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

Video Description

In this Google Sheets CRM tutorial, I share how to use my updated Sheetify CRM (Google Sheets CRM template) This is a simple yet powerful CRM designed for Google Users and is ideal for small and micro businesses. ✅ Learn more about our Google Sheets CRM here (& say NO to expensive business subscriptions!) ➜ https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ➜ Get my discount code SHEETIFY10OFF for 10% off! The great thing about our Google Sheets business toolkits is that they integrate with your favorite Google Apps. No more subscriptions, no fees, no monthly plan... You get lifetime access and updates for only one small payment! 🙌 ✅ I also created a functional Bookkeeping toolkit with Google Sheets called Sheetify Bookkeeping that connects to Google Workspace and allows you to generate invoices, manage bookkeeping tasks, analyze custom dashboards, generate reports, and more. 👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜ https://www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template (15% Combo Discount (Sheetify CRM plus Bookkeeping) Watch our full Spanish Sheetify CRM 4.0 tutorial here: https://youtu.be/vTUQXwUaMP4?si=hM-tELmRdEm33IKl (Español) 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. 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 Sheetify CRM Dashboard. ► 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