Sheetify CRM

Sheetify CRM (All-in-one CRM, Sales & Task Management Toolkit)

Name: Sheetify CRM (All-in-one CRM, Sales & Task Management Toolkit)
Brand: Sheetify CRM
Price: 67.00 USD
Availability: InStock

$67.00 USD

~~$97.00 USD~~ $67.00 USD

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The Most Affordable BUT Functional Google Sheets CRM... EVER!

If you're like us, you hate paying monthly subscriptions for dozens of business software…

So, we made Sheetify a one-time payment for lifetime access, lifetime updates, customer tracking, sales pipeline tools, task and inventory management, bulk email marketing features, instant messages and calls and more!

This all-in-one Google Sheets CRM template allows business owners to manage their CRM-related activities on one platform, eliminating the need for dozens of expensive tools.

We know business owners love Spreadsheets... So, we've shifted back to a Spreadsheet CRM that many small business owners know and love.

Sheetify is our most affordable ‘functional’ CRM that we designed for small and micro businesses.

View full details

Is Sheetify CRM Right for You? (Video👇)

🛠️ AWESOME Sheetify CRM Features & Tools 🛠️
Replace dozens of third-party tools to manage your business...
Sheetify CRM has you covered!

Features
✅ Contact & Lead Manager.
✅ Auto Import Email Contacts.
✅ Sales Tracker.
✅ Invoice Tracker.
✅ Customer Lifetime Value Tracker.
✅ Issue/Ticket Management.
✅ Inventory Management.
✅ Transaction Management.
✅ Team Email Notifications.
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.
✅ Interactions Tracking.
✅ Instant Call & Messaging.

No Subscriptions, No Fees, No Monthly Plan... Lifetime Value.
Sheetify CRM is more than just a Google Sheets CRM template...
We have built an integrated CRM platform using Google Sheets and App Script that seamlessly integrates with your favorite Google Apps.

🟢 Feature Packed Google Sheets CRM
The most affordable 'functional' CRM for small and micro businesses. Access all contact management, sales pipeline, task, Inventory and email marketing features. Built for free and paid Google users.
🟢 No Subscriptions or Fees
Most CRM companies lock you into expensive monthly subscription plans. Sheetify CRM has a one-time payment and gives you access to all features with lifetime updates!
🟢 Lifetime Access
You get access to lifetime Sheetify CRM updates! The great thing is, it's super easy to migrate your data from your existing Sheetify Google Sheets CRM to another version. The most recent update is Sheetify 4.5.
🟢 SUPER Easy-to-use
Shifting back to a Google Sheet that many small business owners know and love. Using the Sheetify CRM is easy for ANYONE to use! Even if you have never used Google Sheets before! Watch our tutorials.

Full Sheetify CRM Tutorial

Browse all Sheetify CRM Tutorials 🎬

Absolutely LOVING to have this ready-built CRM platform that has many built-in features ready to go and the ability to customize AND is MINE (not some 3rd party with reoccurring costs and ability to leverage my customer data!) Kudos, Stewart, job well done!

Hey RR, Thank you for the lovely review! I appreciate you taking the time :) Thanks!

I love how the Sheetify CRM consolidates my business within the Google format. The product is easy to use and the tutorials are fantastic. This is a game-changer for my business!

Hey Paula, I'm glad your enjoing Sheetify CRM! We appreciate the review.

Wowzers this is definitely a game changer. The software is exactly what I wanted and needed. Just wish the library of videos has a more clear outline. Other than that the staff are super helpful and the software super easy to use once you get over the initial teething hurdles. Thank-you Julia and Steward.

Hey Anthi, thank you for the review. We are in the process of re-structuring our tutorial page with a clear roadmap of videos based on the features and tools offered within each toolkit. Thanks again!

I am highly impressed with this CRM spreadsheet! I wanted to use Google Sheets for my CRM but what I had created myself wasn’t cutting it. I didn’t want to spend hundreds on a platform that included features I didn’t really need. This Sheetify CRM was exactly what I was looking for!

Hey Casey, thank you for your lovely review. All the best!

Gracias estoy contento con CRM Sheetify, desde Ecuador

Gracias! Gracias por la reseña!

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Google Sheets CRM Template Setup process

Simple 3-Step Setup

Duplicate

Setup Sheetify CRM in just a few clicks!

1. Purchase and then 'Copy' the Google Sheets Template to make it your own.

Like this:
Inside the template click file > Create a copy > Choose a folder in YOUR drive > Copy > Authorize.

3-Click Authorization

2. Click on 'Sheetify' then 'Set Up Sheetify' and 'Set authorization'.

Personalization

3. Click on the 'Settings' sheet and personalize your account.

Google Tasks App Integration!

Sheetify CRM integrates directly with the Google Tasks app, meaning you can manage both your sales, client and recurring tasks in Sheetify and in mobile or desktop app! How cool right?

Manage your tasks on the go! ✅

Email Marketing (Broadcasts) & Templates!

Sheetify CRM connects with your Gmail account. This means you can send bulk 'personalized' email campaigns from inside your Google Sheets to your contacts (50 - 250 emails per day).

Send bulk emails in a few clicks! ✅

Contact, Lead, LTV & Invoice Tracker

Import and manage your contacts and leads from one simple interface (Google Sheet) as well as track the lifetime value of your customers. Also, stay on top of invoices! Easy!

Optimize the way you manage your database! ✅

Frequently Asked Questions

Can I customize Sheetify CRM?

Yes you sure can. Once you have access to a Sheetify product you can duplicate, edit and change to fit your needs.

Inside the setting tab or setup tab inside your Sheetify toolkit is where you want to add your own personalizations.

Learn more by reading through our quick working document for our Sheetify CRM.

Here is our working document for Sheetify Projects.

Is it just a Google Sheets template?

It's more than just a Google Sheets template...

We have built an integrated CRM platform using Google Sheets that seamlessly integrates with your favorite Google Apps.

These are the tools and features that you have access to!

✅ Contact & Lead Manager

✅ Client Tracker

✅ Invoice Tracker

✅ Customer Lifetime Value Tracker

✅ Sales Pipeline Tools

✅ Built-in Email Marketing with Gmail

✅ Sales Task App Integration

✅ Client Task App Integration

✅ Capture New Leads with Google Forms

✅ Performance based Dashboard

✅ Inventory Management

✅ Purchase Management

✅ Issues/Ticket Management

✅ Interactions and Note Management

What type of business is Sheetify CRM suitable for?

Sheetify CRM is suitable for...

✅ Consultancies

✅ Tradesmen

✅ Small Agencies

✅ Sole Proprietor (Individuals)

✅ Home-based Businesses

✅ Marketers

✅ Service-based Businesses

✅ Ecommerce Businesses

✅ Real Estate Agents

✅ Contractors

✅ And many more!

This CRM is built for Google users (free and paid).

What Google Apps does it work with?

Google App Integrations:

✅ Gmail Integration (email marketing)

✅ Gmail Integration (Import contacts)

✅ Google Forms (for capturing leads)

✅ Google Tasks (for sales & clients)

✅ Google Calendar (for tasks)

What do you mean by Email Marketing features?

Sheetify automatically connects to your Gmail account, allowing you to send bulk email campaigns to your contacts.

Create your own custom campaigns or use the pre-made templates!

Important:

Free Gmail’s daily hard limit for sending emails is 50 - 150 emails per day.

Paid Google Workspace can allow sending up to 500 emails per day. But for optimal deliverability, we recommended to stay within the 100-250 emails per email address, per day limit, and scale via multiple email accounts connected to your Sheetify CRM.

- Learn more here.

Which languages is Sheetify CRM available in?

Sheetify CRM is built with Google Sheets meaning that you have access to all the languages that Google Sheets offer!

However, at the moment Sheetify CRM has only been fully translated in Spanish.

Read more about all the Google Sheets languages below.

- Learn more here.

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Sheetify CRM (All-in-one CRM, Sales & Task Management Toolkit)