My Best Google Sheets CRM | Email Marketing, Task, Inventory Tools & More (Sheetify CRM 4.0)
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- Опубліковано 11 чер 2024
- 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 ➜
www.sheetifycrm.com/products/...
(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 📚:
👉 godigitalnow.store/products/g...
► 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: mailchi.mp/71ac3fcdbfdf/stewa...
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 - Навчання та стиль
Wow Stewart, looks amazing!
Thanks mate 🤗
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
Excited for 4.0
Out now! Great feedback so far.
This is a greate video.I need to find a way to compile google,sheet.google doc, google forms in one folder for each customer is that possible?
Thanks! Yes of course. Just create a folder that contains all your clients assets etc and then link the folder in this template under Media and Files.
Can we white label this, and can we connect existing sheets date to this crm?
Hey mate,
Yes you can!
Is there a way that you can send the google form data in to the CRM without having to copy each transaction over? Also a customer word of mouth connector to see how many customers are referred by an existing customer? Is there a way to make a tracking bar for example a set process/journey point the client is at such as percentages or steps? Can we auto connect the email send limits to multiple accounts from our google workspace as we have approx 18 subscriptions?
Hey!
Yes you can set that up if you like. However, it's best to keep it seperate. Yes you can add that also if you like. In terms of the sales pipeline sheet there is no progress bar, but you can see the sales stages clearly. Yes it automatically shows the user their limit based on their account.
@StewartGauld thanks Stewart I have been in business for over 3 decades and have multiple companies in education and lead generation it would be interesting to see how and what you are doing moving forward and how we could collaborate.
I am going to work thru the sheet and get back to.
What is the best way to connect?
Hi. I was wondering what types of businesses could benefit from Sheetify?
Great question, we have a list on our Sheetify website. Small ecommerce and service based businesses
Where can I purchase this?
Hey,
We have a link down in the description 🤗
Please consider, your pricing based upon purchasing power parity. Really interested in your product but the price is on the higher side.
Hey mate, I appreciate your comment.
We have found that this is incredibly competitive pricing. As mentioned this is a one time payment for full access and life-time updates.
Hi @@StewartGauld, thanks for the clarification. While I understand that the pricing is competitive in the US market, it's important to consider purchasing power parity (PPP) in different regions. In India, for example, where $1 in the US is equivalent to around $3, the pricing might be perceived as higher.
Does this have currency in Indian Rupee?
Yes sure does!
@@StewartGauld How do we connect to get any support? and set up help?