Q: Questions about multi-client workspaces, Google Sheets, and analytics
Hi! I'm considering purchasing Sheetify CRM to manage multiple clients. Could you please clarify:
1. Does it support separate workspaces, or can I create independent CRM copies for each client using separate Google Sheets, without mixing data?
2. Can I connect multiple existing Google Sheets or does each CRM require its own template?
3. Does the dashboard provide monthly or custom date-range analytics, including leads, pipeline stage changes, conversions, and deals won/lost?
4. Can I track historical activity and compare results across periods?
I need to manage clients separately and prepare monthly performance reports. Thank you!
Stewart_SheetifyCRM
Oct 28, 2026A: Hey!
1. Yes, you can operate, duplicate, and use the templates like this if you like.
2. Each CRM is its own template.
3. In terms of the performace. Yes you have all this analytics.
Here are some help videos to help you get familiar with our Sheetify toolkits 👇
Sheetify CRM Tutorial: https://youtu.be/mUGWvrA4WMo
Overview: https://youtu.be/Yg0W8GRb9uA