✅ Get started with our Sheetify CRM here ➜
[ Ссылка ]
(Discount code SHEETIFY10OFF for 10% off)
✅ I also created a functional Bookkeeping toolkit with Google Sheets called Sheetify Bookkeeping that connects to Google Workspace and allows you to generate invoices, manage bookkeeping tasks, analyze custom dashboards, generate reports, and more.
👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜
[ Ссылка ]
(15% Combo Discount (Sheetify CRM plus Bookkeeping)
In this Google Sheets CRM tutorial, I share how to set up and use my Sheetify CRM 3.0 (Google Sheets CRM template), which we developed for small and micro businesses.
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.
✅ Watch our full updated Sheetify CRM 4.0 tutorial here:
[ Ссылка ] (English)
[ Ссылка ] (Español)
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 CRM that is customer, sales, email marketing, and task-oriented.
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.
- Built-in Email Marketing with Gmail.
- Invoice Tracker.
- Customer Lifetime Value Tracker.
- Sales Pipeline tools.
- Sales Task App Integration.
- Client Task App Integration.
- Capture New Leads with Google Forms.
- Performance dashboard and reporting.
► Looking for a simple, understandable and actionable road map for setting up your small business online? Start here and get our all-in-one small business playbook 📚:
👉 [ Ссылка ]
► Today we navigate through the below chapters for this Google Sheets CRM tutorial:
0:00 Intro
01:02 Getting started - Sheetify CRM
01:32 What is it? (Sheetify CRM)
01:59 Make a copy
02:36 Setup Sheetify CRM
03:11 Sheetify CRM settings
06:02 How to use Sheetify CRM
06:23 Lifetime value
07:06 Sales pipeline
08:02 Sales calendar
09:05 Client tasks and calendar
09:33 Email marketing templates
09:50 Dashboard and reporting
10:35 Managing contacts & leads
13:39 Google task app (sales tasks)
15:59 Google task app (client tasks)
18:41 Email marketing feature
22:33 Create lead capture form
24:42 Reporting
25:45 Outro
► Are you interested in joining our small business community?
Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: [ Ссылка ]
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
