✅ Get started with our Sheetify CRM here ➜ https://www.sheetifycrm.com/products/sheetify-google-sheets-crm-template (Discount code SHEETIFY10OFF for 10% off) In this Google Sheets CRM tutorial, I share how to set up and use my Sheetify CRM 3.0 (Google Sheets CRM template), which we developed for small and micro businesses. 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. ✅ Check out our updated Sheetify CRM 4.0 here: https://www.youtube.com/watch?v=YXee_JlN4As Shifting back to a Spreadsheet that many small business owners know and love. The Sheetify Google Sheets CRM template allows business owners to get the most out of Google Sheets and many of Google's integrated apps. This results in a simple yet functional CRM that is customer, sales, email marketing, and task-oriented. 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? - Contact & Lead Manager. - Client Tracker. - Built-in Email Marketing with Gmail. - Invoice Tracker. - Customer Lifetime Value Tracker. - Sales Pipeline tools. - Sales Task App Integration. - Client Task App Integration. - Capture New Leads with Google Forms. - Performance dashboard and reporting. ► 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 01:02 Getting started - Sheetify CRM 01:32 What is it? (Sheetify CRM) 01:59 Make a copy 02:36 Setup Sheetify CRM 03:11 Sheetify CRM settings 06:02 How to use Sheetify CRM 06:23 Lifetime value 07:06 Sales pipeline 08:02 Sales calendar 09:05 Client tasks and calendar 09:33 Email marketing templates 09:50 Dashboard and reporting 10:35 Managing contacts & leads 13:39 Google task app (sales tasks) 15:59 Google task app (client tasks) 18:41 Email marketing feature 22:33 Create lead capture form 24:42 Reporting 25:45 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 #emailmarketing #crm