tracker.
Capture New Leads with Google Forms.
Manage notes and interactions.
Enable task and sales status update emails.

Thanks for watching and enjoy!

#sheetifycrm #googlesheets #crmtemplate