I Built The Best Google Sheets CRM, Email Marketing & Task Tracker Toolkit

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  • Опубликовано: 8 янв 2025
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Комментарии • 55

  • @StewartGauld
    @StewartGauld  Год назад

    ✅Get started with our Sheetify CRM here ➜
    www.sheetifycrm.com/products/sheetify-google-sheets-crm-template
    (Discount code SHEETIFY10OFF for 10% off - Limited to the launch period)

  • @nicouthe609
    @nicouthe609 Год назад +3

    Looks cool! I might buy it. Two question though.
    1. When a contact is answering via Email and I answer back via Gmail, is there a way that Sheetify can track this conversation? Or can I keep the conversation with in Sheetify?
    2. When my co-worker is changing email templates and settings will this also set the setting on my end? I think there must be some kind of privat and global setting, right?

  • @jarheadcontent
    @jarheadcontent 2 дня назад

    If i have 2 locations and want to keep them separate do i have to buy this twice ? Or can i just make a copy twice, one for each location ? Amazing work by the way!

    • @StewartGauld
      @StewartGauld  2 дня назад

      Hey! Good question. The single use licence allows you to simply create a copy as long as it's for a business you are associated with. So the answer is yes.
      Thanks!

  • @StreetFamzz
    @StreetFamzz Год назад

    I do Google ads for local business. If my HVAC client gets a phone call lead using Google ads will his lead populated inside this crm? If so do I need to have other 3rd party apps like Zapier?

    • @StewartGauld
      @StewartGauld  Год назад

      You can create a Zapier integration for this, yes.

  • @taakadorman9418
    @taakadorman9418 11 месяцев назад

    Is there a way to see email open rate? And any way to weed out the bad emails?

    • @StewartGauld
      @StewartGauld  11 месяцев назад

      Hey!
      You can add an email tracking extension. At this point not for the email marketing activities.

  • @HouseOfMoy
    @HouseOfMoy 26 дней назад

    You are truly the best every time I search for a video I hope your name pops up..lol. I wish you did every video I wanted lol. Manychat and Gorgias hint hint lol

    • @StewartGauld
      @StewartGauld  26 дней назад +1

      Haha! Thanks! I will look into this for you.

    • @HouseOfMoy
      @HouseOfMoy 25 дней назад

      @StewartGauld Thank you!

  • @ZainaMedia
    @ZainaMedia 7 месяцев назад

    Also if I wanted to connect my newsletters lead automatically to the CRM is that doable?

    • @StewartGauld
      @StewartGauld  7 месяцев назад

      Hey!
      Yes you can via Zapier or use Google Forms (already setup for this CRM).

  • @ZainaMedia
    @ZainaMedia 7 месяцев назад

    Hi, I have a question can I create custom workflows with this CRM?

    • @StewartGauld
      @StewartGauld  7 месяцев назад

      Hey!
      Yes you can! It's best if you have experience with Google Sheets however.

  • @czarlez
    @czarlez 10 месяцев назад

    Can you change the dates to Month/Day/year ?

    • @StewartGauld
      @StewartGauld  10 месяцев назад

      Yes you sure can. We have two versions of dates when you purchase the template. I also, share how you can change the dates at anytime.

  • @venkat7790
    @venkat7790 22 дня назад

    When a contact is answering via Email and I answer back via Gmail, is there a way that Sheetify can track this conversation? Will Sheetify have access to my data and transactions

    • @StewartGauld
      @StewartGauld  22 дня назад

      Hey!
      In terms of your email sent you can add details to the interactions tab if you like. However, it is not able to automatically track conversations.

    • @OrcForge
      @OrcForge 7 дней назад

      Use zapier and you can automate it

  • @vnlspares
    @vnlspares 11 месяцев назад

    Can i manage my small retail customers as well as dealers in this crm, whatsapp marketing and chatgpt... Do reply

    • @StewartGauld
      @StewartGauld  11 месяцев назад

      Hey!
      Yes you sure can. Our next update will be ideal for you. Coming out on the 31st.

    • @vnlspares
      @vnlspares 11 месяцев назад

      @@StewartGauld whats the difference between your crm and google crm report ... I mean any advantages in your that other dont have it...

  • @Skiptube
    @Skiptube 8 месяцев назад

    Will sheetify work with zapier? Thx.

  • @DoctorLexus-4President
    @DoctorLexus-4President 7 месяцев назад

    Are the CRM tasks totally separate from tasks within Google?

    • @StewartGauld
      @StewartGauld  7 месяцев назад

      Hey!
      Yes, however, you can 'send' those tasks to your Google Task app if you like.

    • @DoctorLexus-4President
      @DoctorLexus-4President 7 месяцев назад

      @@StewartGauld so I could do either just as easily? or I create the task in both? definitely interested in this crm

  • @VivecaHess
    @VivecaHess 3 месяца назад

    Just purchased and only received Spanish version! Please advise and share English/US version...

    • @StewartGauld
      @StewartGauld  3 месяца назад

      Hey! Same as my last comment. You can find both versions in the same folder. Thanks and enjoy!

  • @justbelit
    @justbelit 8 месяцев назад

    please do a version for non-profit/ businesses that offer promotions and specialised services. there are so many examples for sales its hard to understand how to customize these otherwise

    • @StewartGauld
      @StewartGauld  8 месяцев назад

      Hey!
      I will look into this! Thanks 🙏

  • @amalvs5415
    @amalvs5415 Год назад

    How can i note customers 2nd 3rd orders and our profits ?

    • @StewartGauld
      @StewartGauld  Год назад

      Hey!
      Great conversation today. Enjoy the Sheetify CRM 🤗

  • @MarwaSirat-qg1pt
    @MarwaSirat-qg1pt 6 месяцев назад

    It need to payment or it is for free ??
    The template that you have showed

    • @StewartGauld
      @StewartGauld  6 месяцев назад

      This is a one off paid template 🤗

  • @guitarakademiet546
    @guitarakademiet546 5 месяцев назад

    Do you have this for subscription-based companies?

    • @StewartGauld
      @StewartGauld  5 месяцев назад

      Yes this works for subscription based businesses too.

  • @HectorGalvan
    @HectorGalvan 9 месяцев назад

    Will it work well for a week to week consulting business to track and see lead progress?

    • @StewartGauld
      @StewartGauld  9 месяцев назад

      Yes this is perfect for this type of business.

  • @terryokeeffe6911
    @terryokeeffe6911 4 месяца назад +1

    Questions 1) Can I add additional columns in the contact area? 2) Can an email account that is not gmail be used?

    • @StewartGauld
      @StewartGauld  4 месяца назад +1

      Hey Terry,
      Yes you can, however to not impact the formating its best to add new columns to the far right of the sheet. Yes/No. You need a Gmail to only engage in the email marketing activties.

  • @alribisi
    @alribisi Год назад

    Can I sync the contacts with Google Contacts?

    • @StewartGauld
      @StewartGauld  Год назад

      Great question! It has a level of sync capabilities with GC.

  • @LocdAura
    @LocdAura Месяц назад

    Can I whitelabel this for my AI Chatbot clients?

    • @StewartGauld
      @StewartGauld  Месяц назад

      Hey mate,
      Yes you can, we offer a commercial licence and affiliate program.

  • @JosueModesto-t9p
    @JosueModesto-t9p 3 месяца назад

    I need something like i this but for real estate

    • @StewartGauld
      @StewartGauld  3 месяца назад

      Yes this works great for Real Estate agency, many of our customers use this.

  • @RomeoTudose
    @RomeoTudose 4 месяца назад

    If you have dumb colleagues like me, this format will be destroyed in a single day.
    Everyone likes to copy-paste stuff
    Nobody cares about the text format, data validation or formulas
    It's nice, but it can't work with teams ... unless they have all OCD😂

    • @StewartGauld
      @StewartGauld  4 месяца назад +1

      Hey mate,
      Yes you are correct. There needs to be communication and education before using this product with a team. However, it does work really well with teams!