Can Google be used as a CRM?
The answer is yes! Google can be used as a CRM….if you know what you’re doing.
This is possible by adapting various Google Workspace Apps to function as a CRM system.
The best way to use Google as a CRM is to use Sheetify CRM, an online Google Sheets template.
Sheetify CRM can store your contact data, track customer interactions, build sales pipelines, manage inventory, send emails, and more.
With a built-in Apps Script and prebuilt conditional formatting, Sheetify seamlessly integrates with other Google products, such as Google Forms, Google Tasks, and Gmail.
Learn more about Sheetify CRM here.
Does Google have a CRM system?
The straightforward answer? No, Google doesn’t have a standalone CRM software.
Many small teams use Google Workspace Apps like Gmail, Contacts, and Calendar to manage their customer-related activities.
And technically speaking, this does serve as a SUPER basic CRM tool.
Gmail can be used to email your contact list, Google Contacts can store customer information, and Google Calendar can manage appointments or follow-ups.
However, utilizing these tools for CRM activities is actually not a viable long-term strategy, particularly for businesses on an upward growth trajectory.
But don’t worry! Google can still be used as a CRM in two ways.
- Integrating a third-party CRM with your Google account.
- Using Google Sheets.
Can I use Google Sheets as a CRM?
The short answer is yes: Google Sheets can be used as a functional CRM system.
This is achieved by integrating Google Sheets with an Apps Script and Zapier.
However, to successfully implement this, a significant level of knowledge of both Google Sheets and Google Apps Script is required.
There are also plenty of Google Sheets CRM templates available online. However, these typically have limited features.
This is where Sheetify CRM steps in to save the day.
Sheetify CRM Google Sheets CRM template
Sheetify CRM is a comprehensive Google Sheets template explicitly designed for small businesses looking for a sales CRM and business management solution.
This template provides a multitude of tools and functionalities that completely replaces tools such as:
- HubSpot (for CRM).
- Mailchimp (for email marketing and forms).
- Asana (for task management).
- Sortly (for inventory management), and others.
What makes Sheetify CRM exceptionally valuable is its one-time payment model.
For just $67, you and your team gain lifetime access to all Sheetify features and updates.
Essentially, by choosing Sheetify CRM, you're investing in a solution that delivers lifetime CRM value.
To learn more about how to use Sheetify CRM, check out my range of Sheetify CRM tutorials here.
Sheetify CRM features (Google Sheets CRM template)
Sheetify CRM’s features go beyond your standard Google Sheets CRM template.
Of course, the tool simplifies the management of leads, contacts, and sales processes.
However, when used in conjunction with other Google Apps, Sheetify CRM’s suite of dynamic features enables you to efficiently oversee all aspects of your business.
Key features include:
- Management of products and services (inventory).
- Tracking of customer interactions.
- Creation of customer tickets and invoices.
- Tracking of purchases and transactions.
- Bulk email marketing
- Sales pipeline
- Integrations with Google Forms, Google Contacts, and Google Tasks.
- Calendars for managing client and sales tasks.
Plus, the inbuilt sales dashboard tool provides critical insights into:
- Team performance and sales metrics.
- Best-selling products or services.
- Monthly revenue analysis.
- Tracking items (by status).
- Sales search functionality.
All these features are fully customizable to fit your specific needs, but if you need something unique for your brand, our expert team is ready to help.
Plus, with Sheetify CRM, all sheets are integrated and ready to use within the template, eliminating the need for external integrations or complex Apps Scripts.
This level of integration and ease simply isn't available with other Google CRM templates.
Get your hands on Sheetify CRM here.
What type of business is Sheetify CRM for?
Sheetify CRM was designed for small and micro businesses that already use a free or paid Google Workspace account to manage their business.
Whether you’re a tradesman, sole proprietor, small marketing team, service or eCommerce brand, contractor, or real estate agent (just to name a few!), Sheetify is for you.
Sheetify CRM bookkeeping (Google Sheets bookkeeping template)
We recently launched a new Google Sheets template called Sheetify CRM bookkeeping that aims to help you streamline and better manage your finances.
Like Sheetify CRM, this product is built entirely with Google Sheets, comes with a built-in Apps Script, and seamlessly integrates with other Google Apps.
The tool has pre-populated income, goal, expense, and task tracking sheets.
You can even create custom invoices through Google Docs and Forms and email them directly to your clients as PDFs—how easy is that?
Additionally, Sheetify bookkeeping can generate multiple custom reporting dashboards, including:
- Monthly dashboard.
- Annual dashboard.
- 5-Year dashboard.
- Custom dashboard.
- Performance comparison dashboard.
- Sales tax dashboard.
These dashboards are critical in helping you forecast future revenue, track expenses, calculate taxes, and reach your financial goals on time.
So, to answer the question, ‘Can Google be used as a CRM?’ The answer is yes.
Plus, you can also use Google Sheets and other Google Apps as an all-in-one tool for managing your finance, accounting, and bookkeeping needs!
Find out more about Sheetify Bookkeeping here.
Thanks so much for reading!
