How to use my Google Sheets CRM | No-Subscription Sheetify CRM for Small Business

✅ Get started with our Sheetify CRM here (& say NO to expensive business subscriptions!) ➜ https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template ➜ Get discount code SHEETIFY10OFF for 10% off! In this Google Sheets CRM tutorial, I share how to set up and use our powerful, no-subscription Sheetify CRM. Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google users that is ideal for small and micro businesses. We also have two other toolkits, Sheetify Projects and Sheetify Bookkeeping. 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. 👉 Also learn more about our Google Sheets Bookkeeping Template here ➜ https://youtu.be/7YyJmpenSHw 👉 Also learn more about our Google Sheets Project management Template here ➜ https://youtu.be/Tx-ePbFO3mE 👉 Need Google Sheets or Sheetify CRM custom personalizations? We provide this service ➜ https://www.sheetifycrm.com/pages/sheetify-customization-service (Book a free consultation) 👉 See our Sheetify CRM working document (See what you can and can’t modify) ➜ https://bit.ly/sheetify-working-document ► Here are the following chapters in this video ➜ 0:00 Intro 00:52 What is Sheetify CRM & Who is it for? 02:08 Setup Sheetify CRM 04:24 Custom settings 06:32 Contacts and leads 07:44 Sales stages - visual pipeline 08:07 Inventory & Purchases 09:39 Team status email 11:02 Sales data flow example (transactions) 13:53 Manage client tasks 14:32 Task app integration 15:07 Calendar app integration 15:40 Manage sales tasks 16:04 Add new records (navigation) 16:28 Add interactions/notes 17:28 Call and message 18:03 Email marketing 20:02 Client status email 20:33 Dashboard /reporting 21:50 Tickets / issues 22:41 Lead capture form 23:30 Customisation service 23:40 Other helpful resources 24:07 Outro ► Here are the other helpful Sheetify tutorials I mentioned ➜ Learn how to import contacts from Gmail to Sheetify CRM: https://youtu.be/ygmI8Jdo5qY Learn how to manage inventory with Sheetify CRM: https://youtu.be/5NlEftQwrY8 Learn how to manage sales pipeline in Sheetify CRM: https://youtu.be/s_FBvDfYdQw Learn how to engage in email marketing with Sheetify CRM: https://youtu.be/warVDXr2xME Learn how to manage sales and client tasks with Sheetify CRM: https://youtu.be/8zQJawGJJyk Learn how to create custom filters: https://youtu.be/gqs-oxI7--4 Learn how to send tasks to Google Calendar: https://youtu.be/BwfhoFFDk6E Learn how to enable and use team email notifications: https://youtu.be/mLO2B1AQhbI Learn how to call and message from Sheetify CRM: https://youtu.be/kd2y4NOLRT8 Learn how to use the dashboard inside Sheetify CRM: https://youtu.be/zM1kHpfjPro Learn how to manage notes and interactions with Sheetify CRM: https://youtu.be/RZ3t41LDpjE?si=scOy4ZDfKCJK8JLA Learn how to manage tickets: https://youtu.be/tBR2w14jJD0 ✅ Check out our most recent updates here: https://www.sheetifycrm.com/blogs/updates ✅ Check out our Sheetify CRM tutorials page on our website: https://www.sheetifycrm.com/pages/sheetify-crm-tutorials 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 CRM Dashboard. If you are already a Sheetify CRM customer, you will have access to this new version. Simply locate the folder in your shared Google Drive and you will find the Sheetify CRM folder. 👉 Learn how to migrate data from an old version of Sheetify CRM to this new version: https://youtu.be/PRN_8g21r98 ► What features does the Sheetify CRM offer? - Contact & Lead Manager. - Client Tracker. - Sales Pipeline management. - Inventory Management (Manage products and services that you offer). - Built-in Email Marketing with Gmail. - Sales and client Tasks App Integration. - Sales and client Task Calendar App Integration. - Issues/Tickets (Manage your customer complaints and problems). - Add new record (No more scrolling down your sheet to the last entry). - Scroll down (Quickly navigate to the last entry). - Transactions (Manage all transactions in one sheet). - Purchases (Manage all your purchases). - Dashboard: Sales completed by team. - Dashboard: Items by status. - Dashboard: Team performance search. - Dashboard: Sales search. - Dashboard: Top-selling products/services. - Dashboard: Monthly sales revenue. - Invoice Tracker. - Capture New Leads with Google Forms. - Manage notes and interactions. - Enable task and sales status update emails. Thanks for watching and enjoy! #sheetifycrm #googlesheets #crmtemplate