12-in-1 Google Sheets Template for Business (All Features & Tools Overview) Sheetify CRM

Опубликовано: 07 Июль 2026
на канале: Sheetify CRM
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👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜
https://www.sheetifycrm.com/products/...
✅ Discount code SHEETIFY10OFF for 10% off!

In this 12-in-1 Google Sheets template overview, I briefly share all the tools and features that our Google Sheets CRM template has to offer small businesses.

✅ Watch our full UPDATED Sheetify CRM tutorial here ➜
   • How to use Google Sheets CRM | No-Subscrip...  

Sheetify CRM is a simple yet powerful Google Sheets CRM template designed for Google Users that is ideal for small and micro businesses.

👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜
   • 10-In-1 Google Sheets Bookkeeping Template...  

👉 Need Google Sheets or Sheetify CRM custom personalizations? We now offer this service ➜
https://www.sheetifycrm.com/pages/she...

We now offer Sheetify CRM (Google Sheets CRM template) in Espaniol (completely translated).

✅ Watch our Sheetify CRM 4.0 overview here:
   • Sheetify CRM Overview (All New Google Shee...   (English)
   • Descripción general de My Sheetify CRM (fu...   (Español)

Learn more about Sheetify through our other helpful tutorials ➜

👉 Learn how to set up Sheetify CRM:
   • Getting Started with Sheetify CRM: Google ...  

👉 Learn how to engage in email marketing with Sheetify CRM:
   • Sheetify CRM | Best Email Marketing for Gm...  

👉 Learn how to use the dashboard inside Sheetify CRM:
   • Google Sheets Analytics Dashboard Overview...  

👉 Learn how to manage sales and client tasks with Sheetify CRM:
   • Google Sheets CRM | Google Sheets Task Tra...  

👉 Learn how to manage inventory with Sheetify CRM:
   • Google Sheets Inventory Management Tutoria...  

👉 Learn how to manage notes and interactions with Sheetify CRM:
   • How to Manage Notes & Interactions in Shee...  

👉 Learn how to manage sales in Sheetify CRM:
   • Google Sheets Sales Tracker Tutorial | Sal...  

👉 Learn how to capture and manage leads:
   • Capture Website Leads with Sheetify CRM (G...  

👉 Check out our most recent updates here:
https://www.sheetifycrm.com/blogs/upd...

👉 Check out our Sheetify CRM tutorials page on our website:
https://www.sheetifycrm.com/pages/she...

👉 Can Google Sheets be used as a CRM? Let's find out:
https://www.sheetifycrm.com/blogs/upd...

The great thing about this Google Sheets CRM is that it integrates Google Sheets seamlessly with your favorite Google Apps. No subscriptions, no fees, no monthly plan... Lifetime value with only one payment.

Shifting back to a Spreadsheet that many small business owners know and love.

If you are already a Sheetify CRM customer, you will have access to this. Simply locate the initial email you received when you purchased this Google Sheets CRM template.

This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).

IMPORTANT (Email marketing feature): 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 staying within the 100-250 emails per email address, per day. See the email quota in your Sheetify CRM Dashboard.

► What features does the Sheetify CRM offer?

Inventory Management (Manage products and services that you offer).
Customer Snapshot (Monitor your most valuable customers).
Issues/Tickets (Manage your customer complaints and problems).
Add new record (No more scrolling down your sheet to the last entry).
Scroll down (Quickly navigate to the last entry).
Transactions (Manage all transactions in one sheet).
Purchases (Manage all your purchases).
Dashboard: Sales completed by team.
Dashboard: Items by status.
Dashboard: Team performance search.
Dashboard: Sales search.
Dashboard: Top-selling products/services.
Dashboard: Monthly sales revenue.
Contact & Lead Manager.
Client Tracker.
Invoice Tracker.
Customer Lifetime Value Tracker.
Sales Pipeline management.
Built-in Email Marketing with Gmail.
Sales Task App Integration.
Client Task App Integration.
Capture New Leads with Google Forms.
Manage notes and interactions.

Thanks for watching and enjoy!

#sheetifycrm #googlesheets #crmtemplate