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/sheetify-google-sheets-crm-template
➜ 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 ➜
https://youtu.be/7YyJmpenSHw

👉 Also learn more about our Google Sheets Project management Template here ➜
https://youtu.be/Tx-ePbFO3mE

👉 Need Google Sheets or Sheetify CRM custom personalizations? We provide this service ➜
https://www.sheetifycrm.com/pages/sheetify-customization-service (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:
https://youtu.be/ygmI8Jdo5qY

Learn how to manage inventory with Sheetify CRM:
https://youtu.be/5NlEftQwrY8

Learn how to manage sales pipeline in Sheetify CRM:
https://youtu.be/s_FBvDfYdQw

Learn how to engage in email marketing with Sheetify CRM:
https://youtu.be/warVDXr2xME

Learn how to manage sales and client tasks with Sheetify CRM:
https://youtu.be/8zQJawGJJyk

Learn how to create custom filters:
https://youtu.be/gqs-oxI7--4

Learn how to send tasks to Google Calendar:
https://youtu.be/BwfhoFFDk6E

Learn how to enable and use team email notifications:
https://youtu.be/mLO2B1AQhbI

Learn how to call and message from Sheetify CRM:
https://youtu.be/kd2y4NOLRT8

Learn how to use the dashboard inside Sheetify CRM:
https://youtu.be/zM1kHpfjPro

Learn how to manage notes and interactions with Sheetify CRM:
https://youtu.be/RZ3t41LDpjE?si=scOy4ZDfKCJK8JLA

Learn how to manage tickets:
https://youtu.be/tBR2w14jJD0

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

✅ Check out our Sheetify CRM tutorials page on our website:
https://www.sheetifycrm.com/pages/sheetify-crm-tutorials

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:
https://youtu.be/PRN_8g21r98

► 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

Видео How to use my Google Sheets CRM | No-Subscription Sheetify CRM for Small Business канала Stewart Gauld