Optimizing Google Sheets as a CRM (Sheets + Tasks + Calendar + Voice)
Автор: AI CRE Coach
Загружено: 2026-02-23
Просмотров: 5
Описание:
In this tutorial, I show you how to turn Google Sheets into a CRM specifically designed for prospecting and lead management.
Whether you are in self-storage, multi-family, or retail, this "Google Workspace Ecosystem" workflow allows you to manage property data, track outreach, and automate follow-ups.
Key Features Covered:
1. One-Click Dialing: Integrate Google Voice directly into your spreadsheet for instant prospecting.
2. Automated Follow-Ups: Using Google Apps Script to automatically sync tasks and dates to your Google Calendar and Google Tasks.
3. Priority Filtering: A "High Priority" tab that automatically pulls interested leads using custom filter formulas.
4. Template Automation: Pre-loaded text and email templates that concatenate your data for rapid outreach.
5. Maps Integration: Hyperlinked property addresses that open directly in Google Maps for quick visual reviews.
🛠️ About AI CRE Coach:
We help CRE professionals modernize their operations through AI and automation. If you're tired of manual data entry, outdated processes, and not knowing where to start...
Let's talk: 📧 www.aicrecoach.com
#CRE #CommercialRealEstate #GoogleSheetsCRM #RealEstateAutomation #Prospecting #SelfStorage #PropTech #REALTOR #GoogleWorkspace #AICRECoach
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