Optimizing Google Sheets as a CRM (Sheets + Tasks + Calendar + Voice)

In this tutorial, I show you how to turn Google Sheets into a CRM specifically designed for prospecting and lead management.

Whether you are in self-storage, multi-family, or retail, this "Google Workspace Ecosystem" workflow allows you to manage property data, track outreach, and automate follow-ups.

Key Features Covered:
1. One-Click Dialing: Integrate Google Voice directly into your spreadsheet for instant prospecting.
2. Automated Follow-Ups: Using Google Apps Script to automatically sync tasks and dates to your Google Calendar and Google Tasks.
3. Priority Filtering: A "High Priority" tab that automatically pulls interested leads using custom filter formulas.
4. Template Automation: Pre-loaded text and email templates that concatenate your data for rapid outreach.
5. Maps Integration: Hyperlinked property addresses that open directly in Google Maps for quick visual reviews.

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#CRE #CommercialRealEstate #GoogleSheetsCRM #RealEstateAutomation #Prospecting #SelfStorage #PropTech #REALTOR #GoogleWorkspace #AICRECoach

Видео Optimizing Google Sheets as a CRM (Sheets + Tasks + Calendar + Voice) канала AI CRE Coach