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Stewart Gauld
New Zealand
Registrace 28. 04. 2013
We provide actionable tutorials designed to equip you with the knowledge, skills and tools to help your small business thrive online.
Welcome to our channel! My name is Stewart, originally from New Zealand. I run a small team growing a digital consultancy from Bali. We have a strong passion for educating local and small businesses on how to leverage the internet and grow their business online.
This channel is built to inspire individuals or small businesses to grow their business using all the tools available to them online without having ANY skills or experience.
Tutorials on this channel include website builders, project management software, digital marketing, email marketing, online strategies, CRM Software and more, designed to help small and local businesses succeed online.
I have a strong passion for digital marketing and business strategy, I'm a lover of travel, freediving and spicy food!
Feel free to reach out at any time and thanks for supporting this channel.
Welcome to our channel! My name is Stewart, originally from New Zealand. I run a small team growing a digital consultancy from Bali. We have a strong passion for educating local and small businesses on how to leverage the internet and grow their business online.
This channel is built to inspire individuals or small businesses to grow their business using all the tools available to them online without having ANY skills or experience.
Tutorials on this channel include website builders, project management software, digital marketing, email marketing, online strategies, CRM Software and more, designed to help small and local businesses succeed online.
I have a strong passion for digital marketing and business strategy, I'm a lover of travel, freediving and spicy food!
Feel free to reach out at any time and thanks for supporting this channel.
Build Your Own No-Code CRM with Google Sheets and Softr (Beginners Guide)
In this DIY CRM tutorial for beginners, I walk you through how to build your own custom and no-code CRM using Softr and Google Sheets.
Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes!
Simply connect a database and start building your intuitive tools.
This no-code app platform eliminates the need to use several standalone apps! Build all your business's required apps with Softr.
✅ Get started with the Softr for free ➜
www.softr.io/templates/sales-crm/?
Use code STEWART1MONTH at the checkout and get 1 month of Softr's Professional plan for FREE!
Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free!
► What do I like about Softr?
- Build unlimited no-code tools and apps.
- Visual app builder.
- No-code or experience is required.
- Connect your database in a few clicks.
- Professional internal tool templates.
- Extensive permission levels.
► Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners:
0:00 Intro
00:47 Getting started with Softr
00:58 What is Softr and how does it work?
02:29 No-code app templates
03:40 Connect Google Sheets
04:30 What is a CRM?
04:51 Customize your home page
07:25 CRM theme styles
07:40 Manage users and user groups
08:33 Google Sheets CRM database (template)
09:40 App settings
10:41 Customize CRM deals page
11:37 Customize CRM sales stages in Google Sheets
12:21 Mapping Google Sheets values (sales stages)
13:30 Add new fields
14:43 Add actions (buttons)
15:42 Block styles and visibility
16:27 Adding new blocks
17:51 Preview feature
19:52 Customising other CRM pages
20:08 Adding filters
21:08 Add new pages (form example)
23:36 Publish CRM
23:51 My final thoughts
24:52 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: mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if you found this no-code 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!
#softr #crm
Softr is a powerful, no-code internal app and client portal platform that allows SME to build their own custom apps in minutes!
Simply connect a database and start building your intuitive tools.
This no-code app platform eliminates the need to use several standalone apps! Build all your business's required apps with Softr.
✅ Get started with the Softr for free ➜
www.softr.io/templates/sales-crm/?
Use code STEWART1MONTH at the checkout and get 1 month of Softr's Professional plan for FREE!
Thank you Softr for sponsoring this video and supporting our educational-based channel for people to enjoy our content for free!
► What do I like about Softr?
- Build unlimited no-code tools and apps.
- Visual app builder.
- No-code or experience is required.
- Connect your database in a few clicks.
- Professional internal tool templates.
- Extensive permission levels.
► Today we navigate through the below chapters for this Softr and Google Sheets CRM tutorial for beginners:
0:00 Intro
00:47 Getting started with Softr
00:58 What is Softr and how does it work?
02:29 No-code app templates
03:40 Connect Google Sheets
04:30 What is a CRM?
04:51 Customize your home page
07:25 CRM theme styles
07:40 Manage users and user groups
08:33 Google Sheets CRM database (template)
09:40 App settings
10:41 Customize CRM deals page
11:37 Customize CRM sales stages in Google Sheets
12:21 Mapping Google Sheets values (sales stages)
13:30 Add new fields
14:43 Add actions (buttons)
15:42 Block styles and visibility
16:27 Adding new blocks
17:51 Preview feature
19:52 Customising other CRM pages
20:08 Adding filters
21:08 Add new pages (form example)
23:36 Publish CRM
23:51 My final thoughts
24:52 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: mailchi.mp/71ac3fcdbfdf/stewart-gauld
Let me know if you found this no-code 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!
#softr #crm
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Hello, in case you saw this comment: I am at the very beginning with coding and it seems that my images do not get loaded in the newsletter doing so. Any suggestions on why it happens and what to do to fix it? Thank you so much in advance!
Thank you! I also got your guide 😀
Have you gone to visit Hobbiton?
esting" to "In Production" is restricted to projects using HTTPS URLs only. To publish your app, edit your OAuth clients and remove non-HTTPS >>??
Keeping going forward
Thanks!
Thank you
Welcome 🤗
Should add Cuppa to the list!
Nice!
Thanks!
Does Monday provide shared inboxes that can be linked to projects like Cuppa?
Yes they sure do.
Why did you choose enhanced data sharing instead of maximum?
I find the performance of ads is much better when enhanced is selected vs the other two options.
Where do you put the Google Tag on the Google Site?
You cannot unfortunately.
Back in December 2023 I started setting up my Etsy shop. Before it was all set up I had issues that kept me from completing the process. When I sign in it looks like I a buyer (not seller) and when I got to the set up it appears that the store name is in the system but I can not find it. Can you suggest what I can do to finish up my shop
Hey! Sounds like you will need to get in touch with Etsy.
Love your teaching mate, you are good
Glad to hear that!
Plz plz subscribe kary plzzzzz bhai
Do you need to set this up with google tag manager as well?
It’s best to setup GTM if you know how.
Wow am happy for you because you share your skills and knowledge, may God bless you and prolong your life. Much love from South Sudan 🇸🇸
Thanks mate. I hope you got value from this video
Hey Stewart, great sheet, can we duplicates the contacts and lead sheet to have more than thousand columns And is the data will be updated inside the CRM ? Thanks
Hey! Yes you can. However, you can have over 18,000 columns.
So we need domain + hosting to register Google Workspace?
You just need a domain or you can use a free branded domain offered by Google Workspace.
Jesus. Is that what neighborhoods look like in Scandinavia? It looks fake.
Hey! What do you mean? The AI generated images?
@@StewartGauld no the whole thing. It’s so beautiful it looks fake
God i changed from android to iphone and im lost. My iphone id is already my email? I have 2 accounts it says and they are icloud and my current email. Do ihave to add my email again or what?
Hey! Yes you need to connect your email accounts to the mail app.
Elaine is great but its time to get a regular job..
Sorry?
Thank you from the bottom of my heart for all this content!! You helped so much!!
You are so welcome!
@@StewartGauld 🥰🥰
Hard to see the cursor as you move it around to click on buttons, a larger cursor would really be helpful! Good video!
Noted! We have updated this in our newer videos.
Yeah that connect doesn't fuction.
Hey, What issue are you facing?
Hi Stewart, helpful video, thanks. Somehow, my Analyze tab remains unpopulated (new to Buffer since Sunday 10-jun-2024), am missing something. Would you be willing to help seeing Buffer’s responses are a tad slow (no response received on same question posted here)
Hey! It can take sone time for your data to populate. Have you had a look today?
Great Video Stewart!! is it possible to start affiliate marketing on G Sites? and is it possible to make money from that? Great help!! thank you..
Anyone who pays to rent software, must be bonkers, especially at those prices. You can build a site as good as Divi using the block theme editor.
Hey! Thanks for your feedback!
Can you please make a video going through the whole process Shopify+CJ Dropshipping ?
I’ll look into this for you. Thanks!
FINALLY I GOT IIIIIIIIITTT!!!!!! THANK YYYYYOOOOOOOUUUUUUUU!🎉🎉🎉🎉❤❤❤❤
Welcome 🙏
but google domains doesn't exists anymore...
Yes correct. We are updating this tutorial.
Great video!! I'm also new with Neo but I wonder how I can get my DNS records from the email to connect it to my domain.
Hey! Yes you sure can. The setup is very straight forward.
Hi Stewart, thanks for this probably best tutorial that I've seen. I'm looking for 1 setting, that I cannot find: I would like to hide the senders email. I have the exact same situation: Support. Client contacts support@.... Agent responds. I ONLY want the client to see the support@... Address, but not the sender.... Thoughts?
Hey! I'm glad! Hmmm I'll have to look into this.
How to change the ORG. name? @StewartGauld
You can do that in the profile settings.
@@StewartGauld What about if I want to create multiple donate button with diff. ORG. name using under ONE PayPal account?
will this eliminate using wordpress, od does it add all that to the wordpress webstie. I already have a wordpress site, if i get woocommerce, do i have to make a new site or keep using wordpress?
Hey! This is a plugin that you add to your WordPress website.
@@StewartGauld ok so i do not have to do anything on woocommerce or do i sign up with them
Great video thank's a lot !!!
Glad it helped!
Are the CRM tasks totally separate from tasks within Google?
Hey! Yes, however, you can 'send' those tasks to your Google Task app if you like.
@@StewartGauld so I could do either just as easily? or I create the task in both? definitely interested in this crm
not helpful at all.
Why was that?
Not sure if its working It wont let me load my site because it says its not secure and when it does load it not showing my site. Could you please help me.
Hey! Did you give it 24 - 48 hours?
Amazing - well done Stewart!
Glad you enjoyed it
Once you sign up however. Google prioritises whoever is admin. Meaning your personal email address is then at the mercy of another person. This is a problem. Should that person move jobs, or you. Admin is the gatekeeper.
Hey! This is not connected in anyway to your personal account. Just your business account.
My images are not showing
Are you sure?
@@StewartGauld yes, i have the images in a different folder, so i uploaded just the HTML file
Sorry. Your training is not helping
Are you sure? What was the issue?
@@StewartGauld Just click here. click here. click here. and here and here and here. Sorry but there was no reason/understanding of what & why and it was too fast. So it may work well for intermediate learners but definitley not for those who need to understand a video.
How get promo code to renew my Google domain sites please help
There is no promo code for this.
How do i add a photo on the email?
You can just before you send the email (when composing).
worth watching
Thanks!
YOU HAD NO SOUND, FOR YOU PRESENTATION
Hey mate! You might have the mute button on.
Great video . The main issue with selling ebooks by directing the customer to a download page is that then that page becomes public knowledge . Anybody with that url can then go and download the digital product for free. Any way around this ?
Thanks. Yes that is correct. You can build your own landing page with the digital download files and send people there.
How do I put it on Google play store or Apple store
You cannot with this app. Watch the end and see how you can add the app to your home screen.
Thank you for the insightful video and the information provided. I would like to know if this platform supports the inclusion of affiliate links. Is it permissible to place such links within the content?
Hey! Yes you sure can.
Thank you very informative. Can you share how to make a landing page to start an email link?
Welcome. What do you mean?