How to Setup Sheetify Toolkits the Right Way (Sheetify CRM, Bookkeeping & Projects)

Описание: In this brief Sheetify CRM tutorial, I share how to setup Sheetify toolkits in just a few clicks (Sheetify CRM, Sheetify Bookkeeping and Sheetify Projects)

✅ Also, here is a video to help you migrate data from another tool, Excel or another Google Sheet to Sheetify:    • Move Data From Excel to Google Sheets (Exc...  

👉 Learn more about this 12-in-1 Google Sheets CRM Template here ➜
https://www.sheetifycrm.com/products/...

👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜
https://www.sheetifycrm.com/products/...

👉 Also learn more about our 10-in-1 Google Sheets Bookkeeping Template here ➜
https://www.sheetifycrm.com/products/...

Sheetify toolkits are simple yet powerful Google Sheets business templates designed for Google Users that are ideal for small and micro businesses.

👉 Need Google Sheets or Sheetify CRM custom personalizations? We now offer this service ➜
https://www.sheetifycrm.com/pages/she...

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.

✅ Watch our Sheetify CRM overview here:
   • Sheetify CRM Overview (All New Google Shee...   (English)
   • Descripción general de My Sheetify CRM (fu...   (Español)

✅ Watch our full Sheetify CRM tutorial here:
   • My Best Google Sheets CRM | Email Marketin...   (English)
   • El mejor CRM de Hojas de Google | Marketin...   (Español)

Learn more about our Sheetify toolkits through our other helpful tutorials ➜

👉 Learn more about our 10-in-1 Google Sheets Bookkeeping Template here:
   • 10-In-1 Google Sheets Bookkeeping Template...  

👉 Learn more about our all-in-one Google Sheets Projects template here:
   • Sheetify Projects Overview (Google Sheets ...  

👉 Learn how to set up the invoice generator:
   • Boost Your Bookkeeping with Google Sheets ...  

👉 Learn how migrate data from Sheetify CRM old version to new version:
   • Google Sheets Migration Tutorial (How to A...  

👉 Learn how to engage in email marketing with Sheetify CRM:
   • Sheetify CRM | Best Email Marketing for Gm...  

👉 Learn how to manage sales and client tasks with Sheetify CRM:
   • Google Sheets CRM | Google Sheets Task Tra...  

👉 Learn how to manage inventory with Sheetify CRM:
   • Google Sheets Inventory Management Tutoria...  

👉 Learn how to manage notes and interactions with Sheetify CRM:
   • How to Manage Notes & Interactions in Shee...  

👉 Learn how to manage sales in Sheetify CRM:
   • Google Sheets Sales Tracker Tutorial | Sal...  

👉 Learn how to capture and manage leads:
   • Capture Website Leads with Sheetify CRM (G...  

👉 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.
Instantly call or message using WhatsApp, iMessage and Google Voice.

► 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 #sheetifybookkeeping