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Sheetify CRM - Ultimate Google Sheets Toolkits
New Zealand
เข้าร่วมเมื่อ 7 มี.ค. 2021
Affordable and functional Google Sheets CRM and business toolkits
This is one of, if not the most affordable ‘functional’ Google Sheets CRM, project management, and bookkeeping templates for small businesses. Only one payment for lifetime access, updates, and all tools and features.
Sheetify is more than just a Google Sheets template...
We have built dynamic business toolkits using Google Sheets and apps script that seamlessly integrates with your favorite Google Apps.
We offer three powerful Google Sheets business templates (Sheetify CRM, Projects, and Bookkeeping).
✅ Contact & Lead Manager
✅ Client Tracker
✅ Invoice Tracker
✅ Customer Lifetime Value Tracker
✅ Sales Pipeline tools
✅ Inventory Management
✅ Built-in Email Marketing with Gmail
✅ Sales & Client Task App Integration
✅ Capture New Leads with Google Forms
✅ Invoice and quote generators
✅ Performance dashboards and more!
Our toolkits are for all Google users (both free and paid Google Workspace accounts).
This is one of, if not the most affordable ‘functional’ Google Sheets CRM, project management, and bookkeeping templates for small businesses. Only one payment for lifetime access, updates, and all tools and features.
Sheetify is more than just a Google Sheets template...
We have built dynamic business toolkits using Google Sheets and apps script that seamlessly integrates with your favorite Google Apps.
We offer three powerful Google Sheets business templates (Sheetify CRM, Projects, and Bookkeeping).
✅ Contact & Lead Manager
✅ Client Tracker
✅ Invoice Tracker
✅ Customer Lifetime Value Tracker
✅ Sales Pipeline tools
✅ Inventory Management
✅ Built-in Email Marketing with Gmail
✅ Sales & Client Task App Integration
✅ Capture New Leads with Google Forms
✅ Invoice and quote generators
✅ Performance dashboards and more!
Our toolkits are for all Google users (both free and paid Google Workspace accounts).
How To Use Gemini in Gmail the Right Way (Gemini AI Assistant) Tutorial
Google Sheets Gemini AI tutorial, I briefly share how you can use Gemini AI inside Gmail to help filter and create emails.
Are you looking for more advanced Google Sheets business toolkits?
👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜
www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this dynamic Google Sheets Project Management toolkit here ➜
www.sheetifycrm.com/products/google-sheets-project-management-template
👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜
www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
👉 Need Google Sheets customizations? We can now offer this service ➜
www.sheetifycrm.com/pages/sheetify-customization-service
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate 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.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
th-cam.com/video/wZyRHq4HUoY/w-d-xo.html (English)
th-cam.com/video/qnFL4LfY4A8/w-d-xo.htmlsi=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
th-cam.com/video/YXee_JlN4As/w-d-xo.html (English)
th-cam.com/video/vTUQXwUaMP4/w-d-xo.htmlsi=hM-tELmRdEm33IKl (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn more about our 10-in-1 Google Sheets Bookkeeping Template here:
th-cam.com/video/7YyJmpenSHw/w-d-xo.html
👉 Learn more about our powerful Google Sheets Projects Template here:
th-cam.com/video/Tx-ePbFO3mE/w-d-xo.html
👉 Learn how to set up the invoice generator:
th-cam.com/video/rg-Alqu0hqg/w-d-xo.html
👉 Learn how migrate data from Sheetify CRM old version to new version:
th-cam.com/video/PRN_8g21r98/w-d-xo.html
👉 Learn how to engage in email marketing with Sheetify CRM:
th-cam.com/video/warVDXr2xME/w-d-xo.html
👉 Learn how to use the dashboard inside Sheetify CRM:
th-cam.com/video/zM1kHpfjPro/w-d-xo.html
👉 Learn how to manage sales and client tasks with Sheetify CRM:
th-cam.com/video/ZIVmOvGkoDc/w-d-xo.html
👉 Learn how to manage inventory with Sheetify CRM:
th-cam.com/video/5NlEftQwrY8/w-d-xo.html
👉 Learn how to manage notes and interactions with Sheetify CRM:
th-cam.com/video/RZ3t41LDpjE/w-d-xo.htmlsi=scOy4ZDfKCJK8JLA
👉 Learn how to manage sales in Sheetify CRM:
th-cam.com/video/8kMdZKpu8MU/w-d-xo.html
👉 Learn how to capture and manage leads:
th-cam.com/video/LDGfkTicK24/w-d-xo.html
👉 Check out our most recent updates here:
www.sheetifycrm.com/blogs/updates
👉 Check out our Sheetify CRM tutorials page on our website:
www.sheetifycrm.com/pages/sheetify-crm-tutorials
👉 Can Google Sheets be used as a CRM? Let's find out:
www.sheetifycrm.com/blogs/updates/can-google-sheets-be-used-as-a-crm
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does the Sheetify CRM offer?
- Inventory Management (Manage products and services that you offer).
- Customer Snapshot (Monitor your most valuable customers).
- 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.
- 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.
- Manage notes and interactions.
- Instantly call or message using WhatsApp, iMessage and Google Voice.
Thanks for watching and enjoy!
#sheetifycrm #gmail #gemini
Are you looking for more advanced Google Sheets business toolkits?
👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜
www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small and micro businesses.
👉 Learn more about this dynamic Google Sheets Project Management toolkit here ➜
www.sheetifycrm.com/products/google-sheets-project-management-template
👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜
www.sheetifycrm.com/products/ultimate-google-sheets-bookkeeping-template
👉 Need Google Sheets customizations? We can now offer this service ➜
www.sheetifycrm.com/pages/sheetify-customization-service
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate 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.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
th-cam.com/video/wZyRHq4HUoY/w-d-xo.html (English)
th-cam.com/video/qnFL4LfY4A8/w-d-xo.htmlsi=iLKpWbbH1Bx2gfDY (Español)
✅ Watch our full Sheetify CRM tutorial here:
th-cam.com/video/YXee_JlN4As/w-d-xo.html (English)
th-cam.com/video/vTUQXwUaMP4/w-d-xo.htmlsi=hM-tELmRdEm33IKl (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn more about our 10-in-1 Google Sheets Bookkeeping Template here:
th-cam.com/video/7YyJmpenSHw/w-d-xo.html
👉 Learn more about our powerful Google Sheets Projects Template here:
th-cam.com/video/Tx-ePbFO3mE/w-d-xo.html
👉 Learn how to set up the invoice generator:
th-cam.com/video/rg-Alqu0hqg/w-d-xo.html
👉 Learn how migrate data from Sheetify CRM old version to new version:
th-cam.com/video/PRN_8g21r98/w-d-xo.html
👉 Learn how to engage in email marketing with Sheetify CRM:
th-cam.com/video/warVDXr2xME/w-d-xo.html
👉 Learn how to use the dashboard inside Sheetify CRM:
th-cam.com/video/zM1kHpfjPro/w-d-xo.html
👉 Learn how to manage sales and client tasks with Sheetify CRM:
th-cam.com/video/ZIVmOvGkoDc/w-d-xo.html
👉 Learn how to manage inventory with Sheetify CRM:
th-cam.com/video/5NlEftQwrY8/w-d-xo.html
👉 Learn how to manage notes and interactions with Sheetify CRM:
th-cam.com/video/RZ3t41LDpjE/w-d-xo.htmlsi=scOy4ZDfKCJK8JLA
👉 Learn how to manage sales in Sheetify CRM:
th-cam.com/video/8kMdZKpu8MU/w-d-xo.html
👉 Learn how to capture and manage leads:
th-cam.com/video/LDGfkTicK24/w-d-xo.html
👉 Check out our most recent updates here:
www.sheetifycrm.com/blogs/updates
👉 Check out our Sheetify CRM tutorials page on our website:
www.sheetifycrm.com/pages/sheetify-crm-tutorials
👉 Can Google Sheets be used as a CRM? Let's find out:
www.sheetifycrm.com/blogs/updates/can-google-sheets-be-used-as-a-crm
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► What features does the Sheetify CRM offer?
- Inventory Management (Manage products and services that you offer).
- Customer Snapshot (Monitor your most valuable customers).
- 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.
- 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.
- Manage notes and interactions.
- Instantly call or message using WhatsApp, iMessage and Google Voice.
Thanks for watching and enjoy!
#sheetifycrm #gmail #gemini
มุมมอง: 18
วีดีโอ
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JaiL this hooligan
Can I help you with anything?
I am trying to add an image to an email template.Is that possible?
@@thewillpodcast hey! This is not possible in the current version we have out. Thanks!
Is there a way to set up project templates that contain tasks so that you don't have to create the same X number of tasks over and over again for projects that are the same every time?
Hey! You can. However, this would require you to copy and paste. It would be automatic.
@@sheetifycrm Just figured out how to do that but I see it only accepts the task names. Wouldn't it be amazing if you could paste a whole sheet of data and have task names, assignees, due date, and project name association?
@@harveytherobot Hey, yes you can do this! Once you filter you can copy and paste all the associated data.
Can the discount be a percentage, such as a Senior Discount or Military Discount of 10%?
Hey! Good question. At the moment you can manually add this. However the generator is setup as a figure.
Hi.. your video is good but Im maintaining a sheets with 46 columns & 4000 rows increasing daily. If I make any automation or any dashboard it will slow down a lot. Worsening when I convert to tables. Every entry is taking time when converted to tables. Any suggestions?
Hey! Welcome. Hmmm I'll have to think about this one.
hi i have purchased your sheetify , but didnt get download , please help money debited from account
Hey! Thanks for that. I'll be in touch. You should receive the file in your email.
i have purchased but template i didnt get again showing purchase option but my money debited from account
Thanks for that! I have sent you a message.
hi ste, luv you for making an amazing product. ❤ How can I add multiple Google Workspace email accounts so I can reply to clients using the same email address they contacted me on?
Hey! You're welcome! You just need to authorise like you did with your first account and do that with your other accounts with the CRM too. Thanks,
@@sheetifycrm thanks for noticing it. can you direct me to any video tutorial by any chance?
@ We do not have a tutorial on this in particular. However, all you need to do is log into the Google account you want to use to send emails from inside the Sheetify CRM templates.
@ bro, I appreciate your patience and time a lot. can you make a quick one-minute video? i know its a lot to ask...
Wow
Thanks!
This Google Sheets Sales Tracker is a great find! I have recently dived into cold emailing with Do You Mail, and I must say, the unlimited sending feature from multiple domains is a lifesaver. It is super cost-effective too. Do not hesitate to give it a go if you are serious about your email outreach!
The Google Sheets Sales Tracker is a game-changer for managing your sales process! I loved the breakdown of how to set everything up. For anyone diving into cold emails, I suggest Mystrika. Their A/B testing and integration with GoHighLevel are invaluable! Plus, the community support is unmatched. Give it a shot-you would not regret it!
Super helpful video! Google Sheets can streamline everything. On the cold emailing side, I have been using Filter Bounce for a while now. Their email verification accuracy is really impressive! It keeps my campaigns running smoothly. Worth checking out if you are doing cold outreach!
This Google Sheets tracker looks promising! I have been focusing on cold emailing lately and Mystrika has transformed my approach. Their user-friendly interface and pay-once-use-forever deal simplify everything. Plus, their comprehensive analytics help tweak my campaigns on the go. I recommend giving it a try!
I wish people will stop making Google Keep tutorials. Open the app and in 10 to 15 minutes your a pro
Your're right! That's why we created a quick tutorial for those that don't know what or how it all works.
Hi I wanna use this CRM for follow ups but I have multiple email accounts to send email from. Can it send emails from different sender mails? Will it send in New email every time or maintain continuous thread?
Hey! Yes it sure can! The emails are campaigns, however, if you want to engage in a thread you just need to jump into your gmail following the campaigns being sent.
According to me there is no free website in this world i am sorry...
Well you'll have to give Google Sites ago and you'll be shocked!
Can all UP Digital Payments messages be synchronized into this sheet?
Hey! You can via integrations.
You can sync all incoming calls from Google Phone App or your default Phone App to this sheet. Those who do this will not need to write them down in Task App. If every phone call automatically comes to this sheet, you can write down a little list of why the call was made.
Hey! Again, you can integrate third party tools using Zapier, Make or others.
Love it. Thanks for sharing
You're welcome :)
So i need to buy this correct?
Hey! Yes correct. This is a premium template. Thanks!
Are we allowed to modify the appscript?
@@iC3bErG2020 yes you sure can 🤗
i just purchased and followed the steps. Sheetify does not show on the tool bar next to help...
Hey Steve! The very first time you setup Sheetify it can take at most 30 seconds. If you still do not see it, make sure to re-open the template and try again.
Does this crm work properly with Mobil app of google sheets ? Add ons do not seem to work the same way as they do on the desktop browser version of Google sheets . Being a field service business, desktop apps are more or less useless for my process 🤷
Hey! Yes you can use the Google Sheets app. However, it only works for data entry etc. If you want to use email marketing and other features you can only work these in the web version.
need to edit the alt text keywords for duplicates on my page, but how can I check and edit them on my page? For those who do not understand how an ALT KEYWORD works, these are keywords I need to remove to double keywords on the website.
Hey! Ideally, you want to manually go through your images and update your page alt text.
@@sheetifycrm does it matter is the google bot find more then one of the same ALT TEXT KEYWORDS in the image.
@@sheetifycrm That is what I was thinking, I might need to make the website again, only this time I will be ready to do a better job. The next time I will need to compress and optimize all the pics that I use to the correct size so that it fits perfect in the space verses a pic that over expands the box or space that it fits in. I will also need to keep better track of how many times I embed the ALT Text words in my website so to not over flood the page.
Hi, since google sheets have a limit on how much data can be entered onto them, does your software have such limit or restrictions ?
Hey mate, Yes same limitations as Google Sheets. However, it is a very large limit that small business owners will ever come close too. Thanks for your comment!
I love you videos and I just subscribed to your channel. When you use Gemini Advanced, when you click on settings and then extensions, does it anything happen? When I do it nothing happens so I was wondering if other people in UK have the same problem
Hey! Thanks. I'll have to look into this!
Does it support tickets ?
@@ahmedomar-sw3kv hey mate! Sure does!
Would love it if an Inventory generator was also added.
@@aadry2529 thanks for that! I will add this suggestion to our developer 💪
How to assign tasks in Google tasks?
You cannot inside Google tasks. However, you can from Google Docs. I share how to do this in this tutorial.
How can I get rid of the yellow line that is under some of the words on my Google sites website, any idea's.
Yes! Please see my last reply to you.
How can I get rid of the yellow line that is under some of the words on my Google sites website, any idea's.
Hey! When you preview your website does the yellow line still show?
@@sheetifycrm I was able to get the lines to go away, I had to re-right the text twice and the lines are gone. I do not know if it had anything to do with me looking at in preview mode or if I just solved a problem some unknown way? ? ? ? ? ? ?
this helped me a ton
Welcome!
Awesome
Thanks!
Pretty Awesome! It might be cool if your video walkthrough included sample data for us unimaginative folks! 🙂
Hey! We have more demo based tutorials to view the sample data and how this toolkit works. Check out our channel :)
Why didnt I get this CRM earlier? It is such a goo, easy to use, and affordable CRM out there!
Thanks mate! I appreciate that!
Hi. Will you have Black Friday discount? I want to buy both sheetify crm and sheetify bookkeeping. Also i want to use for more than 1 email. Can you please sale 1 site, 10 sites, 50 sites lifetime licenses
✅ Learn more about our 12-in-1 Google Sheets CRM Template here ➜ 👉www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
I get this when I tried to send a report to my email "Exception: Failed to send email: no recipient"
Hey! Did you add the email into the settings sheet? Thanks!
If I create a CRM system using Gemini does it automatically show the information on my dashboard?
Hey mate, Not unless you create the dashboard and connect the data yourself.
Would there be a way for a customer to pay by clicking somewhere on the invoice? Could we add a payment link or button.. to the invoice- the google doc itself, so that when we do send the invoice its on there and the customer can pay directly from there?
Hey! Yes, you sure can. Just add the link to the template and all your invoices will be generated with a payment link!
@@sheetifycrm absolutely fantastic. That'll allow me to use my same payment processor! Thank you guys for the fast reply and for truly having a game changing product for small business owners. I probably sound like a bot but for those of you trying to MINIMIZE costs... this is it. All of these softwares are doing too much. Even if Sheetify eventually turns into a software atleast we'll be with them from the ground up 🤷🏽♂ but anyways thanks lol
is there any customer support after purchase?
@@saifahmed78 sure is! You can get in touch via website live chat or email 😊
hello can this be used in Bangladesh or can it be customized?
@@saifahmed78 yes it can 😊
Nice work. If people, sales workers, only understood how great Google sheets is for crms. Most paid crms are good don’t get me wrong but your not able to be as flexible with naming/organizing tabs efficiently to your specific sales mgmt.
Hey! I agree, hence why we created this dynamic CRM using Google Sheets!
Hi, can Sheetify Bookkeeping be used in Croatia (EU), can Invoice be non automatic?
Hey! Thanks for the question. Sure can!
Podrías hacer los tutoriales en español, enseñas muy bien, pero en este canal 😢 no entiendo. Te felicito te sigo recientemente en tu canal en español. Muchas gracias por tus aportes.
Hey! gracias por eso! Sí, he traducido el tutorial completo de Sheetify en español y ¡también el producto está disponible en español!
I tried getting it but my card keeps being declined 😢
Hey mate! Are you sure you have enough funds? Let me know if this problem happens again.
Please send me template CRM
@@entrepreneurweb3.019 once you purchase, you’ll get instant access 😊
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
✅ Learn more about this 12-in-1 Google Sheets CRM Template here ➜ www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
Does sheetify has a phone number?
@@marjn1030 What do you mean? You can get in touch with us via live chat or email. Thanks!