Sheetify CRM

Sheetify CRM | 12-in-1 Google Sheets CRM Template

Name: Sheetify CRM | 12-in-1 Google Sheets CRM Template
Brand: Sheetify CRM
Price: 67.00 USD
Availability: InStock

$67.00 USD

~~$97.00 USD~~ $67.00 USD

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The most feature-packed Google Sheets CRM, one price, lifetime access and updates

Sheetify CRM is more than just a CRM spreadsheet. This toolkit builds on the familiarity of Google Sheets to give you a full feature CRM. You can leverage contact and lead management, a visual sales pipeline, built-in Gmail email marketing, task tracking, inventory management, instant messaging and calls, and more, all inside this powerful CRM toolkit.

Most CRM platforms charge monthly. Those costs add up fast, and before long, you're paying for half a dozen tools just to run your small business. Sheetify CRM is a one-time payment of $67 for lifetime access and lifetime updates. You get everything you need without the ongoing costs. No subscriptions, no seat costs, no ongoing fees.

This all-in-one Google Sheets CRM template lets you manage every part of your customer relationships cycle on one platform, eliminating the need for the expensive, fragmented software stack that most CRMs push you towards. Sheetify CRM is built specifically for small and micro business owners who want a proper system that works with your favorite Google apps.

If you also need to manage your business accounting, our Google Sheets bookkeeping template called Sheetify Bookkeeping covers income and expense management, invoice generation, and vital financial reporting.

View full details

Is Sheetify CRM Right for You?

Sheetify CRM is built for small business owners, freelancers, and solo operators who want a proper CRM system without the cost and complexity of traditional software.

Sheetify CRM works entirely inside Google Sheets, so there's no new platform to learn, no data to migrate to an unfamiliar system, and no subscription eating into your margins every month. Sheetify gives you everything you need in a format you already understand.

Watch our video to see exactly what's inside and decide for yourself.

🛠️ Everything Sheetify CRM Includes 🛠️
Sheetify CRM replaces the tools most small businesses are paying for separately. Here's everything that's included in a single one-time purchase.

Features
- ✅ Contact & Lead Manager: Store and organize all your contacts and leads in one place, so nothing slips through the cracks.
- ✅ Auto Import Email Contacts: Pull contacts directly from Gmail into your CRM in a few clicks, no manual data entry needed.
- ✅ Sales Tracker: Monitor every deal and sales activity across your pipeline so you always know what needs attention next.
- ✅ Invoice Tracker: Keep on top of outstanding and paid invoices. Do you need a all-in-one accounting/bookkeeping toolkit too? Check out Sheetify Bookkeeping.
- ✅ Customer Lifetime Value Tracker: See exactly how much revenue each customer has generated so you can focus on your most valuable relationships.
- ✅ Issue/Ticket Management: Log and manage customer issues or support requests directly inside your CRM.
- ✅ Inventory Management: Track and manage your products and/or services alongside your customer and sales data. Want a more robust Inventory toolkit? Check out Sheetify Inventory.
- ✅ Transaction Management: Record and manage purchases and transactions without leaving your spreadsheet.
- ✅ Team Email Notifications: Keep your team informed automatically with email alerts triggered by key CRM activity.
Tools
- ✅ Built-in Email Marketing with Gmail: Send personalized bulk email campaigns to your contacts directly from Google Sheets, no third-party email tool required.
- ✅ Sales Pipeline Tools: Visualize and manage your entire sales process from first contact to closed deal.
- ✅ Sales Task App Integration: Sync your sales tasks with the Google Tasks app so you can manage them on desktop and mobile.
- ✅ Client Task App Integration: Manage client-related tasks inside Sheetify and keep them in sync with Google Tasks. Do you manage projects too? Sheetify Projects might be ideal for you too.
- ✅ Capture New Leads with Google Forms: Connect a Google Form to your CRM and have new leads flow in automatically.
- ✅ Performance Dashboard: Track your key sales and business metrics at a glance with a built-in automated dashboard.
- ✅ Interactions Tracking: Log every call, email, and meeting against a contact so you always have the full relationship history.
- ✅ Instant Call & Messaging: Reach contacts instantly via call or message directly from inside your CRM.
- ✅ Schedule events/meetings: Book and manage meetings with contacts without switching between tools.

Eliminate the need for multiple tools

A Closer Look at What's Inside

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 CRM and in the Google Tasks mobile or desktop app. Stay on top of everything, wherever you are.

Email Marketing & Broadcast Templates

Sheetify CRM connects with your Gmail account, allowing you to send bulk personalised email campaigns to your contacts directly from inside your Google Sheets. Send between 50 and 250 emails per day with free Gmail, or up to 500 per day with a paid Google Workspace account.

Contact, Lead, LTV & Invoice Tracker

Import and manage your contacts and leads from one simple interface and track the lifetime value of every customer over time. Stay on top of outstanding invoices and purchase history, all without leaving your spreadsheet.

One Payment. Lifetime access. No Subscriptions, Ever.
Most CRM platforms lock you into a monthly plan from day one.Sheetifyworks differently; you pay once and own it outright, with lifetime access and every future update included. No renewal reminders, no price increases, no per-seat costs as your team grows.

🟢 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 5.0.
🟢 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.

Purchase and then copy the Google Sheets template directly to your own Google Drive to make it yours. Inside the template, click File > Create a copy > Choose a folder in your Drive > Copy > Authorize.

3 Simple Steps tp Set Up Sheetify CRM

Step 1: Copy the template

Purchase and then copy the Google Sheets template directly to your own Google Drive to make it yours.

Inside the template, click File > Create a copy > Choose a folder in your Drive > Copy > Authorize.

Step-2: Authorize Sheetify

Click on 'Sheetify' then 'Set Up Sheetify' and 'Set authorization' a simple 3-click process that connects Sheetify to your Google account.

Step 3: Personalize your account

Click on the 'Settings' sheet and set up your account, add your business details, configure your pipeline stages, and you're ready to go.

See Sheetify CRM in Action

Not sure how it all fits together? Our full tutorial walks you through every feature, from setting up your contact database and sales pipeline to sending your first email campaign through Gmail. Everything you need to get up and running, in one video.

Whether you're brand new to CRM software or just want to see how Sheetify works before you buy, this is the best place to start. No technical knowledge required; if you can use a spreadsheet, you can use Sheetify.

Browse all Sheetify CRM Tutorials 🎬

Everything you need to manage your business, inside Google Sheets

One payment, lifetime access, no subscriptions. Join hundreds of small business owners already using Sheetify CRM.

Get Sheetify for $67

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 | 12-in-1 Google Sheets CRM Template