What are the Sheetify CRM top 5 Google Sheets CRM features for small businesses?
Are you a small business owner looking for an affordable and powerful Google Sheets CRM solution? Introducing….Sheetify CRM.
As a small business owner myself, I know just how crucial it is to keep costs down while still having access to the features you need to succeed.
I know all too well the frustration of paying rising monthly subscriptions for CRM tools—especially when those fees keep growing as your business expands!
That’s why I created Sheetify CRM—a comprehensive business toolkit designed specifically for micro and small businesses.
With a one-time, affordable payment of just $67, you get all the features, lifetime updates, and unlimited users—without the hassle of ever-increasing monthly costs.
But what makes Sheetify CRM a game-changer for growing small and micro teams is its impressive feature set.
Sheetify CRM top 5 Google Sheets CRM features
Sheetify CRM has many impressive features that make managing your customer-related activities feel effortless.
But luckily for you, I've managed to narrow it down to my top 5 favorite features, as listed below:
- Contact & Lead Management.
- Sales Management.
- Issue & Ticket Management.
- Email Marketing.
- Phone Call & Message.
Let’s dive into each of these features now.
1. Contact & Lead Management
Like any CRM platform, having an efficient and centralized place to manage your contacts and leads is imperative for maintaining strong relationships and optimizing processes.
And by having a dedicated ‘Contacts & Leads’ sheet, Sheetify CRM makes managing and tracking your contacts and leads a breeze!
To manage your contacts and leads in Sheetify, simply add the details below for each contact under the relevant pre-made headers within the ‘Contacts & Leads’ sheet:
- Individual contact name.
- Company name (account).
- Phone number.
- Email address.
- Business type, and more.
You can also add details about how the contact found you for lead generation tracking, attach files, and add sales-based activities to track contacts through the sales process.
Additionally, you can add specific notes about your contacts and leads, track whether an invoice has been sent and paid, and more!
Sheetify CRM’s ‘Contact & Leads’ sheet is visually appealing, with handy color-coded sections, and comes with pre-configured data validation rules, headers, and formulas.
Plus, the ‘Client Task’ sheet and Sheetify CRM’s built-in ‘Taskify’ tool lets you easily add and manage any contact or lead-related task from both Google Sheets and Google Tasks!
The Contact & Lead management feature is the perfect straightforward framework for organizing and tracking leads and contacts efficiently within Sheetify CRM.
2. Sales Management
In addition to managing contacts and leads, managing your sales within a CRM system is extremely important, especially for sales-driven teams.
Simply add your sales-based activities within the ‘Contact & Leads’ sheet, including the due date, priority, sales status, sale task details, notes, value, assignee, and more.
Sheetify CRM even has a specific ‘Sales Pipeline’ sheet where you can view all your current sales and their status through a visually appealing Kanban-type board view.
You can view the status of your sales from this sheet, as well as the total number of deals, deal value, average value per deal, and deal outcome in one quick glance.
Plus, Sheetify’s Taskify tool is not just for client tasks! You can directly send your sales tasks to the Google Task App so that you can manage them on the go!
Updating sales statuses, moving completed deals into transactions, and managing customer snapshots within Sheetify CRM can also be done in just a few clicks.
And get this: Sheetify CRM even comes with a built-in inventory management system!
You can also effortlessly manage your inventory, orders, purchases, stock levels, and transactions within a user-friendly Google Sheet.
Tracking key insights, such as shipping delays, top-selling products, profitability, and more, is also possible, providing a comprehensive view of your business in one location.
And did you know that Sheetify CRM comes with pre-built formulas and interconnected sheets?
This means that when you add or update information about a sale (or when you change the sale status), Sheetify CRM automatically updates that data across all relevant sheets.
Basically, you can keep track of your sales and deals, gain insights into customer behavior, and streamline sales processes with Sheetify CRM!
3. Issue & Ticket Management
Sheetify CRM’s 'Ticket/Issues' feature simplifies your customer ticket and issue tracking without the added pressure of complex formulas, data validation, or conditional formatting.
With a specific ‘Ticket/Issues’ sheet (with pre-configured columns and rows), all you need to do is enter the details of each ticket, and you’re good to go!
The headers in the sheet are fully customizable, so you can add, remove, or modify them to suit your needs.
Plus, you can even easily place a Google Form on your website that automatically connects to Sheetify CRM so your customers can submit their tickets directly!
By using Google Forms, Sheets, Gmail, and Sheetify CRM, you can efficiently organize and track your tickets (and their statuses) without needing specialized software.
Plus, Sheetify CRM’s built-in dashboard allows you to:
- Monitor the number of tickets resolved by individual team members.
- Track recurring issues from customers.
With Sheetify CRM, managing customer concerns is quick, easy, and streamlined!
This allows you to focus solely on growing your business instead of dealing with timely and technical headaches. Which is the name of the game, right?
4. Email Marketing
Did you know you can engage in email marketing directly from Sheetify CRM, thanks to the simple yet effective built-in email marketing feature?
With the ready-to-use mail merge Apps Script, Sheetify CRM seamlessly merges your spreadsheet data with email templates so you can send bulk emails to your clients.
Sheetify CRM comes with pre-designed templates for follow-ups, proposals, invoices, payment reminders, event invites, upsells, discounts, and much more.
You can also easily add your own email templates or personalize the existing ones by adding custom links and placeholders for dynamic data.
Sending bulk emails is a breeze—simply:
- Choose your contacts from the ‘Contacts & Leads’ tab.
- Make sure they have valid email addresses.
- Select the email template you’d like to use under ‘Sheetify > Email Marketing.’
And that’s it! How easy is that?
Once sent, you’ll find all your emails neatly organized in your Gmail account’s ‘Sent’ folder.
With Sheetify CRM, you can streamline your communication efforts and connect with your customers more easily than ever!
5. Phone Call & Message
Sheetify CRM’s built-in Apps Script and phone call & message feature allows you to instantly call or message your customers via WhatsApp, Google Voice, or iMessage.
Just select your preferred communication platform, and Sheetify CRM turns every phone number into a clickable call button!
That's right; you can streamline all client communication with the integrated phone call and messaging feature in Sheetify CRM.
This feature eliminates the need to constantly switch between your CRM system and multiple communication platforms to reach your clients.
To get started, simply link your Sheetify CRM template to your preferred communication platform by clicking the ‘Sheetify > Call & Message’ header in the top menu of Sheetify.
If you’re already using WhatsApp, Google Voice, or iMessage to communicate with clients, this integration will make your workflow even smoother.
In just one click, you can connect with your customers via your chosen messaging platform, making client outreach faster and more efficient than ever!
How impressive is that??
Google Sheets CRM Features - Sheetify CRM
If you’re looking for an affordable, feature-rich, lifetime CRM solution designed for Google users, Sheetify CRM has everything you need!
Thanks to Sheetify CRM’s built-in Apps Script, pre-populated sheets, data validation rules, integrations, and formulas, the template is the perfect CRM solution for many small teams.
So, what else does Sheetify CRM offer? Here’s a list of Sheetify CRM’s entire feature set:
- Inventory Management: Track and manage all products and services you offer.
- Customer Snapshot: Gain a clear view of your all-time most valuable customers.
- Issues/Tickets: Manage customer complaints and problems.
- Add New Record: Quickly add new entries without endlessly scrolling down.
- Scroll Down: Quickly scroll down to the last entry in your sheet.
- Transactions and purchases: Keep track of all your transactions and purchases in one place.
- Contact & Lead Manager: Organize and track all your contacts and leads.
- Client Tracker: Keep tabs on your client interactions and status at all times.
- Invoice Tracker: Monitor and manage your invoices in real time.
- Record Interactions: Add and monitor every single client interaction.
- Phone Call & Message: Communicate with your clients directly from Sheetify CRM.
- Customer Lifetime Value Tracker: Track the long-term value of your customers.
- Sales Pipeline Management: Manage your sales process with ease.
- Built-in Email Marketing: Send emails directly from Gmail with pre-designed templates.
- Sales and Client Task App Integration: Integrate your client and sales tasks with Google Tasks for improved team collaboration.
- Capture New Leads with Google Forms: Automatically capture and manage new leads via Google Forms.
- Dashboard - Sales Completed by Team: Track your team’s sales performance.
- Dashboard - Items by Status: Easily track the status of all your items.
- Dashboard - Team Performance: Measure your team's overall performance.
- Dashboard - Sales Search: Quickly search and filter sales data to gain insights.
- Dashboard - Top-Selling Products/Services: Identify and track your best-performing products or services.
- Dashboard - Monthly Sales Revenue: View your monthly revenue and growth.
And if that wasn’t enough, Sheetify CRM also offers customization services, perfect for those who require specific features or advanced automation.
Check out this step-by-step guide on how to use Sheetify’s features and tools here.
Let us know if you found this article helpful and if you have any questions or feedback!
