In this Google Sheets migration tutorial, I share how you can migrate data from one Google Sheets template to another.
More specifically I share how to migrate Sheetify CRM 3.0 Google Sheets data over to the new Sheetify CRM 4.0.
This 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://sheetifycrm.com
✅ Watch our full Sheetify CRM 4.0 tutorial here:
• My Best Google Sheets ...
👉 Read more here about our most recent update:
www.sheetifycr...
👉 Read our article on shifting data from one Google Sheets template to another here:
www.sheetifycr...
Learn more about Sheetify through our other helpful tutorials ➜
👉 Complete Sheetify CRM tutorial:
• Sheetify CRM Tutorial ...
👉 Learn how to set up Sheetify CRM:
• Getting Started with S...
👉 Learn how to engage in email marketing with Sheetify CRM:
• Sheetify CRM | Best Em...
👉 Learn how to manage sales and client tasks with Sheetify CRM:
• Google Sheets CRM | Go...
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 already. 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 new features does the Sheetify CRM 4.0 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.
► Are you new to Sheetify CRM? Check out some of the existing features:
- 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
6 сен 2024
