What Can You Customize In Sheetify CRM?

Are you wondering, ‘Can I actually customize Sheetify CRM to fit my small business needs?’ The answer is yes, you absolutely can!

Sheetify CRM is an all-in-one Google Sheets CRM template that strikes a delicate balance between flexibility, functionality, and structure.

Essentially, Sheetify CRM provides the flexibility to customize your individual Google Sheets CRM template to suit your business while ensuring that your data flows smoothly.

That means you get the best of both worlds: the freedom to adapt your CRM with the stability of Google Sheets’ tried-and-tested framework!

So, what exactly can you customize in Sheetify CRM?

Learn more about what you can customize in Sheetify CRM in my in-depth visual guide here. 

Sheetify CRM understands that every business operates differently. So, how exactly can you customize your Sheetify CRM template to reflect your brand?

Here’s a breakdown of exactly what you can customize inside Sheetify CRM’s individual sheets:

Before I get into individual sheet customizations, it’s important to note that general customization is at the forefront with Sheetify CRM.

For starters, you can edit the date format inside Sheetify CRM to reflect the date you and your team use (e.g, mm/dd/yyyy or dd/mm/yyyy).

Additionally, you can easily move tabs around, add brand-new sheets for different areas of your business, and insert new columns in almost any sheet without breaking your data flow.

And if you at any point want to hide certain data or sheets instead of deleting them for good, you can do so in just a few clicks.

For teams after advanced one-off customizations or recurring tweaks (like automations or script changes), Sheetify’s developer team also offers a specialized customization service.

You can get in touch with Sheetify CRM’s developer team here. 

The ‘Settings’ sheet is essentially where you can really tailor Sheetify CRM to suit your business, brand, and workflows.

Within this sheet, you can edit entire dropdown labels for: Source, Type, Sales Status, Purchase Status, Inventory Types, Transaction values, Ticket Status, and Ticket Sources.

Here, you can also add and edit unique email marketing settings, such as a preview and reporting email address (along with the associated name).

Additionally, Sheetify CRM allows you to change your currency, business resource links, team members' names, and more.

Keep in mind, though, the dark green fields within this sheet are locked and can’t be touched, as they power key automations.

Learn how to correctly set up Sheetify CRM here. 

In addition to general customization and the setting sheet, you can easily personalize your client and lead data within the ‘Contacts & Leads’ sheet.

For example, fields like address, phone number, media, and files can be customized directly.

You can also adjust ‘Type’ and ‘Source’ columns, with the dropdown values managed inside the ‘Settings’ sheet as mentioned.

As a result, you’ll have full control over how you categorize your contacts, making it easier to find and interact with them!

Read more: Top Sheetify CRM features for small businesses. 

The ‘Purchases’, ‘Inventory’, and ‘Transactions’ sheets in Sheetify CRM are more restricted than others, as most fields are locked to keep your CRM system running smoothly.

With that said, you still have room to make adjustments!

From editing notes columns to adding extra types or settings in the Inventory sheet and inserting columns in the Transactions sheet, you still have flexibility when it matters.

Read more about how you can manage your inventory effectively with Sheetify CRM here. 

Sheetify CRM’s dedicated ‘Tickets & Issues’ sheet gives you free rein to adjust the relevant ‘Source’, ‘Priority,’ and ‘Notes’ columns accordingly.

Why does this matter? Well, this essentially helps you personalize how you track and resolve client issues, which is super important for retaining customers!

Read more: Can you track issues in Google Sheets?

The Customer snapshot, Sales pipeline, Dashboard, and Client calendar areas inside Sheetify CRM essentially function as real-time snapshots of your CRM data.

This means that they’re mostly fixed.

However, in the ‘Client Tasks’ sheet, you can still add new columns on the far-right side if you need extra fields for task tracking, which is super handy!

Read more about how you can connect your Sheetify business toolkits using Sheetify Flow here. 

While the Sheetify CRM email template structure is technically fixed, you can easily customize your email labels, subject lines, and body content for your campaigns.

Luckily, customization for email templates is super simple! Simply add your placeholder codes and begin shaping email campaigns exactly the way you want them.

You can also create a completely custom email instead of using a premade email template by simply selecting the ‘Custom Email’ template.

And here’s a bonus: You can even add custom links to your email campaigns effortlessly.

Note: If you want to rename email labels that appear under ‘Sheetify Email Marketing,’ you can, but this must be done inside Google Apps Script.  

Read more: How to mass email from a spreadsheet? 

What if you want to go beyond the customization options above, like renaming entire sheets, shifting key columns, redesigning dashboards, or changing email labels?

You must have some knowledge of Google Apps Script.  

These advanced edits should only be attempted by experienced users, as making incorrect changes can disrupt Sheetify CRM’s built-in automation and reporting features.

Read more: Is there a free Google CRM? 

Sheetify CRM is an all-in-one, no-subscription customer relationship management system built directly inside Google Sheets. 

Unlike heavy, expensive CRMs, Sheetify CRM focuses on simplicity, flexibility, affordability, and accessibility.

This makes it easy for anyone to manage their contacts, track leads, monitor sales pipelines, and streamline business operations all within Google Sheets.

It’s designed for small businesses, solopreneurs, freelancers, and growing teams who want the power of a CRM without the steep learning curve or high monthly costs.

Sheetify CRM offers extensive customization options where they matter most.

From contacts to leads, workflows, email templates, and everything in between, you can confidently edit, add, and delete the template to suit your business and brand.

All while maintaining the core structure and simplicity of Sheetify CRM.

This balance makes it one of the most flexible and affordable Google Sheets CRM solutions for small businesses worldwide.

Check out Sheetify CRM now for yourself and see why it's the perfect CRM solution!