Question 1

What is Sheetify CRM and what functionality does it provide?

Accepted Answer

Sheetify CRM is a Google Sheets–based CRM toolkit that provides contact and lead management, a visual multi-sales pipeline, built-in Gmail email marketing, task tracking, inventory and invoice tracking, customer lifetime value tracking, dashboards and related tools — all implemented inside Google Sheets. (Product page lists included features and toolkit contents.)

Question 2

How do I set up Sheetify CRM in my Google Drive?

Accepted Answer

Setup is a three-step process described on the product page: copy the Google Sheets template to your Google Drive (File > Create a copy), then run the Sheetify setup from the sheet’s menu and follow the authorization steps (click ‘Sheetify’ > ‘Set Up Sheetify’ and grant the requested authorizations).

Question 3

Can I customize Sheetify CRM, and which parts are editable?

Accepted Answer

Yes. The vendor documents explain you can customize date formats, move or add sheets, insert columns, and edit many dropdowns and labels via the Settings sheet (e.g., Source, Type, Sales Status, Inventory Types). Some fields and areas that power automations are locked, and advanced edits (renaming core sheets or changing automation logic) require Google Apps Script knowledge or developer services. (See the customization guide for details.)

Question 4

Does Sheetify CRM support sending email campaigns from Gmail and are there sending limits?

Accepted Answer

Sheetify CRM includes built-in email marketing that connects to your Gmail account so you can send personalized bulk campaigns from the spreadsheet. The product notes Google Workspace accounts may send up to 500 emails per day and recommends staying within ~100–250 emails per sender for optimal deliverability (and scaling with multiple accounts as needed), linking to Google’s sending-limit documentation.

Question 5

Can I connect other Sheetify templates (Bookkeeping, Projects) to the CRM and automate data between them?

Accepted Answer

Yes. Sheetify provides an add-on called Sheetify Flow that lets you connect multiple Sheetify Google Sheets templates (including CRM, Bookkeeping, Projects). You add a URL to link templates and enable or disable pre-made automations to sync data and reduce double entry between sheets.

Question 6

Does Sheetify CRM provide phone and messaging integrations (WhatsApp, Google Voice, iMessage)?

Accepted Answer

Sheetify documents a built-in Apps Script feature that makes phone numbers clickable from the Contacts & Leads sheet and can open WhatsApp, Google Voice or iMessage interfaces. The workflow is: select a contact’s phone cell, choose Sheetify > Call & Message, and pick the channel (e.g., WhatsApp, Call via Google Voice, Send SMS or iMessage); you must be logged into the chosen communications account. The page also documents a ‘Record Interactions’ tool to log calls/messages to the Interactions sheet.

Question 7

What permissions or authorizations does Sheetify (and the Sheetify Flow add-on) require?

Accepted Answer

The product requires you to authorize the Sheetify script from your Google account during setup. The Sheetify Flow add-on (Google Workspace Marketplace listing) declares it needs permission to see, edit, create, and delete your Google Sheets files, to display and run third-party web content in sidebars, and to run when you’re not present; the marketplace listing shows the app permissions and links to its privacy policy and support pages.

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Sheetify CRM

Organize contacts, pipelines, tasks, inventory, and Gmail campaigns in one CRM built on Google Sheets

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