Sheetify CRM is a smart investment for businesses.
For just a one-time purchase, you can open Sheetify in a Google Sheets CRM spreadsheet, and it gives you lifetime access to almost everything you need to run a functional CRM for your small business.
In this blog post, we’ll dive into how you can get started managing your contacts using Sheetify CRM. Summarizing tips from Sheetify CRM’s video (which we learned from), we uncovered how you can get started with this toolkit.
Specifically, we’ll draw from Sheetify CRM’s guide and tutorial and cover how to:
- Set up your account.
- Set up settings.
- Manage contacts and leads.
- Manage inventory and services.
- Enable team status email notifications.
- Work with your sales data flow.
- Manage client tasks.
- Send tasks to the calendar app.
- Send tasks to the task app.
- Add new records.
- Make phone calls and messages.
- Send emails.
- Look at your dashboard and reports.
- Create tickets for issues.
- Create a lead form.
- Set up your Sheetify CRM.
First, click on the link from Sheetify CRM to download a Google sheets CRM template. Click “Get Template,” “Open with”, and pick the browser you want to open the Sheetify CRM in.
Make a copy of this template, and be sure to add the correct date format for your country (dd/mm/yyyy or mm/dd/yyyy). To change the date format at any time, simply navigate to “Sheetify,” “Set Up Sheetify” and “Update Date Format.”
Go to the Sheetify menu, click “Set Up Sheetify,” and then click on “Set Authorization.” Click OK, Advanced, and go to Sheetfiy CRM. Give permissions to Google, click continue, and authorize.
- Set Up Settings.
Now that you have successfully made a copy of the CRM template and provided Sheetify CRM authorization, navigate to the Settings Page.
Click on “Type” to add the industries your clients’ businesses belong to. You can also update your task statuses, sources (where your clients came from), Team members, and priority of tasks.
You also have a column for sales status, currency, preview email, email name, reporting email, business resources, and date format.
You can also go to “File,” “Settings,” and change the time zone to reflect your area.
The other sections you have in the Settings folder include Email Marketing Settings, Calendar Settings, Purchases, Inventory, Transactions, and Tickets and Issues, Task Notification Settings, and Team Email Notification Settings, and Transactions and Tickets.
- Manage Contacts and Leads
This page features columns for clients’ full names, first names, account names (company names), email addresses, physical addresses, phone numbers, business types. This will allow you to integrate all of your contacts into the CRM data.
You can enter these manually, import them from your Gmail contacts, or upload their information from a CSV or Excel sheet.
You will also see the sources they came from, the date they were added to the CRM, any media and files connected to them, their due date, how high priority they are, their sales pipeline status, and other information connected to the deal, such as sales stages.
- Manage Inventory and Services.
Add your inventory and services in this section. This is an essential part of your business toolkit if you sell products.
You can add your items, SKU, type, initial stock, whether it’s on hand, minimum stock, status, sale price per item, cost per item, margin, markup and units in purchase.
In the purchases section, you can add the purchased item, ID, date, receipt date, shipping date, purchased quantity, received quantity, difference, unit cost, total cost, status, vendor account/company, and comments.
- Send a Team Status Email.
To notify your team of a status change on the sheet, such as a sale marked “won,” click “Sheetify,” “Set Up Sheetify,” and “Enable Email Notifcations.” Now, if you change a status, the team will receive an email. Go to the Email Marketing tab to customize the email as needed.
- Sales Data Flow
This section is important for Sheetify bookkeeping. Go to the “Transactions” tab. If the client has paid, mark their invoice Status as “Paid.”
Then, go to “Transaction Status” and change their status from “Won” to “Completed”. This will add your customer’s data to the “Customer Snapshot”, which is your list of paying customers.
- Manage Client Tasks.
Go to the “Client Tasks” section. Add the description of the task, contact name, priority, and status. This will help you keep track of each task within your Sheetify projects.
- Send tasks to the calendar app.
To add a task to your calendar app, click, “Sheetify”, “Taskify,” and “Send Client Task to My Calendar App.”
- Send tasks to the task app.
To add a task to your task app, click, “Sheetify”, “Taskify,” and “Send Client Task to My Task App.”
- Add new records.
To add new interactions and records to your Sheetify CRM without adding them all at the bottom, simply click “Sheetify” and “Add new record” or “Add new interaction.” From there, you’ll see a new field appear at the top.
- Making phone calls and messages.
If you wish to call a client from your CRM, click on their phone number, navigate to “Sheetify,” click “Call & Message”, and view your options to call them with Google Voice, WhatsApp, or SMS.
- Making Email Templates.
Go to the “Email Templates” tab, and make any adjustments you want to the email body (content) for each campaign.
In addition, if you want to edit the codes created for each piece of information, such as the customer’s name, company name, etc., go to the “Settings “ tab, scroll to “Email Marketing Settings”, and you’ll be able to see all of the code snippets you can use in your email body.
- Sending Emails.
Click on the names of the people you want to send the email to. Navigate to “Sheetify”, “Email Marketing”, and click on the name of the type of email you want to send.
You may also want to enable client status notifications to be sent to your team members any time a change has been made to a client’s status. To do this, go to “Sheetify”, “Set Up Sheetify”, and “Enable Client Task Email Notifications”.
- Dashboard and Reporting.
In this section, you can send important data for your business, such as the number of emails you send, the number of quotas you have, your total revenue, and more. You can also view how many items you have sold of a certain product, as well as your bestselling items or services.
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- Tickets/Issues.
If you experience any problems with your product(s), you can create a “ticket” in the Tickets/Issues section to document the problem.
You can also navigate to “Contacts & Leads”, click “Sheetify”, “Reportify”. And “Send a Report” to take a snapshot of the current dashboard to be sent every Monday.
- Create a lead form to capture new leads.
Navigate to “Sheetify”, “Set Up Sheetify”, and “Create a Form.”
From there, click “Tools”, “Manage Form”, and “Go to Live Form” or simply “Tools” and “Create a new form.” This will generate a live form that you can send to contacts and leads.
Conclusion
Sheetify CRM facilitates the customer relationship management process. In just a few short steps, you can create an affordable, ‘functional’ Google Sheets CRM and Sheetify flow. It integrates Google Sheets seamlessly to assist you in this process.
Additionally, it’s designed for Google users, so you can have an all-in-one CRM without any specialized technical experience. If this sounds like something you could benefit from, or you are new to CRMs, you could strongly consider purchasing a subscription.
By organizing your data for you, you no longer have to worry about managing it all yourself. It’s perfect for bookkeeping, sales tracking, and even just taking notes of client interactions. It offers you a lifetime value for just $67 USD.
Plus, its email marketing features, including email templates and code snippets, are hard to beat.
If you’d like more information about client management, contact us today. We look forward to learning more about how we can help you reach your business goals.