Learn how Sheetify can be used in your Small Biz.

You can watch more Sheetify CRM tutorials over on our YouTube Channel.

  • Features

    ✅ Contact & Lead Manager.

    ✅ Client Tracker.

    ✅ Invoice Tracker.

    ✅ Customer Lifetime Value Tracker.

    ✅ Issue/Ticket Management.

    ✅ Inventory Management.

    ✅ Transaction Management.

  • Tools

    ✅ Built-in Email Marketing with Gmail.

    ✅ Sales Pipeline Tools.

    ✅ Sales Task App Integration.

    ✅ Client Task App Integration.

    ✅ Capture New Leads with Google Forms.

    ✅ Performance Dashboard.

Sheetify CRM 4.0 Quick Overview

Sheetify CRM 4.0 Tutorial (Latest Version)

Getting Started: 3-Step Setup

Sales Pipeline, Tracker & Deal Tutorial

Sheetify CRM Inventory Management Tutorial

Migrate Data from Sheetify 3.0 to 4.0

Managing Contacts & Leads

Sales & Client Tasks (Google Tasks)

Email Marketing Features

Captures Leads in Sheetify

Customize Sheetify Email Templates

Connect Google Contacts with Sheetify CRM

Google Sheets Contact Tracker

All-in-one Google Sheets CRM

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.

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