Learn how Sheetify can be used in your Small Biz.

You can watch more about Sheetify CRM, Projects and Bookkeeping over on our YouTube Channel.

Also, check out our dynamic knowledge base here.

  • 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).

  • Projects Features

    ✅ Send Personalized Team Emails.

    ✅ Enable Team Email Notifications.

    ✅ Record Team Interactions.

    ✅ Add New Projects (Google Form).

    ✅ Sync Tasks with Your Google Task App.

    ✅ Personalize Email Templates.

    ✅ Send Reports (Dashboard Snapshot).

  • Projects Tools

    ✅ Add Unlimited Projects.

    ✅ Add Unlimited Tasks.

    ✅ Progress Tracker.

    ✅ Planned Cost & Effort vs Actual.

    ✅ Timeline (Gantt) & Kanban Views.

    ✅ Dashboard Analytics.

    ✅ Unlimited Team Collaboration.

Sheetify CRM - Quick Overview

Sheetify CRM Tutorial

Sheetify Project Management Tutorial

Sheetify Bookkeeping Tutorial

Getting Started: 3-Step Setup

Sales Pipeline, Tracker & Deal Tutorial

Sheetify CRM Inventory Management Tutorial

Migrate Data to an Updated Version

Sales & Client Tasks (Google Tasks)

Email Marketing Features

Captures Leads in Sheetify

Customize Sheetify Email Templates

Connect Google Contacts with Sheetify CRM

Chat with Sophie our AI Sheetify Expert

If your after instant answers, jump over to our dynamic knowledge base to find answers to common questions or chat with our customer support AI agent - Sophie.

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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