Top 7 Reasons To Choose Sheetify CRM For Managing Sales?

Top 7 Reasons To Choose Sheetify CRM For Managing Sales?

Written by: Stewart Gauld

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Published on

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Time to read 6 min

What are the top 7 reasons to choose Sheetify CRM for managing sales?

Are you looking to manage your small business sales more effectively? Sheetify CRM is undoubtedly the best choice. And I’m here to tell you why.

As a small business owner myself, I know firsthand how challenging it can be to stay on top of your sales and customer relationships.  

With its blend of simplicity, affordability, and flexibility, Sheetify CRM gives small teams the tools they need to ultimately close more deals.

The top 7 reasons to choose Sheetify CRM for managing your small business sales are:

  1. Affordability: No subscription pricing model, just a one-time payment. 
  2. Tailored features: Designed with small teams and micro-businesses in mind. 
  3. No learning curve: Built entirely inside the Google Sheets familiar interface. 
  4. Visual Sales Pipeline: Streamline your sales processes with a single, visual sheet. 
  5. Easy collaboration: Support for up to 100 users. 
  6. Fully customizable: Edit settings to match your business workflows. 
  7. Integrations: Seamlessly integrates with Google Workspace apps for smoother workflows. 

Together, these benefits make Sheetify CRM a powerful yet simple solution for small business owners who want more control without unnecessary complexity.

Now, let’s take a closer look at each reason and why it matters for your sales success!

Check out my in-depth video guide on how to use Sheetify CRM here. 

Top 7 reasons to choose Sheetify CRM?

1. One-time payment (No subscriptions)

The truth is, most big-name CRMs come with expensive monthly subscription fees or yearly contracts that simply don’t make sense for small teams.

That’s exactly why Sheetify CRM is such a game-changer! How? Because Sheetify CRM runs on a simple one-time payment of just $67.

This no-subscription pricing model essentially gives you lifetime access to every feature and update, with no ongoing extra costs.

That’s right, you get all the tools you need to operate effectively, without the hefty price tag.

Oh, and by the way, that’s $67 for you and your entire team, not per-user!

There are no sneaky add-ons, ‘gotcha’ pricing per user, or hidden costs. Just one flat payment, and you’re set for life.

It’s seriously good value!

2. Features built for small teams

Another problem with most dedicated CRMs is that they’re only really designed with large sales departments in mind.

But with Sheetify CRM, every feature has been designed with small and micro teams, or individuals at the forefront, only giving you the features you need to succeed.

You’ll find essential small business features and tools such as:

  • Customer tracking.
  • Sales pipeline tools.
  • Task management.
  • Inventory and transaction tracking.
  • Bulk email marketing.
  • Instant messages, calls, and more!

And if that wasn’t enough, Sheetify CRM’s built-in functional sales dashboard tells you what you want to see, such as active deals, team performance, monthly revenue, and more.

You can then effortlessly email these reports to yourself or your team to keep you on track with your sales.

Sheetify CRM is a truly lightweight yet practical solution for small teams seeking a simple and effective way to manage sales. Nothing more and nothing less!

3. Easy to use (No steep learning curve)

Time is a luxury small business owners don’t have. But luckily, Sheetify CRM gets it!

We know business owners love spreadsheets; that’s why we built Sheetify as a CRM inside Google Sheets, the spreadsheet tool small business owners already know and trust.

This means you can hit the ground running without needing to learn a whole new system!

Unlike traditional CRMs that can feel overwhelming (or that require hours of training), Sheetify CRM is super simple to set up and use.

With built-in Apps Scripts, conditional formatting, data validation, and formulas, all you need to do is input your business data, and you’re good to go.

Plus, we have a bunch of step-by-step articles and in-depth videos to help you along the way if you do get stuck!

4. Streamlined sales tracking (visual sales pipeline)

From leads to deals, follow-ups, and all conversations in between, it’s all too easy for things to slip through the cracks!

So, instead of juggling multiple tabs or confusing dashboards, Sheetify CRM has a clear, visual Kanban-style layout that displays every lead, deal stage, and customer interaction.

This makes it easy for small teams to track progress, identify opportunities, and stay focused on what matters most, moving deals forward.

The best part? The visual sales pipeline is built directly into Google Sheets as a separate tab. And you can easily customize the pipeline to match your unique sales process!

Additionally, if that wasn’t enough, Sheetify CRM also comes with a dedicated Sales Calendar sheet, where you can visually view all your upcoming sales within the next month.

This makes it simple to keep track of every customer interaction in one place, so you always know exactly where you stand with every deal.

5. Collaborative sales tools

Sheetify CRM allows up to 100 users to work together in real time, regardless of whether your team works in the same office or across different cities or countries!

All you need is an Internet connection to view real-time data and updates about your sales.

Every update, note, or change is instantly visible to your entire team, which helps eliminate miscommunication!

For small businesses, this means you can collaborate on deals, assign tasks, and share customer insights with others effortlessly.

With Sheetify CRM, your whole team stays connected and on the same page, quite literally!

Read more about how you can collaborate in Google Sheets here.

6. Completely customizable

Sheetify CRM understands that every small business runs completely differently. Therefore, this Google Sheets template is adaptable for various business types!

From consultancies, agencies, tradesmen, marketers, eCommerce, service-based businesses, real estate, and beyond, Sheetify CRM is your go-to CRM solution.

And because it’s built inside Google Sheets, you can easily customize fields, workflows, and layouts to match the way your team actually works.

You can add extra columns for tracking unique customer details, adjust your sales stages, build custom reports, and more.

How? Simply go to the ‘Settings’ tab inside Sheetify CRM and add your own customizations.

And if you do require further customization beyond what the spreadsheet can do, we have you covered!

We offer a personalization service where we work with you one-on-one to create the CRM of your dreams.

If this sounds like you, you can check out more about this here.

7. Seamless Integrations with Google Apps

And the last reason why you should choose Sheetify CRM? It naturally integrates with the tools you’re already using!

Because it’s built directly inside Google Sheets, it effortlessly works with many other Google Workspace Apps, such as:

  • Google Tasks for sales and client task management.
  • Gmail for sending bulk email campaigns.
  • Gmail for importing contacts.
  • Google Forms for lead capturing.
  • Google Contacts for task management.

Everything is interconnected, meaning you can quite literally manage your entire CRM-related activities within Google.

And because we’ve already created the Apps Scripts for you, you don’t have to worry about coding or technical setups!

This means you have more time to focus on managing your sales instead of managing complicated software.

What is Sheetify CRM and is it best for you?

Sheetify CRM is a simple and powerful customer relationship management (CRM) tool specifically designed inside Google Sheets for small businesses and micro-teams.

Unlike traditional CRMs that are simply filled with too many features you’ll never use (and price tags you can’t justify), Sheetify CRM focuses on what truly matters.

You can effortlessly track leads, manage customers, and close those all-important sales in one Google Sheets spreadsheet, all without complexity or recurring costs.

If you’re a small business owner looking for an affordable, easy-to-use, and fully customizable CRM, switching to Sheetify CRM could be the best decision you make!

So, if you’re ready to simplify your sales process, get started with Sheetify CRM today.

Trust me, you won’t look back!!

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