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Sheetify CRM - Ultimate Google Sheets CRM
New Zealand
Registrace 7. 03. 2021
A leading affordable & functional Google Sheets CRM!
This is one of, if not the most affordable ‘functional’ Google Sheets CRM for small and micro businesses. Only one payment for lifetime access, lifetime updates, all client, sales, task, and email marketing features, and 100 users and 40,000 contacts.
It's more than just a Google Sheets template...
We have built an integrated CRM platform using Google Sheets that seamlessly integrates with your favorite Google Apps.
✅ 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
This Functional Google Sheets CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
This is one of, if not the most affordable ‘functional’ Google Sheets CRM for small and micro businesses. Only one payment for lifetime access, lifetime updates, all client, sales, task, and email marketing features, and 100 users and 40,000 contacts.
It's more than just a Google Sheets template...
We have built an integrated CRM platform using Google Sheets that seamlessly integrates with your favorite Google Apps.
✅ 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
This Functional Google Sheets CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
How to Send Google Sheets Accounting PDF Reports (One-Click Custom Reports)
Google Sheets Reporting tutorial, I briefly share how you can send dashboard reports in just a few clicks inside our Google Sheets Bookkeeping template.
Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this Google Sheets Bookkeeping Toolkit here ➜
www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
✅ Discount code SHEETIFY10X for 10% off!
👉 Watch our full Google Sheets Bookkeeping template tutorial here ➜
czcams.com/video/7YyJmpenSHw/video.html
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate 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.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
czcams.com/video/wZyRHq4HUoY/video.html (English)
czcams.com/video/qnFL4LfY4A8/video.htmlsi=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
czcams.com/video/YXee_JlN4As/video.html (English)
czcams.com/video/vTUQXwUaMP4/video.htmlsi=hM-tELmRdEm33IKl (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn how to generate invoices with Sheetify Bookkeeping:
czcams.com/video/rg-Alqu0hqg/video.htmlsi=1_cMSnyz7MmsXgIQ
👉 Learn how to use annual and monthly dashboards with Sheetify Bookkeeping:
czcams.com/video/DBZIhYrHzDg/video.html
👉 Learn how to set up Sheetify CRM:
czcams.com/video/wge-mq6hcNg/video.html
👉 Learn how to engage in email marketing with Sheetify CRM:
czcams.com/video/warVDXr2xME/video.html
👉 Learn how to use the dashboard inside Sheetify CRM:
czcams.com/video/zM1kHpfjPro/video.html
👉 Learn how to manage sales and client tasks with Sheetify CRM:
czcams.com/video/ZIVmOvGkoDc/video.html
👉 Learn how to manage inventory with Sheetify CRM:
czcams.com/video/5NlEftQwrY8/video.html
👉 Learn how to manage notes and interactions with Sheetify CRM:
czcams.com/video/RZ3t41LDpjE/video.htmlsi=scOy4ZDfKCJK8JLA
👉 Learn how to manage sales in Sheetify CRM:
czcams.com/video/8kMdZKpu8MU/video.html
👉 Learn how to capture and manage leads:
czcams.com/video/LDGfkTicK24/video.html
👉 Check out our most recent updates here:
www.sheetifycrm.com/blogs/updates
👉 Check out our Sheetify CRM tutorials page on our website:
www.sheetifycrm.com/pages/sheetify-crm-tutorials
👉 Can Google Sheets be used as a CRM? Let's find out:
www.sheetifycrm.com/blogs/updates/can-google-sheets-be-used-as-a-crm
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does Sheetify Bookkeeping offer?
- Manage Income (Manage income transactions).
- Manage Expenses (Manage expense transactions).
- Manage tasks (Manage tasks inside Sheetify or with the Google Task App).
- Add new records (No more scrolling down your sheet to the last entry).
- Scroll down (Quickly navigate to the last entry).
- Invoice Generator (Generate customer invoices in just a few clicks).
- Monthly Dashboard: Analyze monthly business performance.
- Annual Dashboard: Analyze annual business performance.
- 5-Year Dashboard: Analyze business performance for 5 years.
- Custom Dashboard: Analyze business performance between custom dates.
- Comparison Dashboard: Compare business performance between dates.
- Sales Tax Dashboard: Analyze business tax and fees.
- Balance Sheet: Analyze your balance sheet.
Thanks for watching and enjoy!
#bookkeeping #googlesheets #bookkeepingtemplate
Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this Google Sheets Bookkeeping Toolkit here ➜
www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
✅ Discount code SHEETIFY10X for 10% off!
👉 Watch our full Google Sheets Bookkeeping template tutorial here ➜
czcams.com/video/7YyJmpenSHw/video.html
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate 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.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
czcams.com/video/wZyRHq4HUoY/video.html (English)
czcams.com/video/qnFL4LfY4A8/video.htmlsi=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
czcams.com/video/YXee_JlN4As/video.html (English)
czcams.com/video/vTUQXwUaMP4/video.htmlsi=hM-tELmRdEm33IKl (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn how to generate invoices with Sheetify Bookkeeping:
czcams.com/video/rg-Alqu0hqg/video.htmlsi=1_cMSnyz7MmsXgIQ
👉 Learn how to use annual and monthly dashboards with Sheetify Bookkeeping:
czcams.com/video/DBZIhYrHzDg/video.html
👉 Learn how to set up Sheetify CRM:
czcams.com/video/wge-mq6hcNg/video.html
👉 Learn how to engage in email marketing with Sheetify CRM:
czcams.com/video/warVDXr2xME/video.html
👉 Learn how to use the dashboard inside Sheetify CRM:
czcams.com/video/zM1kHpfjPro/video.html
👉 Learn how to manage sales and client tasks with Sheetify CRM:
czcams.com/video/ZIVmOvGkoDc/video.html
👉 Learn how to manage inventory with Sheetify CRM:
czcams.com/video/5NlEftQwrY8/video.html
👉 Learn how to manage notes and interactions with Sheetify CRM:
czcams.com/video/RZ3t41LDpjE/video.htmlsi=scOy4ZDfKCJK8JLA
👉 Learn how to manage sales in Sheetify CRM:
czcams.com/video/8kMdZKpu8MU/video.html
👉 Learn how to capture and manage leads:
czcams.com/video/LDGfkTicK24/video.html
👉 Check out our most recent updates here:
www.sheetifycrm.com/blogs/updates
👉 Check out our Sheetify CRM tutorials page on our website:
www.sheetifycrm.com/pages/sheetify-crm-tutorials
👉 Can Google Sheets be used as a CRM? Let's find out:
www.sheetifycrm.com/blogs/updates/can-google-sheets-be-used-as-a-crm
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does Sheetify Bookkeeping offer?
- Manage Income (Manage income transactions).
- Manage Expenses (Manage expense transactions).
- Manage tasks (Manage tasks inside Sheetify or with the Google Task App).
- Add new records (No more scrolling down your sheet to the last entry).
- Scroll down (Quickly navigate to the last entry).
- Invoice Generator (Generate customer invoices in just a few clicks).
- Monthly Dashboard: Analyze monthly business performance.
- Annual Dashboard: Analyze annual business performance.
- 5-Year Dashboard: Analyze business performance for 5 years.
- Custom Dashboard: Analyze business performance between custom dates.
- Comparison Dashboard: Compare business performance between dates.
- Sales Tax Dashboard: Analyze business tax and fees.
- Balance Sheet: Analyze your balance sheet.
Thanks for watching and enjoy!
#bookkeeping #googlesheets #bookkeepingtemplate
zhlédnutí: 13
Video
Google Sheets 5-Year Financial Template (Sheetify Bookkeeping)
zhlédnutí 41Před 21 hodinou
Google Sheets 5-Year financial dashboard tutorial, I briefly share how you can manage and analyze your income and expenses through our 5-Year financial dashboard inside our Google Sheets Bookkeeping template. Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses. 👉 Learn more about this Google Sheet...
Send Personalized BULK Emails with Gmail (No Subscription Email Marketing Software)
zhlédnutí 144Před 14 dny
👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ✅ Discount code SHEETIFY10OFF for 10% off! In this tutorial, learn how to send bulk personalized emails using Gmail and Google Sheets. This is by using our Google Sheets CRM template called Sheetify CRM. Sheetify CRM is a simple yet powerful Google Sheets CRM templa...
Google's Free Appointment Scheduling Tool (Send Bulk Booking Emails) Tutorial
zhlédnutí 141Před 21 dnem
👉 Learn more about Sheetify CRM here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ✅ Discount code SHEETIFY10OFF for 10% off! In this brief tutorial, I share how you can create a free appointment scheduling form with Google Calendar and how to bulk send this to your contacts with our Sheetify CRM. Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for...
Google Sheets Monthly & Annual Budgeting Dashboards Sheetify Bookkeeping Tutorial
zhlédnutí 109Před 28 dny
Google Sheets Monthly and Annual dashboard tutorial, I briefly share how you can manage and analyze your income and expenses through our monthly and annual dashboard inside our Google Sheets Bookkeeping template. Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting template designed for Google Users that is ideal for small and micro businesses. 👉 Learn more about this Google S...
I Built a Google Sheets Invoice Generator Sheetify Bookkeeping
zhlédnutí 166Před měsícem
👉 Learn more about this Google Sheets Bookkeeping and invoice generator toolkit ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template ✅ Discount code SHEETIFY10X for 10% off! Google Sheets Invoice generator tutorial, I briefly share the invoice generator feature in our Google Sheets Bookkeeping template. Sheetify Bookkeeping is a simple yet powerful Google Sheets Accounting...
10-In-1 Google Sheets Bookkeeping Template (Sheetify Bookkeeping)
zhlédnutí 1,4KPřed měsícem
👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template ✅ Discount code SHEETIFY10X for 10% off! In this 10-in-1 Google Sheets Bookkeeping template tutorial, I briefly share all the tools and features our Google Sheets Bookkeeping template offers small businesses. Sheetify Bookkeeping is a simple yet power...
12-in-1 Google Sheets Template for Business (All Features & Tools Overview) Sheetify CRM
zhlédnutí 527Před měsícem
👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ✅ Discount code SHEETIFY10OFF for 10% off! In this 12-in-1 Google Sheets template overview, I briefly share all the tools and features that our Google Sheets CRM template has to offer small businesses. Sheetify CRM is a simple yet powerful Google Sheets CRM template...
Sheetify CRM Espaniol Version (Google Sheets CRM is now in Espaniol)
zhlédnutí 77Před 2 měsíci
In this Google Sheets CRM video, I briefly share a release update! We now offer Sheetify CRM (Google Sheets CRM template) in Espaniol (completely translated). Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro businesses. 👉 Get started with our Sheetify CRM 4.0 here: www.sheetifycrm.com/ ✅ Watch our Sheetify CRM 4.0 overview here: czcams.com/vi...
How to Manage Notes & Interactions in Sheetify CRM (Google Sheets CRM)
zhlédnutí 197Před 2 měsíci
In this Google Sheets CRM tutorial, I share how you can manage notes, interactions, and contact data inside our Sheetify CRM (Google Sheets CRM template). This is using three simple methods. Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro businesses. 👉 Get started with our Sheetify CRM 4.0 here: www.sheetifycrm.com/ ✅ Watch our Sheetify CRM ...
How to Edit Custom Menu in Google Sheets (Sheetify CRM Menu)
zhlédnutí 117Před 2 měsíci
In this Google Sheets custom menu tutorial, I quickly share how you can edit your custom menu inside our Sheetify CRM (Google Sheets CRM template). Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro businesses. 👉 Get started with our Sheetify CRM 4.0 here: www.sheetifycrm.com/ ✅ Watch our Sheetify CRM 4.0 overview here: czcams.com/video/wZyRHq4...
How To Measure Google Sheets CRM Team Sales Performance (Sheetify CRM)
zhlédnutí 56Před 3 měsíci
In this Google Sheets team performance tutorial, I share how you can monitor and analyze your team's performance inside our Sheetify CRM (Google Sheets CRM template). You can easily measure team performance regarding sales, revenue, volume, tasks, and tickets. Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro businesses. 👉 Get started with our...
Google Sheets Report Feature | How To Setup Weekly Report Automation (Sheetify CRM)
zhlédnutí 144Před 3 měsíci
In this Google Sheets reporting tutorial, I share how you can manage and send reports inside our Sheetify CRM (Google Sheets CRM template). I share how you can send manual reports to a specific email and how you can set up and customize (day and time) automated reports being sent each week. Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro bus...
Google Sheets Sales Tracker Tutorial | Sales Pipeline, Tracker & Deal Template (Sheetify CRM)
zhlédnutí 281Před 3 měsíci
Google Sheets Sales Tracker Tutorial | Sales Pipeline, Tracker & Deal Template (Sheetify CRM)
How To Manage Google Sheets Team Permissions | Sheetify CRM
zhlédnutí 139Před 3 měsíci
How To Manage Google Sheets Team Permissions | Sheetify CRM
Capture Website Leads with Sheetify CRM (Google Workspace CRM) Google Sites and Forms
zhlédnutí 240Před 3 měsíci
Capture Website Leads with Sheetify CRM (Google Workspace CRM) Google Sites and Forms
Send Bulk Emails with Personalized Links | Gmail Email Marketing (Sheetify CRM)
zhlédnutí 158Před 4 měsíci
Send Bulk Emails with Personalized Links | Gmail Email Marketing (Sheetify CRM)
Google Sheets Issues Template | Better Manage Customer Tickets (Sheetify CRM)
zhlédnutí 125Před 4 měsíci
Google Sheets Issues Template | Better Manage Customer Tickets (Sheetify CRM)
Google Sheets Analytics Dashboard Overview (Measure Performance)
zhlédnutí 156Před 4 měsíci
Google Sheets Analytics Dashboard Overview (Measure Performance)
Google Sheets Inventory Management Tutorial (Sheetify CRM)
zhlédnutí 693Před 5 měsíci
Google Sheets Inventory Management Tutorial (Sheetify CRM)
How To Backup & Restore Google Sheets | Sheetify CRM
zhlédnutí 116Před 5 měsíci
How To Backup & Restore Google Sheets | Sheetify CRM
Google Sheets Data Migration Tutorial | From One Sheet To Another (Sheetify CRM)
zhlédnutí 163Před 5 měsíci
Google Sheets Data Migration Tutorial | From One Sheet To Another (Sheetify CRM)
Sheetify CRM 4.0 Overview (All New Google Sheets CRM Features & Tools)
zhlédnutí 574Před 5 měsíci
Sheetify CRM 4.0 Overview (All New Google Sheets CRM Features & Tools)
Introducing Sheetify CRM | Google Sheets CRM & Business Toolkit
zhlédnutí 458Před 5 měsíci
Introducing Sheetify CRM | Google Sheets CRM & Business Toolkit
How to customize Google Sheets CRM Notifications (Sheetify CRM Notifications)
zhlédnutí 153Před 6 měsíci
How to customize Google Sheets CRM Notifications (Sheetify CRM Notifications)
How to Customize Colors in Google Sheets | Sheetify CRM Customization
zhlédnutí 99Před 6 měsíci
How to Customize Colors in Google Sheets | Sheetify CRM Customization
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zhlédnutí 75Před 6 měsíci
How To Change Google Sheets Date Format | Google Sheets CRM
How To Integrate Google Sheets and Google Contacts (Two Methods)
zhlédnutí 503Před 7 měsíci
How To Integrate Google Sheets and Google Contacts (Two Methods)
Sheetify CRM | Customize Email Template Labels (Google Sheets CRM)
zhlédnutí 122Před 7 měsíci
Sheetify CRM | Customize Email Template Labels (Google Sheets CRM)
Sheetify CRM | All-in-one Google Sheets CRM in Action!
zhlédnutí 849Před 7 měsíci
Sheetify CRM | All-in-one Google Sheets CRM in Action!
Nice work. If people, sales workers, only understood how great Google sheets is for crms. Most paid crms are good don’t get me wrong but your not able to be as flexible with naming/organizing tabs efficiently to your specific sales mgmt.
Hey! I agree, hence why we created this dynamic CRM using Google Sheets!
Hi, can Sheetify Bookkeeping be used in Croatia (EU), can Invoice be non automatic?
Hey! Thanks for the question. Sure can!
Podrías hacer los tutoriales en español, enseñas muy bien, pero en este canal 😢 no entiendo. Te felicito te sigo recientemente en tu canal en español. Muchas gracias por tus aportes.
Hey! gracias por eso! Sí, he traducido el tutorial completo de Sheetify en español y ¡también el producto está disponible en español!
I tried getting it but my card keeps being declined 😢
Hey mate! Are you sure you have enough funds? Let me know if this problem happens again.
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
Does sheetify has a phone number?
@@marjn1030 What do you mean? You can get in touch with us via live chat or email. Thanks!
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅Learn more about this Google Sheets Bookkeeping and invoice generator Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template 👉 Discount code SHEETIFY30OFF for 30% off!
Please can this be used in Canada?
Hey Ash, Sure can!
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template (Discount code SHEETIFY10OFF for 10% off!)
✅ Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template 👉Discount code SHEETIFY30OFF for 30% off!
Thank you
You're welcome :)
Definitely need more videos and information on how to use Google workspace applications and services with clients (not teams). Thank you!!
Thanks for that!
How can I import my contacts?
You sure can with Google Contacts.
What if when selecting the contact name you have 2000 clients to search through? Scrolling through that looks like it could be slow.
Hey! Great question. You can just start typing the name and it will pop up.
@@sheetifycrm excellent😎
how do you keep track of services that are billed monthly to track in the pipeline, please do a tutorial. thank you
Hey! Thanks for your question. What do you want to track? If there are paying on a recurring basis, you should not need to add them to your sales pipeline (as they are already a paying customer). You might just want to add the payment under the transactions page?
what if i have an exiting form that i want to link
Hey! Yes you can link the form to Sheetify CRM if you like (in another sheet)
How can I set client that is recurring for invoice notification ?
You mean send recurring invoices?
@@sheetifycrm yes
Can my team Edit or they can only view
You can choose. As the owner, you can set permissions.
How would I delegate task that can email Team in their inbox through the sheet
Hey! You mean send an email reminder that the team member has a task due?
@@sheetifycrm yes that what I mean
Sorry if I missed this, but do you need a Google Business account to use this or just the free account? Thanks
Thanks for the question. Not at all. You can use a free or paid Google account. Enjoy!
Impressive! Shifting to Google workspace and this works. Run a marketing/Ad agency. Will be purchasing. Just checking to see if it covers everything I need
Thanks for letting me know! Enjoy! :)
'PromoSM'
How can I help you? Thanks!