Google Sheets Report Feature | How To Setup Weekly Report Automation (Sheetify CRM)
In this Google Sheets reporting tutorial, I share how you can manage and send reports inside our Sheetify CRM (Google Sheets CRM template).
I share how you can send manual reports to a specific email and how you can set up and customize (day and time) automated reports being sent each week.
Sheetify CRM is a simple yet powerful CRM designed for Google Users that is ideal for small and micro businesses.
👉 Get started with our Sheetify CRM 4.0 here:
https://www.sheetifycrm.com/
✅ Watch our Sheetify CRM 4.0 overview here:
• Sheetify CRM Overview (All New Google...
✅ Watch our full Sheetify CRM 4.0 tutorial here:
• My Best Google Sheets CRM | Email Mar...
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...
👉 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...
The great thing about this Google Sheets CRM is that it integrates 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.
If you are already a Sheetify CRM customer, you will have access to this. Simply locate the initial email you received when you purchased this Google Sheets CRM template.
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.
Thanks for watching and enjoy!
#sheetifycrm #googlesheets #crm
