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In this article, I’ll answer the question that all small business Google users undoubtedly want to know: Can Google Sheets be used as a CRM?
Effectively managing customer relationships is crucial for small business growth.
But if you’re like many small business owners, paying for an expensive, high-end CRM system is often beyond your budget.
Enter Google Sheets, a surprisingly powerful tool that can be used as a fully functional CRM (without the hefty price tag!).
Read more: Best Free CRM For Google Sheets.
Can Google Sheets Be Used As a CRM?
You’ve likely clicked on this article as you already use Google Sheets as an online spreadsheet tool.
But did you know that Google Sheets can also be used as an effective CRM tool for small businesses?
That’s right, using Google Sheets as a CRM can streamline your workflows, improve customer tracking, and enhance communication.
Without the steep learning curve or expensive subscriptions attached.
In this blog post, I’ll explain exactly how to transform Google Sheets into a cost-effective CRM solution.
Are you ready? Let’s go!
Read more: Best Google Sheets CRM Template.
How To Use Google Sheets As a CRM?
Although Google Sheets isn’t traditionally used as a CRM solution, you can elevate your Google Sheets spreadsheet into a fully functional CRM template.
And fortunately for you, there are a variety of templates and digital tools out there that can transform Google Sheets from a basic spreadsheet into a fully functional CRM!
There are three main ways you can transform your Google Sheets spreadsheet into an effective CRM template:
- Build your own CRM from the ground up using Google Sheets, Apps Script, and Zapier.
- Download a pre-built Google Sheets CRM template (a simple search online will give you many ready-to-use options).
- Use Sheetify CRM, an all-in-one business toolkit integrated directly into Google Sheets, offering a comprehensive CRM solution.
While each method above can turn Google Sheets into a CRM solution, they each require a different level of technical knowledge and offer various functionalities.
For example, combining Google Sheets, Zapier, and Apps Script can give you a custom CRM solution.
However, this process requires advanced knowledge of both Google Sheets and Google App Script to set up effectively.
Pre-built online Google Sheets templates are cost-effective and easy to use but often lack automations, integrations, and other advanced CRM features.
Sheetify CRM aims to bridge the gap between the first two methods.
The Sheetify CRM Google Sheets template is an accessible, easy-to-use, affordable, and feature-rich CRM solution.
Explicitly designed for non-techy small business owners, you can quickly and effectively manage customer data and streamline business processes.
Sheetify CRM is, without a doubt, the best way to use Google Sheets as a CRM.
Read more: Google Sheets Sales Tracker.
What Is Sheetify CRM?
Sheetify CRM is an innovative downloadable Google Sheets CRM template designed to seamlessly integrate with any free or paid Google Workspace account.
With Sheetify, you can manage all aspects of your business, including your:
- Contacts.
- Tasks.
- Inventory.
- Deals.
- Customer issues.
- Interactions.
- Emails, and more.
Sheetify CRM essentially combines the many expensive online third-party tools you use daily into one seamless system.
This tool was specifically created for users who already rely on Google Sheets and are looking for a centralized, all-in-one system to manage their data.
But what sets Sheetify CRM apart? It’s ease of use! Basically, you don’t need to worry about complex configurations, conditional formatting, or installing third-party apps.
This is because everything is pre-set and ready to go for you!
Sheetify is fully equipped with a built-in Apps Script and customizable tabs, columns, labels, automations, and formulas, making it easily adaptable to your business needs.
Plus, it integrates effortlessly with other Google Apps such as:
- Google Tasks (for managing client tasks and sales).
- Google Forms (for capturing leads).
- Gmail (for sending bulk emails).
For added convenience, Sheetify CRM includes a built-in reporting dashboard that helps you track sales metrics and assess your team’s performance in real-time.
Plus, Sheetify is a lifetime CRM solution—pay once and enjoy unlimited access to all features, updates, and improvements without any recurring subscriptions or hidden fees.
Honestly, Sheetify CRM is so much more than a simple Google Sheets template.
With Sheetify CRM, you get a comprehensive, cost-effective CRM solution that grows with your business.
I’d go as far as to say Sheetify is a comprehensive CRM system that matches the functionality of top-tier platforms like HubSpot and Monday.com at a fraction of the cost.
Check out my full range of Sheetify CRM tutorials here.
Read more: Manage Your Inventory With Google Sheets.
How Much Does Sheetify CRM Cost?
Sheetify CRM is an incredibly affordable tool, priced at a one-time fee of $67.
That’s right—this Google Sheets-based CRM template has no pesky monthly subscriptions, unexpected add-on costs, or additional fees for extra users!
With just a single purchase, you and your team (up to 100 members) get full access to everything Sheetify CRM offers, including all current and future features and updates.
Plus, it works seamlessly with all Google Workspace users (even completely free accounts!), meaning all business owners can take advantage of its powerful features.
In short, Sheetify CRM truly represents the ultimate cost-effective lifetime CRM solution.
Read more: How To Send Emails From Google Sheets?
Why Use Google Sheets As a CRM?
Google Sheets may not be the first choice that springs to mind when you think of small business CRM solution.
However, let me tell you, for small business owners, using Google Sheets as a CRM can be an absolute game-changer!
Google Sheets is a cost-effective solution that eliminates the need for expensive, complex CRMs.
Plus, Google Sheets is easy to use, highly customizable, and accessible from anywhere, making it ideal for small teams or solo entrepreneurs.
Think about it….you can track leads, manage contacts, monitor sales pipelines, and even automate tasks—all within a familiar interface.
It also integrates seamlessly with other Google Workspace tools like Gmail, Google Forms, and Google Tasks.
This allows you to streamline your workflows on one platform.
By choosing Google Sheets as a CRM (and, more specifically, Sheetify CRM), you’ll save money, stay on top of your tasks and relationships, and scale your business more efficiently.
Stews Final Thoughts
So, the answer to your question, ‘Can Google Sheets be used as a CRM?’ Is yes!
Although there’s technically no native Google CRM app, you can still effectively use Google Sheets as a CRM.
There are many free Google Sheets CRM templates available online.
And while they may work for small teams with basic needs, they can’t compare to Sheetify CRM—my all-in-one, feature-packed Google Sheets CRM template.
In my opinion, Sheetify CRM stands out as the best CRM solution for Google Sheets, and the best part? It’s incredibly affordable!
So, why wait? Give it a try, and let me know your thoughts in the comments below!
