Sheetify CRM + Bookkeeping Learning Resources Quick Start Guide
👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜
https://www.sheetifycrm.com/products/...
👉 Learn more about this 10-in-1 Google Sheets Bookkeeping Toolkit here ➜
https://www.sheetifycrm.com/products/...
✅ Get 15% off both! Combo discount code automatically added at checkout!
In this Sheetify CRM and Bookkeeping overview, I share how you can get up and running quickly with our Quick Start Guide.
This is found on both our CRM and Bookkeeping tools.
The great thing about both our Google Sheets CRM and Bookkeeping products is that they integrate 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.
We have two products Sheetify CRM and Sheetify Bookkeeping both work together to help small businesses better manage sales, tasks, inventory and accounting needs.
✅ Watch our Sheetify CRM overview here:
• Sheetify CRM Overview (All New Google... (English)
• Descripción general de My Sheetify CR... (Español)
✅ Watch our full Sheetify CRM tutorial here:
• My Best Google Sheets CRM | Email Mar... (English)
• El mejor CRM de Hojas de Google | Mar... (Español)
Learn more about Sheetify through our other helpful tutorials ➜
👉 Learn how to set up Sheetify CRM:
• Getting Started with Sheetify CRM: Go...
👉 Learn how to engage in email marketing with Sheetify CRM:
• Sheetify CRM | Best Email Marketing f...
👉 Learn how to use the dashboard inside Sheetify CRM:
• Google Sheets Analytics Dashboard Ove...
👉 Learn how to manage sales and client tasks with Sheetify CRM:
• Google Sheets CRM | Google Sheets Tas...
👉 Learn how to manage inventory with Sheetify CRM:
• Google Sheets Inventory Management Tu...
👉 Learn how to manage notes and interactions with Sheetify CRM:
• How to Manage Notes & Interactions in...
👉 Learn how to manage sales in Sheetify CRM:
• Google Sheets Sales Tracker Tutorial ...
👉 Learn how to capture and manage leads:
• Capture Website Leads with Sheetify C...
👉 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...
This Functional CRM is for all Google Users (works with both the free and paid Google Workspace accounts).
► 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.
► What features does Sheetify Bookkeeping offer?
Manage Income (Manage income transactions).
Manage Expenses (Manage expense transactions).
Manage tasks (Manage tasks inside Sheetify or with the Google Task App).
Add new records (No more scrolling down your sheet to the last entry).
Scroll down (Quickly navigate to the last entry).
Invoice Generator (Generate customer invoices in just a few clicks).
Monthly Dashboard: Analyze monthly business performance.
Annual Dashboard: Analyze annual business performance.
5-Year Dashboard: Analyze business performance for 5 years.
Custom Dashboard: Analyze business performance between custom dates.
Comparison Dashboard: Compare business performance between dates.
Sales Tax Dashboard: Analyze business tax and fees.
Balance Sheet: Analyze your balance sheet.
Thanks for watching and enjoy!
#sheetifycrm #googlesheets #crmtemplate
