All In One Functional Google Sheets Crm Business Toolkit

Bonisiwe Shabane

-Dec 10, 2025, 7:19 PM

all in one functional google sheets crm business toolkit

If you're like us, you hate paying monthly subscriptions for multiple business software… So, we created three all-in-one business toolkits (with no subscriptions!). We offer the most affordable, ‘functional’ lifetime Google Sheets CRM for small and micro businesses. Only one payment for lifetime access, lifetime updates, all client, sales, task, inventory and email marketing features. Also, we now have three Sheetify Toolkits! (CRM, Projects and Bookkeeping Toolkits)

No Subscriptions, No Fees, No Monthly Plan and No Limitations... Lifetime Updates and Value. Sheetify CRM is the most affordable and functional Google Sheets-based CRM solution for small and micro businesses. With just a one-time payment, you gain lifetime access to a comprehensive suite of features, including contact and lead management, client tracking, invoice tracking, customer lifetime value tracking, issue/ticket management, inventory management, and transaction... The platform seamlessly integrates with your Gmail account, allowing you to send bulk personalized email campaigns directly from your Google Sheets. It also offers sales pipeline tools, sales task app integration, client task app integration, and the ability to capture new leads through Google Forms.

Plus, you can manage your sales, client, and recurring tasks directly within the Sheetify CRM and the Google Tasks app. Sheetify CRM is designed to be super easy to use, even for those who have never used Google Sheets before. It's a functional CRM solution that works with both free and paid Google Workspace accounts, allowing you to collaborate with up to 100 users and manage up to 40,000 contacts and records. Manage your contacts and leads in one central location. Track and manage your clients and their information. Stay on top of your invoices and billing.

Track the lifetime value of your customers. In this Google Sheets CRM template guide, I’ll show you how you can create a fully functional CRM in Google Sheets. Are you an avid Google Sheets user looking for a CRM (customer relationship management) solution? Guess what? You have the power to manage all things customer-related with a simple and intuitive Google Sheets template! That’s right; you no longer need to create email folders, handwritten notes, or multiple spreadsheets to manage your tasks, customers, and sales!

Okay, so how exactly can you use your favorite online spreadsheet app as a CRM? - You don’t need full-blown software to manage contacts and deals.- These 7 CRM templates in Google Sheets do the job—some surprisingly well.- We tested 30+ to find templates that are customizable, automatable, and... Not every business needs Salesforce. In fact, if you’re a solo operator, scrappy startup, or just someone tired of bouncing between tools, a well-built Google Sheets CRM template might be all you need. It’s simple, shareable, and already lives in the workspace you’re using every day. We tested over 30 Google Sheets CRM templates and ended up with 7 picks that will help you track deals, manage follow-ups, flag stale leads, and even automate things like form-fed lead collection or...

You don’t need to install anything or go through a 3-hour onboarding video. Just copy the template, plug in your contacts, and get to work. Fully-customizable no-code CRM that centralizes your entire sales cycle. Managing your customer relationships lets you increase brand loyalty and attract new customers. You can get many insights from tracking how your customers interact with your business, such as gaining more knowledge on the consumer market, product performance, and purchasing behaviors. And to do that, using a Google Sheets CRM is a great solution.

Today, we’ll explore how you can effectively use Google Sheets as a customer relationship management tool. We’ll also give you a free template to track your customers, making things easier. If you’re familiar with CRM (Customer Relationship Management) tools, you’ll realize that a Google Sheets CRM is just a simplified version that runs on a spreadsheet. You can use it to organize your customer contacts by utilizing the columns and rows. For instance, you can make several categories at the top of each column to group your data by name, institution, contact details, and other aspects. Additionally, it includes basic communication information, determining how your customers have interacted with your business so far.

Aside from having the familiar functionality of spreadsheets, the best thing about Google Sheets CRM is that you can use it for various purposes, such as integrating it into your sales pipeline management and... Stewart Gauld, founder of Sheetify, unveils a new CRM solution that helps small businesses ditch expensive subscriptions with a one-time payment for lifetime access. New Zealand, July 25, 2025 -- Introduction to Sheetify CRM: A Revolutionary Approach for Small Businesses “If you're like us, you hate paying monthly subscriptions for multiple business software…” Small businesses around the world often face the challenge of managing various software subscriptions, each with its own fee, limitation, and learning curve. For many, these recurring charges (increasing subscriptions) become a significant cost to small and micro businesses.

Recognizing this pain point, Stewart Gauld (originally from New Zealand), the founder of Sheetify CRM (based out of Singapore), created a simple yet powerful business solution: Sheetify CRM. Most of us already use spreadsheets every day. From making monthly budgets to crunching sales numbers, Google Sheets is famous for its ease of use, collaborative features, global accessibility, and customization capabilities. But who knew a blank Google Sheet could also become your fully functional CRM? 🤯 It’s true— you can use Google Sheets to create or use countless templates for spreadsheet project management, marketing campaigns, mass emails, forecasting, tracking, follow-ups, and more.

Let’s take a closer look at how to use Google Sheets CRM —with a powerful new tool that can completely change your customer relationship management game! While not a traditional CRM platform, Google Sheets offers a surprisingly effective way to manage customer relationships, especially for smaller businesses or those seeking a cost-effective solution. Ultimate Small Business Templates in Excel and Google Sheets Introducing the finest Bundle of Spreadsheet Templates for Small Businesses, comprising 4 essential tools. With our meticulously crafted bundle, you gain access to unparalleled resources tailored to optimize small business operations. Track finances, set competitive prices, manage inventory seamlessly, and monitor orders effectively.

Elevate your business efficiency and propel growth with our best-in-class bundle. This is a digital download. No physical items will be shipped after the purchase. Due to the digital nature of the product, all sales are final, and refunds are not issued. 🎁 BONUS INCLUDED: Customizable Budget Planner Template (Google Sheets)Take control of your business finances with this fully editable Budget Planner — now included FREE with your CRM Template!

All In One Functional Google Sheets Crm Business Toolkit

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