Learn how Sheetify can be used in your Small Biz.

You can watch more Sheetify CRM and Bookkeeping tutorials over on our YouTube Channel.

  • CRM Features

    ✅ Contact & Lead Manager.

    ✅ Client Tracker.

    ✅ Invoice Tracker.

    ✅ Customer Lifetime Value Tracker.

    ✅ Issue/Ticket Management.

    ✅ Inventory Management.

    ✅ Transaction Management.

  • CRM 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.

    ✅ Instant Call & Messaging.

  • Bookkeeping Dashboards

    ✅ Monthly Dashboard.

    ✅ Annual Dashboard.

    ✅ 5-Year Dashboard.

    ✅ Custom Dashboard (Measure Custom Date Range).

    ✅ Comparison Dashboard (Compare performance).

    ✅ Sales Tax Dashboard (Business tax and fees).

    ✅ Balance Sheet.

  • Bookkeeping Tools

    ✅ Manage Income (Manage income transactions).

    ✅ Manage Expenses (Manage expense transactions).

    ✅ Invoice Generator (Generate customer invoices).

    ✅ Quote Generator (Generate customer quotes).

    ✅ Manage tasks (With Sheetify or Google Task App).

    ✅ Add new records (No more scrolling 100s of rows).

    ✅ Scroll down (Quickly navigate to the last entry).

    ✅ Reporting (Automate and send reports).

Sheetify CRM - Quick Overview

Sheetify CRM Tutorial (Latest Version)

Sheetify Bookkeeping Toolkit Tutorial

Getting Started: 3-Step Setup

Sales Pipeline, Tracker & Deal Tutorial

Sheetify CRM Inventory Management Tutorial

Migrate Data from Sheetify 3.0 to 4.0

Managing Contacts & Leads

Sales & Client Tasks (Google Tasks)

Email Marketing Features

Captures Leads in Sheetify

Customize Sheetify Email Templates

Connect Google Contacts with Sheetify CRM

Google Sheets Contact Tracker

All-in-one Google Sheets CRM

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

The Sheetify Google Sheets CRM template allows business owners to get the most out of Google Sheets and many of Google's integrated apps.

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