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My Best Google Sheets CRM | Email Marketing, Task, Inventory Tools & More (Sheetify CRM 4.0) [Video]

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Small Business Marketing

My Best Google Sheets CRM | Email Marketing, Task, Inventory Tools & More (Sheetify CRM 4.0)

In this Google Sheets CRM tutorial, I share how to use my updated Sheetify CRM (Google Sheets CRM template version 4.0)

This is a simple yet powerful CRM designed for Google Users and is ideal for small and micro businesses.

✅ Learn more about our Sheetify CRM 4.0 here ➜
https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
(Discount code SHEETIFY10OFF for 10% off!)

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.

If you are already a Sheetify CRM customer, you will have access to this already. Simply locate the initial email you received when you purchased this Google Sheets CRM template.

This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).

► What features does the Sheetify CRM 4.0 offer?

– Contact & Lead Manager.
– Client Tracker.
– Invoice Tracker.
– Customer Lifetime Value Tracker.
– Sales Pipeline management.
– Built-in Email Marketing with Gmail.
– Sales Task App Integration.
– Client Task App Integration.
– Capture New Leads with Google Forms.
– Performance dashboard and reporting.
– Purchases management.
– Inventory management.
– Transaction management.
– Issues/ticket management.

► 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 📚:

👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook

► Today we navigate through the below chapters for this Google Sheets CRM tutorial:

0:00 Intro
00:54 Getting started – Sheetify CRM 4.0
01:33 Sheetify CRM 4.0 overview
04:16 Sheetify CRM authorization
02:36 Setup Sheetify CRM
06:23 Contacts and leads
09:43 Sales tasks
11:32 Dynamic inventory
14:23 Transactions
08:02 Sales calendar
15:59 Customer snapshot
16:23 Sales pipeline and calendar
16:49 Client tasks
19:17 Email marketing templates
20:35 Bulk email campaigns
22:01 Updated Sheetify CRM dashboard
23:41 Purchases
24:33 Manually adding transactions
26:14 Tickets and issues
26:34 Capture leads with forms
29:43 Reportify (Send reports)
30:26 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: https://mailchi.mp/71ac3fcdbfdf/stewart-gauld

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 #googlesheets #crm

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